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

Hi, I'm back :'). First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity PB process failed. The Rainbow sales team should be handling all the leads that come from the web 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. 2. Please contact your system administrator for more information. This is crucial to earn this badge. 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. 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. 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. 5, "Friday", Queue Name:Rainbow Sales ; AND Assembly System Sales. Thanks in advance for your help! 180 mod 7 gives 5, so only when Opportunity's close date is on Monday or Tuesday Robot Setup Date may occur on weekend. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity Management process failed. (I doubt 2nd criteria)When it comes to Task itself the only field I can't validate against yours in snapshot is Assigned to and there I have (like above already someone asked and you confirmed):[Opportunity].Account.OwnerID. Im not sure what the error above is or why. Hey there! I personally think a checkbox would be better and thats how Id do it in real life. Clone this Process. Please refer to the step again. No idea why this weird issue is happening. Label = Number of won deals If you are short on time, start around the 20 minute mark. Node 1- Tweak quite a bit. Related to ID Field Reference [Opportunity].IdDo you happen to have any idea what I am missing here? That will force criteria segregation between prospect accounts and existing customersWill give it a try.. BTW, the error message is quite generic.. any way one could dig down and get more details for such error messages ?Thanks. Please contact your system administrator for more information. You want all opps entering the negotiation/review stage to kick off the validation rule if they meet the entry criteria. Hi Trailhead Baby,After being stuck in sept 5 for 4 weeks, I found your blog and read your post and replies.I tried to follow your instructions and now I faced a new error message in Step 5.May I send you an email to ask for your help, if possible?Thank you in advance! i am stuck with the same issue, and i tried to open the reference link.. bbut the page was not found.Pulling my brain for past 13 hours on this step..Please help. 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. 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. // This object is available in API version 17.0 and later. Steps-2 : Create Two Queues 1. 3 field updates.Hope this helps! 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. 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. {!myVariable_current.Amount} (101,000) Greater than or equal 100,000Logic: All conditions must be true (AND)SUBMIT FOR APPROVAL: myRule_6_A1Inputs:objectId = {!myVariable_current.Id} (0062E00001CO0koQAD)comment = nullprocessDefinitionNameOrId = Approval_Process_100K_OpportunityskipEntryCriteria = falseError Occurred: No applicable approval process was found. Good morning Trailhead Baby! CASE(MOD([Opportunity].CloseDate - DATE(1900, 1, 7), 7), 0, [Opportunity].CloseDate+182, 1, [Opportunity].CloseDate+181,2, [Opportunity].CloseDate+180,3, [Opportunity].CloseDate+180,4, [Opportunity].CloseDate+180,5, [Opportunity].CloseDate+180,6, [Opportunity].CloseDate+180,null)I checked in the calendar that the 7th of January 1900 was a Monday. 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. Seems I got every possible error on this step.Any help would be much appreciated. I kept getting this message: To continue the process after evaluating this criteria, define the next criteria node. Did you create the email alert? Criteria based on $ belong in the approval process only.- There are 2 entry criteria for the approval process. I'd like to take a look at it. Change). A flow trigger failed to execute the flow with version ID 3011I000000DAEO. This is pointing towards a problem with either the approval process or the node that pushes opportunities to pass thru the process. UPPER(ShippingCountry) =='USA', 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. This will need to be corrected. {!myVariable_current.StageName} (Negotiation/Review) Equals Negotiation/Review2. {!myVariable_current.StageName} (Negotiation/Review) Equals Negotiation/Review2. Many Git commands accept both tag and branch names, so creating this branch may cause unexpected behavior. 1, "Monday", 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: [email protected] ,and I'll take a look at it. Give your Salesforce admin these details. Hey trailblazer, I'm here to guide you in earning the Approval Process Specialist Superbadge, which is part of the Process Automation Specialist badge. Hello,I am still facing this issue after removing the ISCHANGED criteria. first exception on row 0; first error: cannot_execute_flow_trigger, we cant save this record because the automate opportunities process failed. Not able to see Robot Setup object in Record type drop down list for node 4 in challenge 5. Error: Restforce::ErrorCode::MalformedQuery. My entire flow seems to work but not when creating a new >100k opportunity in the Negotiations stage. If a flow cant do what you need you or a developer can write Apex to do so. In real life i would want to trigger it the way you stated as well! {!myVariable_current.AccountId} (0012E00001pUftIQAS) Does not equal null3. Add New Resource Loop : Variable Type as below. I am getting the same error, can you help me to resolve it in case you know the resolution. Thanks again for your help, https://help.salesforce.com/articleView?id=user_fields.htm&type=5On profile .scroll to the bottom. Nothing, nothing is working. be auto filled as Rainbow_Sales. 1. Challenge 5 , node 4. what am I suppose to do ?? Get Records (Product Name Lookup) Properties: Create a Record Page on Opportunity Object: Go to Lightning App Builder page and click new. Hi Daria- Could you share some details here in the comments? 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. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Oppty Update process failed. Challenge Not yet complete heres whats wrong: Email me a few screenshots- [email protected] and I can give you some pointers. Also if this was a real use case, I would also want to trigger the approval flow for opportunities that are in stage Negotiations already, but have the Amount changed to a number >100k right? Username: will be success. Manager Reject -> Stage = Negotiation / Review and Unlock Record. I dnt know where I am wrong. Join our group and start sharing your views and ideas. Process Automation Superbadge unmanaged package. This superbadge is all about to test one's automation skill using superb automation tools which salesforceprovide. in the step 1 you dont say that we need to activate the assignment rule. Process Automation Specialist. The approval process is straightforward. Priority Picklist High 4. Thank youI have sent the screenshots for the process and the first step in the flow (Prospecting). ([email protected]). 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. Make sure to inactive other processes in Processes to avoid interference and activate your process builder: Help onSuperbadge Process Automation specialistStep 6? Hi Arno,If you would share some details of your process, I'll take a look. object: From available objects, add Lead in the selected objects. 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? IF Customer account: [Opportunity].Account.Type equals Customer - Direct[Opportunity].Account.Id is null falseAlert user via finance account creation form2. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup v3 process failed. I included it by itself as it is apparently the one giving me issues. UPPER(BillingCountry) =='USA', Great!! * 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? Please post some details regarding the process- which criteria are in place. Won't be passing this superbadge :(, Before you toss the computer out the window Do you want to send a few screenshots of the process my way? You know Santa! Create new Assignment rule for this scenario(Do not use the standard rule). : Opportunity.Account Type = Prospect, Opportunity stage = prospectingand Opportunity.account id not equal to null, Node 3 Criteria. 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. ISBLANK(Country) ) ), Similarly, make another queue with label as "Assembly System Thanks! AutoNumber field - ROBOT SETUP-{0000}, c)Day of the Week And I have now spent four times as much time on step 7 than on any of the other steps combined. I have spent a few more hours on it, still couldn't figure out what is wrong, I get the same error. <> 2 || An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. >>> Lead Assignment rule(search it in Quick Find Box) Many useful tips and guide. Otherwise, an email would be sent to finance every time you have an opportunity created or edited as long as the opportunity is associated with an account. It will help the people those who want to complete the Superbadge. On the error message, you could dig down within the developer console- frankly a bit beyond my admin skill set. Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. 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. I based my criteria on the Negotiation node solely on the opp stage- since the opp amount was part of the approval criteria. CronTri, Hi Rangers, Welcome to the month of February, time to unleash new sphere of learning. Thank you in advance for your help! Error Message: You can not save a new account unless the shipping and billing state fields are valid US state abbreviations, and the country field is either blank or US, USA, or United States. I have tried different order of decisions and whether to continue evaluating or stop after the action. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct4. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015f00000Ow7PGAAZ. Is their anyway I can share my screen shots please? Start a discussion in the forum to get straight-up answers, Dashboards in Salesforce | Creation and Detailed Know-How, Superbadge Apex Specialist Full Solutions, https://trailhead.salesforce.com/help?article=Installing-a-package-or-app-to-complete-a-Trailhead-challenge, Salesforce Certification Free Vouchers 2022, How to pass values and call a method from Parent-to-Child Lightning Aura Component. Try disabling any validation rules on the account object then rechecking the challenge. {!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} (00610000019ZX5IAAW)comment = nullprocessDefinitionNameOrId = Approval_for_DealsskipEntryCriteria = falseError Occurred: This approval request requires the next approver to be determined by the Manager field. Same error. I've been stuck on Challenge 5 for two days and keep getting: An Opportunity with the Stage 'Negotiation/Review' and the Amount greater than $100,000 was not successfully submitted for approval upon creation.I have a feeling my approval process is whack, so I was wondering if you could post up more details on your settings for that. Automation Champion Approach I-do. PS I tried Buying you Coffee but it wont take international credit cards. 6, "Saturday", "Error"), step 3: Create a new Trailhead Playground for this superbadge. The "send marketing materials" should not be a part of the first node. Step 2. Right now he' taking a nap.so I'm off to edit some reports! Lead Country must be either. Message: MALFORMED_QUERY: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015f00000Cs08EAAR. There was an unexpected error in your org which is preventing this assessment check from completing: System.NullPointerException: Argument cannot be null. First exception on row 0; first error: REQUIRED_FIELD_MISSING, Required fields are missing: [Discount_Percent__c]: [Discount_Percent__c], Hey megha pls check if u r missing to enter data on the discount percentage field. No description, website, or topics provided. Can you please help me to resolve it incase you know the resolution. 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! I put on a pot of coffee and the world immediately becomes a mess of thoughts, feelings, and emotions. I have tried few changes as recommended in this thread but no avail. OR ( Assigned to ID- [Opportunity].Account.OwnerID is correct.I just posted a full walk through of this process specially for you. Could not find an active Flow named Product Quick Search. But theres good news. [Opportunity].AccountId Does not equal Global Constant $GolbalConstant.Null 2. If Robot Setup Date / Day Of Week is either on Saturday or Sunday, then make it to Monday. Hi again,This was actually my second node. Change formula of date field from[Opportunity].CloseDate + 180..to.. below formula. (Integration User), Whenever an Opportunity is created for Customer type account, Send an Email alert to Finance Group. The email should be sent to "User: Integration User" from the current user's email address. Good evening!I've got some problems with 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. Your validation rules are incorrect. I ranted again, moved things around, tried again. Also- Make sure that the "evaluate next criteria" verbiage shows on the node above.And - Make sure the process is activated.Still stuck? Assembly System Sales. Hello, I have the exact same problem. 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! I created some email templates to start off with since I find it irritating having to come in and out of the Process Builder: I was lazy with these; I just put the link into the body of the email and it was fine. Reconsider this one. 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. Hi Trailhead Baby,I am still getting the same error message :(Not sure what is wrong. A few things to check:1) Is your formula configured to NOT allow robot setups on weekends?2) Does the setup record relate back to the opportunity? I am taking on automation specialist superbadge. 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. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); I believe in work, I dont fuck with luck.. (Integration User), Create an approval process with entry criteria as followed :-, Email Template :- SALES: Opportunity Needs Approval. Thank you in advance, Hii Kona, Issue with Superbadge Process Automation specialistStep 2? Add the desired fields as below, Next add the Opportunity Validation Rule with error formula as below. A recommendation: print the transcripts of the videos from the challenge requirements. First- probably a silly question. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity Management process failed. Lookup field used to select the user's manager. Dont forget replicate For Shipping State/Province and Shipping Country same as Billing State/Province and Billing Country validation which I have mentioned above. Flows while purely a declarative tool sit between Process Builder and Apex. Error ID: 1930596534-98280 (1684581515): []. Let the universe renounce some goodness to you . First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Sales 014 process failed. Why don't you email a few screen shots to me? label - Robot Setup Give your Salesforce admin these details. What am i suppose to do ?? Don't know why I am getting this error. Challenge Not yet complete heres whats wrong: Can you help me to find out the problem. You might also want to tweak the due date value. Create Sales Process and Validate OpportunitiesCreate a sales process with the required stages and name it RB Robotics Sales Process. Are you sure you want to create this branch? apex specialist specialist Thanks now I'm receiving this error:There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. a time taking process for you ?? Start a discussion in the forum to get straight-up answers, and avoid your query to be lost in the comment pile. The action within process builder triggers an email alert. I made two dollars today! Good! I am stuck with this, kindly help Done the Superbadge Successfully.. Thank you for sending the screenshots and the blog comment! Error ID: 932835170-8850 (-1845957167): [] I fixed it by activating my approval process.Then I got an error about the big deals validation. Formula ==> AND(!ISBLANK( State ), LEN( State ) != 2), Step 4 : Create 2 queue Thanks for letting know. Max Score. : [StageName]. To solve the above business use case we will modify the Screen Flow Created for this article. You are a life saver. Rainbow Sales. I started this Superbadge in the usual way, by printing this instructions plus the slides and transcripts of the videos. Username: will be autofilled but you can change it to an easy one . I'll do my best! CASE( Ive used Flow a LOT in recent years, but I learnt a lot more about it from completing this exercise. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Opportunity Status Change process failed. The due date should not be a static date. It will work. So yes my issue was w/ identifying who the correct approval person is and this was at the Approval Steps section --> automatically assign to approvers --> then manually choose the user I was looking for.Thanks for working through this w/ me, Is the issue solved? I'd check this first to see if you have any validation rules on the opportunity object. Hi Trailhead Baby, I have not been able to resolve error below. (high school algebra 2). 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! First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, An account cannot be added for Customer - Direct and Customer - Direct Channel. I am missing something but I cannot locate the issue since all the parameters and processes seem to be in a proper order. Opportunity Stage = Prospecting and Account Type = Prospect, Your Process Builder Step should look like below, Opportunity Amount > 100k and Stage is Negotiation, Opportunity Closed Won and Create Record in Robot Setup Object, Challenge Not yet complete heres whats wrong: An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. You signed in with another tab or window. So, rather than using > symbol to check LEN(STATE) use =, and add NOT for AND, it should be like below: 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'. 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)? When you start a create a new report, simply click to start with a clean screen. Hello Kiyomi,Happy to help! If so, please share some details of your process. 7788cb3 . 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. If so, would you email a few screenshots of your process to my mom's email- [email protected]? Also, is there some sort of tutoring available or someone to chat with regarding questions on these challenges? Hi Trailhead Baby,I have been trying to complete challenge 5 of Process Automation Super Badge. If you want First Ascent, dont use Check Challenge to test what youve built. Have already completed challenge 3 successfully where created custom object Robot Setup. Do the entry criteria for the approval process contain a clause for only new records? 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. Read More: Salesforce Interview Questions and Answers We Swear By! Would you mind sharing the formula that you are using to calculate the setup date? Hello friends,I removed the post that contained a walk through of this step. {!myVariable_current.StageName} (Negotiation/Review) Equals ProspectingLogic: All conditions must be true (AND)Executed the default outcomeDECISION: myDecision5Executed this outcome: myRule_6Outcome conditions: 1. UPPER(BillingCountry) =='United States', I sent you an email with the detail Screen shots.

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