Please contact your system administrator for more information. 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. This can be achieved by using both the Standard Controller and as well as Custom controller functionality. Try disabling any validation rules on the account object then rechecking the challenge. In this part of challenge we need to setup Robot Setup Date. Change formula of date field from[Opportunity].CloseDate + 180..to.. below formula. Supported I did the same. 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. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. 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'. According to the solution provided, if an opportunity is customer account type, then it will never go through the approval process. Are you asking what the error message means? But before starting with the release management, let us build the foundation with Application Life cycleManagement. Activate it and deactivate any others, in last step what is this Formula on the account detail they should be able to see the number of deals, number of won deals, when the last deal was won, what our win percentage is, and the total amount of deals we won. I also got the same error.How did you rectified it. Please post some details regarding the process- which criteria are in place. Hello Kiyomi,Happy to help! Robot Setup Record should not happen immediately. type = rollup summary ( on opportunity function sum aggreate field ammount criteria- stage=close won), d)Last won deal date Challenge Not yet complete heres whats wrong: Send Welcome Packet Email, when the Opportunity is Closed Won. or am i making mistake here? Can you please help me to resolve it incase you know the resolution. Please contact your system administrator for more information. I am stuck with this, kindly help 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. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, The record couldnt be saved because it failed to trigger a flow. 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! If a flow cant do what you need you or a developer can write Apex to do so. 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. Superbadge . There is also a slide deck that came in useful. Everything looks the same. I am happy to help. Where are you in the process? Do you want me to take a look at the process? (Different criteria = different nodes. Manager Reject -> Stage = Negotiation / Review and Unlock Record. || Country ="USA" || Country ="United States" || Read More: Salesforce Interview Questions and Answers We Swear By! In this part of challenge, we gonna create a flow which takes some input from user and will return list of Product record. 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!! Why the change of heart? This example explains the process of redirecting to another VF Page when you save an account record. I have the Process builder set up corectly. 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. The report is a beta feature.We welcome your feedback on IdeaExchange.Flow DetailsFlow Name: X5_Automation_oppType: WorkflowVersion: 4Status: ActiveFlow Interview DetailsInterview Label: X5_Automation_opp-4_InterviewLabelCurrent User: Henrique Ortiz (0051I000000LP7k)Start time: 12/6/2017 2:00 PMDuration: 0 secondsHow the Interview StartedHenrique Ortiz (0051I000000LP7k) started the flow interview.Some of this flow's variables were set when the interview started.myVariable_old = nullmyVariable_current = 0061I000004AdF9QAKASSIGNMENT: myVariable_waitStartTimeAssignment{!myVariable_waitStartTimeVariable} Equals {!Flow.CurrentDateTime}Result{!myVariable_waitStartTimeVariable} = "12/6/2017 2:00 PM"DECISION: myDecisionExecuted this outcome: myRule_1Outcome conditions: or1. The Day of the Week should not fall on Saturday or Sunday. {!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. apex specialist specialist The approval process should be selected to automatically push the approval to the manager. Thank you for your Blog, Your information is always extremely helpful!!! OK, I managed to do this. How to.resolve it please help.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. Ask your administrator for help. Hello friends,I removed the post that contained a walk through of this step. Hi Rajendra,Happy to helpbut I will need some details. The criteria look good to me. One the end of each node, have selected to "evaluate the next criteria" (default value is "stop") ? When I test the process It was able to create a Task with the subject " Send Marketing Materials"but when I check the challenge I am still getting the same error message. This should help with ensuring that steps are not skipped.You will want to read two sections:1) Create Sales Process and Validate Opportunities2) Automate OpportunitiesIs your validation rule on the Opportunity object? Please help. If you are in a consulting role, WATCH THE VIDEOS. I have a problem in 6 Automate Opportunities module. I have same error. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - ChannelLogic: One condition must be true (OR)OPPORTUNITY.FINANCE_ACCOUNT_CREATION (EMAIL ALERTS): myRule_1_A1Inputs:SObjectRowId = {!myVariable_current.Id} (0061I000004AdF9QAK)Outputs:None.DECISION: myDecision2DECISION: myDecision5Executed this outcome: myRule_6Outcome conditions: and1. you should see Materials word carefully. Thank you so much for your good work. Having 3+ years of working experience in Salesforce domain. Dear Trailhead Baby:)And greetings from Finland where lives Santa himself, so I'd propose you to be kind to me and help me sort it out what's my issue regarding Superbadge Process Automation #5. Thanks for clarifying that there should only be one criteria. Dont forget replicate For Shipping State/Province and Shipping Country same as Billing State/Province and Billing Country validation which I have mentioned above. Please contact your administrator for more information. Only one process have to active otherwise it give same error. When you start a create a new report, simply click to start with a clean screen. Message: MALFORMED_QUERY: When . Thank You. Create a custom object Robot Setup with a Master-Detail relationship to the opportunity include Autonumber the record name, starting with 0 using name format: ROBOT SETUP-{0000}. Lets solve this developer Superbadge Process Automation Specialist for the Level up challenge. Now it's working :)But I've caught a little problem with the next step - there are no such products in my Playground. https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4. The StageName would be part of the process (process builder) but not the validation rule. 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. These are resume worthy for particular reason.. Queue Name:Rainbow Sales ; AND Assembly System Sales. Because in my case i have written only Material and not Materials so it throws error. Formula ==> AND(!ISBLANK( BillingCountry ), LEN(BillingCountry) != 2), validation rule Name ==> State Validation rule for shipping add I am close to give it up, somehow the time is not worth it. No idea why this weird issue is happening. Your process looks perfect. The screenshots are in the blog post. Is that correct? 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. Try a formula: AND (first criteria , second criteria)* Within the first node of the process, make sure to include both types of customers. Photo by William Iven on Unsplash. - In your user profile, click edit. You can open dev console in a separate window and try running the process. I am stuck on challenge 5 not quite sure what to do or how to proceed. 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! It doesn't make sense.Rework the formula- it is actually a pretty simple one - with only two conditions. Make sure to inactive other processes in Processes to avoid interference and activate your process builder: Help onSuperbadge Process Automation specialistStep 6? I'm happy to help you though if you would share some details about your process. Hi, I finally managed to properly create a task, but now Robot Setup is stopping me. I based my criteria on the Negotiation node solely on the opp stage- since the opp amount was part of the approval criteria. He laughs when I poke his nose and tries to take toys out of my hand. Hello! Check that may be another process is also in active. a time taking process for you ?? Can you double check that you emailed:rebecca@capstorm.com ? the prospect approval process you created in approval process section is inactivate. May I ask a question, please? setMock ( HttpCalloutMock . Hello Rajendra,I am happy to help. After the first node, is the process set to "evaluate the next criteria"? It indicates, "Click to perform a search". 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. create master detail relationship with opportunity. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup v3 process failed. Username: will be autofilled but you can change it to an easy one . {!myVariable_current.AccountId} (0012E00001pUftIQAS) Does not equal null3. {!myVariable_current.StageName} (Negotiation/Review) Equals Negotiation/Review2. My first assumption is that there is a reference field missing in your process. I have carefully read all of this and other threads on this trail. 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 $100,000 was not rejected successfully by your manager or the Opportunity Stage was not updated to 'Negotiation/Review'. Please help me to solve my problem.An Error message is below. : []"Below would be Process Builder but cannot paste here. Happy to take a look- rebecca@capstorm.com. Under Record Collection: Add New Resource Filterresult: Variable Type as below. It means that wen salesforce tried to check the workability of your approval process, the record that shud have been submitted for approval, ie shud pass the criteria. That would be a lot of email! . It looks good on a resume to be a contributor. We couldn't find the record you're trying to access. Otherwise, an email would be sent to finance every time you have an opportunity created or edited as long as the opportunity is associated with an account. If you would email a few screenshots, I am happy to take a look at them. :/ Been struggling a while now. Give your Salesforce admin these details. That means the case numbers inform which day of a week Opportunity was closed, 0 for Monday, 1 for Tuesday and so on. I will make sure to reply you within short time and help you to complete the Superbadge. Please try again. Flow DetailsFlow API Name: Robot_SalesType: Record Change ProcessVersion: 13Status: ActiveOrg: eAgent (00D2E000000na5a)Flow Interview DetailsInterview Label: Robot_Sales-13_InterviewLabelCurrent User: Tarik Kadic (0052E00000Hvc03)Start time: 4/18/2019 9:43 AMDuration: 0 secondsHow the Interview StartedTarik Kadic (0052E00000Hvc03) started the flow interview.Some of this flow's variables were set when the interview started.myVariable_old = nullmyVariable_current = Opportunity (0062E00001CO0koQAD)ASSIGNMENT: myVariable_waitStartTimeAssignment{!myVariable_waitStartTimeVariable} Equals {!$Flow.CurrentDateTime}Result{!myVariable_waitStartTimeVariable} = "4/18/2019 9:43 AM"DECISION: myDecisionExecuted this outcome: myRule_1Outcome conditions: 1. First- probably a silly question. 1. Youll be coming back to this object later in the challenge, since, in typical fashion, our stakeholder realises the start date can be at weekends. your effort will be highly appreciated by fellow readers. TIA, Challenge Not yet complete heres whats wrong: help Priority Picklist High 4. Process Automation Specialist Superbadge Showcase your mastery of business process automation without writing a line of code. The approval process is straightforward. UPPER(ShippingCountry) =='US', Copyright 2000-2022 Salesforce, Inc. All rights reserved. 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. Give your Salesforce admin these details. i.e. 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. 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. Leave a comment for the Trailhead Baby! The Country field is allowed to be blank, so youll need to build this into your validation rule. I got confused between SObject Variables and SObject Collection Variables, but I got it in the end by assigning my data to an SObject Collection Variable. Good morning Trailhead Baby! Superbadges are proof of worthiness! I've read all postings related to this and went thru what I've but couldn't find the error. 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'. Hi! VF Page--- < , To redirect to another page which is saved in your organization, use the standard feature provided by Salesforce PageReference . It is highly recommended to print the video transcripts, because there are a multitude of brief instructions that are easy to overlook while watching. Thank youI have sent the screenshots for the process and the first step in the flow (Prospecting). Can you help me to find out the problem. After selecting edit, scroll down. * Have you set your own approver? Time to move forward with step 5, 1. I am getting the same error. error id: 429738065-586330 (157788690)ook up exceptioncode values in the soap api developer guide. ) There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. I am taking on automation specialist superbadge. This report lists the elements that the flow interview executed. Message: MALFORMED_QUERY: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015f00000Cs08EAAR. Below are tips and gotchas for each report / dashboard. . Is their anyway I can share my screen shots please? trailhead playground and have installed the package: Username: will be A positive- the screenshot you emailed of the "send marketing materials" action has all the correct criteria! Apex but theres another automation tool Admins should have in their tool belts as well called Flows. Thanks Trailhead Baby! reading, but what if you just have to follow the steps for a challenge , Isn't I dnt know where I am wrong. Thanks again for your help, https://help.salesforce.com/articleView?id=user_fields.htm&type=5On profile .scroll to the bottom. Cannot progress, I am stuck for 1 day and any help will be greatly appreciated !! "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'm happy to take a look if you could comment with what you have. Criteria : (Opportunity: Stage EQUALS Negotiation/Review)AND(Opportunity: Amount GREATER THAN 100000)SALES: Opportunity Needs Approval->Template. You have June 26, 2001.3) Robot Setup Record- Read the instructions carefully and note the "date" requirement. But I didnt understand the formula you changed in the last step for Date field in Robot Setup Object. The post that you are referencing was removed. The entry criteria is missing one thing A record needs to match the account type and the stage name. You can look up ExceptionCode values in the SOAP API Developer Guide. I have tried different order of decisions and whether to continue evaluating or stop after the action. Thanks Trailhead Baby. I tried creating a new field but then this new field isnt showing in the Process builder when I lookup. Session Security Superbadge Unit . Make sure it is unique. Create a process with process builder Opportunity object with option created and updated. The formulas, rollup summaries, etc. https://www.youtube.com/watch?v=kqQyCsOgO8Q. 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. The email should be sent to "User: Integration User" from the current user's email address. Yes, I will help! Many useful tips and guide. A few things:1) The first node in the process builder should not trigger sending marketing materials. I appreciate your help and hints along the way to get me back on track with the challenge.Thank you! 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. Stuck on Step 7 Process Automation Superbadge? (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. 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! In real life i would want to trigger it the way you stated as well! 000+ postings in Kallang and other big cities in Singapore. Then add an Apex action to your process. Though would have to take it to the trailhead badge authors Concepts we use to complete this Superbadge: Validations and Formulas Sales Process Process Builder Flow Important Pre-works before you start doing this Superbadge: Create a new Trailhead Playground for this superbadge. This blog consists of all four challenges of Approval Process Management include Set up . startTest (); Test . 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. (rebecca@capstorm.com). Assigned to ID Field Reference [Opportunity].Account.OwnerId 3. : Challenge 6. 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. formula ==> If you would like help, just leave a comment! . * Finance needs to know about all opportunities, but marketing materials only need to be sent to a certain group of opportunities. missing required field: [nextApproverIds] Error ID: 898053472-282948 (239473768)missing required field: [nextApproverIds] Error ID: 898053472-282948 (239473768): []. {!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. Challenge 5 , node 4. what am I suppose to do ?? (You can also email screenshots) I'm happy to look at some screenshots via email, but I like to do as much posting here as possible in order to help others that may face the same issue. * Read the "challenge 5" instructions above the check challenge button very carefully. 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)? You know Santa! Though it doesnt throw an error for that condition. Yes can you explain what you mean by own manager set up in the profile? : [] Assuming something is wrong w/ my approval process can you help provide some guidance? I'd like to take a look at it. 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? Reconsider this one. Business Administration Specialist Superbadge- 3 & 4 Lightning Experience Reports & Dashboards Specialist Superbadge - 5-6 error id: 429738065-586330 (157788690): [] Though in my view superbadges are more like test than learning modules. The Rainbow sales team should be handling all the leads that come from the web {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. 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. You can look up ExceptionCode values in the SOAP API Developer Guide. Hi again,This was actually my second node. 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. Let the universe renounce some goodness to you . Just open the debug logs and check. Error ID: 479743514-108618 (-370455525): [], Your email address will not be published. And it takes care of the process thereby. Please go through this it will definitely help you -. I request you create a thread of this error and your suggested solution in the forum, as I might wud have to take down this post in future. : Opportunity.Account Type = Prospect, Opportunity stage = prospectingand Opportunity.account id not equal to null, Node 3 Criteria. we all are done with preps. first exception on row 0; first error: cannot_execute_flow_trigger, we cant save this record because the automate opportunities process failed. Could you send a few screenshots of your process to rebecca@capstorm.com ? 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. 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 :). Please contact your system administrator for more information. Give your Salesforce admin these details. Error ID: 2146461946-632512 (157788690): []. 8 . 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. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Anything over $100K--have to be approved before they can close: []. Could something else be wrong? 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! When you are selecting the field:Opportunity is the starting object.Click on the drop down- and scroll down.The items with a ">" next to them will expand to related fields.Scroll down past the ">" options, and you will see the fields directly related to the opportunity object including OpportunityID. On the error message, you could dig down within the developer console- frankly a bit beyond my admin skill set. I am unable to get Robot setup option in create a Record. Hi Trailhead Baby!Thank you for your help. It's time to get a new superbadge: the Process Automation Specialist! Is the process active? First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, You need Manager Approval: []When I deactivated the process I got following error messageChallenge 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'.Here is the snapshot of what I have done. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, dont edit these types: []* The first node of this process should have 4 criteria with customized logic. 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. Yes- there are several things that could be the cause. 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.