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(NOT(AND(LEN(State) = 2,(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)))). 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. Try a formula: AND (first criteria , second criteria)* Within the first node of the process, make sure to include both types of customers. Change). * If anyone is having trouble getting the process nodes in the correct order, think about it like this: What is the logical flow for a new customer at any business? 000+ postings in Kallang and other big cities in Singapore. get ahead. 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. Create queues for your sales teams but thats obvious from the video. Session Security Superbadge Unit . It also removed the approval steps from Process Builder and highlighted with s the prerequisite items to building my process. 2, "Tuesday", Its only what a client would say in a real-life consulting environment. You can look up ExceptionCode values in the SOAP API Developer Guide. Validation Rules >> New. Help on Superbadge Process Automation specialist Step 6. 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. Why did i see Lead: Clone source only , didnt get Lead: Source ? Ive even tried building just a process for the robot setup creation just to take away all of the noise. Hello.Thank you so much for your prompt reply!I checked and realized that the criteria of Approval process was not enough and revised as below.Approval process Criteria: "Amount greater than $100,000" AND "Stage Equals Negotiation/Review"Process builder Criteria is also same as above.But still same error apears.Should I create a validation rule on the Opportunity object?Or issue is another condition?How do you think?I don't have or find an solving idea anymoreThanks, Kiyomi. Unless you've revised things since then, I'd bet that the primary issue for this error is that the node for a "prospect" did not have criteria that required both the stage and the account type. Superbadge-Process-Automation-Specialist. A positive- the screenshot you emailed of the "send marketing materials" action has all the correct criteria! Good morning Trailhead Baby! Do you have your own manager set up in the profile? Challenge Not yet complete heres whats wrong: criteria. Create new Assignment rule for this scenario(Do not use the standard rule). First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity Management process failed. Salesforce Interview Questions and Answers We Swear By! OK I will send you a detail email with screen shots. Contact @jkarlsteen . 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. 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. If yes to these questions, let's take a deeper look! 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. The Country field is allowed to be blank, so youll need to build this into your validation rule. Weve previously discussed Workflow vs. Is there a cache or something somewhere that has to be cleared for new processes to work? This all checks out OK as suggested:My Approval process is ACTIVE.Manager is set to be approver. Manager of Opportunity Owner for Approval; Lock Record and move stage to Awaiting Approval. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct3. Create Three Email Templates:Finance: Account Creation,SALES: Opportunity Needs Approval,Sales: Opportunity Approval Status. first exception on row 0; first error: cannot_execute_flow_trigger, we cant save this record because the automate opportunities process failed. missing required field: [nextApproverIds] Error ID: 898053472-282948 (239473768)missing required field: [nextApproverIds] Error ID: 898053472-282948 (239473768): []. Small contribution to SFDC community. Create some Roll-up Summary and formula field on Account Object. or am i making mistake here? The issue was in validation rules. It worked finally!! Did you happen to email me as well? [Opportunity].AccountId Does not equal Global Constant $GolbalConstant.Null 2. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Cannot change Account Name if Type is Customer Direct, Channel: [Name]. A project with Daddy: My favorite daily process! Process Builder except last step all steps should Evaluate Next Criteria Rainbow Sales. This can be achieved by using both the Standard Controller and as well as Custom controller functionality. - criteria are met. Try something like this- because the only days that should not have Robot Setup's scheduled are Sunday & Saturday.CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180). An unhandled fault has occurred while processing the flow. Ronak SFDC Process automation specialist Superbadge feedback (Step 6) Hi All, I was stuck on step 6 of the Process Automation Specialist SuperBadge for hours, and wanted to post some help for others who may be going through what I went through. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity PB process failed. 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. if yes please share immediately. Please spend a few minutes to go through the following Flow diagram and understand it. You want to send the email to finance for 3 specific account types, and there will be logic involved with the conditions. Getting this error in 5th step ( Automate Opportunities) of Process Automation Specialist superbadge. Your validation rules are incorrect. 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. unique email id will work fine. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity automation7 process failed. 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. I did the same. A few things:1) The first node in the process builder should not trigger sending marketing materials. 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. Give your Salesforce admin these details. 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? And email error text:How the Interview StartedUser started the flow interview.Some of this flow's variables were set when the interview started.myVariable_old = nullmyVariable_current = Opportunity (00610000019ZX5IAAW)ASSIGNMENT: myVariable_waitStartTimeAssignment{!myVariable_waitStartTimeVariable} Equals {!$Flow.CurrentDateTime}Result{!myVariable_waitStartTimeVariable} = "17.4.2019 11.35"DECISION: myDecisionSkipped this outcome because its conditions weren't met: myRule_1Outcome conditions: 1. (Note: for the purpose of this superbadge, pretend Integration User is the finance group.) Message: MALFORMED_QUERY: When retrieving results with Metadata or FullName fields, the query qualifications must specify no more than one row for retrieval. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, The close date must be today or later: [], challenge not yet complete heres whats wrong: there was an unexpected error in your org which is preventing this assessment check from completing: system.dmlexception: insert failed. I passed this step but another error occurred. 2. Create a record type named RB Robotics Process RT. Sharing is caring. Hint: Carefully read / listen to the 1st line of the "Automate Opportunities" video/transcript. 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. Issue was Evaluate the next criteria option was not enabled for step 3. Below are tips and gotchas for each report / dashboard. This error i get while validating 5 step. Hello Sai- I took a look at your screenshots:A few tips:1) The approval process needs some edits. IF Deal is Negotiation[Opportunity].StageName equals Negotatiation/Review[Opportunity].Amount greater than 100 000Submit for Approval ((Opportunity: AmountGREATER OR EQUAL100000) AND (Opportunity: StageEQUALSNegotiation/Review) + Next Automated Approver Determined By Manager of Record Submitter)4. Email alert for a newly created opportunity. They dont want any State abbreviations that are greater than or less than 2. The formula field you need to create for calculating the day of the week can be easily found online; I used this forum post. Supported I am facing this error while checking my challenge Automate Oppotunities on Process Automation Specialist. Contact your administrator for help. This will need to be corrected. Please try again. Label = Last won deal date Odd! Lead Country must be either. UPPER(ShippingCountry) =='USA', The error message I got is like this: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. Assembly System Sales. Create Initial Submission Actions (Field Update) => Set Opportunity Stage to Waiting Approval. Hello friends,I removed the post that contained a walk through of this step. This is probably the most simple step to be stuck on for days!Lets solve it to claim our badge super fast! Superbadge . {!myVariable_current.StageName} (Negotiation/Review) Equals ProspectingLogic: All conditions must be true (AND)Executed the default outcomeDECISION: myDecision5Executed this outcome: myRule_6Outcome conditions: 1. Thank you in advance, Hii Kona, Give your Salesforce admin these details. Help on Superbadge Process Automation specialistStep 3? How do I choose [Opportunity].Id in stead ofOpportunity.AccountId?? I am the Trailhead Baby! success. If you could share some details of what you have, I am happy to take a look. Hi! First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Approval for a deal of more than $100K is must before closing. I responded to the email with a few tips-- starting off that there should be 4 nodes in the process, not 3. Take a break, grab a snack, and watch this video. https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation, HOw to: WordPress MultiSite with Multi TOP level Domain (TLD), Maintain Your Pardot Specialist Certification for Spring 19, Maintain Your Marketing Cloud Email Specialist Certification for Spring 19, Platform Developer CErtification I Learn Whats New for Platform Developers in Spring 19, PLATFORM DEVELOPER I Certification Maintenance Work with the New Apex Security Settings (Spring 19). Process automation specialist superbadge step 8 how to cancel brandy melville order oreilly aito parts. 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,I tried with the solution still getting same error.I have emailed you the screenshots on email id-rebecca@capstorm.comKindly check and please revert. Step 2. 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. 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? This is my journey- a normal kid by day- a Trailhead explorer by night. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. : []"Below would be Process Builder but cannot paste here. This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository. High Value Residential This report includes: 1 filter, 1 grouping, and 1 summarized field. Hello, I have the exact same problem. As matter of fact, I had to delete a validation rule for customer stage field and passed. Or the "email to finance"? Date, Date__c : Date typeNotes, Notes__c : Text typeDay of the Week, Day_of_the_Week__c : Number. I am close to give it up, somehow the time is not worth it. Check your Account.Type criteria. Probably you missed to create Immediate Action Awaiting Approval, which is strictly required and given on instructional video. Give your Salesforce admin these details. 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. https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4. Under Record Collection: Add New Resource Filterresult: Variable Type as below. Click on the 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. IF(OR(TODAY() - 730 > Last_Won_Deal_Date__c,TODAY() + 730 < Last_Won_Deal_Date__c) ,'Yes','No'), step 1: create object robot setup (Note: for the purpose of this superbadge, pretend Integration User is the finance group.) Thanks Trailhead Baby this post was very helpful! 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. Configure the more complex functionality in a flow and then add a flow action to your process. Hi Trailhead Baby!! And it takes care of the process thereby. Thank you and I'll try this again as soon as I can. Thanks for letting know. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, An account cannot be added for Customer - Direct and Customer - Direct Channel. 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. 180 mod 7 gives 5, so only when Opportunity's close date is on Monday or Tuesday Robot Setup Date may occur on weekend. Dont be tempted to write a checkbox formula they want a Text field. I will provide you with all the information needed once you direct me to a potential spot of error. 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. I hope this gets you started! A tag already exists with the provided branch name. there is some issue with fields not having correct type of data. Check that may be another process is also in active. UPPER(BillingCountry) =='United States', So yes my issue was w/ identifying who the correct approval person is and this was at the Approval Steps section --> automatically assign to approvers --> then manually choose the user I was looking for.Thanks for working through this w/ me, Is the issue solved? Executive Report Tips: SolarBot Loyalty Revenue This report is tricky, but I don't want to give away the solution! in step first when im writing formula (Opportunity: Stage EQUALS Negotiation/REview) AND (Opportunuty: Amount GREATER THAN 100000) its showing Error: Syntax error. I kept it to Null and wasted 2 days of time ;(, 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. Error ID: 1930596534-98280 (1684581515): []. So close! Hi Kona, {!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. Then I changed approver to a manager and I stopped receiving email alerts. The email should be sent to "User: Integration User" from the current user's email address. When the Account was prospect it did create the task. I set the Stage = ClosedWon under Approval Steps. On the error message, you could dig down within the developer console- frankly a bit beyond my admin skill set. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. First- probably a silly question. error id: 429738065-586330 (157788690): [] HiI have done the configuration for Approval Process/Process Builder but when I am executing the challenge, I getting below 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'. Make sure it is unique. I based my formula on the formula field I created earlier (to calculate the day of the week). Name ==> State Validation rule ), validation rule name ==> country rule for shipping add Give your Salesforce admin these details. (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. [Opportunity].Account.Type Equals Picklist Prospect- Action Name: Send Marketing Material Set Field Values: 1. Why the change of heart? Do you have any further ideas? Alias: will be There was an unhandled exception. Formula ==> AND(!ISBLANK( State ), LEN( State ) != 2), Step 4 : Create 2 queue 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 :). Creating design specifications with the development team. What am i suppose to do ?? 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! Glad you figured it out! Automation Champion Approach I-do. CASE(MOD([Opportunity].CloseDate + 180 DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180). Since the error states that you need approval from manager, my guess is that it is something with the approval process. Also, is there some sort of tutoring available or someone to chat with regarding questions on these challenges? Did you get it resolved? A flow trigger failed to execute the flow with version ID 3011I000000DAEO. 6, "Saturday", "Error"), step 3: Give your Salesforce admin these details. 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. (LogOut/ filled automatically as ndavo. class , new WarehouseCalloutServiceMock ()); String jobID = System . May I ask a question, please? Add New Resource Loop : Variable Type as below. Please Approve my messages I need help with this step. Disable a validation rule then try again. 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. Thank you so much for the advice Trailhead Baby! I've read through almost all of your blog and can't seem to find anyone with the same issue with the Related to ID field. Are you able to share details of your process? Doesnt matter if the flow actually works. // This object is available in API version 17.0 and later. My favorite daily process. Business Administration Specialist Superbadge- 3 & 4, Lightning Experience Reports & Dashboards Specialist Superbadge - 5-6. @Trailhead Baby: Hi! 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. Feel free to post another comment once the process is reconfigured! Your process looks perfect. The immediate action should trigger the approval process.