(Not a specific person). a time taking process for you ?? Manager of Opportunity Owner for Approval; Lock Record and move stage to Awaiting Approval. How do I choose [Opportunity].Id in stead ofOpportunity.AccountId?? {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct4. Many thanks! Creating design specifications with the development team. +1,500 points ~1 hr . important case law for law enforcement. Im not getting a option for RB Robotics templetes in lookup. Create 4 Roll Up Summary fields as below: Field 1: Label:Number of dealsSummary Type:COUNTSummarized Object:OpportunityFilter Criteria:None, Field 2: Label:Number of won dealsSummary Type:COUNTSummarized Object:OpportunityFilter Criteria:Stage EQUALS Closed Won, Field 3: Label:Last won deal dateSummary Type:MAXField to Aggregate:Opportunity: Close DateSummarized Object:OpportunityFilter Criteria:Stage EQUALS Closed Won, Field 4: Label:Amount of won dealsSummary Type:SUMField to Aggregate:Opportunity: AmountSummarized Object:OpportunityFilter Criteria:Stage EQUALS Closed Won, Field 5:Label:Deal win percentReturn Type:PercentDecimal Places: 2Formula:(Number_of_won_deals__c / Number_of_deals__c), Field 6:Label:Call for ServiceReturn Type:TextFormula:IF( DATE( YEAR(Last_won_deal_date__c)+2 , MONTH(Last_won_deal_date__c),DAY(Last_won_deal_date__c) ) <= TODAY(), Yes, No), Validation Rule 1 : Rule Name :US_Address (Anything). ISPICKVAL( Type , 'Customer - Direct') , Thanks for this! Maybe my user isn't setup correctly yet? (Too much work for me!) 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. From a quick glance, I see several items that you can easily correct:1) Read the criteria for the first node again (Opportunity Customer). Is there a cache or something somewhere that has to be cleared for new processes to work? 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. I fixed that by deactivating that validation.Then I got an 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. I request people the same. reading, but what if you just have to follow the steps for a challenge , Isn't 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. 2020. 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. 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. {!myVariable_current.AccountId} (0011000001NUajWAAT) Is null falseLogic: All conditions must be true (AND)Executed the default outcomeDECISION: myDecision2Skipped this outcome because its conditions weren't met: myRule_3Outcome conditions: 1. (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. Though it doesnt throw an error for that condition. If you would like help, just leave a comment! {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. I gave Assigned To ID as Opportunity.Account.OwnerID. This error comes when I check the challenge for automating opportunities.. You will get logs populated. Your validation rules are incorrect. OK, I managed to do this. billing specialist superbadge challenge 6. Please post some details regarding the process- which criteria are in place. For Shipping State/Province and Shipping Country, Create a object and make sure the object name should be, Edit the Robot name(Standard field) switch the data type from Text to AutoNumber and make sure the display format should be. (Note: for the purpose of this superbadge, pretend Integration User is the finance group.) Complete the capstone assessment to earn the Approval Process Specialist Superbadge. The condition to check for billing and shipping states are inside AND. Apex Class Go to Developer Console >>> File >>> Open >>> Apex Class Click on WarehouseSyncScheduleTest class >>> Open A template of the apex class will be opened, write your code there- @ isTest public class WarehouseSyncScheduleTest { @ isTest static void WarehousescheduleTest (){ String scheduleTime = '00 00 01 * * ?' . Under Record Collection: Add New Resource Filterresult: Variable Type as below. (OR( ISPICKVAL(Type, 'Customer - Direct'), ISPICKVAL(Type, 'Customer - Channel')). Based on LeadSource value lead should be assign to correct sales team (Queue). * Read the "challenge 5" instructions above the check challenge button very carefully. I am sure that there is something that can be changed! 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. Process Automation Specialist. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. as your own manager-, LEN( State ) schedule ( 'Warehouse Time To Schedule to Test' , scheduleTime, new WarehouseSyncSchedule ()); Test . Create new Assignment rule for this scenario(Do not use the standard rule). 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. Criteria for prospects accounts opportunity created:[Opportunity].Account.Type Equals Picklist Prospect[Opportunity].AccountID Doesn't Equal Global Constant $GlobalConstantNull[Opportunity].Stage Equals Picklist Prospectingaction:Due Date Only = Today() +7Assigned To ID = Opportunity.Account.OwnerIdPriority = HighSubject = Send Marketing MaterialsRelated To ID = Opportunity.AccountId. panda express addiction > alyssa lynch project mc2 > billing specialist superbadge challenge 6. billing specialist superbadge challenge 6 05 Jun. Please contact your system administrator for more information. : []What I am getting from this error message It has something to do with my validation rule but I deactivate my validation rule I still got the error. I am getting the same error, can you help me to resolve it in case you know the resolution. I have a problem in 6 Automate Opportunities module. Thank you in advance, Hii Kona, It will help the people those who want to complete the Superbadge. The first three Superbadges can be taken in any order, and completing all three unlocks the fourth Superbadge, Advanced Apex Specialist. The good news- Using the criteria that you provided for the first criteria is perfect- if used as the second node! Posted at 16:45h in logan sargeant family by nerf gun obstacle course rental near me. Let's dig a bit deeper in to the process. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, An account cannot be added for Customer - Direct and Customer - Direct Channel. Thank you in advance for your help! The checking process creates 7 opportunities to test 7 different days and verifies the 7 Robot Setups that are created as a result do not fall on the weekend. 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. (LogOut/ I am stuck with this, kindly help 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. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Node 3- Revise criteria. But formula above does not work. Thanks again for your help, https://help.salesforce.com/articleView?id=user_fields.htm&type=5On profile .scroll to the bottom. The "related to ID: id value of incorrect type" may also mean that there is an incorrect field reference in your process. Please Approve my messages I need help with this step. I am getting an error for the fifth superbadge task.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.NullPointerException: Argument cannot be null.Kindly help me out with this. the 6th and final step to the Salesforce - Trailhead - Process Builder Specialist Superbadge! When the Opportunity was closed won, It did created the Robot Setup Record. I also had to keep the volume on my laptop off while doing the challenge- just in case mom was listening in over the baby monitor. 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. I passed this step. first exception on row 0; first error: cannot_execute_flow_trigger, we cant save this record because the automate opportunities process failed. Please contact your system administrator for more information. {!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. Thanks in advance. Just a correction, NOT from CONTAIN should be removed as well: OR The Day of the Week should not fall on Saturday or Sunday. I assume that you have a formula set up to make the due date 7 days from today. This is now what I'm getting: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. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup process failed. Quite interesting Cannot progress, I am stuck for 1 day and any help will be greatly appreciated !! (Integration User), Create an approval process with entry criteria as followed :-, Email Template :- SALES: Opportunity Needs Approval. I was able to approve opportunity when I was the approver. Label = Number of won deals Make sure it's "active." Test it yourself before you hit the button. Hello, I have problems with challenge 5, "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'. The "send marketing materials" should not be a part of the first node. For some areas where I was finding it difficult to figure the approach I needed to take, the guide here came in handy. Hi Trailhead Baby,I used to have the following error:There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. The issue was in validation rules. Seems I got every possible error on this step.Any help would be much appreciated. Thanks! Happy to take a look- rebecca@capstorm.com. Yes. Superbadges are proof of worthiness! 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. 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. CASE(MOD([Opportunity].CloseDate + 180 DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180). : Opportunity.Account Type = Prospect, Opportunity stage = prospectingand Opportunity.account id not equal to null, Node 3 Criteria. 2, "Tuesday", First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, The high value deals over $100K have to be approved before you can close. It is highly recommended to print the video transcripts, because there are a multitude of brief instructions that are easy to overlook while watching. My only hunch is the Day of the Week field on the Robot Setup Custom object which is not setup as formula. I also got the same error.How did you rectified it. Create an lead assignment rule and make 2 rules entries and give order accordingly. The entry criteria are not correct nor are the final approval / rejection steps. Please contact your system administrator for more information. Message: MALFORMED_QUERY: When retrieving results with Metadata or FullName fields, the query qualifications must specify no more than one row for retrieval. You want to send the email to finance for 3 specific account types, and there will be logic involved with the conditions. I dnt know where I am wrong. 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. "Notify the account owner."* Activate the approval process once changes are made, or you get a funky error message. Send Welcome Packet Email, when the Opportunity is Closed Won. Can anyone help me out here.Regards,Ashish, Hi,I did changed the CRITERIA to one. 3, "Wednesday", 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. Let us start our new adventure, today we will learn about Release management from beginner to advanced level. Youre creating a custom object, then when the opportunity is closed won, youll automatically create a Robot Setup record via Process Builder. System.NullPointerException: Attempt to de-reference a null object in Process Automation Specialist, System.NullPointerException: Attempt to de-reference a null object in Process Automation Specialist 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. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy Safety How YouTube works Test new features Press Copyright Contact us Creators. Contact your administrator for help. Please contact your system administrator for more information. 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 am happy to take a look at what you have an offer some pointers. Queue Name:Rainbow Sales ; AND Assembly System Sales. Stage = Closed Won Stage ISCHANGED = TrueI removed the ISCHANGED criteria and it passed the challenge after that. Do the entry criteria for the approval process contain a clause for only new records? This value is empty. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Cannot change Account Name if Type is Customer Direct, Channel: [Name]. Error ID: 1111620186-41501 (992864084): []5Automate OpportunitiesFollowing the business requirements, create a process to alert the finance group and create tasks for account owners at appropriate times during the sales process. That would be a lot of email! missing required field: [nextApproverIds] Error ID: 898053472-282948 (239473768)missing required field: [nextApproverIds] Error ID: 898053472-282948 (239473768): []. 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. Notify me of follow-up comments by email. Close. Right now he' taking a nap.so I'm off to edit some reports! Hey can you help me for completing superbadge challenge6 i.e Automate Oppertunities. But I didnt understand the formula you changed in the last step for Date field in Robot Setup Object. Thank youI have sent the screenshots for the process and the first step in the flow (Prospecting). Please contact your administrator for more information. Criteria : (Opportunity: Stage EQUALS Negotiation/Review)AND(Opportunity: Amount GREATER THAN 100000)SALES: Opportunity Needs Approval->Template. ), validation rule Name ==> State Validation rule for billing add !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'. I liked this one. Clarification: the 2nd Approval Process above is Opportunity Stage = Awaiting Approval and Amount = 100k. Can you help me to find out the problem. This is one sales process, but youll need a record type. Hi Still getting the error after all the tries..Here are my rules..Please help[Opportunity].Account.Type Equals Picklist Prospect[Opportunity].AccountID Doesn't Equal Global Constant $GlobalConstantNull[Opportunity].Stage Equals Picklist Prospectingand for the immediate actions i have done it exactly as we have in screen shot published above.Please help. Email: your own unique email id will work fine. Give your Salesforce admin these details. did you got solution. Hi Trailhead Baby, I have not been able to resolve error below. Assigned to ID Field Reference [Opportunity].Account.OwnerId 3. The free lemonade offer worked! VALIDATION RULE 2 : Rule Name :Name Change, Error Message :You cant change the Account name for Customer Direct or Customer Channel. Hint: You will need a total of 4 nodes for this process (the blue diamond shaped bits.). 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. I am taking on automation specialist superbadge. Hi Abhi,I have not received the email yet. Scroll to the bottom and change your manager to be Nushi. Did you get it resolved? I am getting the same error. the prospect approval process you created in approval process section is inactivate. 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(Country ="US" formula ==>, NOT( Superbadge-Process-Automation-Specialist. I am also getting same error. How to.resolve it please help.me. 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.