process automation specialist superbadge step 6

My Flow had a couple of fast lookups in it to collect the products based on criteria, a decision, then a couple of screens. Give your Salesforce admin these details. Thanks again for your help, https://help.salesforce.com/articleView?id=user_fields.htm&type=5On profile .scroll to the bottom. VF Page--- < , To redirect to another page which is saved in your organization, use the standard feature provided by Salesforce PageReference . This morning I check again, without changing anything. Formula ==> AND(!ISBLANK( BillingCountry ), LEN(BillingCountry) != 2), validation rule Name ==> State Validation rule for shipping add It is highly recommended to print the video transcripts, because there are a multitude of brief instructions that are easy to overlook while watching. Check spelling., Even after updating BillingState in object records also same error come and also refreshed website, I got the answer ..wrongly done under Opportunity ..We need to do under Account this challenge has to be done, hi my problem is same can you please help me out how you solve Automate Opportunities, For the Last Step i just used this formula process automation specialist superbadge step 1 - Diffusion of Technology process automation specialist superbadge step 1 By Yash - July 14, 2021 What's the first thing I do when I wake up? Any help very much appreciated, Absolutely the same issue :(. Good evening!I've got some problems with 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. criteria. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Manager has been setup for Admin under User details. Thank you for posting the solution! Email: your own Good to hear! Automate Opportunities - Detailed stepsAll formulae are available in the below links https://salesforcehandle.com/superbadge-process-automation-specialist-he. I am getting the same error. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, error: [Name]"Any ideas? 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. Navigated to process builder and unable to find field opportunity.account.type and all. R&D. I request you create a thread of this error and your suggested solution in the forum, as I might wud have to take down this post in future. Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. I have not encountered that error, but I'm happy to take a look at what you have! Close. rebecca@capstorm.com. Create Names with related to appropriate sales team. My fault was that after making the necessary changes, I forgot to activate it. Please install the package first through app launcher or follow below link: Creating design specifications with the development team. Alias: will be Weve previously discussed Workflow vs. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup process failed. Apex Class Go to Developer Console >>> File >>> Open >>> Apex Class Click on WarehouseSyncScheduleTest class >>> Open A template of the apex class will be opened, write your code there- @ isTest public class WarehouseSyncScheduleTest { @ isTest static void WarehousescheduleTest (){ String scheduleTime = '00 00 01 * * ?' Time to move forward with step 5, 1. in the step 1 you dont say that we need to activate the assignment rule. Please provide some details of how your process is currently set up. Can you double check that you emailed:rebecca@capstorm.com ? Give your Salesforce admin these details. * Approval actions on the approval process- The only thing you need here are field updates. Error ID: 177298165-18684 (373317706): []I've redone this challenge multiple times but keep getting this result. Only one process have to active otherwise it give same error. Error: Restforce::ErrorCode::MalformedQuery. Under Record Collection: Add New Resource Filterresult: Variable Type as below. Try to disable the validation rule then run the check again. Thanks! I'm have to send you screen shots of my entire process if necessary. This process involves 4 total nodes. Then I felt a bit sheepish, thinking people who had seen that would think I was showing off!! (LogOut/ I breezed through the first 6 sections of the superbadge without any problems. Error ID: 1009579560-396 (1684581515): []How can I show you some details about my process builder? Though I have created a new Trailhead Playground for this superbadge, however I am not able to view RainbowBot, CloudyBot, and Assembly System in the product name, where to check them 2. I'll take a look at it. Ronak SFDC Process automation specialist Superbadge feedback (Step 6) Hi All, I was stuck on step 6 of the Process Automation Specialist SuperBadge for hours, and wanted to post some help for others who may be going through what I went through. Hooray.. We are always on the hunt for writers that have something interesting to say! I dont get much time these days to redo the challenges. Like it and share it to help our #salesforceohana members. Reconsider this one. Breast Cancer at 29 REALLY?! I had two. I started this Superbadge in the usual way, by printing this instructions plus the slides and transcripts of the videos. You wont need to go as far as deactivating any irrelevant Opportunity stages-just add the ones you need to the record type and leave the rest behind. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Automate Opportunities process failed. Formula ==> AND(!ISBLANK( State ), LEN( State ) != 2), Step 4 : Create 2 queue Thanks for the quick response, I still having some issues with the formula for the 180 days after the Close Date. Contact your administrator for help. Check Setup > Lightning App Builder. 4, "Thursday", If you need more help, leave a comment! 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. +1,500 points ~1 hr . This is pointing towards a problem with either the approval process or the node that pushes opportunities to pass thru the process. Youre creating a custom object, then when the opportunity is closed won, youll automatically create a Robot Setup record via Process Builder. Is there a cache or something somewhere that has to be cleared for new processes to work? I'm happy to take a look -rebecca@capstorm.com. Error ID: 1066628416-17251 (1684581515): []. trailhead playground and have installed the package: Package Name: Thank you so much for all the help :). A few things:1) The first node in the process builder should not trigger sending marketing materials. CONTAINS Process automation specialist superbadge step 8 how to cancel brandy melville order oreilly aito parts. Its only what a client would say in a real-life consulting environment. I made two dollars today! Hi! The condition to check for billing and shipping states are inside AND. How do I choose [Opportunity].Id in stead ofOpportunity.AccountId?? Create Initial Submission Actions (Field Update) => Set Opportunity Stage to Waiting Approval. Even the subject. Label = Number of won deals ACADEMIC & STUDENT SERVICES. I can surely b wrong. Start a discussion in the forum to get straight-up answers, and avoid your query to be lost in the comment pile. first exception on row 0; first error: cannot_execute_flow_trigger, we cant save this record because the automate opportunities process failed. Step 2 : Install the managed package. billing specialist superbadge challenge 6. My first assumption is that there is a reference field missing in your process. Clarification: Approval Process 2 is Opportunity Stage = Awaiting Approval and Amount= 100k. 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? [Opportunity].Account.Type Equals Picklist Prospect- Action Name: Send Marketing Material Set Field Values: 1. Hello,while executing i am getting this 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'.I have created task as shown in screenshot and its active as well. Did you create the email alert? UPPER(BillingCountry) =='' There was an unhandled exception. Forgetting to activate is an easy oops. You are missing many of the instructions. I based my criteria on the Negotiation node solely on the opp stage- since the opp amount was part of the approval criteria. 8 . {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - ChannelLogic: Advanced Logic (2 AND (1 OR 3 OR 4))OPPORTUNITY.FINANCE_ACCOUNT_CRETATION (EMAIL ALERTS): myRule_1_A1Inputs:SObjectRowId = {!myVariable_current.Id} (0062E00001CO0koQAD)Outputs:None.DECISION: myDecision2Skipped this outcome because its conditions weren't met: myRule_3Outcome conditions: 1. Notify me of follow-up comments by email. Thank you in advance, Hii Kona, Test it yourself before you hit the button. - the triangle thing-) It's in the instructions, but sneaky! Add the component on newly created Opportunity Record Page. CASE(MOD([Opportunity].CloseDate - DATE(1900, 1, 7), 7), 0, [Opportunity].CloseDate+182, 1, [Opportunity].CloseDate+181,2, [Opportunity].CloseDate+180,3, [Opportunity].CloseDate+180,4, [Opportunity].CloseDate+180,5, [Opportunity].CloseDate+180,6, [Opportunity].CloseDate+180,null)I checked in the calendar that the 7th of January 1900 was a Monday. Because in my case i have written only Material and not Materials so it throws error. Give your Salesforce admin these details. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0010o00002GvZOaAAN. (LogOut/ Email: your own unique email id will work fine. Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. Unlocking the challenges and steps 1 to 4 were all right but for 24 h I am stuck with 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'.I have played with trigger criteria and data fields on the action, following various suggestions from this thread, but the error is the same.I focused only on criteria and task fields and I feel that I tried all combinations. Not sure this is affecting the challenge. This all checks out OK as suggested:My Approval process is ACTIVE.Manager is set to be approver. Yes can you explain what you mean by own manager set up in the profile? I am close to give it up, somehow the time is not worth it. And with Super Set credentials, showcase your expertise in a specific domain and take the next step towards landing a top job. It indicates, "Click to perform a search". Lead State must be valid 2-digit US state. So I am getting stuck on the 6th step of the Salesforce Superbadge for Process Automation on step 6. 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. Concepts we use to complete this Superbadge: Validations and Formulas Sales Process Process Builder Flow Important Pre-works before you start doing this Superbadge: Create a new Trailhead Playground for this superbadge. Someone pls help, Hi First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Opportunity Status Change process failed. For Mike Watson in response to his email.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.If I activate the process I get the following error.There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Please contact your system administrator for more information. But formula above does not work. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity Automation process failed. Please contact your system administrator for more information. Create a record type named RB Robotics Process RT. I do not have, in my process, that the account owner ID is not nullbut I doubt that will hurt. Negotiation Stage & Amount > 100 000, automatically submit for approval. But I didnt understand the formula you changed in the last step for Date field in Robot Setup Object. Hi! How do I select the stop button? Ask your administrator for help. Im facing one problem. check where the error happened on the logs and u will find the culprit. Thank you for your prompt reply! The screenshots are in the blog post. LEN is your friend for the State validation. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. A huge thank you to Jocelyn Fennewald , Salesforce MVP, for pointing out the "remove all columns" option within the report creator. Process Automation Specialist Challenge 5 How To Make Process Builder Demo Super Badge Hindi Youtube. I was wondering if it is normal for everyone else to deactivate the validation rules on account/opportunity objects. Business Administration Specialist Superbadge- 3 & 4, Lightning Experience Reports & Dashboards Specialist Superbadge - 5-6. I passed this step. Hello, thank you for posting this. setMock ( HttpCalloutMock . A few hints:* The first node should have 4 criteria plus conditional logic* The second node should have 3Recommendation: Read through the instructions again and sketch out the process on paper before starting in Salesforce. Reports Accounts by Market To create the "Market" row grouping, use a bucket field. Hey there! Odd! Sometimes when validation is right and it doesnt work rightly just delete and recreate it from scratch. After the first node, is the process set to "evaluate the next criteria"? Cannot progress, I am stuck for 1 day and any help will be greatly appreciated !! This error comes when I check the challenge for automating opportunities.. 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. Got the same error. Hi again,This was actually my second node. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct4. have high-level requirements but the detailed solution is up to the person building the processes and doesn't follow step-by-step guidance. Hello,I am still facing this issue after removing the ISCHANGED criteria. (I use my mom's email address: rebecca@capstorm.com). I'm receiving this message: 'Challenge Not yet complete here's what's wrong: A Closed Won Opportunity did not successfully either create a Robot Setup record and if it did, then the Date__c was not 180 date from the Opportunity Close Date'.I suppose there is a problem with my approval process. Something that helped was saving the report frequently. CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180). I was able to approve opportunity when I was the approver. I have spent a few more hours on it, still couldn't figure out what is wrong, I get the same error. Tip:Create 2 public groups (Sales Team) and assign each one queue. My favorite daily process. Figure 1: Application Lifecycle Management Step 1: Plan Release Gathering project requirements and analyzing them. Complete the capstone assessment to earn the Approval Process Specialist Superbadge. Unless you've revised things since then, I'd bet that the primary issue for this error is that the node for a "prospect" did not have criteria that required both the stage and the account type. Let's get started. Make sure to populate your manager as Nushi Davoud in Manage Users. Run this rule if Delete all other pages. Thanks in advance. And it takes care of the process thereby. High Value Residential This report includes: 1 filter, 1 grouping, and 1 summarized field. 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. Everything looks the same. Good morning Trailhead Baby! Hi, I'm back :'). Create Flow named Product Quick Search. did you got solution. i.e. There was an unexpected error in your org which is preventing this assessment check from completing: System.NullPointerException: Argument cannot be null. A new Lead with the Source Web was not correctly assigned to the Rainbow Sales queue. but i have assigned the queues to the respective source, In Create Flow For Oppportunites I Have an error, Challenge Not yet complete heres whats wrong: The Day of the Week should not fall on Saturday or Sunday. It is highly recommended to print the video transcripts, because there are a multitude of brief instructions that are easy to overlook while watching. Please contact your system administrator for more information. Hello! Please go through this it will definitely help you -. Getting this Error again and again Please help me. 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'. Also, Click on the Opportunity field STAGE and add a picklist value as Awaiting Approval, Next, create a sales process under opportunities by searching the sales process in the Search box. I do not believe that is possible right ? Moreover it takes lot of your internet MB's to For some areas where I was finding it difficult to figure the approach I needed to take, the guide here came in handy. Change formula of date field from[Opportunity].CloseDate + 180..to.. below formula. The StageName would be part of the process (process builder) but not the validation rule. {!myVariable_current.Amount} (101,000) Greater than 100,000Logic: All conditions must be true (AND)SUBMIT FOR APPROVAL: myRule_6_A1Inputs:objectId = {!myVariable_current.Id} (0061I000004AdF9QAK)comment = nullprocessDefinitionNameOrId = Opp_100kskipEntryCriteria = falseError Occurred: No applicable approval process was found. 2, "Tuesday", Username: will be type - formula (return type - text) A manual record should trigger the process - I don't know why it wouldn't. No idea why this weird issue is happening. It means that wen salesforce tried to check the workability of your approval process, the record that shud have been submitted for approval, ie shud pass the criteria. Do the whole thing again, it will do. A recommendation: print the transcripts of the videos from the challenge requirements. I am the Trailhead Baby! 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've read all postings related to this and went thru what I've but couldn't find the error. panda express addiction > alyssa lynch project mc2 > billing specialist superbadge challenge 6. billing specialist superbadge challenge 6 05 Jun. Also- Make sure that the "evaluate next criteria" verbiage shows on the node above.And - Make sure the process is activated.Still stuck? closely observe the screenshots n article, Hi admin 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. CronTri, Hi Rangers, Welcome to the month of February, time to unleash new sphere of learning. The report is a beta feature.We welcome your feedback on IdeaExchange.Flow DetailsFlow Name: X5_Automation_oppType: WorkflowVersion: 4Status: ActiveFlow Interview DetailsInterview Label: X5_Automation_opp-4_InterviewLabelCurrent User: Henrique Ortiz (0051I000000LP7k)Start time: 12/6/2017 2:00 PMDuration: 0 secondsHow the Interview StartedHenrique Ortiz (0051I000000LP7k) started the flow interview.Some of this flow's variables were set when the interview started.myVariable_old = nullmyVariable_current = 0061I000004AdF9QAKASSIGNMENT: myVariable_waitStartTimeAssignment{!myVariable_waitStartTimeVariable} Equals {!Flow.CurrentDateTime}Result{!myVariable_waitStartTimeVariable} = "12/6/2017 2:00 PM"DECISION: myDecisionExecuted this outcome: myRule_1Outcome conditions: or1. The free lemonade offer worked! you should see Materials word carefully. Glad you figured it out! I wont say any more than that, for fear of giving it away, but if youre stuck, feel free to tweet me @gemziebeth. Notify the opportunity owner when an opportunity is approved or rejected.Upon Activating the process I am getting followoing 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. 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). hey Amar, Did this way back in time trying LWC these days. It seems as I have to make a difference between Prospect Accounts and existing Customer Accounts (Direct or Channel). 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. NOT (OR ( BillingCountry = 'US', BillingCountry = 'USA', BillingCountry = 'United State'. This value is empty. The superbadge covers: Assignment rules Sales processes and record types Roll-up summary fields Validation rules Process Builder Approval processes A Flow to conditionally collect data and display in a screen Adding a flow component to your Lightning record page Just update your process builder with single condition where it checks Opportunity as closed one, remove all your other 3 conditions. Basically I will be modelling the following conditions:- if a prospect account then send email to finance and create a task for account owner to send out marketing stuff- if customer account (direct or channel) just send email to financeIn your flow you used 2 nodes/criteria to distinguish between these 2, but I believe that could be handled in one node if one could add conditions on a task execution. get ahead. Due Date Only Formula TODAY() + 7 2. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. HINT: There are 4 necessary criteria for this node plus you will need to customize the logic in order to select the conditions. Please contact your system administrator for more information. How were you able to get around this? Steps-2 : Create Two Queues 1. If you check these things and are still having trouble, feel free to email screenshots to me. Check your Account.Type criteria. Go to action on the last node where we set up robo record. Challenge Not yet complete heres whats wrong: Obviously, if youre reading this now, youll have unlocked the badge by completing the pre-requisites; you may also have started working on the superbadge. AutoNumber field - ROBOT SETUP-{0000}, c)Day of the Week Open Support Cases You ma, I might complain about my brother sometimesespecially how he takes up so much of mom's timebut I've decided that he really is a nifty fellow. A PageReference is a reference to an instantiation of a page. In fact Process Builder and Flows are both built on the same Salesforce feature called Lightning Flow. If Robot Setup Date / Day Of Week is either on Saturday or Sunday, then make it to Monday. Leave a comment for the Trailhead Baby! It was fine with that. Label = Last won deal date If so, would you email a few screenshots of your process to my mom's email- rebecca@capstorm.com? In this example, I am going to explain that how to show/hide a particular section of Vf Page that depends on a picklist field value i.e. formula ==> Under Record Collection: Add New Resource Filterresult: Variable Type as below. ISPICKVAL( Type , 'Customer - Direct') , Thanks for letting know. {!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. Thanks Trailhead Baby! Required fields are marked *. Change). Good evening!I've got some problems with 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. Could something else be wrong? 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. This challenge is all about setting-up Robot Setup Object and create some fields on it. Wondering for an easy solution. Now, edit your own details make Nushi My only hunch is the Day of the Week field on the Robot Setup Custom object which is not setup as formula. Hi Trailhead Baby,I have been trying to complete challenge 5 of Process Automation Super Badge. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity PB process failed. I ranted again, moved things around, tried again. You can look up ExceptionCode values in the SOAP API Developer Guide. That means the case numbers inform which day of a week Opportunity was closed, 0 for Monday, 1 for Tuesday and so on. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. || Country ="USA" || Country ="United States" || . My formula field throws Error: Syntax error.Extra Amount for the following Make sure it is unique. I've read through almost all of your blog and can't seem to find anyone with the same issue with the Related to ID field. Remove any Validation rules on Opportunity Object, In process builder select the process which u created and check whether u select the stop button or evaluate the next criteria. NOT( It's saying the Send an email to the finance group process failed. Hello, I have the exact same problem. Mail you all the screen shot too. type = rollup summary ( on opportunity function sum aggreate field ammount criteria- stage=close won), d)Last won deal date Watching videos is easy these days than Ive even tried building just a process for the robot setup creation just to take away all of the noise. ("manager" is the correct approver). I dnt see an option for [Opportunity].Id in my process. Make sure that your processes schedule robot setup dates and submit opportunities for approval.For the purpose of approvals, assign Nushi Davoud as your manager and make sure your approval process automatically sends requests to the opportunity owners manager.

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