process automation specialist superbadge step 6 process automation specialist superbadge step 6

Supported Try putting the $$$ requirement into the approval process entry criteria. An unhandled fault has occurred in this flow Thank you very much! Email: your own unique email id will work fine. Stuck on Step 7 Process Automation Superbadge? An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. I request you create a thread of this error and your suggested solution in the forum, as I might wud have to take down this post in future. Obviously, if youre reading this now, youll have unlocked the badge by completing the pre-requisites; you may also have started working on the superbadge. what to do now? But formula above does not work. Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. hey Amar, Did this way back in time trying LWC these days. You can look up ExceptionCode values in the SOAP API Developer Guide. My favorite daily process. Salesforce Interview Questions and Answers We Swear By! 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. Here I am using Standard Controller functionality. Kudos to you!!! I hope this gets you started! Why don't you email a few screen shots to me? A tag already exists with the provided branch name. 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. Why the change of heart? Its only what a client would say in a real-life consulting environment. Weve previously discussed Workflow vs. In fact Process Builder and Flows are both built on the same Salesforce feature called Lightning Flow. This value is empty. give your salesforce admin these details. {!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. We couldn't find the record you're trying to access. It was fine with that. Alias: will be Message: MALFORMED_QUERY: When . The formulas, rollup summaries, etc. Try something like this- because the only days that should not have Robot Setup's scheduled are Sunday & Saturday.CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180). moment when you solve this tough challenge. Tip:Create 2 public groups (Sales Team) and assign each one queue. Configure your field level security for the given profiles so that your new Approved checkbox field is read only except for System Admin and Custom: Sales Profile. Thanks for letting know. I am unable to get Robot setup option in create a Record. Maybe my user isn't setup correctly yet? Formula ==> AND(!ISBLANK( State ), LEN( State ) != 2), Step 4 : Create 2 queue First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, You Need Approval From Manager. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. We are always on the hunt for writers that have something interesting to say! 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. Activate it and deactivate any others, in last step what is this Formula Error ID: 932835170-8850 (-1845957167): [] Tip:Activate Approval Process :-)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.Error: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.Tip:Only use criteria Opportunity = Closed Won, not additional 'opportunity record is changed'.Hope this helps guys! Create Final Approval Actions (Field Update) => Set Opportunity Stage to Closed Won, Whenever Opportunity is in Negotiation/Review Stage, When deal is won i.e Opportunity stage is Closed Won. 2) Process builder - Re-read the instructions for the 1st node. Hi Trailhead Baby,I have been trying to complete challenge 5 of Process Automation Super Badge. 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. Request you to please help, while trying to complete the challenge 6 for Process Automation Specialist, I am facing the following issues 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. Challenge-6 (Create Flow for Opportunities), How to show or hide a particular section of Visualforce Page dependent upon picklistfield value, How to redirect to another Vf page after saving a record. Thanks Trailhead Baby! I dont get much time these days to redo the challenges. b) Assembly System Sales, Step 5: create assignment rule on lead Is that correct? Cannot progress, I am stuck for 1 day and any help will be greatly appreciated !! I kept it to Null and wasted 2 days of time ;(, 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. Hy Appu, I can surely be wrong as I completed this in my initial days learning salesforce. You have June 26, 2001.3) Robot Setup Record- Read the instructions carefully and note the "date" requirement. Since the error states that you need approval from manager, my guess is that it is something with the approval process. When she said she wanted a widget, thats when I swore out loud. I am taking on automation specialist superbadge. startTest (); Test . Hello Kiyomi,Happy to help! OR ( Start a discussion in the forum to get straight-up answers, and avoid your query to be lost in the comment pile. I liked this one. The Day of the Week should not fall on Saturday or Sunday. Or the "email to finance"? did not pass. Good morning Trailhead Baby! 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. Could not fix that with any of the formulas. Good! : Challenge 6. Configure the more complex functionality in a flow and then add a flow action to your process. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Give your Salesforce admin these details. Error: Restforce::ErrorCode::MalformedQuery. My brother has started to play with me! I will send you an email - Thanks! TIA, Challenge Not yet complete heres whats wrong: Notify me of follow-up comments by email. I'll take a look at it. CASE( I started this Superbadge in the usual way, by printing this instructions plus the slides and transcripts of the videos. Max Score. To solve the above business use case we will modify the Screen Flow Created for this article. VF Page--- < , To redirect to another page which is saved in your organization, use the standard feature provided by Salesforce PageReference . First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity automation7 process failed. : Opportunity Stage = Negotiation/Review and Opportunity Amount > 100,000, Node 4 Criteria. (They shouldn't).If you like, feel free to email me a few screenshots of your process or ** bonus points ** a video walk through. Let the universe renounce some goodness to you . It seems as I have to make a difference between Prospect Accounts and existing Customer Accounts (Direct or Channel). I have created 3 approval processes: 1) Opportunity Stage is Negotiation Over 100k; 2) Automatically Approve Opportunities Stage = Awaiting Approval and Amount = 100k. This one is around updating the date on your Robot Setup records if the original setup date falls on a weekend. UPPER(BillingCountry) =='United States', (Be sure to create a Trailhead Playground, and not a regular Developer Edition org. This challenge is all about setting-up Robot Setup Object and create some fields on it. Hi TrailHead BabyI getting Same 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. 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. Im not getting a option for RB Robotics templetes in lookup. Hint: You will need a total of 4 nodes for this process (the blue diamond shaped bits.). formula ==>, NOT( Did you happen to email me as well? About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy Safety How YouTube works Test new features Press Copyright Contact us Creators. Check Setup > Lightning App Builder. 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! As with all the reporting superbadges, it's important to take note of how the data is to be organised and sorted. Thank you so much for your good work. Disable a validation rule then try again. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. If you like what I write and it has been ever helpful to you. Hy Will, I can surely be wrong as I completed this in my initial days learning salesforce. Change), You are commenting using your Twitter account. Executive Report Tips: SolarBot Loyalty Revenue This report is tricky, but I don't want to give away the solution! And I have now spent four times as much time on step 7 than on any of the other steps combined. error id: 429738065-586330 (157788690): [] This is one sales process, but youll need a record type. type = rollup summary ( on opportunity function count), b) Number of won deals => (rebecca@capstorm.com). Hooray.. I enjoy playing on Trailhead, taking long walks with mommy, watching the Florida Gators with daddy, and chasing my two dogs. How do I choose [Opportunity].Id in stead ofOpportunity.AccountId?? {!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. Node 1 Criteria. Hi , In Challenge 5 .. we need to define this formula CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180) i m getting error after this :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. Great!! If a flow cant do what you need you or a developer can write Apex to do so. NOT (OR ( BillingCountry = 'US', BillingCountry = 'USA', BillingCountry = 'United State'. There are multiple types of customers and you are missing one major condition.Node 2- Missing the same condition as node 1 Why would finance be notified two times? I dnt know where I am wrong. The first three Superbadges can be taken in any order, and completing all three unlocks the fourth Superbadge, Advanced Apex Specialist. Assigned to ID- [Opportunity].Account.OwnerID is correct.I just posted a full walk through of this process specially for you. So, rather than using > symbol to check LEN(STATE) use =, and add NOT for AND, it should be like below: OR is-. 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. Error ID: 479743514-108618 (-370455525): [], Your email address will not be published. And I have started my flow in Process Builder When a record is created or edited. 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. You will get logs populated. Yes. They dont want any State abbreviations that are greater than or less than 2. Struggling with the last step for 2 days now. I have completed my Superbadge, Error ID: 1111620186-41501 (992864084): []5Automate 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. Without deleting that, I wasn't able to pass. Does your process look like the screenshots posted in the blog? Hello,I am still facing this issue after removing the ISCHANGED criteria. Try removing the "status" criteria. Thanks! Don't know why I am getting this error. My fault was that after making the necessary changes, I forgot to activate it. When you are selecting the field:Opportunity is the starting object.Click on the drop down- and scroll down.The items with a ">" next to them will expand to related fields.Scroll down past the ">" options, and you will see the fields directly related to the opportunity object including OpportunityID. Opportunity account type, stage name, and the account id does not equal Null?Approval Process-* Is the >$100,000 entry criteria in the approval process (not in process builder)? Apex but theres another automation tool Admins should have in their tool belts as well called Flows. And email error text:How the Interview StartedUser started the flow interview.Some of this flow's variables were set when the interview started.myVariable_old = nullmyVariable_current = Opportunity (00610000019ZX5IAAW)ASSIGNMENT: myVariable_waitStartTimeAssignment{!myVariable_waitStartTimeVariable} Equals {!$Flow.CurrentDateTime}Result{!myVariable_waitStartTimeVariable} = "17.4.2019 11.35"DECISION: myDecisionSkipped this outcome because its conditions weren't met: myRule_1Outcome conditions: 1. I even tried doing it in different DE, that doesn't work either. Error ID: 1155961392-2800659 (157788690)k up ExceptionCode values in the SOAP API Developer Guide. 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. this error occurred when the flow tried to create records: field_integrity_exception: assigned to id: id value of incorrect type: 0015j00000bqxgjaag. Just a correction, NOT from CONTAIN should be removed as well: OR I've been working on this step for a few weeks now and I am now 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 was originally getting this error:Challenge Not yet complete here's what's wrong: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'. +2,000 points ~1 hr . The email should be sent to "User: Integration User" from the current user's email address. Please Approve my messages I need help with this step. i.e. 0, "Sunday", Though it doesnt throw an error for that condition. Hi! UPPER(ShippingCountry) =='US', Because in my case i have written only Material and not Materials so it throws error. 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}. My first assumption is that there is a reference field missing in your process. OK, I managed to do this. "I'm going crazy, I have days doing this and I can not, can you help me? If you dont find the formula field in the edit option of the field, you can delete and recreate the field with the same name as well. Action for Node 4: Record for Robot SetupSet fields as below and Date formula being ( closed date +180 ). Did you look at: https://trailheadbaby.blogspot.com/2017/10/special-post-for-bcs-assistance-on.htmlIt is a full walk through of this step. This value is empty. Hi! 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. VALIDATION RULE 2 : Rule Name :Name Change, Error Message :You cant change the Account name for Customer Direct or Customer Channel. 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. Once I do this, those errors go away but I still get the error that my process cannot run. 3 field updates.Hope this helps! what do you mean not occur on the weekends? [Opportunity].StageName Equals Picklist Prospecting 3. Give your Salesforce admin these details. Thank you to all the guys involved in that Q&A. The Robot Setup Day of the Week formula does not seem to be working properly. there is some issue with fields not having correct type of data. Give your Salesforce admin these details. 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. If a flow cant do what you need you or a developer can write Apex to do so. Under Record Collection: Add New Resource Filterresult: Variable Type as below. Could something else be wrong? Hi Megha, I am unable to check my step 2 of Process Automation. Odd! Not sure this is affecting the challenge. Check out all badges on Top Trailblazers! Watching videos is easy these days than It's worth notifying that case 0 means Sunday, not Monday, and the solution may require an additional day to skip weekends. 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. Hey trailblazer, I'm here to guide you in earning the Approval Process Specialist Superbadge, which is part of the Process Automation Specialist badge. Let's get started. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct2. I passed this step but another error occurred. Error ID: 932835170-8850 (-1845957167): [] I fixed it by activating my approval process.Then I got an error about the big deals validation. Nov 21, 2022, 2:52 PM UTC snake lamp wall street restaurants mi fantasy 5 numbers home depot washers and dryers mature girls squirting 1986 international s1600 for sale. Many thanks again! Now it's working :)But I've caught a little problem with the next step - there are no such products in my Playground. Number_of_won_deals__c / Number_of_deals__c, f)Call for Service Web. Many useful tips and guide. Thanks for driving me to write better and more , You havent done the process correctly retry with the approach above. Success! You might also want to tweak the due date value. Many Git commands accept both tag and branch names, so creating this branch may cause unexpected behavior. This time a complete new error message appears: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'. Why did i see Lead: Clone source only , didnt get Lead: Source ? Hi, thanks for the guide. 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? Note the filter. CASE(MOD([Opportunity].CloseDate + 180 DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180). Reconsider this one. Process automation specialist superbadge step 8. Hi Trailhead Baby,I'm happy to get your reply. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Error: [] And My Validation rule isIF( ISPICKVAL( StageName , "Nagotiation/Review" ) ,AND( Amount> 100000 , Approved__c <>True ) ,IsClosed )Ovbiously it is incorrect but I don't know what should I do for this problem anymoreKiyomi. Process automation specialist step 6 flow builder. Hi, Kumar! 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. An unhandled fault has occurred while processing the flow. Action for Node 3: ApprovalsChoose the one we created for the opportunity here. Make sure to populate your manager as Nushi Davoud in Manage Users. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity Automation process failed. Assigned to ID Field Reference [Opportunity].Account.OwnerId 3. After selecting edit, scroll down. You can look up ExceptionCode values in the SOAP API Developer Guide. ( Automate Opportunities) of Process Automation Specialist superbadge. ACADEMIC & STUDENT SERVICES. Rainbow Sales. Business Administration Specialist Superbadge- 3 & 4 Lightning Experience Reports & Dashboards Specialist Superbadge - 5-6 An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Showcase your mastery of business process automation without writing a line of code. Click on the There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Time to move forward with step 5, 1. Create related Email Alert from search box for the templates above. Hello friends,I removed the post that contained a walk through of this step. 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. This is in the flow builder. I am missing something but I cannot locate the issue since all the parameters and processes seem to be in a proper order. And with Super Set credentials, showcase your expertise in a specific domain and take the next step towards landing a top job. Error ID: 177298165-18684 (373317706): []I've redone this challenge multiple times but keep getting this result. Hi again,This was actually my second node. Trailhead SuperbadgeSeries: Process Automation Specialist Part 5, Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation.