process automation specialist superbadge step 6

Try removing the "status" criteria. I responded to the email with a few tips-- starting off that there should be 4 nodes in the process, not 3. 1. It's worth notifying that case 0 means Sunday, not Monday, and the solution may require an additional day to skip weekends. R&D. I have spent a few more hours on it, still couldn't figure out what is wrong, I get the same error. 2) My first node focuses on two types of current customers and the prospects. (LogOut/ Thank you for your prompt reply! Please Approve my messages I need help with this step. I personally think a checkbox would be better and thats how Id do it in real life. We couldn't find the record you're trying to access. Make sure to inactive other processes in Processes to avoid interference and activate your process builder: Help onSuperbadge Process Automation specialistStep 6? Step 2. Start a discussion in the forum to get straight-up answers, and avoid your query to be lost in the comment pile. Creating a Flow component for me was the hardest part; it didnt actually display any results, but when I took the chance and hit Check Challenge, it was happy enough that I had built the Flow and its component. I am facing this error : The Robot Setup Day of the Week formula does not seem to be working properly.I am unable to edit the Custom field 'Day of the Week' datatype to formula. Challenge Not yet complete heres whats wrong: Concepts we use to complete this Superbadge: Important Pre-works before you start doing this Superbadge: These three are very important to avoid any error while doing challenges in the superbadge. I must have read through it more than a dozen times already, I am still getting the same error "Challenge 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'. Thank youI have sent the screenshots for the process and the first step in the flow (Prospecting). Apex but theres another automation tool Admins should have in their tool belts as well called Flows. I tried creating a new field but then this new field isnt showing in the Process builder when I lookup. Were you able to figure it out? Take a break, grab a snack, and watch this video. "Related details:- (2nd node) Criteria Name: Opportunity = prospect; Set Conditions: 1. Test Scheduling logic Hi Rangers , Great going !!! The issue- You should not be able to approve or reject the opportunity. Thank you for sending the screenshots and the blog comment! Label = Number of won deals Dont forget replicate For Shipping State/Province and Shipping Country same as Billing State/Province and Billing Country validation which I have mentioned above. Username: will be autofilled but you can change it to an easy one . in step first when im writing formula (Opportunity: Stage EQUALS Negotiation/REview) AND (Opportunuty: Amount GREATER THAN 100000) its showing Error: Syntax error. So, rather than using > symbol to check LEN(STATE) use =, and add NOT for AND, it should be like below: OR Criteria based on $ belong in the approval process only.- There are 2 entry criteria for the approval process. My only hunch is the Day of the Week field on the Robot Setup Custom object which is not setup as formula. trailhead playground and have installed the package: Package Name: 2020. Sg efter jobs der relaterer sig til Process automation specialist superbadge step 3 day of the week, eller anst p verdens strste freelance-markedsplads med 22m+ jobs. For Shipping State/Province and Shipping Country, Create a object and make sure the object name should be, Edit the Robot name(Standard field) switch the data type from Text to AutoNumber and make sure the display format should be. Did you happen to email me as well? There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. I'd check this first to see if you have any validation rules on the opportunity object. My Flow had a couple of fast lookups in it to collect the products based on criteria, a decision, then a couple of screens. So I am getting stuck on the 6th step of the Salesforce Superbadge for Process Automation on step 6. Thanks for clarifying that there should only be one criteria. can you pleas help me in this, In challenge 2 Im getting error like Challenge Not yet complete heres whats wrong: First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity Management process failed. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. That will force criteria segregation between prospect accounts and existing customersWill give it a try.. BTW, the error message is quite generic.. any way one could dig down and get more details for such error messages ?Thanks. I request people the same. - the triangle thing-) It's in the instructions, but sneaky! Are you asking what the error message means? This error comes when I check the challenge for automating opportunities.. Change). This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository. * If anyone is having trouble getting the process nodes in the correct order, think about it like this: What is the logical flow for a new customer at any business? Thank You. Please go through this it will definitely help you -. I also had to keep the volume on my laptop off while doing the challenge- just in case mom was listening in over the baby monitor. CASE(WEEKDAY([Opportunity].CloseDate + 180) ,7,[Opportunity].CloseDate + 182,1,[Opportunity].CloseDate + 181,[Opportunity].CloseDate + 180) and it worked, Challenge 1 : Automate Leads :Assignment Rules\Select the criteria for this rule entry I'll need the information for the node and the immediate actions. 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. Im not sure what the error above is or why. "Basically we want to send an email to the finance group whenever an opportunity is created for."(Opportunity accountID is not null and the AccountType is A, B, or C.). Hi Trailhead Baby.. New on the blog and new to SF (1 week of fun and pain in the same time !). 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. A huge thank you to Jocelyn Fennewald , Salesforce MVP, for pointing out the "remove all columns" option within the report creator. * Are the opportunity stage field updates within the approval process set up? {!myVariable_current.StageName} (Negotiation/Review) Equals Negotiation/Review2. Could not find an active Flow named Product Quick Search. I am happy to help. Where are you in the process? a time taking process for you ?? 2. Questions: Did you set up your "robot setup" creation date to be 180 days from the close date, AND not occur on the weekends? I do not know what a " status picklist" is - Get rid of this criteria. . 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). Error: Restforce::ErrorCode::MalformedQuery. did not produce the expected outcome., Challenge 5 i am getting an error like A new Opportunity with a prospecting stage for a Prospect account did not successfully create a Task for the Account owner with subject Send Marketing Materials. The "duh" question- probably not what is wrong! According to the solution provided, if an opportunity is customer account type, then it will never go through the approval process. Error ID: 1066628416-17251 (1684581515): []. Process Automation Specialist Superbadge - SFDC Web Training Follow all the steps and in Assigned to ID give Account Owner Id not Account ID. Scroll down at the bottom of page, under approver settings. Register as a new user and use Qiita more conveniently, 6, You can efficiently read back useful information. To determine the account types, read the transcript for the "Automate Opportunities" video - the second paragraph. How frustrating!A few tips for the "Negotiation/Review" and "Approval" parts:- The node within process builder only needs 1 criteria for executing actions. Flows are not my strong suite. >>> Queue (search it in Quick Find Box) >>> New, Queue Name: will It was happy with the ones I created (shown on the left) as long as the names contain the words Assembly System, CloudyBot and RainbowBot, youre home and dry. I actually got it. Record Page Properties are as follows, CASE( MOD( Date__c DATE(1900, 1, 7), 7), 0, Sunday, 1, Monday, 2, Tuesday, 3, Wednesday, 4, Thursday, 5, Friday, 6, Saturday,Error), Or You can use this formula also instead of above formula, CASE(WEEKDAY( Date__c ),1, Sunday,2, Monday,3, Tuesday,4, Wednesday,5, Thursday,6, Friday,7, Saturday,Text(WEEKDAY( Date__c ))), Create Another Process Builder (Name: Robot Setup). I was able to approve opportunity when I was the approver. autofilled but you can change it to an easy one . First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup v3 process failed. Challenge Not yet complete heres whats wrong: If you get stuck again, I'm happy to take a look! Screenless Flow Specialist Superbadge . . I am getting the below error while checking challenge. Automation Champion Approach I-do. Process automation specialist step 6 flow builder. Challenge-5 (Automate Opportunities)I am unable to get Robot setup as Record type to create a record. (Not a specific person). I need your help. Since the error states that you need approval from manager, my guess is that it is something with the approval process. The checking process creates 7 opportunities to test 7 different days and verifies the 7 Robot Setups that are created as a result do not fall on the weekend. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Approval for a deal of more than $100K is must before closing. Thank you so much for your good work. Marketing Materials action Next. 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. There's the possibility of sorting by one column then the next - get to know the dropdown menus at the top of each column The report has to be a summary report. Click the' Select Tests' button. Just a correction, NOT from CONTAIN should be removed as well: OR Shipping and Billing Country must be either. Get Records (Product Name Lookup) Properties: Create a Record Page on Opportunity Object: Go to Lightning App Builder page and click new. ACADEMIC & STUDENT SERVICES. 2) Process builder - Re-read the instructions for the 1st node. Reference: https://trailheadbaby.blogspot.com/2017/10/special-post-for-bcs-assistance-on.html There have been a lot of questions about this step, so I posted a walk through of the process. Give your Salesforce admin these details. Hi TrailHead BabyI getting Same 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. Step 2 : Install the managed package. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Cannot change Account Name if Type is Customer Direct, Channel: [Name]. Many Git commands accept both tag and branch names, so creating this branch may cause unexpected behavior. Hi again,This was actually my second node. Still stuck at the same point even though applying the hints from here and further forums. Tip:Account Type = Prospect AND Opportunity Stage = Prospect AND ConstantError:System.DmlException: Insert failed. Hi Bareera,I emailed some suggestions. 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. May I ask a question, please? error id: 429738065-586330 (157788690)ook up exceptioncode values in the soap api developer guide.

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