Do the entry criteria for the approval process contain a clause for only new records? NOT( 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? Thank you and I'll try this again as soon as I can. Creating design specifications with the development team. You can look up ExceptionCode values in the SOAP API Developer Guide. Cannot progress, I am stuck for 1 day and any help will be greatly appreciated !! Home 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. My brother has started to play with me! Superbadge-Process-Automation-Specialist. I am glad that you have this set up as the second node. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, An account cannot be added for Customer - Direct and Customer - Direct Channel. I've read all postings related to this and went thru what I've but couldn't find the error. Thanks Trailhead Baby this post was very helpful! Email alert for a newly created opportunity. error id: 429738065-586330 (157788690): [] Yes- there are several things that could be the cause. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, Give Related to ID also. 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'. rebecca@capstorm.com. Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. I have spent a few more hours on it, still couldn't figure out what is wrong, I get the same error. 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. Hy Appu, I can surely be wrong as I completed this in my initial days learning salesforce. success. Create a process with process builder Opportunity object with option created and updated. Yay! Make sure to inactive other processes in Processes to avoid interference and activate your process builder: Help onSuperbadge Process Automation specialistStep 6? VF Page--- < , To redirect to another page which is saved in your organization, use the standard feature provided by Salesforce PageReference . First- probably a silly question. Lead State must be valid 2-digit US state. Error ID: 1930596534-98280 (1684581515): []. It looks good on a resume to be a contributor. There is an additional node with a separate immediate action that should come first. Process automation specialist superbadge step 3 day of the week Jobs Did you email me? 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. OK I will send you a detail email with screen shots. CONTAINS type = rollup summary ( on opportunity function sum aggreate field ammount criteria- stage=close won), d)Last won deal date Create two rule entries and fill like below. After the first node, is the process set to "evaluate the next criteria"? IF(OR(TODAY() - 730 > Last_Won_Deal_Date__c,TODAY() + 730 < Last_Won_Deal_Date__c) ,'Yes','No'), step 1: create object robot setup 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. So I am getting stuck on the 6th step of the Salesforce Superbadge for Process Automation on step 6. Open Support Cases You ma, I might complain about my brother sometimesespecially how he takes up so much of mom's timebut I've decided that he really is a nifty fellow. 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. 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. Hi Trailhead Baby,Both points mentioned by you are correctly set.Also the record is getting created with right Date value and linked to parent Oppty. Would you mind sharing some details? If a flow cant do what you need you or a developer can write Apex to do so. 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. 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. Before discussing the solution let me show you a diagram of a Process Flow at a high level. This will need to be corrected. Thank you for your prompt reply! Not sure this is affecting the challenge. Add the desired fields as below, Next add the Opportunity Validation Rule with error formula as below. I'm receiving this message: 'Challenge Not yet complete here's what's wrong: A Closed Won Opportunity did not successfully either create a Robot Setup record and if it did, then the Date__c was not 180 date from the Opportunity Close Date'.I suppose there is a problem with my approval process. https://www.youtube.com/watch?v=kqQyCsOgO8Q. 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. Not sure where to go next, This afternoon, I added a genius wig in an attempt to look a little older and more experienced. The issue- You should not be able to approve or reject the opportunity. And it takes care of the process thereby. I'll do my best! Admin ur content has helped me to understand various aspect of approval process and task. Probably you missed to create Immediate Action Awaiting Approval, which is strictly required and given on instructional video. Label = Number of won deals Hey there, thanks for the very helpful post. I appreciate your help and hints along the way to get me back on track with the challenge.Thank you! Could you provide additional details? Another question I have is dont I need an automatic approval process for amounts less than 100K? Thank you in advance, Hii Kona, Tried everything. Your process looks perfect. - In your user profile, click edit. 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 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. 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. Hi, thanks for the guide. Error: Restforce::ErrorCode::MalformedQuery. 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. >>> New, Rule Name: My Flow had a couple of fast lookups in it to collect the products based on criteria, a decision, then a couple of screens. Hi Trailhead Baby!! 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. what to do now? First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, You Need Approval From Manager. The SFDC Web Training always welcomes the new talent to expose themselves on this platform. It turns out, you can build fancy widgets without developers! I have created 3 approval processes: 1) Opportunity Stage is Negotiation Over 100k; 2) Automatically Approve Opportunities Stage = Awaiting Approval and Amount = 100k. Lead Country must be either US, USA or United State or it can be blank. Error: Restforce::ErrorCode::MalformedQuery. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. A project with Daddy: My favorite daily process! Different Salesforce projects will have different project requirements, apps and tools but the only common thing in all of them are the steps of the ALM cycle which will remain constant throughout the development. Dont forget replicate For Shipping State/Province and Shipping Country same as Billing State/Province and Billing Country validation which I have mentioned above. Challenge-1 : Automate Leads Step-1 : Validation rule on Lead to verify Country and State field. The post that you are referencing was removed. Hi Abhi,I have not received the email yet. Negotiation Stage & Amount > 100 000, automatically submit for approval. hmmmm. This is in the flow builder. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity PB process failed. Hi, Kumar! Would you mind sharing the formula that you are using to calculate the setup date? filled automatically as ndavo. Do the whole thing again, it will do. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. this error occurred when the flow tried to create records: field_integrity_exception: assigned to id: id value of incorrect type: 0015j00000bqxgjaag. Missing ) . setMock ( HttpCalloutMock . I enjoy playing on Trailhead, taking long walks with mommy, watching the Florida Gators with daddy, and chasing my two dogs. In this part of challenge, we gonna create a flow which takes some input from user and will return list of Product record. 4, "Thursday", Please Approve my messages I need help with this step. Error ID: 177298165-18684 (373317706): []I've redone this challenge multiple times but keep getting this result. Thanks for informationThank you!! It is highly recommended to print the video transcripts, because there are a multitude of brief instructions that are easy to overlook while watching. Various trademarks held by their respective owners. Struggling with the last step for 2 days now. Two things:Under - criteria for prospect accounts opportunity created-[Opportunity].StageName equals picklist prospecting(instead of [Opportunity].Stage)Action-Related to ID should relate to the opportunity owner- [Opportunity].Id(instead of Opportunity.AccountId)Passed? R&D. Label = Number of won deals Feel free to post another comment once the process is reconfigured! autofilled but you can change it to an easy one . I'm have to send you screen shots of my entire process if necessary. A positive- the screenshot you emailed of the "send marketing materials" action has all the correct criteria! Is their anyway I can share my screen shots please? - criteria are met. Create an lead assignment rule and make 2 rules entries and give order accordingly. * Are the opportunity stage field updates within the approval process set up? If so, would you email a few screenshots of your process to my mom's email- rebecca@capstorm.com? Right now he' taking a nap.so I'm off to edit some reports! Process Automation Specialist Superbadge - 5 - Blogger New Opportunity Created for Account Type = Prospect OR Customer, send Email to Finance Team, create Task for Account Owner ONLY for Prospect. 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! Thanks for clarifying that there should only be one criteria. feel free to rectify just send me a screenshot showing ur code works fine. Hi Trailhead BabyI stucked at challenge 5- Automate OpportunitiesIgetting error while Process Builder is deactivating 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 getting Error while activated Process BuilderChallenge 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.