The "send marketing materials" should not be a part of the first node. [ https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4] Step 3 : Create validation rule on lead object. Showcase your mastery of business process automation without writing a line of code. b) Assembly System Sales, Step 5: create assignment rule on lead Make sure to populate your manager as Nushi Davoud in Manage Users. Hi Trailhead Baby!Thank you for your help. Add the desired fields as below, Next add the Opportunity Validation Rule with error formula as below. I got an email with information that there's 'No Applicable Approval Process', but I have assigned Nushi Davoud for both my approval processes. Change). If Robot Setup Date / Day Of Week is either on Saturday or Sunday, then make it to Monday. >>> New, Rule Name: Step 5 I keep getting the following message: Challenge Not yet complete heres whats wrong: I've been stuck on Challenge 5 for two days and keep getting: An Opportunity with the Stage 'Negotiation/Review' and the Amount greater than $100,000 was not successfully submitted for approval upon creation.I have a feeling my approval process is whack, so I was wondering if you could post up more details on your settings for that. a) Number of deals=> Due Date Only Formula TODAY() + 7 2. Let us start our new adventure, today we will learn about Release management from beginner to advanced level. Success! 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. I have completed my Superbadge, Time to move forward with step 5, 1. OK, I managed to do this. 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). This blog consists of all four challenges of Approval Process Management include Set up . This is pointing towards a problem with either the approval process or the node that pushes opportunities to pass thru the process. Still stuck at the same point even though applying the hints from here and further forums. (They shouldn't).If you like, feel free to email me a few screenshots of your process or ** bonus points ** a video walk through. First- probably a silly question. formula ==>, NOT( This error i get while validating 5 step. in step first when im writing formula (Opportunity: Stage EQUALS Negotiation/REview) AND (Opportunuty: Amount GREATER THAN 100000) its showing Error: Syntax error. Email alert for a newly created opportunity. 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? Hi Trailhead Baby,I am still getting the same error message :(Not sure what is wrong. startTest (); Test . 466,992process automation specialist superbadge step 7jobs found, pricing in USD First1234NextLast Node.js code for Pipedream 6 days left I have an established Pipedream workflow with an incoming webhook data.data and we do forward some of the data via POST to another API system. Thank you for such a wonderful content. Is there a validation rule 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. Lookup field used to select the user's manager. To solve the above business use case we will modify the Screen Flow Created for this article. Same error. so check the criteria, This issue is not resolved would you plzz help me. Create Flow named Product Quick Search. i am stuck with the same issue, and i tried to open the reference link.. bbut the page was not found.Pulling my brain for past 13 hours on this step..Please help. (Too much work for me!) I've been working on this step for a few weeks now and I am now 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 was originally getting this 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'. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, Give Related to ID also. type - formula (return type - text ) Search for the approval process and select an opportunity object. * Are the opportunity stage field updates within the approval process set up? Im having a problem validatin a step in the Process Automation Specialist! 2) If a field does not exist, you can not encrypt or track field history. 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 passed this step but another error occurred. Thanks all - I figured out what I did incorrect. I liked this one. Good morning Trailhead Baby! {!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. {!myVariable_current.StageName} (Negotiation/Review) Equals ProspectingLogic: All conditions must be true (AND)Executed the default outcomeDECISION: myDecision5Executed this outcome: myRule_6Outcome conditions: 1. Give your Salesforce admin these details. I was wondering if it is normal for everyone else to deactivate the validation rules on account/opportunity objects. That means the case numbers inform which day of a week Opportunity was closed, 0 for Monday, 1 for Tuesday and so on. Flows while purely a declarative tool sit between Process Builder and Apex. I had to do some travel, so I parked this issue for a couple of days, hoping to clear the obstacle following the suggestions.I have cloned and modified the process, separating the criteria nodes:- First criteria (prospecting/customer) just making sure that account associated with opportunity not null, then send email to finance- Second criteria (prospecting) has 4 conditions, if these satisfied create task Send marketing Materialso Stage is prospectingo Account.ID not NULLo Owner ID not NULLo Account Type is PROSPECTAfter reactivating the process, still getting dreaded 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 attached the document with my screenshots and few notes, capturing the new flow. [Opportunity].StageName Equals Picklist Prospecting 3. I'd check this first to see if you have any validation rules on the opportunity object. 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. Challenge Not yet complete heres whats wrong: An Opportunity with the Stage Negotiation/Review and the Amount greater than $100,000 was not successfully submitted for approval upon creation. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Have something to share? Give your Salesforce admin these details. You are missing one condition.2) Look at your "create a prospect" task. TIA, Challenge Not yet complete heres whats wrong: Then pushes the records to the approval process? Your process looks perfect. apex specialist specialist Hii, About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy Safety How YouTube works Test new features Press Copyright Contact us Creators. Give your Salesforce admin these details. I have tried different order of decisions and whether to continue evaluating or stop after the action. Thank you so much for all the help :). It also removed the approval steps from Process Builder and highlighted with s the prerequisite items to building my process. I used AND(something,something) Note- Negotiation is incorrectly spelled. Message: MALFORMED_QUERY: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015f00000Cs08EAAR. Make sure it's "active." UPPER(BillingCountry) =='USA', First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, The high value deals over $100K have to be approved before you can close. Challenge Not yet complete heres whats wrong: 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. (NOT(AND(LEN(State) = 2,(CONTAINS(AL:AK:AZ:AR:CA:CO:CT:DE:DC:FL:GA:HI:ID:IL:IN:IA:KS:KY:LA:ME:MD:MA:MI:MN:MS:MO:MT:NE:NV:NH:NJ:NM:NY:NC:ND:OH:OK:OR:PA:RI:SC:SD:TN:TX:UT:VT:VA:WA:WV:WI:WY, State )))), NOT(OR(Country =US,Country =USA,Country =United States, ISBLANK(Country)))). Create Initial Submission Actions (Field Update) => Set Opportunity Stage to Waiting Approval. I don't think it's a good way to solve a problem but if there's anybody who wants to pass this step only, it would be the way to avoid conflictThank you for your help and have a nice day! !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'. Would you mind sharing some details? Create an lead assignment rule and make 2 rules entries and give order accordingly. Under Record Collection: Add New Resource Filterresult: Variable Type as below. Thank you to all the guys involved in that Q&A. error id: 429738065-586330 (157788690)ook up exceptioncode values in the soap api developer guide. Please contact your system administrator for more information. If the error persists, please share some details of your approval process. Superbadge . Criteria for prospects accounts opportunity created:[Opportunity].Account.Type Equals Picklist Prospect[Opportunity].AccountID Doesn't Equal Global Constant $GlobalConstantNull[Opportunity].Stage Equals Picklist Prospectingaction:Due Date Only = Today() +7Assigned To ID = Opportunity.Account.OwnerIdPriority = HighSubject = Send Marketing MaterialsRelated To ID = Opportunity.AccountId. Hint: You will need a total of 4 nodes for this process (the blue diamond shaped bits.). Label = Number of deals Testing this uncovered a few issues: it was originally an auto-launched flow (wrong!) This will need to be corrected. OR ( You will get logs populated. 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. I'd start by inactivating the validation rule. R&D. 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. Thanks in advance. I need your help. Does your process look like the screenshots posted in the blog? The good news- Using the criteria that you provided for the first criteria is perfect- if used as the second node! Is the Nushi Davoud someone that can be picked from a picklist or am I supposed to manually enter them? Home It doesn't make sense.Rework the formula- it is actually a pretty simple one - with only two conditions. I'm happy to take a look -rebecca@capstorm.com. ), Step 3: Create Fields on account Is your process activated?Is the process set up to "evaluate the next criteria"?More likely - Is the robot setup record being related back to the initial opportunity?What criteria do you have within the "closed won" node?There should only be 1. I am stuck on challenge 5 not quite sure what to do or how to proceed. An unhandled fault has occurred in this flow Join our group and start sharing your views and ideas. Challenge Not yet complete heres whats wrong: 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. I created some products myself when I realised I hadnt actually followed the rules and created a new trailhead playground for this task; I was using my own org. This one is quite straightforward; the same validation rule requirements apply for Accounts as for Leads; there is an additional validation rule to do and youll build a formula field. Marketing Materials action Next. Message: MALFORMED_QUERY: When . Im facing one problem. . If yes to these questions, let's take a deeper look! Node 1 Criteria. >>> Lead Assignment rule(search it in Quick Find Box) On the trailhead community profile as well as on the Resume! Please help, The setup record should not occur on a weekend CloseDate+180 does not exclude weekends.This thread from the developer community should help:https://developer.salesforce.com/forums/?id=906F00000008vlZIAQ. If a flow cant do what you need you or a developer can write Apex to do so. 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 Great!! Try removing the "status" criteria. Give your Salesforce admin these details. Also if this was a real use case, I would also want to trigger the approval flow for opportunities that are in stage Negotiations already, but have the Amount changed to a number >100k right? Did you get it resolved? Please contact your system administrator for more information. Getting this error in 5th step ( Automate Opportunities) of Process Automation Specialist superbadge. Error ID: 1196242369-26704 (1684581515): []Hear My criteria ISOpportunity.Account.Type Equals Picklist ProspectOpportunity.StageName Equals Picklist Prospecting [Opportunity].AccountId Does not equal Global Constant $GolbalConstant.NullAction on Task RecordCreate a Record:Record Type: TaskDue Date Only: TODAY() + 7Assigned TO ID: [Opportunity].Account.OwnerIdPriority: HighStatus: In ProgressSubject: Send Marketing MaterialsRelated to ID: [Opporunity].Id. {!myVariable_current.AccountId} (0012E00001pUftIQAS) Does not equal null3. For some areas where I was finding it difficult to figure the approach I needed to take, the guide here came in handy. You need only 1 Lightning page for Opportunities. Thanks for this! I am happy to take a look at what you have an offer some pointers. Is the process active? I tried creating a new field but then this new field isnt showing in the Process builder when I lookup. May I ask a question, please? The email should be sent to "User: Integration User" from the current user's email address. 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. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity PB process failed. Do the whole thing again, it will do. Error ID: 1009579560-396 (1684581515): []How can I show you some details about my process builder? Label = Number of won deals Give your Salesforce admin these details. Both of the validation rules on the Opportunity and Account objects were giving me trouble so I made them inactive. Finally I saw your screen shot and realized I wasn't relating my task back to the opportunity. Why don't you email a few screen shots to me? My only hunch is the Day of the Week field on the Robot Setup Custom object which is not setup as formula. The Robot Setup Day of the Week formula does not seem to be working properly. Did you look at: https://trailheadbaby.blogspot.com/2017/10/special-post-for-bcs-assistance-on.htmlIt is a full walk through of this step. UPPER(ShippingCountry) =='US', Hey there! In superbadge challenge Account Automate i got below error, Error: Field BillingState does not exist. Give your Salesforce admin these details. Please help!! on the account detail they should be able to see the number of deals, number of won deals, when the last deal was won, what our win percentage is, and the total amount of deals we won. (Hint: Remember to click on the "stop" button at the end of each node to change it to "evaluate the next criteria" until you hit the final node.). Would you mind posting the error message? Copyright 2000-2022 Salesforce, Inc. All rights reserved. I would rather say read twice or thrice unless you are not clear with problem statement /requirement to every challenges of this superbadge, doing so, will give you a clear pictureof problem statement. 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.

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