process automation specialist superbadge step 6

Help on Superbadge Process Automation specialist Step 6. What does your current process look like? Design a site like this with WordPress.com, Click to share on Facebook (Opens in new window), Click to share on LinkedIn (Opens in new window), Click to share on Twitter (Opens in new window), Click to share on Telegram (Opens in new window), Click to share on WhatsApp (Opens in new window), Click to email a link to a friend (Opens in new window), Click to share on Reddit (Opens in new window), Process Automation superbadge unmanaged package, Business Administration SpecialistSuperbadge, Tips to complete the Lightning Experience SpecialistSuperbadge, Create a product rule to avoid mis-configurations in abundle, Guidelines to write a guest post onblogs. Automation Champion Approach I-do. Youre creating a custom object, then when the opportunity is closed won, youll automatically create a Robot Setup record via Process Builder. High Value Residential This report includes: 1 filter, 1 grouping, and 1 summarized field. When the Opportunity was closed won, It did created the Robot Setup Record. My favorite daily process. autofilled but you can change it to an easy one . 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. Thanks all - I figured out what I did incorrect. I am also getting same error. 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. I need help with the Process Automation Superbadge Challenge # 5.Requirements : Automate 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. Max Score. But I didnt understand the formula you changed in the last step for Date field in Robot Setup Object. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Thanks for clarifying that there should only be one criteria. Any luck here? I tried so many times but I dont know where I did wrong . Hi Rajendra,Happy to helpbut I will need some details. After giving it some considerable thought, I ended up creating a Process (1) to handle the emails to Finance (and the task), then invoking that in another Process (2) that runs based on Opportunity Stages. This one gets a bit trickier because she makes a subtle hint that you need to nest your Processes. Otherwise, it looks good.Add that first node and the immediate action, then you should be set to continue the challenge. Error ID: 479743514-108618 (-370455525): [], Your email address will not be published. Could you share the 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'.I have created task as shown in screenshot and its active as well. Maybe this thing recorrection solves your problem. Go to the Process we created in step 5. 6, "Saturday", "Error"), step 3: This is my journey- a normal kid by day- a Trailhead explorer by night. Hello Trailhead Baby,I getting the error: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. Hi, I'm back :'). Thanks for informationThank you!! Note: If you face any trouble in any of the challenge, comment below. 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. I wont say any more than that, for fear of giving it away, but if youre stuck, feel free to tweet me @gemziebeth. 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 Many Git commands accept both tag and branch names, so creating this branch may cause unexpected behavior. {!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. Though it doesnt throw an error for that condition. Photo by William Iven on Unsplash. Error Message: Negotiation Stage & Amount > 100 000, automatically submit for approval. Though would have to take it to the trailhead badge authors Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. Please help me to solve my problem.An Error message is below. Make sure that the correct date range is selected. Give your Salesforce admin these details. The criteria look good to me. One the end of each node, have selected to "evaluate the next criteria" (default value is "stop") ? If the problem continues, get in touch with your administrator with the error ID shown here and any other related details. I've just completed the step. If you check these things and are still having trouble, feel free to email screenshots to me. * Read the "challenge 5" instructions above the check challenge button very carefully. Do you have your own manager set up in the profile? IF Closed - Won[Opportunity].StageName equals Closed WonCreate Robot SetupOpportunity = [Opportunity].Id Date formula CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180)Alert finance group via finance account creation form. Change). First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup process failed. Error ID: 2146461946-632512 (157788690)ok up ExceptionCode values in the SOAP API Developer Guide. Could not find an active Flow named Product Quick Search. type - formula (return type - percentage ) (Note: for the purpose of this superbadge, pretend Integration User is the finance group.) Clarification: the 2nd Approval Process above is Opportunity Stage = Awaiting Approval and Amount = 100k. There is also a slide deck that came in useful. Only Trailhead Playgrounds have the correct data for these challenges.) Try disabling any validation rules on the account object then rechecking the challenge. Hi, I finally managed to properly create a task, but now Robot Setup is stopping me. If a flow cant do what you need you or a developer can write Apex to do so. Why the change of heart? Yes- there are several things that could be the cause. Lead Country must be either US, USA or United State or it can be blank. Web. The post that you are referencing was removed. This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository. Create new Assignment rule for this scenario(Do not use the standard rule). Can you help me to find out the reason for this errorChallenge 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. Thank you for your prompt reply! Test it yourself before you hit the button. 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. It turns out, you can build fancy widgets without developers! The StageName would be part of the process (process builder) but not the validation rule. Also, Click on the Opportunity field STAGE and add a picklist value as Awaiting Approval, Next, create a sales process under opportunities by searching the sales process in the Search box. Challenge Not yet complete heres whats wrong: Hint: Carefully read / listen to the 1st line of the "Automate Opportunities" video/transcript. success. Please contact your system administrator for more information. Hi Trailhead Baby,Thanks for this awesome tips page. 2) If a field does not exist, you can not encrypt or track field history. Click the' Select Tests' button. Flows while purely a declarative tool sit between Process Builder and Apex. create master detail relationship with opportunity. 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. Subject String Send Marketing Materials 5. Email me a few screenshots- rebecca@capstorm.com and I can give you some pointers. I am facing this error while checking my challenge Automate Oppotunities on Process Automation Specialist. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity PB process failed. Add New Resource Loop : Variable Type as below. The good news- Using the criteria that you provided for the first criteria is perfect- if used as the second node! One of those stages needs to call your other Process (1). Error ID: 177298165-18684 (373317706): []I've redone this challenge multiple times but keep getting this result. 12 . +1,500 points ~1 hr . 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. 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. Could you provide additional details? 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. It means that wen salesforce tried to check the workability of your approval process, the record that shud have been submitted for approval, ie shud pass the criteria. Hi Still getting the error after all the tries..Here are my rules..Please help[Opportunity].Account.Type Equals Picklist Prospect[Opportunity].AccountID Doesn't Equal Global Constant $GlobalConstantNull[Opportunity].Stage Equals Picklist Prospectingand for the immediate actions i have done it exactly as we have in screen shot published above.Please help. {!myVariable_current.AccountId} (0012E00001pUftIQAS) Does not equal null3. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Please go through this it will definitely help you -. Start a discussion in the forum to get straight-up answers, and avoid your query to be lost in the comment pile. 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}. Thank you to all the guys involved in that Q&A. Opportunity Stage = Prospecting and Account Type = Prospect, Your Process Builder Step should look like below, Opportunity Amount > 100k and Stage is Negotiation, Opportunity Closed Won and Create Record in Robot Setup Object, Challenge Not yet complete heres whats wrong: Thanks Trailhead Baby this post was very helpful! Hello,I am still facing this issue after removing the ISCHANGED criteria. Youre being a helping hand here I see. So I am getting stuck on the 6th step of the Salesforce Superbadge for Process Automation on step 6. Register as a new user and use Qiita more conveniently, 6, You can efficiently read back useful information. 2. Lookup field used to select the user's manager. Your process looks perfect. Reconsider this one. You know Santa! I need your help. First, you must pass the Approval Process Management Superbadge Unit to achieve this badge. there is some issue with fields not having correct type of data. Thanks Trailhead Baby. {!myVariable_current.StageName} (Negotiation/Review) Equals Negotiation/Review2. You're amazing. 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. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Cannot change Account Name if Type is Customer Direct, Channel: [Name]. You are missing one condition.2) Look at your "create a prospect" task. "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.). Note:- Roll-up summary fields can created on master side of master-detail relationship. Same Error on Automate Account.. plz provide Any solution? In challenge 5 there is a hyperlink on robotsetup too. As with all the reporting superbadges, it's important to take note of how the data is to be organised and sorted. I am getting the exact same error. formula ==> Save my name, email, and website in this browser for the next time I comment. You have June 26, 2001.3) Robot Setup Record- Read the instructions carefully and note the "date" requirement.

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