Hi Trailhead Baby,Thanks for this awesome tips page. Note:- Roll-up summary fields can created on master side of master-detail relationship. Please contact your system administrator for more information. Click the' Select Tests' button. My brother has started to play with me! Both of the validation rules on the Opportunity and Account objects were giving me trouble so I made them inactive. I've read all postings related to this and went thru what I've but couldn't find the error. This error comes when I check the challenge for automating opportunities.. 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 stopTest (); //Contains schedule information for a scheduled job. The approval process should be selected to automatically push the approval to the manager. I hope to inspire all of the worlds trailblazers to learn, grow, and experience! Showcase your mastery of business process automation without writing a line of code. How do I select the stop button? Yes- there are several things that could be the cause. type - formula (return type - percentage ) Finally we are ready to verify the challenge !!! First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup v3 process failed. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Hy Appu, I can surely be wrong as I completed this in my initial days learning salesforce. a) Rainbow Sales When the Account was prospect it did create the task. ), Step 3: Create Fields on account 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. in the step 1 you dont say that we need to activate the assignment rule. (Integration User), Whenever an Opportunity is created for Customer type account, Send an Email alert to Finance Group. we all are done with preps. Below are tips and gotchas for each report / dashboard. Process Automation Specialist - Qiita Supported 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? That being said my next challenge personally is to figure out how to make the flow work. The due date should not be a static date. Manager of Opportunity Owner for Approval; Lock Record and move stage to Awaiting Approval. 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. Have already completed challenge 3 successfully where created custom object Robot Setup. I'm happy to take a look -rebecca@capstorm.com. 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 Give your Salesforce admin these details. Make sure that you rule is Active before you validate this step. On the 3rd node, the Opportunity Stage negotiation/review should cause the approval process to fire. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Automate Opportunities process failed. It will help the people those who want to complete the Superbadge. Mom is not aware of my nocturnal computing, so I keep the noise to a minimum, and she assumes that I am slumbering away. My Flow had a couple of fast lookups in it to collect the products based on criteria, a decision, then a couple of screens. Have you walked through each step of the process like a end user to make sure that it works? This is straightforward normal Queue creation. 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: 12 . 000+ postings in Kallang and other big cities in Singapore. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct3. Note: you need to install the unmanaged package for the email templates. CronTrigger is similar to a cron job on UNIX systems. Test it yourself before you hit the button. How do I choose [Opportunity].Id in stead ofOpportunity.AccountId?? (Note: for the purpose of this superbadge, pretend Integration User is the finance group.) May I ask a question, please? In real life i would want to trigger it the way you stated as well! Only one process have to active otherwise it give same error. Process Automation Specialist. Youre being a helping hand here I see. Not sure this is affecting the challenge. I passed this step. According to the solution provided, if an opportunity is customer account type, then it will never go through the approval process. error id: 429738065-586330 (157788690): [] Read More: Salesforce Interview Questions and Answers We Swear By! Let the universe renounce some goodness to you . Hi Trailhead Baby,I've tried everything I can to rework the error I'm receiving for step5, "Challenge Not yet complete here's what's wrong:An Opportunity with the Stage 'Negotiation/Review' and the Amountgreater than $100,000 was not successfully submitted for approval uponcreation. Under Record Collection: Add New Resource Filterresult: Variable Type as below. a) Number of deals=> 0, "Sunday", I am taking on automation specialist superbadge. (She's the Rebecca Gray that is a user group leader and has 102 Trailhead badges. If you like what I write and it has been ever helpful to you. - the triangle thing-) It's in the instructions, but sneaky! Alias: will be (They shouldn't).If you like, feel free to email me a few screenshots of your process or ** bonus points ** a video walk through. Automate Opportunities - Detailed stepsAll formulae are available in the below links https://salesforcehandle.com/superbadge-process-automation-specialist-he. I sent you an email with the detail Screen shots. . Start by adding a field to OpportunityApproval: Checkbox typeIdeally, the sales reps shouldnt be able to check that box and only system administrators like and sales managers should be able to check it. Error ID: 1009579560-396 (1684581515): []. UPPER(ShippingCountry) =='' Hint: Carefully read / listen to the 1st line of the "Automate Opportunities" video/transcript. trailhead playground and have installed the package: Package Name: The StageName would be part of the process (process builder) but not the validation rule. (high school algebra 2). The SFDC Web Training always welcomes the new talent to expose themselves on this platform. UPPER(BillingCountry) =='US', type = rollup summary ( on opportunity function sum aggreate field ammount criteria- stage=close won), d)Last won deal date 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! Please reference ID: YRQGUFCA. You are so close to passing! Message: MALFORMED_QUERY: When . Process automation specialist Superbadge feedback (Step 6) help Negotiation Stage & Amount > 100 000, automatically submit for approval. THANK YOU so much! Challenge Not yet complete heres whats wrong: Don't know why I am getting this error. Process Automation Specialist Superbadge - Blogger So, rather than using > symbol to check LEN(STATE) use =, and add NOT for AND, it should be like below: OR fj40 ls swap. Give your Salesforce admin these details. Done the Superbadge Successfully.. Superbadges | Salesforce Trailhead - Trailhead | The fun way to learn Opportunity: Amount GREATER THAN 100000. This can be achieved by using both the Standard Controller and as well as Custom controller functionality. In process builder check whether u select the stop button or execute the next Element 2: Get Record as belowLabel: Search Prod select object as Product. My entire flow seems to work but not when creating a new >100k opportunity in the Negotiations stage. Select queue to Steps-2 : Create Two Queues 1. Reconsider this one. If you are familiar with report and dashboards, this challenge should only take 30 or so minutes to complete. Add the component on newly created Opportunity Record Page. 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. label - Robot Setup 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. I am getting the same error, can you help me to resolve it in case you know the resolution. High Value Residential This report includes: 1 filter, 1 grouping, and 1 summarized field. 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. CASE( Dear Trailhead Baby:)And greetings from Finland where lives Santa himself, so I'd propose you to be kind to me and help me sort it out what's my issue regarding Superbadge Process Automation #5. Process Automation Specialist Superbadge - 5 - Blogger But before starting with the release management, let us build the foundation with Application Life cycleManagement. Just update your process builder with single condition where it checks Opportunity as closed one, remove all your other 3 conditions. Queue Name:Rainbow Sales ; AND Assembly System Sales. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup process failed. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Record must be approved: []Please help me with this. Yikes! 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. Please refer to the step again. 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. If the problem continues, get in touch with your administrator with the error ID shown here and any other related details. Create new Assignment rule for this scenario(Do not use the standard rule). Please debug the issue via debug logthere is an issue when the approval process is inserting record. Salesforce MPBSalesforce Trail head Super badges Process Automation Specialist Is video mai hum dekhenge ki kese hum Process Automation Specialist ka. rule named Process Automation Specialist. 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. Please reference ID: YRQGUFCA. I hate to give up, but I have now tired every formula, every process and combination of process (and my initial formula *should* have worked), Ive conducted my own tests and never get a Saturday or Sunday and I sitll get this error. [Opportunity].AccountId Does not equal Global Constant $GolbalConstant.Null 2. the prospect approval process you created in approval process section is inactivate. : Opportunity.Account Type = Prospect, Opportunity stage = prospectingand Opportunity.account id not equal to null, Node 3 Criteria. Here it If you get stuck again, I'm happy to take a look! type = rollup summary ( on opportunity function count criteria- stage=close won), c) Amount of won deals Home Photo by William Iven on Unsplash. 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. I watched one video at a time, jotting down my key requirements as I listened, I also paused the video a few times to get the naming conventions I needed to configure, Listen very carefully; she gives directions at some points in quite a subtle way, Watch your Flow type auto-launched flow isnt the right one. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, error: [Name]"Any ideas? Create Flow for Opportunities. [Opportunity].Account.Type Equals Picklist Prospect- Action Name: Send Marketing Material Set Field Values: 1. Under Record Collection: Add New Resource Filterresult: Variable Type as below. +1,500 points ~1 hr . System.NullPointerException: Attempt to de-reference a null object in Process Automation Specialist. Request you to please help, while trying to complete the challenge 6 for Process Automation Specialist, I am facing the following issues 1. Error: Restforce::ErrorCode::MalformedQuery. (I doubt 2nd criteria)When it comes to Task itself the only field I can't validate against yours in snapshot is Assigned to and there I have (like above already someone asked and you confirmed):[Opportunity].Account.OwnerID. Hi! Hello. Add New Resource Looptxt1 : Variable Type as below. Now it's working :)But I've caught a little problem with the next step - there are no such products in my Playground. I have tried different order of decisions and whether to continue evaluating or stop after the action. https://www.youtube.com/watch?v=kqQyCsOgO8Q. System.NullPointerException: Attempt to de-reference a null object in Process Automation Specialist, System.NullPointerException: Attempt to de-reference a null object in Process Automation Specialist If u select the stop button it doesnt work, select the evaluate the next criteria button. 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. Session Security Superbadge Unit . 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? (LogOut/ Try to disable the validation rule then run the check again. 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 have spent a few more hours on it, still couldn't figure out what is wrong, I get the same error. Is that correct? This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository. : Opportunity Stage = Negotiation/Review and Opportunity Amount > 100,000, Node 4 Criteria. Superbadge-Process-Automation-Specialist. Tips for Passing the Service Cloud Specialist Superbadge Y, Superbadge Process Automation Specialist - Full Solutions, System.DmlException: Insert failed. So I am getting stuck on the 6th step of the Salesforce Superbadge for Process Automation on step 6. Tip:Account Type = Prospect AND Opportunity Stage = Prospect AND ConstantError: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. There is also a slide deck that came in useful. 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. I need your help. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Approval Process process failed. 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. 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'. Error: Restforce::ErrorCode::MalformedQuery. Are you asking what the error message means? Error ID: 479743514-108618 (-370455525): [], Your email address will not be published. @Trailhead Baby: Hi! They dont want any State abbreviations that are greater than or less than 2. Automate record creation using Apex triggers 2. rev 2021.2.24.38653. A tag already exists with the provided branch name. Thanks, Tim, Let's take a look at your "Negotiation" node on the process. "Related details:- (2nd node) Criteria Name: Opportunity = prospect; Set Conditions: 1. 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. Click on the ACADEMIC & STUDENT SERVICES. "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.). Not, "create a record if" the "if" bit is contained within the node.- You could probably do this within one node by using the more general conditions for the node, then triggering a separate process which filters out the customers or doing something similar in visual workflow. Did you create the email alert? 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 Thanks allot Deadman , I just wasted my 3hours to tackle the issue, but u came as a saviour. Hi Trailhead Baby,Both points mentioned by you are correctly set.Also the record is getting created with right Date value and linked to parent Oppty. 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. The Day of the Week should not fall on Saturday or Sunday. (LogOut/ Stage is field label and StageName is a field name so that shouldn't be a problem , i updated the Related to ID to [Opportunity].Id still i see the same issue. In fact Process Builder and Flows are both built on the same Salesforce feature called Lightning Flow. And I have now spent four times as much time on step 7 than on any of the other steps combined. 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. Hi, I'm back :'). I'd like to take a look at it. The condition to check for billing and shipping states are inside AND. Is the criteria for this action group solely based upon the Opportunity Stage Name? 180 mod 7 gives 5, so only when Opportunity's close date is on Monday or Tuesday Robot Setup Date may occur on weekend. I would first check to make sure that I'm pointing my flow towards the correct approval process.Approval process details:Entry Criteria- Amount>100,000 and Stage= Negotiation / ReviewApproval Assignment Email Template- SALES: Opportunity Needs ApprovalInitial Submission Actions: Record Lock & Field Update to Awaiting ApprovalApproval Actions: Field Update to Closed WonRejection Actions: Field Update back to stage Negotiation/ReviewFinal Approval Actions: Record Lock, Email Alert: Opportunity Approval Status EmailFinal Rejection Actions: Record UnlockIf you are still stuck, email a few screen shots of your approval process to my mom: rebecca@capstorm.com ,and I'll take a look at it. Hi.My mistake was Immediate action for Closed Won - Robot Setup.I had to set the field value as [Opportunity].Id.Then I passed this step.Thank you!! The approval process is straightforward. Hello Sai- I took a look at your screenshots:A few tips:1) The approval process needs some edits. Yes, I will help! I did the same. Thanks Trailhead Baby this was very helpful!!! Have anybody solved this before?Thank you in advance! Requesting admin to make update in your last question formula. I was wondering if it is normal for everyone else to deactivate the validation rules on account/opportunity objects. I set the Stage = ClosedWon under Approval Steps. Though would have to take it to the trailhead badge authors Assigned to ID- [Opportunity].Account.OwnerID is correct.I just posted a full walk through of this process specially for you. Note: If you have trouble in creating process builder, comment the errors you are getting, so that I will guide you to process it. How to.resolve it please help.me. Could you share some details of your process? Email me a few screenshots- rebecca@capstorm.com and I can give you some pointers. In this part of challenge we need to setup Robot Setup Date. Not sure what it means. Sales", Similarly, for assigning lead to Assembly System Sales -. Username: will be autofilled but you can change it to an easy one . Hi! My only hunch is the Day of the Week field on the Robot Setup Custom object which is not setup as formula. An Opportunity with the Stage Negotiation/Review and the Amount greater than $100,000 was not successfully submitted for approval upon creation. This is crucial to earn this badge. That's what I would do if it isn't a validation rule problem. Robot Setup Record should not happen immediately. Let's dig a bit deeper in to the process. Why don't you email a few screen shots to me? I started this Superbadge in the usual way, by printing this instructions plus the slides and transcripts of the videos. I even tried doing it in different DE, that doesn't work either. Hi Daria- Could you share some details here in the comments?
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