process automation specialist superbadge step 6most awkward queer eye moments
I put on a pot of coffee and the world immediately becomes a mess of thoughts, feelings, and emotions. ), Step 3: Create Fields on account Just update your process builder with single condition where it checks Opportunity as closed one, remove all your other 3 conditions. Label = Number of won deals Not able to see Robot Setup object in Record type drop down list for node 4 in challenge 5. It's worth notifying that case 0 means Sunday, not Monday, and the solution may require an additional day to skip weekends. Including the step to "send marketing materials?". a) Number of deals=> I hate to give up, but I have now tired every formula, every process and combination of process (and my initial formula *should* have worked), Ive conducted my own tests and never get a Saturday or Sunday and I sitll get this error. 1. Is their anyway I can share my screen shots please? 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. Doesnt matter if the flow actually works. +1,500 points ~1 hr . Is there a validation rule on the opportunity object? Two things:Under - criteria for prospect accounts opportunity created-[Opportunity].StageName equals picklist prospecting(instead of [Opportunity].Stage)Action-Related to ID should relate to the opportunity owner- [Opportunity].Id(instead of Opportunity.AccountId)Passed? Lead State must be valid 2-digit US state. The Robot Setup Day of the Week formula does not seem to be working properly. Thanks Trailhead Baby! The issue was in validation rules. Create two rule entries and fill like below. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0010o00002GvZOaAAN. Web. It may have been deleted by another user, or there may have been a system error. Could you send a few screenshots to my mom's email: rebecca@capstorm.com or tag her in them on the Salesforce Success Community @RebeccaGray ? Username: will be autofilled but you can change it to an easy one . Process Automation Superbadge unmanaged package. Hi Trailhead Baby,I used to have the following error:There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Regarding step 5, if you change the stage of the opportunity and change back to prospecting, another task Send marketing materials would be created. I'm have to send you screen shots of my entire process if necessary. Issue with Superbadge Process Automation specialistStep 2? First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Oppty Update process failed. Register as a new user and use Qiita more conveniently, 6, You can efficiently read back useful information. (She's the Rebecca Gray that is a user group leader and has 102 Trailhead badges. Is the process active? I'd check this first to see if you have any validation rules on the opportunity object. {!myVariable_current.AccountId} (0011000001NUajWAAT) Is null falseLogic: All conditions must be true (AND)Executed the default outcomeDECISION: myDecision2Skipped this outcome because its conditions weren't met: myRule_3Outcome conditions: 1. <> 2 || Step 2 : Install the managed package. An unhandled fault has occurred in this flow Hi Trailhead Baby,I am still getting the same error message :(Not sure what is wrong. Thank You for any assistance :), I see the screenshots you emailed- Could you share a bit more about your process-- the information from the first two nodes- criteria and action information. Error ID: 932835170-8850 (-1845957167): [] Tip:Activate Approval Process :-)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.Error: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.Tip:Only use criteria Opportunity = Closed Won, not additional 'opportunity record is changed'.Hope this helps guys! (Not a specific person). rebecca@capstorm.com. In fact Process Builder and Flows are both built on the same Salesforce feature called Lightning Flow. HINT: There are 4 necessary criteria for this node plus you will need to customize the logic in order to select the conditions. Hi,The formula that I have used is as below:CASE(MOD(([Opportunity].CloseDate) - DATE(1900, 1, 7), 7),0, ([Opportunity].CloseDate) + 180 + FLOOR((180-1)/5)*2,1, ([Opportunity].CloseDate) + 180 + FLOOR((180)/5)*2,2, ([Opportunity].CloseDate) + 180 + FLOOR((180+1)/5)*2,3, ([Opportunity].CloseDate) + 180 + FLOOR((180+2)/5)*2,4, ([Opportunity].CloseDate) + 180 + FLOOR((180+3)/5)*2,5, ([Opportunity].CloseDate) + 180 + CEILING((180)/5)*2,6, ([Opportunity].CloseDate) - IF(180>0,1,0) + 180 + CEILING((180)/5)*2,null), Close! Create some Roll-up Summary and formula field on Account Object. Waw, what a dedication--both in terms of the superbadges and answering all of those questions! Dont try to pass this superbadge using the slide deck alone, because youll be missing out on developing a key soft skill: listening. Process Automation Specialist: Automate Opportunities Requirements: New Opportunity Created for Account Type = Prospect OR Customer, send Email to Finance Team, create Task for Account Owner ONLY for Prospect. This example explains the process of redirecting to another VF Page when you save an account record. Thanks Trailhead Baby this post was very helpful! CronTri, Hi Rangers, Welcome to the month of February, time to unleash new sphere of learning. Action for Node 1 Email Alert to mail notifies account creation : Finance: Account Creation. But still facing the same error.Can anyone help me out here.Regards,Ashish. Challenge Not yet complete heres whats wrong: Y, Superbadge Process Automation Specialist - Full Solutions, System.DmlException: Insert failed. Start a discussion in the forum to get straight-up answers, and avoid your query to be lost in the comment pile. Challenge Not yet complete heres whats wrong: AutoNumber field - ROBOT SETUP-{0000}, c)Day of the Week get ahead. 2. I started this Superbadge in the usual way, by printing this instructions plus the slides and transcripts of the videos. The account type is missing in yours. No description, website, or topics provided. The formula field you need to create for calculating the day of the week can be easily found online; I used this forum post. Thanks for driving me to write better and more , You havent done the process correctly retry with the approach above. I am glad that you have this set up as the second node. Automate record creation using Apex triggers 2. rev 2021.2.24.38653. Maybe my user isn't setup correctly yet? That being said my next challenge personally is to figure out how to make the flow work. Thank you in advance for your help! Mail you all the screen shot too. hmmmm. Try putting the $$$ requirement into the approval process entry criteria. The SFDC Web Training always welcomes the new talent to expose themselves on this platform. ; Test . Same Error on Automate Account.. plz provide Any solution? In process builder check whether u select the stop button or execute the next Although my problem is solved I'm still trying to understand. Please Approve my messages I need help with this step. This are the tasks that they ask to accomplish: But I did created this step in my process: The Opp fields being validated are Opp.Stage and Opp.Amount in the rows above. :/ Been struggling a while now. Thank youI have sent the screenshots for the process and the first step in the flow (Prospecting). There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. I do not know what a " status picklist" is - Get rid of this criteria. Create Flow for Opportunities. Setup >>> Object Manager >>> Lead >>> Let me know when you pass! 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? 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'. For anyone in a consulting role with a few years experience, you should find it fairly straightforward, but for those who arent, I hope this helps in some way. - criteria are met. Create Names with related to appropriate sales team. please help me. It was giving away too much of the challenge. Email: your own unique email id will work fine. You're amazing. ), validation rule name ==> country rule for shipping add Session Security Superbadge Unit . What are the criteria on your robot setup record set up?Did you assign Nushi Davoud to be your manager? Breast Cancer at 29 REALLY?! check where the error happened on the logs and u will find the culprit. That would be a lot of email! Priority Picklist High 4. When I test the process It was able to create a Task with the subject " Send Marketing Materials"but when I check the challenge I am still getting the same error message. Step-1 : Validation rule on Lead to verify Country and State field. Send Welcome Packet Email, when the Opportunity is Closed Won. Challenge Not yet complete heres whats wrong: 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. IF Customer account: [Opportunity].Account.Type equals Customer - Direct[Opportunity].Account.Id is null falseAlert user via finance account creation form2. Please reference ID: YRQGUFCA. Change the datatype for Day of the week field from TEXT to Formula (TEXT) and use the following the formula to get Day of the week, If Day of the week is Saturday , change [Robot_Setup__c].Date__c +2, If Day of the week is Saturday , change [Robot_Setup__c].Date__c +1. This is one sales process, but youll need a record type. 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. If you check these things and are still having trouble, feel free to email screenshots to me. I've just completed the step. It will work. On the 3rd node, the Opportunity Stage negotiation/review should cause the approval process to fire. Search for the field Day of the Week on robot object and change the field type from Number to formula field of return type: text and use the below formula. Please contact your system administrator for more information. . You are so close to passing! UPPER(ShippingCountry) =='United States', >>> Queue (search it in Quick Find Box) >>> New, Queue Name: will This one gets a bit trickier because she makes a subtle hint that you need to nest your Processes. I'd like to take a look at it. "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.). I have created 3 approval processes: 1) Opportunity Stage is Negotiation Over 100k; 2) Automatically Approve Opportunities Stage = Awaiting Approval and Amount = 100k. Hello Rajendra,I am happy to help. or am i making mistake here? Only Trailhead Playgrounds have the correct data for these challenges.) Your process looks perfect. 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. Did you create the email alert? Criteria : (Opportunity: Stage EQUALS Negotiation/Review)AND(Opportunity: Amount GREATER THAN 100000)SALES: Opportunity Needs Approval->Template. other leads come from our partners and from lists that we buy--all those leads are potential buyers of our assembly systems, Step 1: On Account object create validation rule so that correct US address can enter into the system, validation rule name ==> country rule for billing add important case law for law enforcement. Challenge-1 : Automate Leads Step-1 : Validation rule on Lead to verify Country and State field. Process Automation Specialist. From a quick glance, I see several items that you can easily correct:1) Read the criteria for the first node again (Opportunity Customer). {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct2. Would you mind posting the error message? Thanks! The screenshots are in the blog post. label-Call for Service This field:Establishes a hierarchical relationship, preventing you from selecting a user that directly or indirectly reports to itself.Allows Chatter to recommend people and records to follow based on your org's reporting structure.This field is especially useful for creating hierarchical workflow rules and approval processes without creating more hierarchy fields.Should fix the issue :), Hello, I am stuck on this error followed by an email : 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. rule named Process Automation Specialist. So, here i'm going to discuss every problem statements / business requirements of Process Automation Specialist superbadge and convert them into a problem solving flow. The Day of the Week should not fall on Saturday or Sunday. Okay, I cleared the "Related to" field on the task creation action and now I'm getting this message: 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 know a lot of people have had this same problem but I've tried the solutions posted and I can't seem to make it work. 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. Stuck on Superbadge Process Automation specialistStep 1? Search for the approval process and select an opportunity object. The way I tackle these is to think the process through If a deal enters the negotiation / review stage, the deal must be approved.Only deals that are over $100,000 qualify unless they have already been approved.The way that your's reads-If an opportunity is in the negotiation / review stage with an amount over $100,000 and is approved IsClosed? Note: you need to install the unmanaged package for the email templates.
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