I used AND(something,something) Note- Negotiation is incorrectly spelled. we all are done with preps. Time to move forward with step 5, 1. I have created 3 approval processes: 1) Opportunity Stage is Negotiation Over 100k; 2) Automatically Approve Opportunities Stage = Awaiting Approval and Amount = 100k. (There should be one with approval, one with rejection, and one with "awaiting approval")- The awaiting approval field update is the most commonly missed.If you are still a little stuck after looking at these things, feel free to email me a few screenshots or a video walk through of your process builder / approval process. object: From available objects, add Lead in the selected objects. In this part of challenge we need to setup Robot Setup Date. Any help very much appreciated, Absolutely the same issue :(. Change the datatype for Day of the week field from TEXT to Formula (TEXT) and use the following the formula to get Day of the week, If Day of the week is Saturday , change [Robot_Setup__c].Date__c +2, If Day of the week is Saturday , change [Robot_Setup__c].Date__c +1. Challenge Not yet complete heres whats wrong: 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. It was giving away too much of the challenge. Error Message: My first assumption is that there is a reference field missing in your process. Hello friends,I removed the post that contained a walk through of this step. 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. If you are familiar with report and dashboards, this challenge should only take 30 or so minutes to complete. (LogOut/ Hello, I have problems with challenge 5, "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'. barrina led lights Hint: Carefully read / listen to the 1st line of the "Automate Opportunities" video/transcript. Challenge Not yet complete heres whats wrong: 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. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct4. (I use my mom's email address: rebecca@capstorm.com). I will provide you with all the information needed once you direct me to a potential spot of error. Node 3- Revise criteria. First, you must pass the Approval Process Management Superbadge Unit to achieve this badge. Label = Number of deals Is their anyway I can share my screen shots please? Superbadge . And email error text:How the Interview StartedUser started the flow interview.Some of this flow's variables were set when the interview started.myVariable_old = nullmyVariable_current = Opportunity (00610000019ZX5IAAW)ASSIGNMENT: myVariable_waitStartTimeAssignment{!myVariable_waitStartTimeVariable} Equals {!$Flow.CurrentDateTime}Result{!myVariable_waitStartTimeVariable} = "17.4.2019 11.35"DECISION: myDecisionSkipped this outcome because its conditions weren't met: myRule_1Outcome conditions: 1. ( Automate Opportunities) of Process Automation Specialist superbadge. 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Confused? Username: will be Now it's working :)But I've caught a little problem with the next step - there are no such products in my Playground. Tip: Have 2 entry criteria in approval process: Money and stage.Tip: Put the money criteria ONLY in the approval process, NOT in Process Builder.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 Unlock but I am still getting an email after this error message: Error element myRule_6_A1 (FlowActionCall).No applicable approval process was found. The due date should not be a static date. Prospect node of process builder:Opportunity.Stage equals prospectingOpportunity.AccountId does not equal $GlobalConstant.nullImmediate actions:Email finance group Create task:Due date only = TODAY() Assigned to ID = Opportunity.AccountID.OwnerIdPriority = HighStatus = Not startedSubject= send marketing materialsIf I try to add the related to ID field it automatically goes back to the first critique that the process couldn't run. Element 2: Get Record as belowLabel: Search Prod select object as Product. An Opportunity with the Stage Negotiation/Review and the Amount greater than $100,000 was not successfully submitted for approval upon creation. I passed this step. An Opportunity with the Stage 'Negotiation/Review' and the Amount greater than $100,000 was not rejected successfully by your manager or the Opportunity Stage was not updated to 'Negotiation/Review'.I am getting this error. I'd start by inactivating the validation rule. 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. 1. Make sure it is unique. give your salesforce admin these details. Sometimes it is much easier to look at a visual than try to understand from words!A few things to consider:1) Not all opportunities should receive marketing materials, but all opportunities should trigger the email to finance. Error ID: 1066628416-17251 (1684581515): []. Error: Restforce::ErrorCode::MalformedQuery. Ronak SFDC Process automation specialist Superbadge feedback (Step 6) Hi All, I was stuck on step 6 of the Process Automation Specialist SuperBadge for hours, and wanted to post some help for others who may be going through what I went through. Thank you for your prompt reply! They dont want any State abbreviations that are greater than or less than 2. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. You are missing many of the instructions. Search for an answer or ask a question of the zone or Customer Support. The entry criteria is missing one thing A record needs to match the account type and the stage name. * Finance needs to know about all opportunities, but marketing materials only need to be sent to a certain group of opportunities. I'll need the information for the node and the immediate actions. Posted at 16:45h in logan sargeant family by nerf gun obstacle course rental near me. Finally we are ready to verify the challenge !!! So I am getting stuck on the 6th step of the Salesforce Superbadge for Process Automation on step 6. Note: If you have trouble in creating process builder, comment the errors you are getting, so that I will guide you to process it. Remember to check the NULL Values in Validation rule. Thanks Trailhead Baby. Search for the field Day of the Week on robot object and change the field type from Number to formula field of return type: text and use the below formula. Error ID: 2146461946-632512 (157788690)ok up ExceptionCode values in the SOAP API Developer Guide. Note: you need to install the unmanaged package for the email templates. Salesforce MPBSalesforce Trail head Super badges Process Automation Specialist Is video mai hum dekhenge ki kese hum Process Automation Specialist ka. 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'.is there anything i could do to get this right? Please help!! - the triangle thing-) It's in the instructions, but sneaky! 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. I am also getting same error. The free lemonade offer worked! Thanks in advance for your help! First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Approval for a deal of more than $100K is must before closing. Kudos to you!!! I do not know what a " status picklist" is - Get rid of this criteria. (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. 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. 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. I'm happy to take a look -rebecca@capstorm.com. Search for the approval process and select an opportunity object. Make sure to inactive other processes in Processes to avoid interference and activate your process builder: Help onSuperbadge Process Automation specialistStep 6? I dont get much time these days to redo the challenges. Please contact your system administrator for more information. OK I will send you a detail email with screen shots. Could you send a few screenshots of your process to rebecca@capstorm.com ? And I have started my flow in Process Builder When a record is created or edited. Any luck here? In fact Process Builder and Flows are both built on the same Salesforce feature called Lightning Flow. UPPER(ShippingCountry) =='US', Home Regarding step 5, if you change the stage of the opportunity and change back to prospecting, another task Send marketing materials would be created. In terms of the Processes I built, I got a bit confused when she said: Because now that I think about it, it makes sense to do some of those things I just mentioned only if an opportunity is in the Prospecting stage, and other things happen later.. Thank you and I'll try this again as soon as I can. If you are in a consulting role, WATCH THE VIDEOS. Delete all other pages. )Thank you! rebecca@capstorm.com. Make sure that you rule is Active before you validate this step. Due Date Only Formula TODAY() + 7 2. Hi Trailhead BabyI stucked at Step-5 Automate OpportunitiesWhile Deactivating Process Builderit's getting error Like thisChallenge 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'.While active Process Builderit's getting error like thisChallenge 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 having problem in adding action to the Closed Won Deal criteria, I am not getting Opportunity field in Robot setup record type. Did you get it resolved? Hey there! I fixed that by deactivating that validation.Then I got an 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. Below are tips and gotchas for each report / dashboard. & tnx buddy once again for your solution. Criteria based on $ belong in the approval process only.- There are 2 entry criteria for the approval process. It may have been deleted by another user, or there may have been a system error. the 6th and final step to the Salesforce - Trailhead - Process Builder Specialist Superbadge! The conditions for "which record" triggers the criteria are specified within the node. (Not a specific person). Could you please share? 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. CASE( 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. {!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. 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. "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. label - Deal win percent CronTrigger is similar to a cron job on UNIX systems. The screenshots are in the blog post. I've just completed the step. I've read all postings related to this and went thru what I've but couldn't find the error. 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 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. Then I changed approver to a manager and I stopped receiving email alerts. Run this rule if Negotiation Stage & Amount > 100 000, automatically submit for approval. Im having a problem validatin a step in the Process Automation Specialist! Still stuck? Issue was Evaluate the next criteria option was not enabled for step 3. Hey there, thanks for the very helpful post. Have you walked through each step of the process like a end user to make sure that it works? Hi! For some areas where I was finding it difficult to figure the approach I needed to take, the guide here came in handy. Activate it and deactivate any others, in last step what is this Formula Create an lead assignment rule and make 2 rules entries and give order accordingly.Based on LeadSource value lead should be assign to correct sales team (Queue). Give your Salesforce admin these details. Your new org will have all the special data you need. first exception on row 0; first error: cannot_execute_flow_trigger, we cant save this record because the automate opportunities process failed. 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. That's what I would do if it isn't a validation rule problem. Moreover it takes lot of your internet MB's to There was an unexpected error in your org which is preventing this assessment check from completing: System.NullPointerException: Attempt to de-reference a null object. Hello, I have the exact same problem. Having 3+ years of working experience in Salesforce domain. Let's dig a bit deeper in to the process. Create Flow for Opportunities. Hi Rajendra,Happy to helpbut I will need some details. 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. Copyright 2000-2022 Salesforce, Inc. All rights reserved. Hi again,This was actually my second node. 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: Is the criteria for this action group solely based upon the Opportunity Stage Name? Please contact your system administrator for more information. Action for Node 1 Email Alert to mail notifies account creation : Finance: Account Creation. According to the solution provided, if an opportunity is customer account type, then it will never go through the approval process. Create Names with related to appropriate sales team. Time investment starts from about five hours for the superbadge itself and can extend . 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. My Flow had a couple of fast lookups in it to collect the products based on criteria, a decision, then a couple of screens. 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. get ahead. I am close to give it up, somehow the time is not worth it. 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!