process automation specialist superbadge step 6

. Automate record creation using Apex triggers 2. rev 2021.2.24.38653. - the triangle thing-) It's in the instructions, but sneaky! [ https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4] Step 3 : Create validation rule on lead object. Make sure that the correct date range is selected. Im not getting a option for RB Robotics templetes in lookup. Please reference ID: YRQGUFCA. Posted at 16:45h in logan sargeant family by nerf gun obstacle course rental near me. Please contact your administrator for more information. Lead State must be valid 2-digit US state. Then I felt a bit sheepish, thinking people who had seen that would think I was showing off!! other leads come from our partners and from lists that we buy--all those leads are potential buyers of our assembly systems, Step 1: On Account object create validation rule so that correct US address can enter into the system, validation rule name ==> country rule for billing add This one is quite straightforward; the same validation rule requirements apply for Accounts as for Leads; there is an additional validation rule to do and youll build a formula field. {!myVariable_current.AccountId} (0012E00001pUftIQAS) Does not equal null3. When I take away the Related to ID field away on the Prospect node of the process builder, I get the error that a task is not created for the owner. Thanks for clarifying that there should only be one criteria. U have to create the robot setup object in step 3 and that only will be used here in create record. My only hunch is the Day of the Week field on the Robot Setup Custom object which is not setup as formula. Are you sure you want to create this branch? But formula above does not work. 2. May I ask a question, please? Give your Salesforce admin these details. Not able to see Robot Setup object in Record type drop down list for node 4 in challenge 5. Give your Salesforce admin these details. rule named Process Automation Specialist. * Approval actions on the approval process- The only thing you need here are field updates. It doesn't make sense.Rework the formula- it is actually a pretty simple one - with only two conditions. Step-1 : Validation rule on Lead to verify Country and State field. 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. type - formula (return type - percentage ) I request people the same. In this part of challenge we need to setup Robot Setup Date. This one is around updating the date on your Robot Setup records if the original setup date falls on a weekend. 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. Result size: 2. But before starting with the release management, let us build the foundation with Application Life cycleManagement. The condition to check for billing and shipping states are inside AND. Complete the capstone assessment to earn the Process Automation Specialist Superbadge. on the account detail they should be able to see the number of deals, number of won deals, when the last deal was won, what our win percentage is, and the total amount of deals we won. I will give it a try. Missing ) . Complete the capstone assessment to earn the Approval Process Specialist Superbadge. . Label = Number of won deals Various trademarks held by their respective owners. Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. 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. This are the tasks that they ask to accomplish: But I did created this step in my process: The Opp fields being validated are Opp.Stage and Opp.Amount in the rows above. And it takes care of the process thereby. From a quick glance, I see several items that you can easily correct:1) Read the criteria for the first node again (Opportunity Customer). Step 2 : Install the managed package. 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." Subject String Send Marketing Materials 5. I am unable to get Robot setup option in create a Record. Both of the validation rules on the Opportunity and Account objects were giving me trouble so I made them inactive. I checked and everything is totally fine. Hi again,This was actually my second node. 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. trailhead playground and have installed the package: Username: will be You are missing many of the instructions. "Basically we want to send an email to the finance group whenever an opportunity is created for."(Opportunity accountID is not null and the AccountType is A, B, or C.). Rated Accounts by State The record count for state and account rating are automatically added. I'll need the information for the node and the immediate actions. Stage = Closed Won Stage ISCHANGED = TrueI removed the ISCHANGED criteria and it passed the challenge after that. Under Record Collection: Add New Resource Filterresult: Variable Type as below. The Rainbow sales team should be handling all the leads that come from the web Hi,The formula that I have used is as below:CASE(MOD(([Opportunity].CloseDate) - DATE(1900, 1, 7), 7),0, ([Opportunity].CloseDate) + 180 + FLOOR((180-1)/5)*2,1, ([Opportunity].CloseDate) + 180 + FLOOR((180)/5)*2,2, ([Opportunity].CloseDate) + 180 + FLOOR((180+1)/5)*2,3, ([Opportunity].CloseDate) + 180 + FLOOR((180+2)/5)*2,4, ([Opportunity].CloseDate) + 180 + FLOOR((180+3)/5)*2,5, ([Opportunity].CloseDate) + 180 + CEILING((180)/5)*2,6, ([Opportunity].CloseDate) - IF(180>0,1,0) + 180 + CEILING((180)/5)*2,null), Close! Unless you've revised things since then, I'd bet that the primary issue for this error is that the node for a "prospect" did not have criteria that required both the stage and the account type. Having 3+ years of working experience in Salesforce domain. Add Record Button from the Input as below:Label: Product TypeData Type: TextRequired: CheckUnder Choices: Add new resource Type: Choice Create three choices as below for RainbowBot, CloudyBot, and Assemble Systems. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. You can try it out yourself by entering a shipping state like TT which should throw the error but it wont. Issue with Step 4 Superbadge process automation specialist? 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. My favorite daily process. Priority Picklist High 4. The SFDC Web Training always welcomes the new talent to expose themselves on this platform. The error message is this: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 MaterialsThis is what I have in criteria:[Opportunity].Account.Type Equals Picklist Prospect[Opportunity].AccountID Doesn't Equal Global Constant $GlobalConstantNull[Opportunity].Stage Equals Picklist ProspectingIs there something wrong? Lead Country must be either US, USA or United State or it can be blank. Just a correction, NOT from CONTAIN should be removed as well: OR Error ID: 177298165-18684 (373317706): []I've redone this challenge multiple times but keep getting this result. What does your current process look like? Please check the configuration of the custom fields on the Account object. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015j00000DbQUHAA3. process automation specialist superbadge step 1 - Diffusion of Technology process automation specialist superbadge step 1 By Yash - July 14, 2021 What's the first thing I do when I wake up? This superbadge is all about to test one's automation skill using superb automation tools which salesforceprovide. Are you referencing the "send marketing materials" step? Although my problem is solved I'm still trying to understand. Does your process look like the screenshots posted in the blog? Chapter 10, Salesforce Certified Data Architecture & Management Designer Exam Tips, Learn Salesforce with Gemma Homework and Recordings, Introduction: Learn Salesforce from Scratch Totally Free, A Flow to conditionally collect data and display in a screen, Adding a flow component to your Lightning record page, Spin up a new trailhead playground you need the data, but you can get away with adding a few records yourself. 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). Required fields are marked *. Try removing the "status" criteria. Figure 1: Application Lifecycle Management Step 1: Plan Release Gathering project requirements and analyzing them. You want all opps entering the negotiation/review stage to kick off the validation rule if they meet the entry criteria. I would rather say read twice or thrice unless you are not clear with problem statement /requirement to every challenges of this superbadge, doing so, will give you a clear pictureof problem statement. >>> Queue (search it in Quick Find Box) >>> New, Queue Name: will First, you must pass the Approval Process Management Superbadge Unit to achieve this badge. I need your help. If you are in a consulting role, WATCH THE VIDEOS. Give your Salesforce admin these details. Thanks again for your help, https://help.salesforce.com/articleView?id=user_fields.htm&type=5On profile .scroll to the bottom. Error: Restforce::ErrorCode::MalformedQuery. barrina led lights reading, but what if you just have to follow the steps for a challenge , Isn't It was giving away too much of the challenge. Remove any Validation rules on Opportunity Object, In process builder select the process which u created and check whether u select the stop button or evaluate the next criteria. Is there a validation rule on the opportunity object? 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. Tried everything. Create Names with related to appropriate sales team. The "duh" question- probably not what is wrong! This morning I check again, without changing anything. I'm have to send you screen shots of my entire process if necessary. Cannot progress, I am stuck for 1 day and any help will be greatly appreciated !! Maybe my user isn't setup correctly yet? Name ==> State Validation rule That being said my next challenge personally is to figure out how to make the flow work. stopTest (); //Contains schedule information for a scheduled job. Label = Last won deal date 2, "Tuesday", Hi Abhi,I have not received the email yet. type - formula (return type - text ) First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity PB process failed. Change). {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. Create queues for your sales teams but thats obvious from the video. 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 happy to take a look at what you have an offer some pointers. As with all the reporting superbadges, it's important to take note of how the data is to be organised and sorted. I kept getting this message: To continue the process after evaluating this criteria, define the next criteria node. That's what I would do if it isn't a validation rule problem. Start by adding a field to OpportunityApproval: Checkbox typeIdeally, the sales reps shouldnt be able to check that box and only system administrators like and sales managers should be able to check it. Any luck here? Test it yourself before you hit the button. The first three Superbadges can be taken in any order, and completing all three unlocks the fourth Superbadge, Advanced Apex Specialist. Superbadge . 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. Try something like this: CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180), This formula below is not working for me either - same 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. Superbadge-Process-Automation-Specialist. I gave Assigned To ID as Opportunity.Account.OwnerID. Now it's working :)But I've caught a little problem with the next step - there are no such products in my Playground. Lead Country must be either US , USA or United State or it can be blank. Delete all other pages. 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 tried so many times but I dont know where I did wrong . Salesforce Error ID: 354599625-54567 (2080501154)I'm thinking that is something related to the approval processCan you help me? 1. Issue with Superbadge Process Automation specialistStep 2? Do the whole thing again, it will do. OR ( My first assumption is that there is a reference field missing in your process. I am getting the exact same error. 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'. Still stuck? Process Automation Superbadge unmanaged package. Node 1- Tweak quite a bit. UPPER(ShippingCountry) =='United States', give your salesforce admin these details. I dnt know where I am wrong. I will help you figure out each challenge and how to clear it. 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. When I test the process It was able to create a Task with the subject " Send Marketing Materials"but when I check the challenge I am still getting the same error message. OR( First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Not allowed you to change: [Name]. I'm Sandeep Yadav. This is one sales process, but youll need a record type. 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. 2) My first node focuses on two types of current customers and the prospects. Change), You are commenting using your Twitter account. Add the desired fields as below, Next add the Opportunity Validation Rule with error formula as below. If the error persists, please share some details of your approval process. A flow trigger failed to execute the flow with version ID 3011I000000DAEO. 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. MOD(Date__c - DATE(1900, 1, 7), 7), Error ID: 2146461946-632512 (157788690): []. Manager of Opportunity Owner for Approval; Lock Record and move stage to Awaiting Approval. In this example, I am going to explain that how to show/hide a particular section of Vf Page that depends on a picklist field value i.e. Hi Trailhead Baby, I have not been able to resolve error below. Node 3- Revise criteria. Activate it and deactivate any others, in last step what is this Formula I added a Flow component to the Opportunitys lightning record page and passed the Opportunity ID in as the initial variable. (Be sure to create a Trailhead Playground, and not a regular Developer Edition org. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, error: [Name]"Any ideas? Hi, I finally managed to properly create a task, but now Robot Setup is stopping me. Hey there! Hint: You will need a total of 4 nodes for this process (the blue diamond shaped bits.). Plus I know that in real life I may have thought, Christ, how do I do this without code and would have lit the Developer signal. Can you tell me why? A new Lead with the Source Web was not correctly assigned to the Rainbow Sales queue. but i have assigned the queues to the respective source, In Create Flow For Oppportunites I Have an error, Challenge Not yet complete heres whats wrong: 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. Let me know when you pass!

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