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Including the step to "send marketing materials?". Remember that Salesforce calculates DateDiff in days, so I did 365*2 and it was happy with that. The Day of the Week should not fall on Saturday or Sunday. I thought of using the 'Product Family' standard picklist field and build the values in it. Thanks Trailhead Baby this was very helpful!!! 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. 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. After the first node, is the process set to "evaluate the next criteria"? {!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. Complete the capstone assessment to earn the Process Automation Specialist Superbadge. When she said she wanted a widget, thats when I swore out loud. For Mike Watson in response to his email.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.If I activate the process I get the following error.There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. ("manager" is the correct approver). 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. Challenge-1 : Automate Leads Step-1 : Validation rule on Lead to verify Country and State field. Hi Daria- Could you share some details here in the comments? 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. Disable a validation rule then try again. Curious if you have seen this error.Regards, Hello- Yes I have seen this error before. The Country field is allowed to be blank, so youll need to build this into your validation rule. Go to action on the last node where we set up robo record. 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've just completed the step. 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. [Opportunity].StageName Equals Picklist Prospecting 3. Were you able to figure it out? 6, "Saturday", "Error"), step 3: I ranted again, moved things around, tried again. Make sure that you rule is Active before you validate this step. So I am getting stuck on the 6th step of the Salesforce Superbadge for Process Automation on step 6. Yay! Do the whole thing again, it will do. 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. can you pleas help me in this, In challenge 2 Im getting error like Challenge Not yet complete heres whats wrong: (Be sure to create a Trailhead Playground, and not a regular Developer Edition org. Negotiation Stage & Amount > 100 000, automatically submit for approval. Error ID: 1930596534-98280 (1684581515): []. Lead State must be valid 2-digit US state. I did the same. Something that helped was saving the report frequently. Formula ==> AND(!ISBLANK( BillingCountry ), LEN(BillingCountry) != 2), validation rule Name ==> State Validation rule for shipping add Getting this Error again and again Please help me. moment when you solve this tough challenge. 1. The "duh" question- probably not what is wrong! LEN is your friend for the State validation. Hi Trailhead Baby,I am still getting the same error message :(Not sure what is wrong. Error ID: 1066628416-17251 (1684581515): []. (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)))). 12 . Criteria based on $ belong in the approval process only.- There are 2 entry criteria for the approval process. Hi Bareera,I emailed some suggestions. 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. I made two dollars today! Under Record Collection: Add New Resource Filterresult: Variable Type as below. From a quick glance, I see several items that you can easily correct:1) Read the criteria for the first node again (Opportunity Customer). Finally we are ready to verify the challenge !!! Not sure where to go next, This afternoon, I added a genius wig in an attempt to look a little older and more experienced. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, error: [Name]"Any ideas? type - formula (return type - text) Got the same error. If you would email a few screenshots, I am happy to take a look at them. Please contact your system administrator for more information. Lead State must be valid 2-digit US state. Using this org for any other reason might create problems when validating the challenges. (LogOut/ CASE( First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Not allowed you to change: [Name]. 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. Give your Salesforce admin these details. Let the universe renounce some goodness to you . Basically if you have a flow with two screen components and a Record Lookup component and have that flow installed on a Lightning Record Page itll verify. Related to ID Field Reference [Opportunity].IdDo you happen to have any idea what I am missing here? It also removed the approval steps from Process Builder and highlighted with s the prerequisite items to building my process. That would be a lot of email! 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. Create an lead assignment rule and make 2 rules entries and give order accordingly. If a flow cant do what you need you or a developer can write Apex to do so. 3 field updates.Hope this helps! UPPER(ShippingCountry) =='United States', The entry criteria is missing one thing A record needs to match the account type and the stage name. Lead Country must be either US , USA or United State or it can be blank. Create two rule entries and fill like below. 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. Do you want me to take a look at the process? How to.resolve it please help.me. Max Score. feel free to rectify just send me a screenshot showing ur code works fine. * 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? Hi Trailhead Baby,Thanks for this awesome tips page. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Automate Opportunities process failed. Error ID: 932835170-8850 (-1845957167): [] I fixed it by activating my approval process.Then I got an error about the big deals validation. your effort will be highly appreciated by fellow readers. Hi, thanks for the guide. That means the case numbers inform which day of a week Opportunity was closed, 0 for Monday, 1 for Tuesday and so on. Prerequisite: Make sure you have successfully logged in to your Dont be tempted to write a checkbox formula they want a Text field. Search for an answer or ask a question of the zone or Customer Support. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015f00000Ow7PGAAZ. As with all the reporting superbadges, it's important to take note of how the data is to be organised and sorted. I am unable to change it now since it is referenced in the PB. An unhandled fault has occurred in this flow ) Not able to see Robot Setup object in Record type drop down list for node 4 in challenge 5. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Approval Process process failed. You will get logs populated. A bit confused about challenge 5. Tip:Account Type = Prospect AND Opportunity Stage = Prospect AND ConstantError:System.DmlException: Insert failed. 2. The StageName would be part of the process (process builder) but not the validation rule. I hope this gets you started! Create Sales Process and Validate OpportunitiesCreate a sales process with the required stages and name it RB Robotics Sales Process. Basically I will be modelling the following conditions:- if a prospect account then send email to finance and create a task for account owner to send out marketing stuff- if customer account (direct or channel) just send email to financeIn your flow you used 2 nodes/criteria to distinguish between these 2, but I believe that could be handled in one node if one could add conditions on a task execution. The conditions for "which record" triggers the criteria are specified within the node. 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. Did you happen to email me as well? Did you create the email alert? I tried creating a new field but then this new field isnt showing in the Process builder when I lookup. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. formula ==>, NOT( Try a formula: AND (first criteria , second criteria)* Within the first node of the process, make sure to include both types of customers. what do you mean not occur on the weekends? I used AND(something,something) Note- Negotiation is incorrectly spelled. I do not know what a " status picklist" is - Get rid of this criteria. Feel free to post another comment once the process is reconfigured! 3, "Wednesday", Tried everything. Create Flow for Opportunities. Randomly enough, you dont seem to need to tick this box as part of your approval process to pass the challenge, but in a real-life scenario, Im pretty sure I would cover that base. The formula field you need to create for calculating the day of the week can be easily found online; I used this forum post. Do you have any further ideas? Hii, {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. Please install the package first through app launcher or follow below link: I used two nodes, because I thought it was simpler- everybody triggers an email to finance, then filter out the customers for the second node to trigger the marketing materials action. Done the Superbadge Successfully.. Then pushes the records to the approval process? Did you have to build a new custom picklist field for the bot types? Im not sure what the error above is or why. Lead Country must be either. Stuck on Step 7 Process Automation Superbadge? 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. But before starting with the release management, let us build the foundation with Application Life cycleManagement. Like it and share it to help our #salesforceohana members. Did you email me? Flows while purely a declarative tool sit between Process Builder and Apex. 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. Please help. Please reference ID: YRQGUFCA. I am facing this error while checking my challenge Automate Oppotunities on Process Automation Specialist. It was giving away too much of the challenge. I based my formula on the formula field I created earlier (to calculate the day of the week). Message: MALFORMED_QUERY: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015f00000Cs08EAAR. Shipping and Billing Country must be either. there is some issue with fields not having correct type of data. Node 1- Tweak quite a bit. This blog consists of all four challenges of Approval Process Management include Set up . did not pass. Error ID: 1009579560-396 (1684581515): []. I was getting the following error on Automate Setups step, Can any one please provide me a solution???? It was happy with the ones I created (shown on the left) as long as the names contain the words Assembly System, CloudyBot and RainbowBot, youre home and dry. Superbadges are proof of worthiness! {!myVariable_current.StageName} (Negotiation/Review) Equals ProspectingLogic: All conditions must be true (AND)Executed the default outcomeDECISION: myDecision5Executed this outcome: myRule_6Outcome conditions: 1. Create queues for your sales teams but thats obvious from the video. ), validation rule name ==> country rule for shipping add But when I added the Global Constant cannot = null criteria, I started getting the first error listed.I feel like my approval process might be the issue.Any advice on what to try next? Can you help me to find out the problem. * Have you set your own approver? Y, Superbadge Process Automation Specialist - Full Solutions, System.DmlException: Insert failed. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup v3 process failed. But whereas If I am creating opportunity in Salesforce, i am able to approve and reject the Opportunity, do not know where it is failing Hey there! {!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. Follow all the steps and in Assigned to ID give Account Owner Id not Account ID. Give your Salesforce admin these details. Automate record creation using Apex triggers 2. rev 2021.2.24.38653. Hello, I have the exact same problem. Thank you in advance for your help! I was wondering if it is normal for everyone else to deactivate the validation rules on account/opportunity objects. 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. Have you:Created a user named Nushi Davoud & assigned him to be your manager? First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, The close date must be today or later: [], challenge not yet complete heres whats 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. On the error message, you could dig down within the developer console- frankly a bit beyond my admin skill set. . Have anybody solved this before?Thank you in advance! Give your Salesforce admin these details. Complete the capstone assessment to earn the Approval Process Specialist Superbadge. Showcase your mastery of business process automation without writing a line of code. Waw, what a dedication--both in terms of the superbadges and answering all of those questions! Try removing the "status" criteria. A project with Daddy: My favorite daily process! 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. And I have started my flow in Process Builder When a record is created or edited. Time to move forward with step 5, 1. I am getting the same error. It looks good on a resume to be a contributor. (Different criteria = different nodes. (LogOut/ Still stuck at the same point even though applying the hints from here and further forums. I have created 3 approval processes: 1) Opportunity Stage is Negotiation Over 100k; 2) Automatically Approve Opportunities Stage = Awaiting Approval and Amount = 100k. Won't be passing this superbadge :(, Before you toss the computer out the window Do you want to send a few screenshots of the process my way? Hello Sai- I took a look at your screenshots:A few tips:1) The approval process needs some edits. Error ID: 2146461946-632512 (157788690): []. I had to do some travel, so I parked this issue for a couple of days, hoping to clear the obstacle following the suggestions.I have cloned and modified the process, separating the criteria nodes:- First criteria (prospecting/customer) just making sure that account associated with opportunity not null, then send email to finance- Second criteria (prospecting) has 4 conditions, if these satisfied create task Send marketing Materialso Stage is prospectingo Account.ID not NULLo Owner ID not NULLo Account Type is PROSPECTAfter reactivating the process, still getting dreaded 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 attached the document with my screenshots and few notes, capturing the new flow. 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. Yes can you explain what you mean by own manager set up in the profile? A few things:1) The first node in the process builder should not trigger sending marketing materials. We are always on the hunt for writers that have something interesting to say! [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4], Step 3 : Create validation rule on lead object. A recommendation: print the transcripts of the videos from the challenge requirements. Make sure it's "active." Creating design specifications with the development team. 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 A flow trigger failed to execute the flow with version ID 3011I000000DAEO. Thank you again!!!! Day of the Week>Day_of_the_Week__c>TEXT, AND( Amount > 100000, Approved__c = False), ApprovalProcess Definition Detail:See the screenshot below for details. If you would like help, just leave a comment! wow, thank you for such a quick reply! 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}. get ahead. Hello, thank you for posting 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. Though in my view superbadges are more like test than learning modules. Even the subject. Only Trailhead Playgrounds have the correct data for these challenges.) Label = Number of deals A huge thank you to Jocelyn Fennewald , Salesforce MVP, for pointing out the "remove all columns" option within the report creator. You can look up ExceptionCode values in the SOAP API Developer Guide. {!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. Process automation specialist superbadge step 8. I have tried following step by step this and other forums, still getting the same stupid 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 even cut another playground and started from scratch - didn't help either. Add New Resource Loop : Variable Type as below. Ive even tried building just a process for the robot setup creation just to take away all of the noise. i am stuck with the same issue, and i tried to open the reference link.. bbut the page was not found.Pulling my brain for past 13 hours on this step..Please help. Challenge Not yet complete heres whats wrong: Check out all badges on Top Trailblazers! There was an unhandled exception. Hi Megha, I am unable to check my step 2 of Process Automation. So close! {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct3. PS I tried Buying you Coffee but it wont take international credit cards. Concepts we use to complete this Superbadge: Validations and Formulas Sales Process Process Builder Flow Important Pre-works before you start doing this Superbadge: Create a new Trailhead Playground for this superbadge. Sales", Similarly, for assigning lead to Assembly System Sales -. Hello Kiyomi,Happy to help! . I have carefully read all of this and other threads on this trail. And with this, we complete the challenge! Why don't you email a few screen shots to me? 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. 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 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. & tnx buddy once again for your solution. But still facing the same error.Can anyone help me out here.Regards,Ashish. Hi Trailhead Baby,I am stuck at step five need your assistance , i am getting the below 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'. Action for Node 2 :Email Alert to mail notifies account creation : Finance: Account Creation.Create a Record: Task with any name but mandatory subject line Send Marketing Materials.Make sure the string has no full stop or comma to it.Assigned to the Account owner. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. The immediate action should trigger the approval process. I have spent a few more hours on it, still couldn't figure out what is wrong, I get the same error.