There are multiple types of customers and you are missing one major condition.Node 2- Missing the same condition as node 1 Why would finance be notified two times? I hope this made sense! 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. 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 What am i suppose to do ?? Are you able to share details of your process? 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'.is there anything i could do to get this right? Manager of Opportunity Owner for Approval; Lock Record and move stage to Awaiting Approval. Not able to see Robot Setup object in Record type drop down list for node 4 in challenge 5. Create Flow named Product Quick Search. [Opportunity].StageName Equals Picklist Prospecting 3. Superbadge . Thanks for this! If you did, and are still stuck, email some screen shots of what you have to my mom- rebecca@capstorm.com - and I will take a look at it. 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Error Message: Can you tell me why? . Create an lead assignment rule and make 2 rules entries and give order accordingly. Just a correction, NOT from CONTAIN should be removed as well: OR 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. The entry criteria is missing one thing A record needs to match the account type and the stage name. These are resume worthy for particular reason.. CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180). Assigned to ID Field Reference [Opportunity].Account.OwnerId 3. We couldn't find the record you're trying to access. Here I am using Standard Controller functionality. 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. Missing ) . Process Automation Specialist. Give your Salesforce admin these details. The approval process is straightforward. 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. Though it doesnt throw an error for that condition. Time investment starts from about five hours for the superbadge itself and can extend . (Integration User), Whenever an Opportunity is created for Customer type account, Send an Email alert to Finance Group. I'm happy to help you though if you would share some details about your process. Could you please share? First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity process failed. Easy!)). An unhandled fault has occurred while processing the flow. But before starting with the release management, let us build the foundation with Application Life cycleManagement. billing specialist superbadge challenge 6. I even tried doing it in different DE, that doesn't work either. I checked and everything is totally fine. I couldn't figure out what I was doing wrong. This one gets a bit trickier because she makes a subtle hint that you need to nest your Processes. I kept getting this message: To continue the process after evaluating this criteria, define the next criteria node. However I stuck with the step 5 challenge 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'.It seems like I went through all the steps and criteria but still fail. Notify me of follow-up comments by email. >>> New, Rule Name: type = rollup summary ( on opportunity function count), b) Number of won deals => Check your Account.Type criteria. Someone pls help, Hi 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. In this part of challenge we need to setup Robot Setup Date. In real life i would want to trigger it the way you stated as well! Hi Kona, Automate record creation using Apex triggers 2. rev 2021.2.24.38653. Maybe my user isn't setup correctly yet? unique email id will work fine. You start as a prospect and end up as a closed/won customer. Thank you very much! Did you have to build a new custom picklist field for the bot types? Action for Node 4: Record for Robot SetupSet fields as below and Date formula being ( closed date +180 ). type = rollup summary ( on opportunity function Max aggreate field-close date criteria- stage=close won), e)Deal win percent i.e. Step 5 I keep getting the following message: Challenge Not yet complete heres whats wrong: I liked this one. Error ID: 2146461946-632512 (157788690): []. An unhandled fault has occurred in this flow When I take away the Related to ID field away on the Prospect node of the process builder, I get the error that a task is not created for the owner. Add a field to the opportunity page layout as described in the business requirements and create the appropriate validation rule for high-value opportunities.Complete+500 pointsChallenge 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. Yes can you explain what you mean by own manager set up in the profile? You are missing many of the instructions. Thank you in advance, Hii Kona, There was an unhandled exception. Regarding the AutoNumber field for this challenge, I created the field and forgot to tell it to start counting at 0; I told it to count from 1. :/ Been struggling a while now. Notify the opportunity owner when an opportunity is approved or rejected.Use the Finance: Account Creation, SALES: Opportunity Needs Approval, and Sales: Opportunity Approval Status Email templates included in the unmanaged package for your processes. Business Administration Specialist Superbadge- 3 & 4 Lightning Experience Reports & Dashboards Specialist Superbadge - 5-6 Give your Salesforce admin these details. Mail you all the screen shot too. Change formula of date field from[Opportunity].CloseDate + 180..to.. below formula. Hint: Carefully read / listen to the 1st line of the "Automate Opportunities" video/transcript. Error ID: 1009579560-396 (1684581515): []. : [StageName]. Having 3+ years of working experience in Salesforce domain. you should see Materials word carefully. 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'. {!myVariable_current.AccountId} (0012E00001pUftIQAS) Does not equal null3. Like it and share it to help our #salesforceohana members. Please contact your system administrator for more information. I assume that you have a formula set up to make the due date 7 days from today. 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. Let's get started. I took a look at the screenshots and emailed a few hints! This is one sales process, but youll need a record type. Label = Number of deals Have you:Created a user named Nushi Davoud & assigned him to be your manager? It's time to get a new superbadge: the Process Automation Specialist! Note: If you have trouble in creating process builder, comment the errors you are getting, so that I will guide you to process it. If I check the Challenge it works, but if I manually add an opportunity below 100k it fails to trigger the approval process. (Too much work for me!) UPPER(ShippingCountry) =='USA', Let the universe renounce some goodness to you . 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. VALIDATION RULE 2 : Rule Name :Name Change, Error Message :You cant change the Account name for Customer Direct or Customer Channel. Photo by William Iven on Unsplash. A flow trigger failed to execute the flow with version ID 3011I000000DAEO. In fact Process Builder and Flows are both built on the same Salesforce feature called Lightning Flow. If you are still getting the error, send a few screenshots of your process my way and I will take a look- rebecca@capstorm.com. +1,500 points ~1 hr . Not sure what it means. 5, "Friday", Hi! I set the Stage = ClosedWon under Approval Steps. Does your process look like the screenshots posted in the blog? Make sure it is unique. Two things that I see in what you posted - The related to ID does need to be there just make sure that you are relating it to the OpportunityID. Hello.Thank you so much for your prompt reply!I checked and realized that the criteria of Approval process was not enough and revised as below.Approval process Criteria: "Amount greater than $100,000" AND "Stage Equals Negotiation/Review"Process builder Criteria is also same as above.But still same error apears.Should I create a validation rule on the Opportunity object?Or issue is another condition?How do you think?I don't have or find an solving idea anymoreThanks, Kiyomi. Email: your own Try something like this: CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180), This formula below is not working for me either - same 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. I created some email templates to start off with since I find it irritating having to come in and out of the Process Builder: I was lazy with these; I just put the link into the body of the email and it was fine. Validation Rules >> New. Process Automation Specialist Superbadge Showcase your mastery of business process automation without writing a line of code. Please contact your system administrator for more information. Create a custom object Robot Setup with a Master-Detail relationship to the opportunity include Autonumber the record name, starting with 0 using name format: ROBOT SETUP-{0000}. There is also a slide deck that came in useful. Not sure this is affecting the challenge. 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. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Cannot change Account Name if Type is Customer Direct, Channel: [Name]. Your process looks perfect. For some areas where I was finding it difficult to figure the approach I needed to take, the guide here came in handy. Criteria based on $ belong in the approval process only.- There are 2 entry criteria for the approval process. Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. 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. * Have you set your own approver? About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy Safety How YouTube works Test new features Press Copyright Contact us Creators. Do the whole thing again, it will do. Create a process with process builder Opportunity object with option created and updated. You have June 26, 2001.3) Robot Setup Record- Read the instructions carefully and note the "date" requirement. The condition to check for billing and shipping states are inside AND. Copyright 2000-2022 Salesforce, Inc. All rights reserved. Tip:Create 2 public groups (Sales Team) and assign each one queue. "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. Y, Superbadge Process Automation Specialist - Full Solutions, System.DmlException: Insert failed. Please try again. Add New Resource Looptxt1 : Variable Type as below. The error message is this: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 MaterialsThis is what I have in criteria:[Opportunity].Account.Type Equals Picklist Prospect[Opportunity].AccountID Doesn't Equal Global Constant $GlobalConstantNull[Opportunity].Stage Equals Picklist ProspectingIs there something wrong? {!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. Please dont forgot to Activate the page. Is it possible that the problem is somehow in previous steps (they passed the challenge, but maybe affect this step) ? I will make sure to reply you within short time and help you to complete the Superbadge. You can look up ExceptionCode values in the SOAP API Developer Guide. Clarification: Approval Process 2 is Opportunity Stage = Awaiting Approval and Amount= 100k. "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.). 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. (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)))). * Read the "challenge 5" instructions above the check challenge button very carefully. You are so close to passing! Salesforce Error ID: 354599625-54567 (2080501154)I'm thinking that is something related to the approval processCan you help me? Everything is alright now, just need creating variables :), Those of you who still get the 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'.Check Opportunity.AccountId - NotEquals to Global.Null. 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. 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. The Robot Setup Day of the Week formula does not seem to be working properly. * 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? This report lists the elements that the flow interview executed. It gave away too many details, and I want you to have the EUREKA! 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. 2) For the task: The due date formula is missing from your comment. Have anybody solved this before?Thank you in advance! How do I choose [Opportunity].Id in stead ofOpportunity.AccountId?? Stuck on Step 5 of Process Automation Specialist? what do you mean not occur on the weekends? !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'. Report Modifications: Sales Two words: Filter Logic Support If you get this errortry stacking to 100% and make sure that you have a "horizontal" style chart. Is there a validation rule on the opportunity object? 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. I've read all postings related to this and went thru what I've but couldn't find the error. This is my journey- a normal kid by day- a Trailhead explorer by night. When she said she wanted a widget, thats when I swore out loud. I wont say any more than that, for fear of giving it away, but if youre stuck, feel free to tweet me @gemziebeth. {!myVariable_current.StageName} (Negotiation/Review) Equals ProspectingLogic: All conditions must be true (AND)Executed the default outcomeDECISION: myDecision5Executed this outcome: myRule_6Outcome conditions: 1. type - formula (return type - text) Robot Setup Record should not happen immediately. [ https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4] Step 3 : Create validation rule on lead object. R&D. I dnt see an option for [Opportunity].Id in my process. Everything worked when I tested before checking the step but I kept 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 ranted, I changed my process to call invokable processes, I tried again. in the step 1 you dont say that we need to activate the assignment rule. Quite interesting [Opportunity].AccountId Does not equal Global Constant $GolbalConstant.Null 2. My Flow had a couple of fast lookups in it to collect the products based on criteria, a decision, then a couple of screens. Kudos to you!!! Appu is correct, if we enter any 2 letter state code which is not a part of US, for example, TT then it should through error but using the above validation rule it doesnt throw any error because if we enter any two letters then the condition LEN(State) > 2 becomes false and in AND it wont check next condition i.e. startTest (); Test . The "related to ID: id value of incorrect type" may also mean that there is an incorrect field reference in your process. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. I got confused between SObject Variables and SObject Collection Variables, but I got it in the end by assigning my data to an SObject Collection Variable. 1. - criteria are met. This example explains the process of redirecting to another VF Page when you save an account record. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, Give Related to ID also. Error ID: 605963218-241434 (1684581515): []And this email error: Error Occurred: This approval request requires the next approver to be determined by the Manager field. 0, "Sunday", I dnt know where I am wrong. 2. Hi, I'm back :'). 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 It doesn't make sense.Rework the formula- it is actually a pretty simple one - with only two conditions. Check Setup > Lightning App Builder. Thank You. Configure your field level security for the given profiles so that your new Approved checkbox field is read only except for System Admin and Custom: Sales Profile. (OR( ISPICKVAL(Type, 'Customer - Direct'), ISPICKVAL(Type, 'Customer - Channel')). I responded to the email with a few tips-- starting off that there should be 4 nodes in the process, not 3. Hi Trailhead Baby,Thanks for this awesome tips page. Add the desired fields as below, Next add the Opportunity Validation Rule with error formula as below. ISBLANK(Country) ) ), Similarly, make another queue with label as "Assembly System I am getting the same error. Steps-2 : Create Two Queues 1. 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. And it takes care of the process thereby. Steps to Superbadge Challenge 1: Automate Leads Challenge 2: Automate Accounts Challenge 3: Create Robot Setup Object Challenge 4: Create Sales Process and Validate Opportunities Challenge 5: Automate Opportunities Challenge 6: Create Flow for Opportunities Challenge 7: Automate Setups Challenge 1: Automate Leads Step 2. Thanks Trailhead Baby this was very helpful!!! Formula==> You signed in with another tab or window. Challenge 4: Create Sales Process and Validate Opportunities, Challenge 6: Create Flow for Opportunities. what to do now? Thanks, Tim, Let's take a look at your "Negotiation" node on the process. It's a tricky formula, but I'll get you started: CASE(MOD([Opportunity].CloseDateThis thread on the developer community should point you in the right direction:https://developer.salesforce.com/forums/?id=906F00000008vlZIAQ, Hello, I keep seeing this 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.When I set field values for the new robot setup record I have opportunity as a field reference to Opportunity ID and a formula for the Date that is close date plus 180. I actually got it. Could you provide additional details? Process automation specialist step 6 flow builder. Hey can you help me for completing superbadge challenge6 i.e Automate Oppertunities. This time a complete new error message appears: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'. 6, "Saturday", "Error"), step 3: Many thanks! Stuck on Superbadge Process Automation specialistStep 1? ("manager" is the correct approver). Please post some details regarding the process- which criteria are in place. Thanks now I'm receiving this error:There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Node 1 Criteria. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Approval for a deal of more than $100K is must before closing. Seems I got every possible error on this step.Any help would be much appreciated. PS I tried Buying you Coffee but it wont take international credit cards. Process automation specialist superbadge step 8 how to cancel brandy melville order oreilly aito parts. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Have something to share? Thanks for the screenshots! 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 May I ask a question, please? Hi Trailhead Baby,I'm happy to get your reply. I am having problem in adding action to the Closed Won Deal criteria, I am not getting Opportunity field in Robot setup record type. Because in my case i have written only Material and not Materials so it throws error. I put on a pot of coffee and the world immediately becomes a mess of thoughts, feelings, and emotions. 3, "Wednesday", Hi Trailhead Baby!Thank you for your help. OR ( My favorite daily process. 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.

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