process automation specialist superbadge step 6imperial armour compendium 9th edition pdf trove

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. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup v3 process failed. Issue with Step 4 Superbadge process automation specialist? Hello Sai- I took a look at your screenshots:A few tips:1) The approval process needs some edits. Don't know why I am getting this error. did you got solution. This can be achieved by using both the Standard Controller and as well as Custom controller functionality. i.e. I'll do my best! This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Related To ID: id value of incorrect type: 0054P000009KkqWQAS. I have created 3 approval processes: 1) Opportunity Stage is Negotiation Over 100k; 2) Automatically Approve Opportunities Stage = Awaiting Approval and Amount = 100k. IF(OR(TODAY() - 730 > Last_Won_Deal_Date__c,TODAY() + 730 < Last_Won_Deal_Date__c) ,'Yes','No'), step 1: create object robot setup closely observe the screenshots n article, Hi admin I did the same. Error ID: 1196242369-26704 (1684581515): []Hear My criteria ISOpportunity.Account.Type Equals Picklist ProspectOpportunity.StageName Equals Picklist Prospecting [Opportunity].AccountId Does not equal Global Constant $GolbalConstant.NullAction on Task RecordCreate a Record:Record Type: TaskDue Date Only: TODAY() + 7Assigned TO ID: [Opportunity].Account.OwnerIdPriority: HighStatus: In ProgressSubject: Send Marketing MaterialsRelated to ID: [Opporunity].Id. Your process looks perfect. Please contact your system administrator for more information. Create a new Trailhead Playground for this superbadge. For some areas where I was finding it difficult to figure the approach I needed to take, the guide here came in handy. we all are done with preps. The approval process is straightforward. Give your Salesforce admin these details. Contact your administrator for help. I am taking on automation specialist superbadge. I hope to inspire all of the worlds trailblazers to learn, grow, and experience! 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'. Automation Champion Approach I-do. The Country field is allowed to be blank, so youll need to build this into your validation rule. For anyone in a consulting role with a few years experience, you should find it fairly straightforward, but for those who arent, I hope this helps in some way. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Automate Opportunities process failed. is-. Share. : []And I also receive a email with the flow erro:Error element myRule_6_A1 (FlowActionCall).No applicable approval process was found. Various trademarks held by their respective owners. If you get stuck again, I'm happy to take a look! Flows are not my strong suite. Username: will be autofilled but you can change it to an easy one . Error ID: 2146461946-632512 (157788690): []. Assembly System Sales. Username: will be There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. {!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} (0061I000004AdF9QAK)comment = nullprocessDefinitionNameOrId = Opp_100kskipEntryCriteria = falseError Occurred: No applicable approval process was found. Automate Opportunities - Detailed stepsAll formulae are available in the below links https://salesforcehandle.com/superbadge-process-automation-specialist-he. IF Closed - Won[Opportunity].StageName equals Closed WonCreate Robot SetupOpportunity = [Opportunity].Id Date formula CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180)Alert finance group via finance account creation form. 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. 5, "Friday", In this part of challenge we need to setup Robot Setup Date. Still stuck? First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Cannot change Account Name if Type is Customer Direct, Channel: [Name]. A tag already exists with the provided branch name. Scroll down at the bottom of page, under approver settings. The error message I got is like this: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 will make sure to reply you within short time and help you to complete the Superbadge. I will give it a try. 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). Web. I'll take a look at it. 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. can you pleas help me in this, In challenge 2 Im getting error like Challenge Not yet complete heres whats wrong: 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! As matter of fact, I had to delete a validation rule for customer stage field and passed. Concepts we use to complete this Superbadge: Important Pre-works before you start doing this Superbadge: These three are very important to avoid any error while doing challenges in the superbadge. You're amazing. Note the filter. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, An account cannot be added for Customer - Direct and Customer - Direct Channel. Please go through this it will definitely help you -. Weve previously discussed Workflow vs. 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. Rated Accounts by State The record count for state and account rating are automatically added. Yes. Close. Probably you missed to create Immediate Action Awaiting Approval, which is strictly required and given on instructional video. Then I felt a bit sheepish, thinking people who had seen that would think I was showing off!! 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: You want all opps entering the negotiation/review stage to kick off the validation rule if they meet the entry criteria. Hello Kiyomi,Happy to help! I am glad that you have this set up as the second node. Did you get it resolved? 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. Your email address will not be published. Create an lead assignment rule and make 2 rules entries and give order accordingly. Automate record creation using Apex triggers 2. rev 2021.2.24.38653. (Hint: Remember to click on the "stop" button at the end of each node to change it to "evaluate the next criteria" until you hit the final node.). Have you:Created a user named Nushi Davoud & assigned him to be your manager? Issue was Evaluate the next criteria option was not enabled for step 3. So, rather than using > symbol to check LEN(STATE) use =, and add NOT for AND, it should be like below: OR Thank you for your prompt reply! You need only 1 Lightning page for Opportunities. Whenever I hit a snag, I usually pull out of setup and start creating my own test records within the org to find out what is broken. Hi! . And I have now spent four times as much time on step 7 than on any of the other steps combined. Something that helped was saving the report frequently. It looks good on a resume to be a contributor. Message: MALFORMED_QUERY: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015f00000Cs08EAAR. TIA, Challenge Not yet complete heres whats wrong: Flows while purely a declarative tool sit between Process Builder and Apex. Waw, what a dedication--both in terms of the superbadges and answering all of those questions! type = rollup summary ( on opportunity function count), b) Number of won deals => - criteria are met. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); I believe in work, I dont fuck with luck.. IRL this wouldnt happen! Thank you; got by that error and now working on my other errors. & tnx buddy once again for your solution. this error occurred when the flow tried to create records: field_integrity_exception: assigned to id: id value of incorrect type: 0015j00000bqxgjaag. The condition to check for billing and shipping states are inside AND. Hy Will, I can surely be wrong as I completed this in my initial days learning salesforce. Help on Superbadge Process Automation specialistStep 3? Remember that Salesforce calculates DateDiff in days, so I did 365*2 and it was happy with that. Trailhead SuperbadgeSeries: Process Automation Specialist Part 5, Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation. I watched one video at a time, jotting down my key requirements as I listened, I also paused the video a few times to get the naming conventions I needed to configure, Listen very carefully; she gives directions at some points in quite a subtle way, Watch your Flow type auto-launched flow isnt the right one. 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. 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. Process Automation Specialist Superbadge Showcase your mastery of business process automation without writing a line of code. a) Rainbow Sales 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. Please provide some details of how your process is currently set up. (LogOut/ Please post some details regarding the process- which criteria are in place. But theres good news. I am close to give it up, somehow the time is not worth it. if yes please share immediately. It was fine with that. check where the error happened on the logs and u will find the culprit. 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. (LogOut/ First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity Management process failed. 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. ("manager" is the correct approver). Though I have created a new Trailhead Playground for this superbadge, however I am not able to view RainbowBot, CloudyBot, and Assembly System in the product name, where to check them 2. Hi, I am getting following after following you: "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 double checked by approval criteria and my process according to your guidance and hints and was able to figure out what the errors were referencing and figured out how to pass the challenge. Lead State must be valid 2-digit US state. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. Many thanks again! 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. 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. there is some issue with fields not having correct type of data. Process automation specialist step 6 flow builder. I started this Superbadge in the usual way, by printing this instructions plus the slides and transcripts of the videos. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup v3 process failed. Both of the validation rules on the Opportunity and Account objects were giving me trouble so I made them inactive. May I ask a question, please? 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. IF Prospect account:[Opportunity].Account.Type equals Prospect[Opportunity].Account.Id is null false [Opportunity].StageName equals ProspectingCreate Task:Due Date Only TODAY()+7Assigned to ID [Opportunity].Account.OwnerIdPriority HighStatus In ProgressSubject Send Marketing MaterialsRelated to ID [Opportunity].IdAlert manger via finance account creation form3. 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! 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. Create related Email Alert from search box for the templates above. That's what I would do if it isn't a validation rule problem. Thank you to all the guys involved in that Q&A. : Opportunity.Account Type = customer and Opportunity.account id not equal to null, Node 2 Criteria. Salesforce Error ID: 1067837610-13774 (1684581515)Any assistance would be greatly appreciated. Hi Trailhead Baby,Thanks for this awesome tips page. https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4. Go to the Process we created in step 5. Hi Trailhead Baby,I'm happy to get your reply. 1. The Robot Setup Day of the Week formula does not seem to be working properly. I am getting the same error, can you help me to resolve it in case you know the resolution. create master detail relationship with opportunity. Criteria : (Opportunity: Stage EQUALS Negotiation/Review)AND(Opportunity: Amount GREATER THAN 100000)SALES: Opportunity Needs Approval->Template. I gave Assigned To ID as Opportunity.Account.OwnerID. No idea why this weird issue is happening. No description, website, or topics provided. Activate it and deactivate any others, in last step what is this Formula Add the component on newly created Opportunity Record Page. 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. Have anybody solved this before?Thank you in advance! Admin ur content has helped me to understand various aspect of approval process and task. Send Welcome Packet Email, when the Opportunity is Closed Won. What are the criteria on your robot setup record set up?Did you assign Nushi Davoud to be your manager? Not, "create a record if" the "if" bit is contained within the node.- You could probably do this within one node by using the more general conditions for the node, then triggering a separate process which filters out the customers or doing something similar in visual workflow. The due date should not be a static date. I am facing this error while checking my challenge Automate Oppotunities on Process Automation Specialist. After spending hours on this step trying to figure out how my formula was not working correctly, I ran through the debug logs and finally found the issue. Easy!)). If you are familiar with report and dashboards, this challenge should only take 30 or so minutes to complete. Error ID: 2146461946-632512 (157788690)ok up ExceptionCode values in the SOAP API Developer Guide. Create queues for your sales teams but thats obvious from the video. Any help very much appreciated, Absolutely the same issue :(. 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. The Day of the Week should not fall on Saturday or Sunday. VF Page--- < , To redirect to another page which is saved in your organization, use the standard feature provided by Salesforce PageReference . I will provide you with all the information needed once you direct me to a potential spot of error. Your validation rules are incorrect. Is it possible that the problem is somehow in previous steps (they passed the challenge, but maybe affect this step) ? I was able to approve opportunity when I was the approver. Basically if you have a flow with two screen components and a Record Lookup component and have that flow installed on a Lightning Record Page itll verify. - essentially create a record of this type, with the field values set with whatever you choose. Hey there, thanks for the very helpful post. 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. 2) For the task: The due date formula is missing from your comment. Let the universe renounce some goodness to you . The good news- Using the criteria that you provided for the first criteria is perfect- if used as the second node! get ahead. 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!! help Add a field to the opportunity page layout as described in the business requirements and create the appropriate validation rule for high-value opportunities.Complete+500 pointsChallenge 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. ) 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. Could you provide additional details? First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Not allowed you to change: [Name]. . Check out all badges on Top Trailblazers! Sharing is caring. "Not sure if issue is with my process built or approval processThank you so much in advance! Im not getting a option for RB Robotics templetes in lookup. I am also getting same error. Configure the more complex functionality in a flow and then add a flow action to your process. Challenge Not yet complete heres whats wrong: {!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. Hello Rajendra,I am happy to help. Having 3+ years of working experience in Salesforce domain. 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. Process Automation Specialist Superbadge 5 October 03 2017 A project with Daddy. This superbadge is all about to test one's automation skill using superb automation tools which salesforceprovide. did not pass. 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. 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. Also, Click on the Opportunity field STAGE and add a picklist value as Awaiting Approval, Next, create a sales process under opportunities by searching the sales process in the Search box. Try disabling any validation rules on the account object then rechecking the challenge. 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! Hey there! You are so close to passing! Dont forget replicate For Shipping State/Province and Shipping Country same as Billing State/Province and Billing Country validation which I have mentioned above. 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. 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? Just a correction, NOT from CONTAIN should be removed as well: OR Maybe this thing recorrection solves your problem. There was an unhandled exception. hey Amar, Did this way back in time trying LWC these days. You can not create non US leads. A project with Daddy: My favorite daily process! 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? 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. {!myVariable_current.Account.Id} (0011000001NUajWAAT) Is null false3. Change formula of date field from[Opportunity].CloseDate + 180..to.. below formula. Note: If you have trouble in creating process builder, comment the errors you are getting, so that I will guide you to process it. You can look up ExceptionCode values in the SOAP API Developer Guide. UPPER(BillingCountry) =='' 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. Challenge Not yet complete heres whats wrong: Missing ) . Same Error on Automate Account.. plz provide Any solution? It's worth notifying that case 0 means Sunday, not Monday, and the solution may require an additional day to skip weekends. https://trailhead.salesforce.com/help?article=Installing-a-package-or-app-to-complete-a-Trailhead-challenge, Process Automation Challenge #5 Automate Opportunities: There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed.

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