process automation specialist superbadge step 6checkers chili recipe
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. Is their anyway I can share my screen shots please? An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Still stuck? Contact @jkarlsteen . First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity process failed. Node 1- Tweak quite a bit. Shipping and Billing Country must be either. 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 two rule entries and fill like below. Get Records (Product Name Lookup) Properties: Create a Record Page on Opportunity Object: Go to Lightning App Builder page and click new. I keep getting this error with the process automation superbadge. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup process failed. :/ Been struggling a while now. Element 1: Screencomponent from the paletteName:Product Quick Search. what to do now? {!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. HINT: There are 4 necessary criteria for this node plus you will need to customize the logic in order to select the conditions. Assembly System Sales. Give your Salesforce admin these details. I used AND(something,something) Note- Negotiation is incorrectly spelled. I do not believe that is possible right ? barrina led lights [Opportunity].StageName Equals Picklist Prospecting 3. It doesn't make sense.Rework the formula- it is actually a pretty simple one - with only two conditions. NOT (OR ( BillingCountry = 'US', BillingCountry = 'USA', BillingCountry = 'United State'. 1. Thank you for posting the solution! Yikes! First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, error: [Name]"Any ideas? 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. there is some issue with fields not having correct type of data. It seems as I have to make a difference between Prospect Accounts and existing Customer Accounts (Direct or Channel). Its only what a client would say in a real-life consulting environment. I have tried different order of decisions and whether to continue evaluating or stop after the action. 3, "Wednesday", (Integration User), Create an approval process with entry criteria as followed :-, Email Template :- SALES: Opportunity Needs Approval. I'm happy to look at your screen shots- send them to my mom's email: rebecca@capstorm.com I usually spend the weekend with my mom and dad, so I will probably not look at them until Monday. And I have now spent four times as much time on step 7 than on any of the other steps combined. . 3 field updates.Hope this helps! Without deleting that, I wasn't able to pass. Take a break, grab a snack, and watch this video. Thank you to all the guys involved in that Q&A. I was able to approve opportunity when I was the approver. Determining various development & t. Make sure you have successfully logged in to your - essentially create a record of this type, with the field values set with whatever you choose. I'd check this first to see if you have any validation rules on the opportunity object. Start a discussion in the forum to get straight-up answers, and avoid your query to be lost in the comment pile. Ive used Flow a LOT in recent years, but I learnt a lot more about it from completing this exercise. 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. If you get stuck again, I'm happy to take a look! If you would like help, just leave a comment! Like it and share it to help our #salesforceohana members. Check that may be another process is also in active. Hi Trailhead Baby,I am getting below error: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'. No matter how I change my date formula for the Robot Setup process, I get: 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.My current formula looks like this (included comments): CASE( MOD([Opportunity].CloseDate - DATE(1900, 1, 7), 7), 0, [Opportunity].CloseDate + 1 + 180, /* Sun: CloseDate + 1 wknd day + 180 days */ 4, [Opportunity].CloseDate + 2 + 180, /* Thurs: CloseDate + 2 wknd days + 180 days */ 5, [Opportunity].CloseDate + 2 + 180, /* Fri: CloseDate + 2 wknd days + 180 days */ 6, [Opportunity].CloseDate + 2 + 180, /* Sat: CloseDate + 2 wknd days + 180 days */ [Opportunity].CloseDate + 180 /* Default (Mon/Tue/Wed): CreatedDate + 180 days */)I am getting an email alert that an opportunity needs my approval.Would you mind taking a look? Save and Activate the flow.Now search Lightning App BuilderAdd New page: Select Record Type Label: Product_Quick_SearchObject: OpportunityPick any templateAnd Drag and drop Flows from Left palette, select the flow we made and Save! UPPER(ShippingCountry) =='United States', Would you mind posting the error message? This is probably the most simple step to be stuck on for days!Lets solve it to claim our badge super fast! Do you have any further ideas? There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. 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. May I ask a question, please? . 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. 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. get ahead. 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. Many useful tips and guide. You need only 1 Lightning page for Opportunities. This error comes when I check the challenge for automating opportunities.. This is my journey- a normal kid by day- a Trailhead explorer by night. Since the error states that you need approval from manager, my guess is that it is something with the approval process. 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. unique email id will work fine. Something that helped was saving the report frequently. When the Opportunity was closed won, It did created the Robot Setup Record. The Robot Setup Day of the Week formula does not seem to be working properly. Clone this Process. 2, "Tuesday", I do not see an obvious issue in what you sent.but details would be helpful, This is my error, where did I go wrong: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. 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. I hope this gets you started! (Be sure to create a Trailhead Playground, and not a regular Developer Edition org. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Youre creating a custom object, then when the opportunity is closed won, youll automatically create a Robot Setup record via Process Builder. My only hunch is the Day of the Week field on the Robot Setup Custom object which is not setup as formula. 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!! I would first check to make sure that I'm pointing my flow towards the correct approval process.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 UnlockIf you are still stuck, email a few screen shots of your approval process to my mom: rebecca@capstorm.com ,and I'll take a look at it. In real life i would want to trigger it the way you stated as well! Notify the opportunity owner when an opportunity is approved or rejected.Upon Activating the process I am getting followoing 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. CASE( 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. Process Automation Specialist. 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'.how to solve this error. In process builder check whether u select the stop button or execute the next Moreover it takes lot of your internet MB's to (You can also email screenshots) I'm happy to look at some screenshots via email, but I like to do as much posting here as possible in order to help others that may face the same issue. Stage = Closed Won Stage ISCHANGED = TrueI removed the ISCHANGED criteria and it passed the challenge after that. 0, "Sunday", (NOT(AND(LEN(State) = 2, NOT(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)))). Help on Superbadge Process Automation specialistStep 3? The issue was in validation rules. When the Account was prospect it did create the task. Done the Superbadge Successfully.. * Finance needs to know about all opportunities, but marketing materials only need to be sent to a certain group of opportunities. Rainbow Sales. Got the same error. for a specific picklist value you are showing/hiding a particular part of a VF Page. type = rollup summary ( on opportunity function count criteria- stage=close won), c) Amount of won deals An Opportunity with the Stage Negotiation/Review and the Amount greater than $100,000 was not successfully submitted for approval upon creation.
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