HelloParas Prajapati andFebrian Tarigan, I am working on the Challenge 2: I am getting the following error. feel free to rectify just send me a screenshot showing ur code works fine. If you're using a new DE and seeing this error, please post to the developer forums and reference error id: PSCVUDBY. IF(OR(TODAY() - 730 > Last_Won_Deal_Date__c,TODAY() + 730 < Last_Won_Deal_Date__c) ,'Yes','No'), step 1: create object robot setup Rated Accounts by State The record count for state and account rating are automatically added. Thanks for driving me to write better and more , You havent done the process correctly retry with the approach above. I tried creating a new field but then this new field isnt showing in the Process builder when I lookup. Process Automation Specialist step 7 no work. How did you solve. Create Three Email Templates:Finance: Account Creation,SALES: Opportunity Needs Approval,Sales: Opportunity Approval Status. Once I removed the trigger, all went through well. can you please help. https://developer.salesforce.com/forums/ForumsMain?id=9060G000000BgNxQAK - see Nathan Bruhn's comment. Back to Basics Automation: Process Automation Specialist March 2020 Once you use this setting in a step, and in subsequent steps, it refers to the manager of the approver, not the manager of the record owner. I am sure that you can find it or something similar by googling. It is hard to give many hints about this step without giving away too many details - so - the best advice is to read through the challenge and label each step with the corresponding Salesforce term. Create tabs, quick actions, record types, and more to streamline an app user's experience. I've made sure to mark that the error should appear next to the field. I'm having the same issues. Based on LeadSource value lead should be assign to correct sales team (Queue). Add the desired fields as below, Next add the Opportunity Validation Rule with error formula as below. 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. After deleting this field, and retrying, I was able to get passed the challenge. As you can see from my screenshots above, I have the correct fields the challenge is asking for, but I also inadvertantly also added a field called 'Total Amount of Won Deals'. Help with Superbadge Service Cloud Specialist step 4. Formula ==> AND(!ISBLANK( State ), LEN( State ) != 2), Step 4 : Create 2 queue It looks like one of your branches are failing. This is straightforward normal Queue creation. You can look up ExceptionCode values in the SOAP API Developer Guide. I am unable to change it now since it is referenced in the PB. NOT( This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository. Record Page Properties are as follows, CASE( MOD( Date__c DATE(1900, 1, 7), 7), 0, Sunday, 1, Monday, 2, Tuesday, 3, Wednesday, 4, Thursday, 5, Friday, 6, Saturday,Error), Or You can use this formula also instead of above formula, CASE(WEEKDAY( Date__c ),1, Sunday,2, Monday,3, Tuesday,4, Wednesday,5, Thursday,6, Friday,7, Saturday,Text(WEEKDAY( Date__c ))), Create Another Process Builder (Name: Robot Setup). Getting this Error again and again Please help me. Explain how superbadges relate to real-world scenarios. Thank you guys! Hi, Kumar! Hi, thanks for the guide. Hy Will, I can surely be wrong as I completed this in my initial days learning salesforce. Showcase your mastery of business process automation without writing a line of code. Note:- Roll-up summary fields can created on master side of master-detail relationship. first exception on row 0; first error: cannot_execute_flow_trigger, we cant save this record because the automate opportunities process failed. Use field-level security and permission sets to control what data users can see in an app. odd. How to Use Validation Rules in Salesforce (+ Examples) Lead Country must be either. i am also facing the same issue please help what can i do .i recheck again and again all the custom fields are there. Tip:Create 2 public groups (Sales Team) and assign each one queue. Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. A superbadge is also a credential that employers might look for on your Trailhead profile. Create Names with related to appropriate sales team. Hii, I have created 3 approval processes: 1) Opportunity Stage is Negotiation Over 100k; 2) Automatically Approve Opportunities Stage = Awaiting Approval and Amount = 100k. Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. Remember to activate the process approval, it worked for me, Challenge Not yet complete heres whats wrong: U have to create the robot setup object in step 3 and that only will be used here in create record. 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. Copyright 2000-2022 Salesforce, Inc. All rights reserved. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Review Superbadge Challenge Help for information about the Salesforce Certification Program and the Superbadge Code of Conduct. Super Badge Process Automation Specialist - Stuck - YouTube I updated my Validation Rule into 2 different Rules like you had above. Though in my view superbadges are more like test than learning modules. 6. I breezed through the first 6 sections of the superbadge without any problems. Change formula of date field from[Opportunity].CloseDate + 180..to.. below formula. Cash on Card is one of the best cash from credit card services. It will return TRUE if it does not and return FALSE if it contains a value. & tnx buddy once again for your solution. Dont forget replicate For Shipping State/Province and Shipping Country same as Billing State/Province and Billing Country validation which I have mentioned above. The formulas, rollup summaries, etc. The Day of the Week should not fall on Saturday or Sunday. Just update your process builder with single condition where it checks Opportunity as closed one, remove all your other 3 conditions. Search Process Automation and select Flows. In this superbadge, you work with record types, custom fields, a new approval process, reports, and a dashboardall to create a custom volunteer tracking app with its own home page. Follow all the steps and in Assigned to ID give Account Owner Id not Account ID. ) R&D, Part of doing the Service Cloud Specialist superbadge is trying new things, so I am putting up picture of new things that I've tried recently. Thank you in advance, Hii Kona, Design a site like this with WordPress.com, Click to share on Facebook (Opens in new window), Click to share on LinkedIn (Opens in new window), Click to share on Twitter (Opens in new window), Click to share on Telegram (Opens in new window), Click to share on WhatsApp (Opens in new window), Click to email a link to a friend (Opens in new window), Click to share on Reddit (Opens in new window), Process Automation superbadge unmanaged package, Business Administration SpecialistSuperbadge, Tips to complete the Lightning Experience SpecialistSuperbadge, Create a product rule to avoid mis-configurations in abundle, Guidelines to write a guest post onblogs. Create a new Trailhead Playground for this superbadge. To unlock the Process Automation Specialist Superbadge, you must also complete the Formulas & Validations and Leads & Opportunities for Lightning Experience modules.) please help me. Stuck on Security Specialist Superbadge, Challenge 5. Superbadge: Process Automation Specialist #2 Challenge Hi, I'm not able to complete #2 Automate Accounts. The superbadge covers: Assignment rules Sales processes and record types Roll-up summary fields Validation rules Process Builder Approval processes A Flow to conditionally collect data and display in a screen Adding a flow component to your Lightning record page I've read the thread here and in similar forums. Use the below formula field for 'Call for Service': Finally Challenge 2 Complete. Posted on March 2, 2020 March 2, 2020 by Abhishek Shakrawar. https://barbaraiweins.com/what-is-an-insurance-guarantor/, https://todaybusinessupdates.com/life-insurance-as-a-benefit-for-companies-and-executives/, https://www.chicagojewishnews.com/what-is-covered-by-homeowners-insurance/, Number of deals (Roll-Up Summary field): Count Opportunity. Demonstrate how you can also create solutions without writing a single line of code. @ajaj K 45 - > This was the problem in my case .. State Validation rule Another thread for help with two digit states. Amazing blog to go through and understand the steps in detail. A superbadge defines a set of real-world challenges, and you use your Salesforce knowledge and skills to solve business problems. So I am getting stuck on the 6th step of the Salesforce Superbadge for Process Automation on step 6. Rainbow Sales. The issue was that all the fields were not visible on the page layout.Thanks. Like many of you I am stuck as well on the Process Automation Super Badge Step 1. Mom is not aware of my nocturnal computing, so I keep the noise to a minimum, and she assumes that I am slumbering away. PROTIP: I've arranged this list of superbadges in a rough sequence for taking them. did not produce the expected outcome.Any thoughts? Reports Accounts by Market To create the "Market" row grouping, use a bucket field. hey Amar, Did this way back in time trying LWC these days. 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 I started this Superbadge in the usual way, by printing this instructions plus the slides and transcripts of the videos. There was an unexpected error in your org which is preventing this assessment check from completing: System.NullPointerException: Argument cannot be null. Use the filters in Trailhead to show badges by type. A tag already exists with the provided branch name. did you got solution. I can surely b wrong. "I have checked everything and the API names are correct. If u select the stop button it doesnt work, select the evaluate the next criteria button. Creating a Validation Rule From Setup, go to Object Manager and click Account. Recommend starting fresh! Please dont forgot to Activate the page. @Devender, Even I am not able to sort out the issue using your solution. Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. That being said, there is a known issue with that specific step: It is a lovely chilly night, so, after Automating Accounts, I decided to snuggle up in a blanket and keep working. ISPICKVAL( Type , 'Customer - Channel') "Challenge Not yet complete here's what's wrong:Please check the custom fields on the Account object. 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. A bit confused about challenge 5. Thank you for any help! Country_Validation. UPPER(BillingCountry) =='United States', On the trailhead community profile as well as on the Resume! I am the Trailhead Baby! Remember to check the NULL Values in Validation rule. https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4. Give your Salesforce admin these details. I set the Stage = ClosedWon under Approval Steps. UPPER(BillingCountry) =='US', Patrick - Thank you for the response, I should have added that I am getting that pesky error with th ever changing reference error id. the prospect approval process you created in approval process section is inactivate. Flow Elements and Resources Specialist Superbadge Help Article. Automate AccountsCreate validation rules and account formula fields as specified in the business requirements. If you enter a billing state with 2 characters that means the condition automatically becomes false and this means the expression inside AND can never be True to throw the error even if the sates entered do not follow the US states criteria. Hello,There could be many reasons and for each issue , debug logs can really help to dig out the root cause.I was able to fiund in my case through logs and fixed the issue with below validations for shipping country.Error: A validation rule did not prevent a new Account from being saved when Shipping Country is blank and Shipping State has three characters.Solution: NOT(OR(ShippingCountry= 'USA', ShippingCountry= 'United States', ShippingCountry= 'US', ShippingCountry= null)) || LEN(ShippingState) <> 2same for BillingCountry as well.ThanksDax. Enter the following properties for your validation rule: a. Your blogs help me a lot. I took the validation rules created on the Lead object and tweaked them for Accounts. I guess proper case matters? A superbadge defines a set of real-world challenges, and you use your Salesforce knowledge and skills to solve business problems. Change), You are commenting using your Facebook account. Okay. Go to action on the last node where we set up robo record. i am also facing the same issue please help if your problem was resolved. Not all custom fields were found) plz help mee broo. there is some issue with fields not having correct type of data. I enjoy playing on Trailhead, taking long walks with mommy, watching the Florida Gators with daddy, and chasing my two dogs. After all of these validation rules, I was ready for a snack. Sometimes when validation is right and it doesnt work rightly just delete and recreate it from scratch. In this part of challenge we need to setup Robot Setup Date. Issue with Step 4 Superbadge process automation specialist? Check out these trailmixes for some common roles and choose one that feels right for you. Process Automation Specialist. I hid my laptop under the blanket and called for mom. Can you please help me to resolve it incase you know the resolution. Please help. Leave a comment for the Trailhead Baby! Want to send some screenshots? but i have rechecked all the fields again and again. Give your Salesforce admin these details. Thank you @steve Fitzgerald 6. help It will help the people those who want to complete the Superbadge. I am getting the same error, can you help me to resolve it in case you know the resolution. In a real-life situation I would opt for the checkbox as well, but glad it passed now. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Oppty Update process failed. When I made mistakes, I simply reverted to the last saved version. ), validation rule name ==> country rule for shipping add Nice Blog Thanks for Sharing.sales automation processbuy database for marketing. Complete the capstone assessment to earn the Process Automation Specialist Superbadge. Action for Node 3: ApprovalsChoose the one we created for the opportunity here. 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). Regarding the field "Call for Service", I suggest a more simple and accurate solution (instead of using umber of daysas itcan vary in leap years): IF(ADDMONTHS(Last_won_deal_date__c,24) < TODAY(), "YES", "NO"). I quadruple checked all my new roll ups, formulas, etc and I am still receiving this same error below. How to.resolve it please help.me. I keep getting different errors. Something that helped was saving the report frequently. Executive Report Tips: SolarBot Loyalty Revenue This report is tricky, but I don't want to give away the solution! You can try it out yourself by entering a shipping state like TT which should throw the error but it wont. This is in the flow builder. if yes please share immediately. I am getting the same 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. 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 completed my Superbadge, There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. You can use a superbadge as-is to demonstrate your Salesforce knowledge. Because Trailhead badges introduce you to specific topics in bite-size units, its valuable to understand how badges can relate to one another or build on one another to create a solution. Same error as everyone else. In challenge 5 there is a hyperlink on robotsetup too. High Value Residential This report includes: 1 filter, 1 grouping, and 1 summarized field. Process Automation Flashcards | Quizlet This is probably the most simple step to be stuck on for days!Lets solve it to claim our badge super fast! Please refer to the step again. Label: Product Type. Hi How do we create a master detail relationship with the oppurtunity object since this relationship with a particular field is known but how to build master detail relationship on a custom object,in step 3. Use the following field names.For this metric or field, Use this Field NameNumber of deals, Number_of_deals__cNumber of won deals, Number_of_won_deals__cLast won deal date, Last_won_deal_date__cDeal win percent, Deal_win_percent__cAmount of won deals, Amount_of_Won_Deals__cCall for Service, Call_for_Service__c, Number_of_won_deals__c error check spelling i want sol sir, Hi,In step 2, I have the following 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.NullPointerException: Attempt to de-reference a null objectPlease someone can help me?Thank in advance, Hi,I have the error below: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.

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process automation specialist superbadge step 2 validation rule

process automation specialist superbadge step 2 validation rule

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