Rainbow Sales. Could you send a few screenshots of your process to rebecca@capstorm.com ? Got the same error. Remember to check the NULL Values in Validation rule. 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. Can you tell me why? Easy!)). Error Message: You can not save a new account unless the shipping and billing state fields are valid US state abbreviations, and the country field is either blank or US, USA, or United States. As matter of fact, I had to delete a validation rule for customer stage field and passed. {!myVariable_current.Amount} (101,000) Greater than or equal 100,000Logic: All conditions must be true (AND)SUBMIT FOR APPROVAL: myRule_6_A1Inputs:objectId = {!myVariable_current.Id} (0062E00001CO0koQAD)comment = nullprocessDefinitionNameOrId = Approval_Process_100K_OpportunityskipEntryCriteria = falseError Occurred: No applicable approval process was found. If the problem continues, get in touch with your administrator with the error ID shown here and any other related details. Node 1- Tweak quite a bit. Do you have your own manager set up in the profile? Contact your administrator for help. A manual record should trigger the process - I don't know why it wouldn't. Need help!! Like it and share it to help our #salesforceohana members. Run this rule if There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. It's worth notifying that case 0 means Sunday, not Monday, and the solution may require an additional day to skip weekends. Assembly System Sales. Make sure to populate your manager as Nushi Davoud in Manage Users. Due Date Only Formula TODAY() + 7 2. It's time to get a new superbadge: the Process Automation Specialist! The issue- You should not be able to approve or reject the opportunity. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Also- Make sure that the "evaluate next criteria" verbiage shows on the node above.And - Make sure the process is activated.Still stuck? Label = Last won deal date Hi Bareera,I emailed some suggestions. 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. So, rather than using > symbol to check LEN(STATE) use =, and add NOT for AND, it should be like below: OR This post is so helpfull and informative.keep updating with more informationPython Programming BasicsPython Programming. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, You Need Approval From Manager. Message: MALFORMED_QUERY: When . UPPER(ShippingCountry) =='' This is now what I'm getting: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. {!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. The good news- Using the criteria that you provided for the first criteria is perfect- if used as the second node! Thanks for clarifying that there should only be one criteria. Create Three Email Templates:Finance: Account Creation,SALES: Opportunity Needs Approval,Sales: Opportunity Approval Status. (She's the Rebecca Gray that is a user group leader and has 102 Trailhead badges. 2, "Tuesday", 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. Thanks Trailhead Baby this was very helpful!!! +1,500 points ~1 hr . You will get logs populated. He laughs when I poke his nose and tries to take toys out of my hand. Negotiation Stage & Amount > 100 000, automatically submit for approval. I checked and everything is totally fine. THANK YOU so much! I kept getting this message: To continue the process after evaluating this criteria, define the next criteria node. If you are in a consulting role, WATCH THE VIDEOS. Challenge-1 : Automate Leads Step-1 : Validation rule on Lead to verify Country and State field. !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'. 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'.how to solve this error. Did you email me? 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 even tried doing it in different DE, that doesn't work either. Supported - In your user profile, click edit. Kudos to you!!! Hello friends,I removed the post that contained a walk through of this step. what do you mean not occur on the weekends? success. AND( Amount > 100000, ISPICKVAL(StageName, 'Closed Won'), Approved__c = false ), Whenever an opportunity is created for Prospect type account, Send Email alert to Finance Group. 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. Hi, I am getting following after following you: "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. Give your Salesforce admin these details. Help on Superbadge Process Automation specialist Step 6. I have same error. Save my name, email, and website in this browser for the next time I comment. Thanks for your help. Happy to take a look- rebecca@capstorm.com. Error: Restforce::ErrorCode::MalformedQuery. trailhead playground and have installed the package: Username: will be Please contact your system administrator for more information. : Opportunity.Account Type = customer and Opportunity.account id not equal to null, Node 2 Criteria. label - Robot Setup Though would have to take it to the trailhead badge authors I am unable to change it now since it is referenced in the PB. If a flow cant do what you need you or a developer can write Apex to do so. Challenge Not yet complete heres whats wrong: Glad you figured it out! 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. I'm looking forward to hearing that you passed the challenge! I have the Process builder set up corectly. When you start a create a new report, simply click to start with a clean screen. 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. What am i suppose to do ?? is-. I guess this trailhead superbadge should also teach a way to avoid this, I mean, only creating a task when the stage is prospecting once, and not everytime it changes to prospecting. And with Super Set credentials, showcase your expertise in a specific domain and take the next step towards landing a top job. When she said she wanted a widget, thats when I swore out loud. 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. If you are a new Trailhead Baby fan, all you need to know is that I'm a regular baby by day but a daring Trailblazer by night. schedule ( 'Warehouse Time To Schedule to Test' , scheduleTime, new WarehouseSyncSchedule ()); Test . The "duh" question- probably not what is wrong! First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, You can't change value for customer's channel: []And in a process builder, the first criteria looks like this:[Opportunity].StageNaem Equals Picklist Prospecting[Opportunity].Account.Type Equals Picklist Prospect[Opportunity].Accdount.Id Does not equal Global Constant $GlobalConstant.Null$and the immediate actions are:Task- Due Date Only Formula- Assigned to ID Field Reference [Opportunity] Accoutn.Owner.ID- Priority Picklist High- Status Picklist High- Subject String Sent Marketing Materials - Related To ID Field Reference [Opportunity].IdWhen I delete the third condition in the first criteria, the error message is changed: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'.Where did I make a mistake?Thank you in advance! Step 2 : Install the managed package. Register as a new user and use Qiita more conveniently, 6, You can efficiently read back useful information. Thank you; got by that error and now working on my other errors. Hint: Carefully read / listen to the 1st line of the "Automate Opportunities" video/transcript. Same Error on Automate Account.. plz provide Any solution? Could not find an active Flow named Product Quick Search. 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? setMock ( HttpCalloutMock . Complete the capstone assessment to earn the Process Automation Specialist Superbadge. Not sure where to go next, This afternoon, I added a genius wig in an attempt to look a little older and more experienced. 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. {!myVariable_current.StageName} (Negotiation/Review) Equals Negotiation/Review2. class , new WarehouseCalloutServiceMock ()); String jobID = System . Thank you for your prompt reply! 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. . So I am getting stuck on the 6th step of the Salesforce Superbadge for Process Automation on step 6. Issue with Step 4 Superbadge process automation specialist? The "send marketing materials" should not be a part of the first node. Challenge-5 (Automate Opportunities)I am unable to get Robot setup as Record type to create a record. In this part of challenge we need to setup Robot Setup Date. Including the step to "send marketing materials?". Thanks, Tim, Let's take a look at your "Negotiation" node on the process. 5, "Friday", What are the criteria on your robot setup record set up?Did you assign Nushi Davoud to be your manager? autofilled but you can change it to an easy one . I based my formula on the formula field I created earlier (to calculate the day of the week). I was able to approve opportunity when I was the approver. First, you must pass the Approval Process Management Superbadge Unit to achieve this badge. I used AND(something,something) Note- Negotiation is incorrectly spelled. 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. I was wondering if it is normal for everyone else to deactivate the validation rules on account/opportunity objects. Breast Cancer at 29 REALLY?! Challenge 5 , node 4. what am I suppose to do ?? 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. Don't forget to activate the process after changes are made! You are so close to passing! 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. I had two. Check that may be another process is also in active. Y, Superbadge Process Automation Specialist - Full Solutions, System.DmlException: Insert failed. Give your Salesforce admin these details. Formula ==> AND(!ISBLANK( State ), LEN( State ) != 2), Step 4 : Create 2 queue autofilled but you can change it to an easy one . Now it's working :)But I've caught a little problem with the next step - there are no such products in my Playground. Please contact your system administrator for more information. Please contact your system administrator for more information. I'll post a few of them here as well, since they may help others:* You select your "manager" for an approval process within your own profile. Lead Country must be either US , USA or United State or it can be blank. 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. Criteria based on $ belong in the approval process only.- There are 2 entry criteria for the approval process. Hi Daria- Could you share some details here in the comments? First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, dont edit these types: []* The first node of this process should have 4 criteria with customized logic. Hi, I finally managed to properly create a task, but now Robot Setup is stopping me. Please debug the issue via debug logthere is an issue when the approval process is inserting record. Change). 2) My first node focuses on two types of current customers and the prospects. Formula ==> AND(!ISBLANK( ShippingCountry ), LEN(ShippingCountry) != 2), Step 2: Create one more validation rule so nobody can chage account name if type is customer direct or channel, Name ==> Customer_Direct_or_Channel Seems I got every possible error on this step.Any help would be much appreciated. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Sales 014 process failed. I have not encountered that error, but I'm happy to take a look at what you have! Node 3- Revise criteria. Error ID: 1111620186-41501 (992864084): []5Automate OpportunitiesFollowing the business requirements, create a process to alert the finance group and create tasks for account owners at appropriate times during the sales process. Clarification: Approval Process 2 is Opportunity Stage = Awaiting Approval and Amount= 100k. Yes can you explain what you mean by own manager set up in the profile? : Challenge 6. Here it Thanks in advance. This example explains the process of redirecting to another VF Page when you save an account record. (Be sure to create a Trailhead Playground, and not a regular Developer Edition org. I dnt know where I am wrong. 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. According to the solution provided, if an opportunity is customer account type, then it will never go through the approval process. UPPER(BillingCountry) =='USA', I tried so many times but I dont know where I did wrong . This issue is not resolved for me how to resolve this issue? Done the Superbadge Successfully.. error id: 429738065-586330 (157788690)ook up exceptioncode values in the soap api developer guide. 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 Sales", Similarly, for assigning lead to Assembly System Sales -. Try disabling any validation rules on the account object then rechecking the challenge. This one is around updating the date on your Robot Setup records if the original setup date falls on a weekend. It indicates, "Click to perform a search". 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. I'll take a look at it. what to do now? >>> New, Rule Name: 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. Steps-2 : Create Two Queues 1. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Create Flow for Opportunities. (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.). If you would like help, just leave a comment! Having 3+ years of working experience in Salesforce domain. No idea why this weird issue is happening. hi,I tried with the solution still getting same error.I have emailed you the screenshots on email id-rebecca@capstorm.comKindly check and please revert. I have tried different order of decisions and whether to continue evaluating or stop after the action. Create Flow named Product Quick Search. Lead Country must be either. Try putting the $$$ requirement into the approval process entry criteria. You can not create non US leads. It may have been deleted by another user, or there may have been a system error. Why don't you email a few screen shots to me? How about this- before you give up email a few screenshots of your process to me: rebecca@capstorm.com & I'll take a look. Youre being a helping hand here I see. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. UPPER(ShippingCountry) =='US', * Finance needs to know about all opportunities, but marketing materials only need to be sent to a certain group of opportunities. How to.resolve it please help.me. label-Call for Service IRL this wouldnt happen! This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type, #Salesforce Admin #Trailhead Challenges #Trailhead #Automation #Process AutomationSpecialistSuperbadge, Approval Process.2 failed.The approval request requires the next approver to be determined by the Manager field. Many Git commands accept both tag and branch names, so creating this branch may cause unexpected behavior. (Note: for the purpose of this superbadge, pretend Integration User is the finance group.) Please try again. The error message I got is like this: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. My fault was that after making the necessary changes, I forgot to activate it. In process builder check whether u select the stop button or execute the next Node 1 Criteria. Hi, thanks for the guide. You can open dev console in a separate window and try running the process. Hi! First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup process failed. 8 . Notify me of follow-up comments by email. I thought of using the 'Product Family' standard picklist field and build the values in it. (They shouldn't).If you like, feel free to email me a few screenshots of your process or ** bonus points ** a video walk through. But I didnt understand the formula you changed in the last step for Date field in Robot Setup Object. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity PB process failed. ) - criteria are met. 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: [Opportunity].StageName Equals Picklist Prospecting 3. 3, "Wednesday", There was an unhandled exception. Thanks for letting know. 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).

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