process automation specialist superbadge step 6

Give your Salesforce admin these details. Error ID: 2146461946-632512 (157788690)ok up ExceptionCode values in the SOAP API Developer Guide. Navigated to process builder and unable to find field opportunity.account.type and all. . unique email id will work fine. It worked! . You can try it out yourself by entering a shipping state like TT which should throw the error but it wont. I have same error. Also- Make sure that the "evaluate next criteria" verbiage shows on the node above.And - Make sure the process is activated.Still stuck? Challenge Not yet complete heres whats wrong: Add the flow to the opportunity screen using app builder. If you are still getting the error, send a few screenshots of your process my way and I will take a look- rebecca@capstorm.com. Opportunity: Amount GREATER THAN 100000. 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. Is that correct? CASE( Awesome! If yes to these questions, let's take a deeper look! 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. Flows while purely a declarative tool sit between Process Builder and Apex. This challenge is all about setting-up Robot Setup Object and create some fields on it. I'm looking forward to hearing that you passed the challenge! I'll need the information for the node and the immediate actions. Please contact your administrator for more information. Any idea how this can be accomplished ? 7788cb3 . UPPER(BillingCountry) =='US', (Integration User), Whenever an Opportunity is created for Customer type account, Send an Email alert to Finance Group. Apex but theres another automation tool Admins should have in their tool belts as well called Flows. Then pushes the records to the approval process? Criteria : (Opportunity: Stage EQUALS Negotiation/Review)AND(Opportunity: Amount GREATER THAN 100000)SALES: Opportunity Needs Approval->Template. 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'. Thank you to all the guys involved in that Q&A. Example Controller-- public class MyExtension { public Account ac {get;set;} public MyExtension(ApexPages.StandardController controller) { ac = new Account(); } public PageReference save() { insert ac; PageReference pg = new PageReference('/apex/SecondVFPage');//Second //VFPage is another visualforce page pg.setRedirect(true); return pg; } } VF Page-- AND(!ISBLANK( State ), LEN( State ) != 2), Step 4 : Create 2 queue When the Opportunity was closed won, It did created the Robot Setup Record. Superbadges are proof of worthiness! The "related to ID: id value of incorrect type" may also mean that there is an incorrect field reference in your process. THANK YOU so much! 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 There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Thank you for your prompt reply! Thanks in advance for your help! Could you send a few screenshots of your process to rebecca@capstorm.com ? did you got solution. Error ID: 2146461946-632512 (157788690): []. 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. How were you able to get around this? Please spend a few minutes to go through the following Flow diagram and understand it. Automate record creation using Apex triggers 2. rev 2021.2.24.38653. Step 5 I keep getting the following message: Challenge Not yet complete heres whats wrong: Go to action on the last node where we set up robo record. CASE(WEEKDAY([Opportunity].CloseDate + 180) ,7,[Opportunity].CloseDate + 182,1,[Opportunity].CloseDate + 181,[Opportunity].CloseDate + 180) and it worked, Challenge 1 : Automate Leads :Assignment Rules\Select the criteria for this rule entry 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). Would you mind sharing the formula that you are using to calculate the setup date? Hello. A bit confused about challenge 5. Create an lead assignment rule and make 2 rules entries and give order accordingly. 1. Label = Number of deals Questions: Did you set up your "robot setup" creation date to be 180 days from the close date, AND not occur on the weekends? 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. Don't forget to activate the process after changes are made! (She's the Rebecca Gray that is a user group leader and has 102 Trailhead badges. Under Record Collection: Add New Resource Filterresult: Variable Type as below. Any help much appreciated as could not figure out what is wrong, The second node and the "send marketing materials" step look good to me! 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. A few hints:* The first node should have 4 criteria plus conditional logic* The second node should have 3Recommendation: Read through the instructions again and sketch out the process on paper before starting in Salesforce. Could you provide additional details? Hi Arno,If you would share some details of your process, I'll take a look. Though would have to take it to the trailhead badge authors Create some Roll-up Summary and formula field on Account Object. Did you create the email alert? I hope this made sense! If a flow cant do what you need you or a developer can write Apex to do so. 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. 4, "Thursday", Give your Salesforce admin these details. 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. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); I believe in work, I dont fuck with luck.. Give your Salesforce admin these details. You can look up ExceptionCode values in the SOAP API Developer Guide. If the error persists, please share some details of your approval process. I tried creating a new field but then this new field isnt showing in the Process builder when I lookup. Contact your administrator for help. This value is empty. Don't know why I am getting this error. [ https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4] Step 3 : Create validation rule on lead object. I hope to inspire all of the worlds trailblazers to learn, grow, and experience! HINT: There are 4 necessary criteria for this node plus you will need to customize the logic in order to select the conditions. Thanks for your help. Does your flow reference the approval process? Do you have the approval process set up so that the manager is the approver? The superbadge covers: Assignment rules Sales processes and record types Roll-up summary fields Validation rules Process Builder Approval processes A Flow to conditionally collect data and display in a screen Adding a flow component to your Lightning record page Action for Node 4: Record for Robot SetupSet fields as below and Date formula being ( closed date +180 ). Please contact your system administrator for more information. Try removing the "status" criteria. a) Rainbow Sales There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. I will give it a try. A recommendation: print the transcripts of the videos from the challenge requirements. Are you able to share details of your process? When I made mistakes, I simply reverted to the last saved version. 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. Steps-2 : Create Two Queues 1. Email alert for a newly created opportunity. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Lookup field used to select the user's manager. 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. I am unable to change it now since it is referenced in the PB. autofilled but you can change it to an easy one . Have anybody solved this before?Thank you in advance! 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.. label-Call for Service Your new org will have all the special data you need. I put on a pot of coffee and the world immediately becomes a mess of thoughts, feelings, and emotions. Please contact your system administrator for more information. The conditions for "which record" triggers the criteria are specified within the node. If so, would you email a few screenshots of your process to my mom's email- rebecca@capstorm.com? I'd check this first to see if you have any validation rules on the opportunity object. I gave Assigned To ID as Opportunity.Account.OwnerID. I kept getting this message: To continue the process after evaluating this criteria, define the next criteria node. It is highly recommended to print the video transcripts, because there are a multitude of brief instructions that are easy to overlook while watching. ) Give your Salesforce admin these details. One of those stages needs to call your other Process (1). On the trailhead community profile as well as on the Resume! An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. if yes please share immediately. 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'. Oh happy day!! Priority Picklist High 4. Error ID: 1009579560-396 (1684581515): []. 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. Node 1- Tweak quite a bit. Note:- Roll-up summary fields can created on master side of master-detail relationship. My first assumption is that there is a reference field missing in your process. A positive- the screenshot you emailed of the "send marketing materials" action has all the correct criteria! Scroll to the bottom and change your manager to be Nushi. Easy!)). Note the filter. Checked it many many times. Negotiation Stage & Amount > 100 000, automatically submit for approval. Business Administration Specialist Superbadge- 3 & 4, Lightning Experience Reports & Dashboards Specialist Superbadge - 5-6. Formula ==> AND(!ISBLANK( BillingCountry ), LEN(BillingCountry) != 2), validation rule Name ==> State Validation rule for shipping add The immediate action should trigger the approval process. Please check the configuration of the custom fields on the Account object. {!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. I ranted again, moved things around, tried again. Give your Salesforce admin these details. Then I felt a bit sheepish, thinking people who had seen that would think I was showing off!! It indicates, "Click to perform a search". . Below are tips and gotchas for each report / dashboard. Testing this uncovered a few issues: it was originally an auto-launched flow (wrong!) first exception on row 0; first error: cannot_execute_flow_trigger, we cant save this record because the automate opportunities process failed. Please debug the issue via debug logthere is an issue when the approval process is inserting record. Contact @jkarlsteen . 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. 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)? An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. 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. (Integration User), Create an approval process with entry criteria as followed :-, Email Template :- SALES: Opportunity Needs Approval. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Formula==> Ive even tried building just a process for the robot setup creation just to take away all of the noise. This is probably the most simple step to be stuck on for days!Lets solve it to claim our badge super fast! ACADEMIC & STUDENT SERVICES. System.NullPointerException: Attempt to de-reference a null object in Process Automation Specialist. autofilled but you can change it to an easy one . Were you able to figure it out? I sent you an email with the detail Screen shots. Many Git commands accept both tag and branch names, so creating this branch may cause unexpected behavior. Here is the error messageChallenge 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. Let me know when you pass! Amazing blog to go through and understand the steps in detail. Check out the transcript of the "Automate Setups" video: "We need to make sure that any robot setup date that would fall on Saturday or Sunday is set to the following Monday instead." If you would email a few screenshots, I am happy to take a look at them. Step 2 : Install the managed package. Node 3- Revise criteria. Good to hear! In this part of challenge, we gonna create a flow which takes some input from user and will return list of Product record. If Robot Setup Date / Day Of Week is either on Saturday or Sunday, then make it to Monday. a time taking process for you ?? Apex Class Go to Developer Console >>> File >>> Open >>> Apex Class Click on WarehouseSyncScheduleTest class >>> Open A template of the apex class will be opened, write your code there- @ isTest public class WarehouseSyncScheduleTest { @ isTest static void WarehousescheduleTest (){ String scheduleTime = '00 00 01 * * ?' Give your Salesforce admin these details. you should see Materials word carefully. It's time to get a new superbadge: the Process Automation Specialist! billing specialist superbadge challenge 6. I based my criteria on the Negotiation node solely on the opp stage- since the opp amount was part of the approval criteria. Still stuck at the same point even though applying the hints from here and further forums. Automate Opportunities - Detailed stepsAll formulae are available in the below links https://salesforcehandle.com/superbadge-process-automation-specialist-he. the 6th and final step to the Salesforce - Trailhead - Process Builder Specialist Superbadge! Probably you missed to create Immediate Action Awaiting Approval, which is strictly required and given on instructional video. Thanks, Tim, Let's take a look at your "Negotiation" node on the process. check where the error happened on the logs and u will find the culprit. In process builder check whether u select the stop button or execute the next OR( i.e. Yes. did not produce the expected outcome., Challenge 5 i am getting an error like A new Opportunity with a prospecting stage for a Prospect account did not successfully create a Task for the Account owner with subject Send Marketing Materials. 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. Only Trailhead Playgrounds have the correct data for these challenges.) Showcase your mastery of business process automation without writing a line of code. : [] Assuming something is wrong w/ my approval process can you help provide some guidance? 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. Before discussing the solution let me show you a diagram of a Process Flow at a high level. 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!! ), validation rule name ==> country rule for shipping add A manual record should trigger the process - I don't know why it wouldn't. I am missing something but I cannot locate the issue since all the parameters and processes seem to be in a proper order. "I'm going crazy, I have days doing this and I can not, can you help me? Lead Country must be either. This is in the flow builder. Now it's working :)But I've caught a little problem with the next step - there are no such products in my Playground. Any luck here? Creating design specifications with the development team. 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. Is the criteria for this action group solely based upon the Opportunity Stage Name? ISPICKVAL( Type , 'Customer - Channel') Process Automation Specialist: Automate Opportunities Requirements: New Opportunity Created for Account Type = Prospect OR Customer, send Email to Finance Team, create Task for Account Owner ONLY for Prospect. It looks good on a resume to be a contributor. That's what I would do if it isn't a validation rule problem. Process Automation Specialist (Super badge) : Automate Opportunities (step 6) curiosity 382 subscribers Subscribe 356 Share 50K views 6 months ago For approval process not found. - I do not know of a way to add conditions on task execution - When you choose to "create a record," you are limited to the fields within the specific object. 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. setMock ( HttpCalloutMock . Please contact your system administrator for more information. in the step 1 you dont say that we need to activate the assignment rule. Creating a Flow component for me was the hardest part; it didnt actually display any results, but when I took the chance and hit Check Challenge, it was happy enough that I had built the Flow and its component. If the problem continues, get in touch with your administrator with the error ID shown here and any other related details. Then I changed approver to a manager and I stopped receiving email alerts. This field:Establishes a hierarchical relationship, preventing you from selecting a user that directly or indirectly reports to itself.Allows Chatter to recommend people and records to follow based on your org's reporting structure.This field is especially useful for creating hierarchical workflow rules and approval processes without creating more hierarchy fields.Should fix the issue :), Hello, I am stuck on this error followed by an email : 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 created some products myself when I realised I hadnt actually followed the rules and created a new trailhead playground for this task; I was using my own org. 0, "Sunday", rebecca@capstorm.com. The account type is missing in yours. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, error: [Name]"Any ideas? An unhandled fault has occurred in this flow Email me a few screenshots- rebecca@capstorm.com and I can give you some pointers. 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. There is also a slide deck that came in useful. Sometimes when validation is right and it doesnt work rightly just delete and recreate it from scratch. Rainbow Sales. My fault was that after making the necessary changes, I forgot to activate it. 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. You want all opps entering the negotiation/review stage to kick off the validation rule if they meet the entry criteria. : Opportunity Stage = Closed Won. Please dont forgot to Activate the page. 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. feel free to rectify just send me a screenshot showing ur code works fine. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Thank you in advance for your help! My formula field throws Error: Syntax error.Extra Amount for the following 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? Let the universe renounce some goodness to you . * 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? rule named Process Automation Specialist. Stuck on Superbadge Process Automation specialistStep 1? You need only 1 Lightning page for Opportunities. Do you have your own manager set up in the profile? I'm happy to take a look -rebecca@capstorm.com. +1,500 points ~1 hr . Could you share some details of your process? please help me. Posted at 16:45h in logan sargeant family by nerf gun obstacle course rental near me. Step-1 : Validation rule on Lead to verify Country and State field. It is something smart to have in a real-life process anyway! moment when you solve this tough challenge. label -Day of the Week ISBLANK(Country) ) ), Similarly, make another queue with label as "Assembly System Finally I saw your screen shot and realized I wasn't relating my task back to the opportunity. Youre being a helping hand here I see. 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. Message: MALFORMED_QUERY: When retrieving results with Metadata or FullName fields, the query qualifications must specify no more than one row for retrieval. Label = Number of won deals Hello Rajendra,I am happy to help. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, The record couldnt be saved because it failed to trigger a flow. I am getting an error for the fifth superbadge task.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.NullPointerException: Argument cannot be null.Kindly help me out with this. UPPER(BillingCountry) =='United States', Please contact your system administrator for more information. Hey can you help me for completing superbadge challenge6 i.e Automate Oppertunities. Create a record type named RB Robotics Process RT. What do you suggest I do? UPPER(ShippingCountry) =='USA', Hint: Carefully read / listen to the 1st line of the "Automate Opportunities" video/transcript. Share and grow together..!For more, we always have the back of the community and you can drop me a comment if it helps! Glad you figured it out! Process Automation Specialist Superbadge Showcase your mastery of business process automation without writing a line of code. Process Builder except last step all steps should Evaluate Next Criteria Error ID: 177298165-18684 (373317706): []I've redone this challenge multiple times but keep getting this result. Assigned to ID Field Reference [Opportunity].Account.OwnerId 3. Hey there! Win!On the first node, there are more criteria than just the accountID being null.

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