process automation specialist superbadge step 6

Hi Trailhead Baby,Thanks for this awesome tips page. assign the lead to -. Rated Accounts by State The record count for state and account rating are automatically added. Need help!! Let me know when you pass! Otherwise, an email would be sent to finance every time you have an opportunity created or edited as long as the opportunity is associated with an account. But in your logic, you are using LEN(BillingState)>2. In challenge 5 there is a hyperlink on robotsetup too. Below are tips and gotchas for each report / dashboard. Thank You. Assembly System Sales. : [] Assuming something is wrong w/ my approval process can you help provide some guidance? First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, Give Related to ID also. Youre being a helping hand here I see. )Thank you! hi,I tried with the solution still getting same error.I have emailed you the screenshots on email [email protected] check and please revert. Let's dig a bit deeper in to the process. I keep getting this error with the process automation superbadge. check where the error happened on the logs and u will find the culprit. Sales", Similarly, for assigning lead to Assembly System Sales -. Something that helped was saving the report frequently. I am getting the same error. Any help much appreciated as could not figure out what is wrong, The second node and the "send marketing materials" step look good to me! This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015j00000DbQUHAA3. Dont forget replicate For Shipping State/Province and Shipping Country same as Billing State/Province and Billing Country validation which I have mentioned above. Note the filter. You start as a prospect and end up as a closed/won customer. Requesting admin to make update in your last question formula. Reports Accounts by Market To create the "Market" row grouping, use a bucket field. Getting this error in 5th step ( Automate Opportunities) of Process Automation Specialist superbadge. Dear Trailhead Baby:)And greetings from Finland where lives Santa himself, so I'd propose you to be kind to me and help me sort it out what's my issue regarding Superbadge Process Automation #5. I thought of using the 'Product Family' standard picklist field and build the values in it. Process Automation Specialist Superbadge - Blogger Salesforce Error ID: 354599625-54567 (2080501154)I'm thinking that is something related to the approval processCan you help me? Process automation specialist step 6 flow builder. Struggling with the last step for 2 days now. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, You need Manager Approval: []When I deactivated the process I got following error messageChallenge Not yet complete here's what's wrong: A new Opportunity with a 'Prospecting' stage for a 'Prospect' Account did not successfully create a Task for the Account owner with the Subject 'Send Marketing Materials'.Here is the snapshot of what I have done. * Are the opportunity stage field updates within the approval process set up? But I keep getting the following error even though the Robot Setup record is created with correct date.Challenge Not yet complete here's what's wrong: A Closed Won Opportunity did not successfully either create an Robot Setup record and if it did, then the Date__c was not 180 date from the Opportunity Close Date.Please can you help me in getting this error out of my way.Thank you in advance. as your own manager-, LEN( State ) {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct4. I'll do my best! There is an additional node with a separate immediate action that should come first. Create related Email Alert from search box for the templates above. Create 4 Roll Up Summary fields as below: Field 1: Label:Number of dealsSummary Type:COUNTSummarized Object:OpportunityFilter Criteria:None, Field 2: Label:Number of won dealsSummary Type:COUNTSummarized Object:OpportunityFilter Criteria:Stage EQUALS Closed Won, Field 3: Label:Last won deal dateSummary Type:MAXField to Aggregate:Opportunity: Close DateSummarized Object:OpportunityFilter Criteria:Stage EQUALS Closed Won, Field 4: Label:Amount of won dealsSummary Type:SUMField to Aggregate:Opportunity: AmountSummarized Object:OpportunityFilter Criteria:Stage EQUALS Closed Won, Field 5:Label:Deal win percentReturn Type:PercentDecimal Places: 2Formula:(Number_of_won_deals__c / Number_of_deals__c), Field 6:Label:Call for ServiceReturn Type:TextFormula:IF( DATE( YEAR(Last_won_deal_date__c)+2 , MONTH(Last_won_deal_date__c),DAY(Last_won_deal_date__c) ) <= TODAY(), Yes, No), Validation Rule 1 : Rule Name :US_Address (Anything). Challenge-6 (Create Flow for Opportunities), How to show or hide a particular section of Visualforce Page dependent upon picklistfield value, How to redirect to another Vf page after saving a record. It it activated? {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct3. Here is the error messageChallenge Not yet complete here's what's wrong: There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. closely observe the screenshots n article, Hi admin You are missing one condition.2) Look at your "create a prospect" task. Example Controller-- public class MyExtension { public Account ac {get;set;} public MyExtension(ApexPages.StandardController controller) { ac = new Account(); } public PageReference save() { insert ac; PageReference pg = new PageReference('/apex/SecondVFPage');//Second //VFPage is another visualforce page pg.setRedirect(true); return pg; } } VF Page-- Badge List - Top Trailblazers ) Process Automation Specialist (Super badge) - YouTube Issue was Evaluate the next criteria option was not enabled for step 3. Prospect node of process builder:Opportunity.Stage equals prospectingOpportunity.AccountId does not equal $GlobalConstant.nullImmediate actions:Email finance group Create task:Due date only = TODAY() Assigned to ID = Opportunity.AccountID.OwnerIdPriority = HighStatus = Not startedSubject= send marketing materialsIf I try to add the related to ID field it automatically goes back to the first critique that the process couldn't run. Action for Node 1 Email Alert to mail notifies account creation : Finance: Account Creation. Element 2: Get Record as belowLabel: Search Prod select object as Product. There was an unexpected error in your org which is preventing this assessment check from completing: System.NullPointerException: Argument cannot be null.got the approval mail when i click the oppurtunity got this :Looks like there's a problem.Unfortunately, there was a problem. Because in my case i have written only Material and not Materials so it throws error. I would like to take a look at your approval process, validation rule, and the process itself. Rainbow Sales. The condition to check for billing and shipping states are inside AND. So yes my issue was w/ identifying who the correct approval person is and this was at the Approval Steps section --> automatically assign to approvers --> then manually choose the user I was looking for.Thanks for working through this w/ me, Is the issue solved? When the Account was prospect it did create the task. Test it yourself before you hit the button. How did you solve. My entire flow seems to work but not when creating a new >100k opportunity in the Negotiations stage. But before starting with the release management, let us build the foundation with Application Life cycleManagement. . 4, "Thursday", You are missing many of the instructions. Hi Arno,If you would share some details of your process, I'll take a look. 5, "Friday", If u select the stop button it doesnt work, select the evaluate the next criteria button. Give your Salesforce admin these details. If you did, and are still stuck, email some screen shots of what you have to my mom- [email protected] - and I will take a look at it. (She's the Rebecca Gray that is a user group leader and has 102 Trailhead badges. I would check a few things:Process Builder- * Node for Opportunity = Prospect (with the "send marketing materials" as the immediate action) - Do you have three entry criteria? I passed the Process Automation Specialist Superbadge on Salesforce Trailhead a couple of weeks ago and got very confused when it said Id also got a First Ascent flag.I genuinely had no idea what it meant until I put a message out on my company Chatter and they told me it was because Id got each challenge right the first time. IF Deal is Negotiation[Opportunity].StageName equals Negotatiation/Review[Opportunity].Amount greater than 100 000Submit for Approval ((Opportunity: AmountGREATER OR EQUAL100000) AND (Opportunity: StageEQUALSNegotiation/Review) + Next Automated Approver Determined By Manager of Record Submitter)4. May I ask a question, please? Its only what a client would say in a real-life consulting environment. Error ID: 1725844101-48357 (1684581515): []Can you guide about Approval Process while checking Debug logs it's Giving Fatal Error and i found this error FLOW_ELEMENT_ERROR No applicable approval process was found. {!myVariable_current.StageName} (Negotiation/Review) Equals Negotiation/Review2. Screenless Flow Specialist Superbadge . * Approval actions on the approval process- The only thing you need here are field updates. Process automation specialist superbadge step 8 I dnt see an option for [Opportunity].Id in my process. Stuck on Step 5 of Process Automation Specialist? Thanks allot Deadman , I just wasted my 3hours to tackle the issue, but u came as a saviour. This error comes when I check the challenge for automating opportunities.. in step first when im writing formula (Opportunity: Stage EQUALS Negotiation/REview) AND (Opportunuty: Amount GREATER THAN 100000) its showing Error: Syntax error. You can open dev console in a separate window and try running the process. Step 5 I keep getting the following message: Challenge Not yet complete heres whats wrong: I've just completed the step. VALIDATION RULE 2 : Rule Name :Name Change, Error Message :You cant change the Account name for Customer Direct or Customer Channel. Good to hear! Many thanks! Time investment starts from about five hours for the superbadge itself and can extend . have high-level requirements but the detailed solution is up to the person building the processes and doesn't follow step-by-step guidance. * Finance needs to know about all opportunities, but marketing materials only need to be sent to a certain group of opportunities. apex specialist specialist I hope this made sense! Create Sales Process and Validate OpportunitiesCreate a sales process with the required stages and name it RB Robotics Sales Process. A recommendation: print the transcripts of the videos from the challenge requirements. In process builder check whether u select the stop button or execute the next "Notify the account owner."* Activate the approval process once changes are made, or you get a funky error message. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity PB process failed. I can surely b wrong. Can you help me to find out the reason for this errorChallenge Not yet complete here's what's wrong: There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. The "send marketing materials" should not be a part of the first node. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. help Error ID: 2146461946-632512 (157788690): []. Thanks for letting know. TIA, Challenge Not yet complete heres whats wrong: If a flow cant do what you need you or a developer can write Apex to do so. Hi, I am getting following after following you: "Challenge Not yet complete here's what's wrong: There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. (Note: for the purpose of this superbadge, pretend Integration User is the finance group.) Hi , In Challenge 5 .. we need to define this formula CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180) i m getting error after this :Challenge Not yet complete here's what's wrong: A Closed Won Opportunity did not successfully either create an Robot Setup record and if it did, then the Date__c was not 180 date from the Opportunity Close Date. You want to send the email to finance for 3 specific account types, and there will be logic involved with the conditions. (I use my mom's email address: [email protected]). There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Hello Trailhead Baby,I getting the error:Challenge Not yet complete here's what's wrong: There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. ), validation rule name ==> country rule for shipping add Just a correction, NOT from CONTAIN should be removed as well: OR If so, please share some details of your process. Awesome! Executive Report Tips: SolarBot Loyalty Revenue This report is tricky, but I don't want to give away the solution! Thanks Trailhead Baby this post was very helpful! ISPICKVAL( Type , 'Customer - Direct') , what to do now? ), validation rule Name ==> State Validation rule for billing add I watched one video at a time, jotting down my key requirements as I listened, I also paused the video a few times to get the naming conventions I needed to configure, Listen very carefully; she gives directions at some points in quite a subtle way, Watch your Flow type auto-launched flow isnt the right one. Can you tell me why? I do not have, in my process, that the account owner ID is not nullbut I doubt that will hurt. Hey trailblazer, I'm here to guide you in earning the Approval Process Specialist Superbadge, which is part of the Process Automation Specialist badge. I am getting the exact same error. Try removing the "status" criteria. LEN is your friend for the State validation. Showcase your mastery of business process automation without writing a line of code. You can look up ExceptionCode values in the SOAP API Developer Guide. But when I added the Global Constant cannot = null criteria, I started getting the first error listed.I feel like my approval process might be the issue.Any advice on what to try next? or am i making mistake here? I'm happy to help you though if you would share some details about your process. Checked it many many times. error id: 429738065-586330 (157788690): [] Validation Rules >> New. Please contact your system administrator for more information. Hi Trailhead Baby,I am getting below error:A new Opportunity with a 'Prospecting' stage for a 'Prospect' Account did not successfully create a Task for the Account owner with the Subject 'Send Marketing Materials'. I made two dollars today! Hi! Happy to take a look- [email protected]. Give your Salesforce admin these details. A new Opportunity with a Prospecting stage for a Prospect Account did not successfully create a Task for the Account owner with the Subject Send Marketing Materials. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Any help would be greatly appreciated. This challenge is all about setting-up Robot Setup Object and create some fields on it. Lookup field used to select the user's manager. Please reference ID: YRQGUFCA. {!myVariable_current.AccountId} (0012E00001pUftIQAS) Does not equal null3. This blog consists of all four challenges of Approval Process Management include Set up . Tip: Have 2 entry criteria in approval process: Money and stage.Tip: Put the money criteria ONLY in the approval process, NOT in Process Builder.Approval process details:Entry Criteria- Amount>100,000 and Stage= Negotiation / ReviewApproval Assignment Email Template- SALES: Opportunity Needs ApprovalInitial Submission Actions: Record Lock & Field Update to Awaiting ApprovalApproval Actions: Field Update to Closed WonRejection Actions: Field Update back to stage Negotiation/ReviewFinal Approval Actions: Record Lock, Email Alert: Opportunity Approval Status EmailFinal Rejection Actions: Record Unlock but I am still getting an email after this error message: Error element myRule_6_A1 (FlowActionCall).No applicable approval process was found. I have carefully read all of this and other threads on this trail. What do you suggest I do? First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Not allowed you to change: [Name]. I used two nodes, because I thought it was simpler- everybody triggers an email to finance, then filter out the customers for the second node to trigger the marketing materials action. Please contact your system administrator for more information. Process Automation Specialist Superbadge 5 October 03 2017 A project with Daddy. The email should be sent to "User: Integration User" from the current user's email address. I checked and everything is totally fine. Ive used Flow a LOT in recent years, but I learnt a lot more about it from completing this exercise. 12 . : Challenge 6. Waw, what a dedication--both in terms of the superbadges and answering all of those questions! stopTest (); //Contains schedule information for a scheduled job. Please contact your administrator for more information. I used AND(something,something) Note- Negotiation is incorrectly spelled. For AND to be true, all the conditions inside it should be true. I based my criteria on the Negotiation node solely on the opp stage- since the opp amount was part of the approval criteria. VF Page--- < , To redirect to another page which is saved in your organization, use the standard feature provided by Salesforce PageReference . I have same error. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity Management process failed. I am close to give it up, somehow the time is not worth it. Now it's working :)But I've caught a little problem with the next step - there are no such products in my Playground. This value is empty. The Robot Setup Day of the Week formula does not seem to be working properly. If so, there are two things to look at:1) The process will stop after the first node unless you tell it to continue - try clicking the little "stop" square to see what happens :)2) There are 2 types of customers, so the process needs to account for both types . I am getting the same error. Forgetting to activate is an easy oops. {!myVariable_current.StageName} (Negotiation/Review) Equals ProspectingLogic: All conditions must be true (AND)Executed the default outcomeDECISION: myDecision5Executed this outcome: myRule_6Outcome conditions: 1. Try to disable the validation rule then run the check again. System.NullPointerException: Attempt to de-reference a null object in Process Automation Specialist. >>> Lead Assignment rule(search it in Quick Find Box) Though would have to take it to the trailhead badge authors Process Automation Specialist - Qiita : []What I am getting from this error message It has something to do with my validation rule but I deactivate my validation rule I still got the error. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Opportunity Status Change process failed. Error ID: 479743514-108618 (-370455525): [], Your email address will not be published. Hello,I am still facing this issue after removing the ISCHANGED criteria. Determining various development & t. Make sure you have successfully logged in to your {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - ChannelLogic: One condition must be true (OR)OPPORTUNITY.FINANCE_ACCOUNT_CREATION (EMAIL ALERTS): myRule_1_A1Inputs:SObjectRowId = {!myVariable_current.Id} (0061I000004AdF9QAK)Outputs:None.DECISION: myDecision2DECISION: myDecision5Executed this outcome: myRule_6Outcome conditions: and1. Check out all badges on Top Trailblazers! Hello, I have the exact same problem. Try disabling any validation rules on the account object then rechecking the challenge. Thank you for posting the solution! Note: If you face any trouble in any of the challenge, comment below. Add the component on newly created Opportunity Record Page. {!myVariable_current.Amount} (101,000) Greater than or equal 100,000Logic: All conditions must be true (AND)SUBMIT FOR APPROVAL: myRule_6_A1Inputs:objectId = {!myVariable_current.Id} (0062E00001CO0koQAD)comment = nullprocessDefinitionNameOrId = Approval_Process_100K_OpportunityskipEntryCriteria = falseError Occurred: No applicable approval process was found. How do I choose [Opportunity].Id in stead ofOpportunity.AccountId?? How about this- before you give up email a few screenshots of your process to me: [email protected] & I'll take a look. Formula==> Challenge Not yet complete heres whats wrong: Note: If you have trouble in creating process builder, comment the errors you are getting, so that I will guide you to process it. Search in quick box and select lead as object and create the below queues. Assigned to ID- [Opportunity].Account.OwnerID is correct.I just posted a full walk through of this process specially for you. In real life i would want to trigger it the way you stated as well! feel free to rectify just send me a screenshot showing ur code works fine. Automate record creation using Apex triggers 2. rev 2021.2.24.38653. Please contact your system administrator for more information. Give your Salesforce admin these details. Note: you need to install the unmanaged package for the email templates. For some areas where I was finding it difficult to figure the approach I needed to take, the guide here came in handy. Try putting the $$$ requirement into the approval process entry criteria. Another question I have is dont I need an automatic approval process for amounts less than 100K? Email: your own unique email id will work fine. The approval process is straightforward. You're amazing. These are resume worthy for particular reason.. Error Message: You can not save a new account unless the shipping and billing state fields are valid US state abbreviations, and the country field is either blank or US, USA, or United States. HiI have done the configuration for Approval Process/Process Builder but when I am executing the challenge, I getting below error.Challenge Not yet complete here's what's wrong:An Opportunity with the Stage 'Negotiation/Review' and the Amount greater than $100,000 was not rejected successfully by your manager or the Opportunity Stage was not updated to 'Negotiation/Review'. I fixed that by deactivating that validation.Then I got an error message:A Closed Won Opportunity did not successfully either create an Robot Setup record and if it did, then the Date__c was not 180 date from the Opportunity Close Date. Error ID: 1155961392-2800659 (157788690)k up ExceptionCode values in the SOAP API Developer Guide. formula ==> please help me. Please Approve my messages I need help with this step. It is something smart to have in a real-life process anyway! Only Trailhead Playgrounds have the correct data for these challenges.) (Too much work for me!) Could something else be wrong? Automation Champion Approach I-do. Give your Salesforce admin these details. Test Scheduling logic Hi Rangers , Great going !!! An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. The free lemonade offer worked! Challenge Not yet complete heres whats wrong: I assume that you have a formula set up to make the due date 7 days from today. This all checks out OK as suggested:My Approval process is ACTIVE.Manager is set to be approver.