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. The email should be sent to "User: Integration User" from the current user's email address. 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. Take a break, grab a snack, and watch this video. Step-1 : Validation rule on Lead to verify Country and State field. Nov 21, 2022, 2:52 PM UTC snake lamp wall street restaurants mi fantasy 5 numbers home depot washers and dryers mature girls squirting 1986 international s1600 for sale. There was an unhandled exception. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. 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 I had to do some travel, so I parked this issue for a couple of days, hoping to clear the obstacle following the suggestions.I have cloned and modified the process, separating the criteria nodes:- First criteria (prospecting/customer) just making sure that account associated with opportunity not null, then send email to finance- Second criteria (prospecting) has 4 conditions, if these satisfied create task Send marketing Materialso Stage is prospectingo Account.ID not NULLo Owner ID not NULLo Account Type is PROSPECTAfter reactivating the process, still getting dreaded 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 have attached the document with my screenshots and few notes, capturing the new flow. : Opportunity.Account Type = Prospect, Opportunity stage = prospectingand Opportunity.account id not equal to null, Node 3 Criteria. AutoNumber field - ROBOT SETUP-{0000}, c)Day of the Week formula ==> It will help the people those who want to complete the Superbadge. Dont be tempted to write a checkbox formula they want a Text field. process automation specialist superbadge step 1 Process Automation Specialist (Super badge) - YouTube Please reference ID: YRQGUFCA. Step 2 : Install the managed package. 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. 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. 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. The "related to ID: id value of incorrect type" may also mean that there is an incorrect field reference in your process. I am taking on automation specialist superbadge. Give your Salesforce admin these details. Process Automation Specialist - Challenge 6 - Salesforce Developer {!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. Scroll to the bottom and change your manager to be Nushi. Frankly, I didn't check the process with an actual record - which is a good idea! This value is empty. Flows while purely a declarative tool sit between Process Builder and Apex. It is highly recommended to print the video transcripts, because there are a multitude of brief instructions that are easy to overlook while watching. https://www.youtube.com/watch?v=kqQyCsOgO8Q. 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. After selecting edit, scroll down. Steps to Superbadge Challenge 1: Automate Leads Challenge 2: Automate Accounts Challenge 3: Create Robot Setup Object Challenge 4: Create Sales Process and Validate Opportunities Challenge 5: Automate Opportunities Challenge 6: Create Flow for Opportunities Challenge 7: Automate Setups Challenge 1: Automate Leads 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. 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 successfully submitted for approval upon creation.So whenever I try to update an existing opportunity it works fine and the stages change depending on approval or rejection, but just not when I create a new opportunity record.And I have started my flow in Process Builder 'When a record is created or edited'.Please advice! Two things that I see in what you posted - The related to ID does need to be there just make sure that you are relating it to the OpportunityID. The approval process is straightforward. On the trailhead community profile as well as on the Resume! Home Could you send a few screenshots of your process to rebecca@capstorm.com ? First, you must pass the Approval Process Management Superbadge Unit to achieve this badge. Reports Accounts by Market To create the "Market" row grouping, use a bucket field. Questions: Did you set up your "robot setup" creation date to be 180 days from the close date, AND not occur on the weekends? My Flow had a couple of fast lookups in it to collect the products based on criteria, a decision, then a couple of screens. The Robot Setup Day of the Week formula does not seem to be working properly. startTest (); Test . Under Record Collection: Add New Resource Filterresult: Variable Type as below. OR ( I am having problem in adding action to the Closed Won Deal criteria, I am not getting Opportunity field in Robot setup record type. Hint: You will need a total of 4 nodes for this process (the blue diamond shaped bits.). Though would have to take it to the trailhead badge authors I enjoy playing on Trailhead, taking long walks with mommy, watching the Florida Gators with daddy, and chasing my two dogs. The action within process builder triggers an email alert. I have completed my Superbadge, I dnt know where I am wrong. : Opportunity Stage = Closed Won. Thank youI have sent the screenshots for the process and the first step in the flow (Prospecting). Okay, I cleared the "Related to" field on the task creation action and now I'm getting this message: 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 know a lot of people have had this same problem but I've tried the solutions posted and I can't seem to make it work. Message: MALFORMED_QUERY: When retrieving results with Metadata or FullName fields, the query qualifications must specify no more than one row for retrieval. As matter of fact, I had to delete a validation rule for customer stage field and passed. I am happy to take a look at what you have an offer some pointers. I hope this made sense! What are the criteria on your robot setup record set up?Did you assign Nushi Davoud to be your manager? Delete all other pages. 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. Unlocking the challenges and steps 1 to 4 were all right but for 24 h I am stuck with the same 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 have played with trigger criteria and data fields on the action, following various suggestions from this thread, but the error is the same.I focused only on criteria and task fields and I feel that I tried all combinations. Stage = Closed Won Stage ISCHANGED = TrueI removed the ISCHANGED criteria and it passed the challenge after that. In real life i would want to trigger it the way you stated as well! Change), You are commenting using your Facebook account. get ahead. HINT: There are 4 necessary criteria for this node plus you will need to customize the logic in order to select the conditions. Did you figure this out I am also getting the same error stuck on this challenge since 2 days. But still facing the same error.Can anyone help me out here.Regards,Ashish. I am stuck with the same 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 have checked the criteria and data fields on the task. class , new WarehouseCalloutServiceMock ()); String jobID = System . Give your Salesforce admin these details. Thanks Trailhead Baby! Give your Salesforce admin these details. : [StageName]. 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. 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. I checked and everything is totally fine. A recommendation: print the transcripts of the videos from the challenge requirements. Share. Session Security Superbadge Unit . Just open the debug logs and check. Good to hear! That means the case numbers inform which day of a week Opportunity was closed, 0 for Monday, 1 for Tuesday and so on. (I use my mom's email address: rebecca@capstorm.com). And I have now spent four times as much time on step 7 than on any of the other steps combined. R&D. error id: 429738065-586330 (157788690): [] Have already completed challenge 3 successfully where created custom object Robot Setup. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Have something to share? ) Same error. (LogOut/ Confused? Thanks Trailhead Baby this post was very helpful! You are missing one condition.2) Look at your "create a prospect" task. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. 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)? 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. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, You can't change value for customer's channel: []And in a process builder, the first criteria looks like this:[Opportunity].StageNaem Equals Picklist Prospecting[Opportunity].Account.Type Equals Picklist Prospect[Opportunity].Accdount.Id Does not equal Global Constant $GlobalConstant.Null$and the immediate actions are:Task- Due Date Only Formula- Assigned to ID Field Reference [Opportunity] Accoutn.Owner.ID- Priority Picklist High- Status Picklist High- Subject String Sent Marketing Materials - Related To ID Field Reference [Opportunity].IdWhen I delete the third condition in the first criteria, the error message is changed: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'.Where did I make a mistake?Thank you in advance! Create a new Trailhead Playground for this superbadge. Please contact your system administrator for more information. 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. Flows are not my strong suite. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. If you want First Ascent, dont use Check Challenge to test what youve built. "Not sure if issue is with my process built or approval processThank you so much in advance! Small contribution to SFDC community. I was getting the following error on Automate Setups step, Can any one please provide me a solution???? Sometimes when validation is right and it doesnt work rightly just delete and recreate it from scratch. Your validation rules are incorrect. Yes- there are several things that could be the cause. Admin ur content has helped me to understand various aspect of approval process and task. in step first when im writing formula (Opportunity: Stage EQUALS Negotiation/REview) AND (Opportunuty: Amount GREATER THAN 100000) its showing Error: Syntax error. No description, website, or topics provided. If you would like help, just leave a comment! Hi Trailhead Baby,I am still getting the same error message :(Not sure what is wrong. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Basically I will be modelling the following conditions:- if a prospect account then send email to finance and create a task for account owner to send out marketing stuff- if customer account (direct or channel) just send email to financeIn your flow you used 2 nodes/criteria to distinguish between these 2, but I believe that could be handled in one node if one could add conditions on a task execution. Good morning Trailhead Baby! If I check the Challenge it works, but if I manually add an opportunity below 100k it fails to trigger the approval process. please help me. With follow up questions, please respond to this post. We are always on the hunt for writers that have something interesting to say! How do I choose [Opportunity].Id in stead ofOpportunity.AccountId?? I am close to give it up, somehow the time is not worth it. My only hunch is the Day of the Week field on the Robot Setup Custom object which is not setup as formula. 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 :). Is that correct? Change the datatype for Day of the week field from TEXT to Formula (TEXT) and use the following the formula to get Day of the week, If Day of the week is Saturday , change [Robot_Setup__c].Date__c +2, If Day of the week is Saturday , change [Robot_Setup__c].Date__c +1. Right now he' taking a nap.so I'm off to edit some reports! I'm happy to help you though if you would share some details about your process. Here is the error messageChallenge 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. The error message is still showing up and I'm running out of ideas. Give your Salesforce admin these details. Change), You are commenting using your Twitter account. 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. Add the component on newly created Opportunity Record Page. I am facing this error : The Robot Setup Day of the Week formula does not seem to be working properly.I am unable to edit the Custom field 'Day of the Week' datatype to formula. Close. Thank you again!!!! You can look up ExceptionCode values in the SOAP API Developer Guide. 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. The "duh" question- probably not what is wrong! Testing this uncovered a few issues: it was originally an auto-launched flow (wrong!) An unhandled fault has occurred in this flow 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. I used two nodes, because I thought it was simpler- everybody triggers an email to finance, then filter out the customers for the second node to trigger the marketing materials action. Don't know why I am getting this error. Opportunity: Amount GREATER THAN 100000. I am happy to help. Where are you in the process? In fact Process Builder and Flows are both built on the same Salesforce feature called Lightning Flow. 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. Thanks in advance. 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. A manual record should trigger the process - I don't know why it wouldn't. If a flow cant do what you need you or a developer can write Apex to do so. 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. Error: Restforce::ErrorCode::MalformedQuery. Awesome! (Not a specific person). Note: you need to install the unmanaged package for the email templates. This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository. 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 Opportunity Management process failed. I dnt see an option for [Opportunity].Id in my process. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. I'm happy to take a look -rebecca@capstorm.com. Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. Salesforcians - Blogger Are you referencing the "send marketing materials" step? New Opportunity Created for Account Type = Prospect OR Customer, send Email to Finance Team, create Task for Account Owner ONLY for Prospect. Action for Node 1 Email Alert to mail notifies account creation : Finance: Account Creation. I will make sure to reply you within short time and help you to complete the Superbadge. 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. You can not create non US leads. Is the criteria for this action group solely based upon the Opportunity Stage Name? if yes please share immediately. There is an additional node with a separate immediate action that should come first. It looks like you are almost there! (They shouldn't).If you like, feel free to email me a few screenshots of your process or ** bonus points ** a video walk through. System.NullPointerException: Attempt to de-reference a null object in Process Automation Specialist. I made two dollars today! Hello Trailhead Baby,I getting the error: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. You need only 1 Lightning page for Opportunities. fj40 ls swap. I will help you figure out each challenge and how to clear it. Challenge Not yet complete heres whats wrong: If Robot Setup Date / Day Of Week is either on Saturday or Sunday, then make it to Monday. And with this, we complete the challenge! ) Make sure it is unique. Still stuck at the same point even though applying the hints from here and further forums. 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. (NOT(AND(LEN(State) = 2, 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(OR(Country =US,Country =USA,Country =United States, ISBLANK(Country)))). Challenge Not yet complete heres whats wrong: Go to action on the last node where we set up robo record. Home Change). Please help. Let the universe renounce some goodness to you . Then add an Apex action to your process. Email: your own unique email id will work fine. I have tried different order of decisions and whether to continue evaluating or stop after the action. Trailhead SuperbadgeSeries: Process Automation Specialist Part 5, Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation. Step 2. If you dont find the formula field in the edit option of the field, you can delete and recreate the field with the same name as well. (Too much work for me!) If yes to these questions, let's take a deeper look! Thanks for this! Hello friends,I removed the post that contained a walk through of this step. How about this- before you give up email a few screenshots of your process to me: rebecca@capstorm.com & I'll take a look. I actually got it. Result size: 2. Checked it many many times. Did you get it resolved? If u select the stop button it doesnt work, select the evaluate the next criteria button. The formulas, rollup summaries, etc. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct3. Thank you for your prompt reply! It may have been deleted by another user, or there may have been a system error. 466,992process automation specialist superbadge step 7jobs found, pricing in USD First1234NextLast Node.js code for Pipedream 6 days left I have an established Pipedream workflow with an incoming webhook data.data and we do forward some of the data via POST to another API system. Lead State must be valid 2-digit US state. reading, but what if you just have to follow the steps for a challenge , Isn't I ranted again, moved things around, tried again. I did the same. Under the Loop: Get products, I am supposed to add a new loop variable; however, I do not have the option select loop variable. Wondering how you were able to add that. Please contact your system administrator for more information. I'm happy to look at your screen shots- send them to my mom's email: rebecca@capstorm.com I usually spend the weekend with my mom and dad, so I will probably not look at them until Monday. Alias: will be I assume that you have a formula set up to make the due date 7 days from today. Thanks in advance for your help! Though it doesnt throw an error for that condition. Im having a problem validatin a step in the Process Automation Specialist! Could you send a few screenshots to my mom's email: rebecca@capstorm.com or tag her in them on the Salesforce Success Community @RebeccaGray ? Test Scheduling logic Hi Rangers , Great going !!! 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: This superbadge is all about to test one's automation skill using superb automation tools which salesforceprovide. Hello,while executing i am 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'.is there anything i could do to get this right? Also- Make sure that the "evaluate next criteria" verbiage shows on the node above.And - Make sure the process is activated.Still stuck? 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? 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. the 6th and final step to the Salesforce - Trailhead - Process Builder Specialist Superbadge! Negotiation Stage & Amount > 100 000, automatically submit for approval. Various trademarks held by their respective owners. ACADEMIC & STUDENT SERVICES. On the error message, you could dig down within the developer console- frankly a bit beyond my admin skill set. In the end, I set all my variables to Input and Output to be safe, and it passed. I have created 3 approval processes: 1) Opportunity Stage is Negotiation Over 100k; 2) Automatically Approve Opportunities Stage = Awaiting Approval and Amount = 100k. 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'. Ive used Flow a LOT in recent years, but I learnt a lot more about it from completing this exercise. Thank you very much! Now, edit your own details make Nushi 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. Yay! 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? I liked this one. I gave Assigned To ID as Opportunity.Account.OwnerID.