I appreciate your help and hints along the way to get me back on track with the challenge.Thank you! I used AND(something,something) Note- Negotiation is incorrectly spelled. Flows while purely a declarative tool sit between Process Builder and Apex. First- probably a silly question. Step 2 : Install the managed package. The email should be sent to "User: Integration User" from the current user's email address. Does your process look like the screenshots posted in the blog? It's time to get a new superbadge: the Process Automation Specialist! 2) If a field does not exist, you can not encrypt or track field history. Win!On the first node, there are more criteria than just the accountID being null. But still facing the same error.Can anyone help me out here.Regards,Ashish. In the end, I set all my variables to Input and Output to be safe, and it passed. OK I will send you a detail email with screen shots. Give your Salesforce admin these details. This all checks out OK as suggested:My Approval process is ACTIVE.Manager is set to be approver. a time taking process for you ?? Just open the debug logs and check. CASE(MOD([Opportunity].CloseDate + 180 DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180). In this part of challenge, we gonna create a flow which takes some input from user and will return list of Product record. With follow up questions, please respond to this post. Moreover it takes lot of your internet MB's to 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. PS I tried Buying you Coffee but it wont take international credit cards. Node 3- Revise criteria. Test Scheduling logic Hi Rangers , Great going !!! did not pass. Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. Youre creating a custom object, then when the opportunity is closed won, youll automatically create a Robot Setup record via Process Builder. I got an email with information that there's 'No Applicable Approval Process', but I have assigned Nushi Davoud for both my approval processes. Challenge-5 (Automate Opportunities)I am unable to get Robot setup as Record type to create a record. OR( {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct2. Error ID: 1725844101-48357 (1684581515): []Can you guide about Approval Process while checking Debug logs it's Giving Fatal Error and i found this error FLOW_ELEMENT_ERROR No applicable approval process was found. Although my problem is solved I'm still trying to understand. your effort will be highly appreciated by fellow readers. 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? Please contact your administrator for more information. I guess this trailhead superbadge should also teach a way to avoid this, I mean, only creating a task when the stage is prospecting once, and not everytime it changes to prospecting. UPPER(ShippingCountry) =='US', Yay! Are you asking what the error message means? This is crucial to earn this badge. I hope this made sense! Stuck on Step 7 Process Automation Superbadge? UPPER(ShippingCountry) =='USA', Im not sure what the error above is or why. Error ID: 1155961392-2800659 (157788690): [], Assigned To ID: id value of incorrect type: 0015f00000Ow7PGAAZ. I am close to give it up, somehow the time is not worth it. Since the error states that you need approval from manager, my guess is that it is something with the approval process. 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. Any luck here? Could you please share? Would you mind posting the error message? Process Automation Specialist - Challenge 1 - Blogger Good morning Trailhead Baby! 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'. My fault was that after making the necessary changes, I forgot to activate it. Hi Trailhead Baby,I am still getting the same error message :(Not sure what is wrong. - In your user profile, click edit. So close! It means that wen salesforce tried to check the workability of your approval process, the record that shud have been submitted for approval, ie shud pass the criteria. Does your flow reference the approval process? Hello Sai- I took a look at your screenshots:A few tips:1) The approval process needs some edits. I responded to the email with a few tips-- starting off that there should be 4 nodes in the process, not 3. Thanks Trailhead Baby this was very helpful!!! Manager has been setup for Admin under User details. b) Assembly System Sales, Step 5: create assignment rule on lead autofilled but you can change it to an easy one . I dont get much time these days to redo the challenges. Hi Trailhead BabyI am at a loss, I have checked, double checked my process builder, and the create Marketing Material Task is not working.Hoping you can give me a hand with this.Criteria:Opportunity.Account.Type Equals Picklist ProspectOpportunity.StageName Equals Picklist ProspectingOpportunity.AccountID Does not equal NullCreate a Record:Record Type: TaskDue Date Only: TODAY() + 7Assigned TO ID: Opportunity.Account.OwnerIDPriority: HighStatus: Not StartedSubject: Send Marketing MaterialsRelated to ID: Opporunity.IDThanks :). I am glad that you have this set up as the second node. I had two. Help on Superbadge Process Automation specialistStep 3? If you get stuck again, I'm happy to take a look! HiI have done the configuration for Approval Process/Process Builder but when I am executing the challenge, I getting below 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'. When you start a create a new report, simply click to start with a clean screen. fj40 ls swap. so check the criteria, This issue is not resolved would you plzz help me. Thanks in advance for your help! You need only 1 Lightning page for Opportunities. UPPER(ShippingCountry) =='United States', Please go through this it will definitely help you -. Odd! Sg efter jobs der relaterer sig til Process automation specialist superbadge step 3 day of the week, eller anst p verdens strste freelance-markedsplads med 22m+ jobs. UPPER(BillingCountry) =='USA', {!myVariable_current.Account.Id} (0011000001NUajWAAT) Is null false3. (Integration User), Create an approval process with entry criteria as followed :-, Email Template :- SALES: Opportunity Needs Approval. Read More: Salesforce Interview Questions and Answers We Swear By! You signed in with another tab or window. First, you must pass the Approval Process Management Superbadge Unit to achieve this badge. The "send marketing materials" should not be a part of the first node. Were you able to figure it out? Under Record Collection: Add New Resource Filterresult: Variable Type as below. Then add an Apex action to your process. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Yes. I have carefully read all of this and other threads on this trail. Hi! 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. And it takes care of the process thereby. I also had to keep the volume on my laptop off while doing the challenge- just in case mom was listening in over the baby monitor. Not sure what it means. Error ID: 2146461946-632512 (157788690): []. My entire flow seems to work but not when creating a new >100k opportunity in the Negotiations stage. Email alert for a newly created opportunity. The checking process creates 7 opportunities to test 7 different days and verifies the 7 Robot Setups that are created as a result do not fall on the weekend. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Not allowed you to change: [Name]. Application Life cycle Management (ALM) - Application life cycle managementisan integrated system of people, processes, and tools that manages thelifecycle of anapplication or softwarefrom gathering requirements to delivery of the final product. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); I believe in work, I dont fuck with luck.. Thanks Trailhead Baby this post was very helpful! Various trademarks held by their respective owners. Please contact your system administrator for more information. It's saying the Send an email to the finance group process failed. Want to share a concept or story? 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. Kudos to you!!! {!myVariable_current.StageName} (Negotiation/Review) Equals ProspectingLogic: All conditions must be true (AND)Executed the default outcomeDECISION: myDecision5Executed this outcome: myRule_6Outcome conditions: 1. A huge thank you to Jocelyn Fennewald , Salesforce MVP, for pointing out the "remove all columns" option within the report creator. APPROVAL PROCESS MANAGEMENT SUPERBADGE SOLUTION - avenoir.ai I am happy to help. Where are you in the process? Make sure that your processes schedule robot setup dates and submit opportunities for approval.For the purpose of approvals, assign Nushi Davoud as your manager and make sure your approval process automatically sends requests to the opportunity owners manager. apex specialist superbadge step 4 - ASE Would you mind sharing some details? First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Sales 014 process failed. This process involves 4 total nodes. Hi Trailhead Baby,Thanks for this awesome tips page. type = rollup summary ( on opportunity function count), b) Number of won deals => 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. Test it yourself before you hit the button. @Trailhead Baby: Hi! ; Test . This is not the issue, as an admin you can have assign/reject permission. Dont forget replicate For Shipping State/Province and Shipping Country same as Billing State/Province and Billing Country validation which I have mentioned above. That would be a lot of email! unique email id will work fine. A manual record should trigger the process - I don't know why it wouldn't. I am also getting same error. Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. Thank you so much!The criteria on the "Negotiation" node were both based on Opportunity Stage Name AND Opportunity Amount. I have same error. I made two dollars today! Help on Superbadge Process Automation specialist Step 6. Thank you for sending the screenshots and the blog comment! I passed this step. or am i making mistake here? 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 successfully submitted for approval upon creation.So whenever I try to update an existing opportunity it works fine and the stages change depending on approval or rejection, but just not when I create a new opportunity record.And I have started my flow in Process Builder 'When a record is created or edited'.Please advice! It is highly recommended to print the video transcripts, because there are a multitude of brief instructions that are easy to overlook while watching. Why the change of heart? Hi Trailhead Baby,I have been trying to complete challenge 5 of Process Automation Super Badge. It will work. Need help with specific errors? For AND to be true, all the conditions inside it should be true. Copyright 2000-2022 Salesforce, Inc. All rights reserved. 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 Send Welcome Packet Email, when the Opportunity is Closed Won. Flows while purely a declarative tool sit between Process Builder and Apex. Error ID: 1067837610-13774 (1684581515): [] I believe I tried all the options. Create Flow named Product Quick Search. Run this rule if process automation specialist superbadge step 1 Thanks for letting know. 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. * Are the opportunity stage field updates within the approval process set up? "Not sure if issue is with my process built or approval processThank you so much in advance! {!myVariable_current.AccountId} (0012E00001pUftIQAS) Does not equal null3. Maybe my user isn't setup correctly yet? It also removed the approval steps from Process Builder and highlighted with s the prerequisite items to building my process. If the error persists, please share some details of your approval process. Email: your own unique email id will work fine. Issue with Step 4 Superbadge process automation specialist? 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. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Note: you need to install the unmanaged package for the email templates. I put on a pot of coffee and the world immediately becomes a mess of thoughts, feelings, and emotions. Having 3+ years of working experience in Salesforce domain. Check that may be another process is also in active. I am managing to solve everything by myself, but I wonder something. ISCHANGED( Name ) && ISPICKVAL(Type, Customer Channel), ISCHANGED( Name ) && ISPICKVAL(Type, Customer Direct ), 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: &, BillingCountry <> US && BillingCountry <> USA && BillingCountry <> United States && NOT( ISBLANK(BillingCountry ) ). Give your Salesforce admin these details. 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. No description, website, or topics provided. Assembly System Sales. I don't think it's a good way to solve a problem but if there's anybody who wants to pass this step only, it would be the way to avoid conflictThank you for your help and have a nice day! I personally think a checkbox would be better and thats how Id do it in real life. I gave Assigned To ID as Opportunity.Account.OwnerID. 5, "Friday", The screenshots are in the blog post. Send Welcome Packet Email, when the Opportunity is Closed Won. The issue- You should not be able to approve or reject the opportunity. Package Name: Process Automation Superbadge unmanaged package Package ID: 04t46000001Zch4 Make a new user as - First name: Nushi Last name: Davoud Alias: will be filled automatically as ndavo. You can not create non US leads. 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. Also, is there some sort of tutoring available or someone to chat with regarding questions on these challenges? Please reference ID: YRQGUFCA. The conditions for "which record" triggers the criteria are specified within the node. Issue was Evaluate the next criteria option was not enabled for step 3. : []"Below would be Process Builder but cannot paste here. This challenge is all about setting-up Robot Setup Object and create some fields on it. Give your Salesforce admin these details. 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'. 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. Without deleting that, I wasn't able to pass. Negotiation Stage & Amount > 100 000, automatically submit for approval. Lead State must be valid 2-digit US state. Please help, The setup record should not occur on a weekend CloseDate+180 does not exclude weekends.This thread from the developer community should help:https://developer.salesforce.com/forums/?id=906F00000008vlZIAQ. 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.. If so, there are two things to look at:1) The process will stop after the first node unless you tell it to continue - try clicking the little "stop" square to see what happens :)2) There are 2 types of customers, so the process needs to account for both types . 8 . Save my name, email, and website in this browser for the next time I comment. Need help!! Create Names with related to appropriate sales team. (Too much work for me!) You are missing many of the instructions. Under Record Collection: Add New Resource Filterresult: Variable Type as below. You will get logs populated. Mail you all the screen shot too. can you pleas help me in this, In challenge 2 Im getting error like Challenge Not yet complete heres whats wrong: Now, edit your own details make Nushi 0, "Sunday", Supported
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