process automation specialist superbadge step 6

your effort will be highly appreciated by fellow readers. 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'. 3, "Wednesday", Please debug the issue via debug logthere is an issue when the approval process is inserting record. 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. error id: 429738065-586330 (157788690)ook up exceptioncode values in the soap api developer guide. It is highly recommended to print the video transcripts, because there are a multitude of brief instructions that are easy to overlook while watching. 2) If a field does not exist, you can not encrypt or track field history. You dont have to rebuild the whole automation in another tool. Im not getting a option for RB Robotics templetes in lookup. The conditions for "which record" triggers the criteria are specified within the node. Don't know why I am getting this error. Thank you for any help! Test Scheduling logic Hi Rangers , Great going !!! 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? I have a problem in 6 Automate Opportunities module. Or the "email to finance"? Thanks allot Deadman , I just wasted my 3hours to tackle the issue, but u came as a saviour. Challenge 5 , node 4. what am I suppose to do ?? billing specialist superbadge challenge 6. give your salesforce admin these details. Give your Salesforce admin these details. Step 2 : Install the managed package. Hy Will, I can surely be wrong as I completed this in my initial days learning salesforce. 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. {!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. If so, please share some details of your process. MOD(Date__c - DATE(1900, 1, 7), 7), [Opportunity].StageName Equals Picklist Prospecting 3. The immediate action should trigger the approval process. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity Management process failed. 4, "Thursday", Thank you for your prompt reply! It's time to get a new superbadge: the Process Automation Specialist! Maybe this thing recorrection solves your problem. Request you to please help, while trying to complete the challenge 6 for Process Automation Specialist, I am facing the following issues 1. Check out all badges on Top Trailblazers! No idea why this weird issue is happening. Questions: Did you set up your "robot setup" creation date to be 180 days from the close date, AND not occur on the weekends? An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. I've read all postings related to this and went thru what I've but couldn't find the error. But I keep getting the following error even though the Robot Setup record is created with correct date.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.Please can you help me in getting this error out of my way.Thank you in advance. Det er gratis at tilmelde sig og byde p jobs. Requesting admin to make update in your last question formula. This report lists the elements that the flow interview executed. Flow DetailsFlow API Name: Robot_SalesType: Record Change ProcessVersion: 13Status: ActiveOrg: eAgent (00D2E000000na5a)Flow Interview DetailsInterview Label: Robot_Sales-13_InterviewLabelCurrent User: Tarik Kadic (0052E00000Hvc03)Start time: 4/18/2019 9:43 AMDuration: 0 secondsHow the Interview StartedTarik Kadic (0052E00000Hvc03) started the flow interview.Some of this flow's variables were set when the interview started.myVariable_old = nullmyVariable_current = Opportunity (0062E00001CO0koQAD)ASSIGNMENT: myVariable_waitStartTimeAssignment{!myVariable_waitStartTimeVariable} Equals {!$Flow.CurrentDateTime}Result{!myVariable_waitStartTimeVariable} = "4/18/2019 9:43 AM"DECISION: myDecisionExecuted this outcome: myRule_1Outcome conditions: 1. Scroll down at the bottom of page, under approver settings. Tip:Account Type = Prospect AND Opportunity Stage = Prospect AND ConstantError:System.DmlException: Insert failed. I passed this step but another error occurred. Hi! . 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. have high-level requirements but the detailed solution is up to the person building the processes and doesn't follow step-by-step guidance. Make sure it is unique. Step 2 : Install the managed package. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. Need help!! The condition to check for billing and shipping states are inside AND. Thank you so much for your good work. . I have created 3 approval processes: 1) Opportunity Stage is Negotiation Over 100k; 2) Automatically Approve Opportunities Stage = Awaiting Approval and Amount = 100k. Ive used Flow a LOT in recent years, but I learnt a lot more about it from completing this exercise. "Not sure if issue is with my process built or approval processThank you so much in advance! Then I changed approver to a manager and I stopped receiving email alerts. Give your Salesforce admin these details. It indicates, "Click to perform a search". 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. {!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. Search for the approval process and select an opportunity object. the 6th and final step to the Salesforce - Trailhead - Process Builder Specialist Superbadge! Add New Resource Looptxt1 : Variable Type as below. 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! I tried creating a new field but then this new field isnt showing in the Process builder when I lookup. Stuck on Superbadge Process Automation specialistStep 1? Create Flow for Opportunities. Could you share the details of your process? Mail you all the screen shot too. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct2. Error ID: 1066628416-17251 (1684581515): []. Have already completed challenge 3 successfully where created custom object Robot Setup. Can you tell me why? Change), You are commenting using your Twitter account. Hi Trailhead Baby,I have been trying to complete challenge 5 of Process Automation Super Badge. Based on LeadSource value lead should be assign to correct sales team (Queue). : []"Below would be Process Builder but cannot paste here. I based my formula on the formula field I created earlier (to calculate the day of the week). Try putting the $$$ requirement into the approval process entry criteria. Whenever I hit a snag, I usually pull out of setup and start creating my own test records within the org to find out what is broken. Though in my view superbadges are more like test than learning modules. I really liked this badge because of the way it was structured; youre given a set of videos to watch that deliver the requirements you need. 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. I am facing this error : The Robot Setup Day of the Week formula does not seem to be working properly.I am unable to edit the Custom field 'Day of the Week' datatype to formula. Are you asking what the error message means? 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. Thanks for your help. Any help would be greatly appreciated. If so, would you email a few screenshots of your process to my mom's email- rebecca@capstorm.com? UPPER(BillingCountry) =='' The first three Superbadges can be taken in any order, and completing all three unlocks the fourth Superbadge, Advanced Apex Specialist. Label = Last won deal date There was an unexpected error in your org which is preventing this assessment check from completing: System.NullPointerException: Argument cannot be null.got the approval mail when i click the oppurtunity got this :Looks like there's a problem.Unfortunately, there was a problem. hmmmm. Create new Assignment rule for this scenario(Do not use the standard rule). Marketing Materials action Next. Create Sales Process and Validate OpportunitiesCreate a sales process with the required stages and name it RB Robotics Sales Process. I also got the same error.How did you rectified it. I am managing to solve everything by myself, but I wonder something. I dont get much time these days to redo the challenges. The "duh" question- probably not what is wrong! Win!On the first node, there are more criteria than just the accountID being null. Clone this Process. https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4. Good to hear! Odd! My formula field throws Error: Syntax error.Extra Amount for the following (Integration User), Whenever an Opportunity is created for Customer type account, Send an Email alert to Finance Group. Thanks Trailhead Baby this post was very helpful! I started this Superbadge in the usual way, by printing this instructions plus the slides and transcripts of the videos. Web. No matter how I change my date formula for the Robot Setup process, I get: 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.My current formula looks like this (included comments): CASE( MOD([Opportunity].CloseDate - DATE(1900, 1, 7), 7), 0, [Opportunity].CloseDate + 1 + 180, /* Sun: CloseDate + 1 wknd day + 180 days */ 4, [Opportunity].CloseDate + 2 + 180, /* Thurs: CloseDate + 2 wknd days + 180 days */ 5, [Opportunity].CloseDate + 2 + 180, /* Fri: CloseDate + 2 wknd days + 180 days */ 6, [Opportunity].CloseDate + 2 + 180, /* Sat: CloseDate + 2 wknd days + 180 days */ [Opportunity].CloseDate + 180 /* Default (Mon/Tue/Wed): CreatedDate + 180 days */)I am getting an email alert that an opportunity needs my approval.Would you mind taking a look? . https://trailhead.salesforce.com/help?article=Installing-a-package-or-app-to-complete-a-Trailhead-challenge, Process Automation Challenge #5 Automate Opportunities: There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. It seems as I have to make a difference between Prospect Accounts and existing Customer Accounts (Direct or Channel). 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. Let's get started. Change). Select queue to Assigned to ID Field Reference [Opportunity].Account.OwnerId 3. Robot Setup Record should not happen immediately. Thanks all - I figured out what I did incorrect. Have anybody solved this before?Thank you in advance! Right now he' taking a nap.so I'm off to edit some reports! The issue- You should not be able to approve or reject the opportunity. Hello friends,I removed the post that contained a walk through of this step. And I have started my flow in Process Builder When a record is created or edited. Kudos to you!!! Please contact your system administrator for more information. Create Flow named Product Quick Search. May I ask a question, please? Create some Roll-up Summary and formula field on Account Object. Follow all the steps and in Assigned to ID give Account Owner Id not Account ID. Do you want me to take a look at the process? Setup >>> Object Manager >>> Lead >>> : Challenge 6. OK, I managed to do this. I am getting an error for the fifth superbadge task.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.NullPointerException: Argument cannot be null.Kindly help me out with this. 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. Hey can you help me for completing superbadge challenge6 i.e Automate Oppertunities. Thanks Trailhead Baby! It turns out, you can build fancy widgets without developers! Add the desired fields as below, Next add the Opportunity Validation Rule with error formula as below. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, You Need Approval From Manager. This value is empty. Hint: You will need a total of 4 nodes for this process (the blue diamond shaped bits.). You can not create non US leads. Both of the validation rules on the Opportunity and Account objects were giving me trouble so I made them inactive. so check the criteria, This issue is not resolved would you plzz help me. Without deleting that, I wasn't able to pass. type - formula (return type - text) Home First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, error: [Name]"Any ideas? Seems I got every possible error on this step.Any help would be much appreciated. IRL this wouldnt happen! After the first node, is the process set to "evaluate the next criteria"? Error ID: 479743514-108618 (-370455525): [], Your email address will not be published. This error comes when I check the challenge for automating opportunities.. label -Day of the Week This is one sales process, but youll need a record type. THANK YOU so much! Det er gratis at tilmelde sig og byde p jobs. {!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. 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). I have not encountered that error, but I'm happy to take a look at what you have! Now it's working :)But I've caught a little problem with the next step - there are no such products in my Playground. Hi Trailhead BabyI stucked at challenge 5- Automate OpportunitiesIgetting error while Process Builder is deactivating 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 getting Error while activated Process BuilderChallenge 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. (high school algebra 2). 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. ) 2. Don't forget to activate the process after changes are made! Create Setup Record and Setup Date = 180 days + close date. feel free to rectify just send me a screenshot showing ur code works fine. Any help very much appreciated, Absolutely the same issue :(. TIA, Challenge Not yet complete heres whats wrong: I'll need the information for the node and the immediate actions. NOT( How did you solve. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Opportunity Status Change process failed. Error ID: 1009579560-396 (1684581515): []How can I show you some details about my process builder? Can anyone help me out here.Regards,Ashish, Hi,I did changed the CRITERIA to one. [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4], Step 3 : Create validation rule on lead object. Challenge-5 (Automate Opportunities)I am unable to get Robot setup as Record type to create a record. Same error. type = rollup summary ( on opportunity function count), b) Number of won deals => First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup process failed. You might also want to tweak the due date value. Thank you for posting the solution! 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. Create Initial Submission Actions (Field Update) => Set Opportunity Stage to Waiting Approval. Otherwise, it looks good.Add that first node and the immediate action, then you should be set to continue the challenge.

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process automation specialist superbadge step 6