I'm happy to take a look if you could comment with what you have. Ask your administrator for help. 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. a) Number of deals=> Same error. Im not getting a option for RB Robotics templetes in lookup. Everything worked when I tested before checking the step but I kept 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 ranted, I changed my process to call invokable processes, I tried again. Issue was Evaluate the next criteria option was not enabled for step 3. How did you solve. Give your Salesforce admin these details. Test Scheduling logic Hi Rangers , Great going !!! Did you get it resolved? {!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. Please contact your system administrator for more information. (high school algebra 2). 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. I have spent a few more hours on it, still couldn't figure out what is wrong, I get the same 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. [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4], Step 3 : Create validation rule on lead object. 2) Process builder - Re-read the instructions for the 1st node. Testing this uncovered a few issues: it was originally an auto-launched flow (wrong!) You are a life saver. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Please debug the issue via debug logthere is an issue when the approval process is inserting record. Send Welcome Packet Email, when the Opportunity is Closed Won. Time to move forward with step 5, 1. 8 . Since the error states that you need approval from manager, my guess is that it is something with the approval process. 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}. Struggling with the last step for 2 days now. Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. OR ( Based on LeadSource value lead should be assign to correct sales team (Queue). (Note: for the purpose of this superbadge, pretend Integration User is the finance group.) 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! is-. I've been stuck on Challenge 5 for two days and keep getting: An Opportunity with the Stage 'Negotiation/Review' and the Amount greater than $100,000 was not successfully submitted for approval upon creation.I have a feeling my approval process is whack, so I was wondering if you could post up more details on your settings for that. Quite interesting Thank you in advance for your help! Challenge-5 (Automate Opportunities)I am unable to get Robot setup as Record type to create a record. did not pass. If you check these things and are still having trouble, feel free to email screenshots to me. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Sales 014 process failed. Superbadge-Process-Automation-Specialist. I need help with the Process Automation Superbadge Challenge # 5.Requirements : Automate 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. How about this- before you give up email a few screenshots of your process to me: rebecca@capstorm.com & I'll take a look. Getting this Error again and again Please help me. 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. Showcase your mastery of business process automation without writing a line of code. 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. First exception on row 0; first error: REQUIRED_FIELD_MISSING, Required fields are missing: [Discount_Percent__c]: [Discount_Percent__c], Hey megha pls check if u r missing to enter data on the discount percentage field. If you are familiar with report and dashboards, this challenge should only take 30 or so minutes to complete. Sometimes it is much easier to look at a visual than try to understand from words!A few things to consider:1) Not all opportunities should receive marketing materials, but all opportunities should trigger the email to finance. 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. Process automation specialist superbadge step 8 how to cancel brandy melville order oreilly aito parts. Everything looks the same. According to the solution provided, if an opportunity is customer account type, then it will never go through the approval process. 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. Doesnt matter if the flow actually works. trailhead playground and have installed the package: Package Name: A huge thank you to Jocelyn Fennewald , Salesforce MVP, for pointing out the "remove all columns" option within the report creator. Is that correct? My brother has started to play with me! Cannot progress, I am stuck for 1 day and any help will be greatly appreciated !! Create an lead assignment rule and make 2 rules entries and give order accordingly.Based on LeadSource value lead should be assign to correct sales team (Queue). I have a problem in 6 Automate Opportunities module. OR ( Step-1 : Validation rule on Lead to verify Country and State field. You start as a prospect and end up as a closed/won customer. "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. Add the desired fields as below, Next add the Opportunity Validation Rule with error formula as below. 1. 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. Only Trailhead Playgrounds have the correct data for these challenges.) A PageReference is a reference to an instantiation of a page. There was an unhandled exception. (Integration User), Whenever an Opportunity is created for Customer type account, Send an Email alert to Finance Group. Thanks Trailhead Baby this post was very helpful! Having 3+ years of working experience in Salesforce domain. ACADEMIC & STUDENT SERVICES. Confused? I based my criteria on the Negotiation node solely on the opp stage- since the opp amount was part of the approval criteria. From a quick glance, I see several items that you can easily correct:1) Read the criteria for the first node again (Opportunity Customer). It will work. Create an lead assignment rule and make 2 rules entries and give order accordingly. Its only what a client would say in a real-life consulting environment. Hello, I have the exact same problem. Remove any Validation rules on Opportunity Object, In process builder select the process which u created and check whether u select the stop button or evaluate the next criteria. Thanks for your help. I am getting the exact same error. apex specialist specialist Determining various development & t. Make sure you have successfully logged in to your Just update your process builder with single condition where it checks Opportunity as closed one, remove all your other 3 conditions. Yes, I will help! Many Git commands accept both tag and branch names, so creating this branch may cause unexpected behavior. Add New Resource Loop : Variable Type as below. Please contact your system administrator for more information. 5, "Friday", Weve previously discussed Workflow vs. Email me a few screenshots- rebecca@capstorm.com and I can give you some pointers. I'm looking forward to hearing that you passed the challenge! Do you want me to take a look at the process? I'll need the information for the node and the immediate actions. Hooray.. I tried creating a new field but then this new field isnt showing in the Process builder when I lookup. 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. [Opportunity].AccountId Does not equal Global Constant $GolbalConstant.Null 2. 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. This is my journey- a normal kid by day- a Trailhead explorer by night. No description, website, or topics provided. There is also a slide deck that came in useful. Hello. Does your flow reference the approval process? Please help me to solve my problem.An Error message is below. Issue with Step 4 Superbadge process automation specialist? Business Administration Specialist Superbadge- 3 & 4, Lightning Experience Reports & Dashboards Specialist Superbadge - 5-6. 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. Process automation specialist superbadge step 8. your effort will be highly appreciated by fellow readers. UPPER(ShippingCountry) =='USA', That being said my next challenge personally is to figure out how to make the flow work. It also removed the approval steps from Process Builder and highlighted with s the prerequisite items to building my process. Done the Superbadge Successfully.. Give your Salesforce admin these details. I have tried different order of decisions and whether to continue evaluating or stop after the action. I dnt know where I am wrong. What are the criteria on your robot setup record set up?Did you assign Nushi Davoud to be your manager? Missing ) . The first three Superbadges can be taken in any order, and completing all three unlocks the fourth Superbadge, Advanced Apex Specialist. Feel free to post another comment once the process is reconfigured! Waw, what a dedication--both in terms of the superbadges and answering all of those questions! How were you able to get around this? I dont get much time these days to redo the challenges. IF Prospect account:[Opportunity].Account.Type equals Prospect[Opportunity].Account.Id is null false [Opportunity].StageName equals ProspectingCreate Task:Due Date Only TODAY()+7Assigned to ID [Opportunity].Account.OwnerIdPriority HighStatus In ProgressSubject Send Marketing MaterialsRelated to ID [Opportunity].IdAlert manger via finance account creation form3. I started this Superbadge in the usual way, by printing this instructions plus the slides and transcripts of the videos. I don't think it's a good way to solve a problem but if there's anybody who wants to pass this step only, it would be the way to avoid conflictThank you for your help and have a nice day! so check the criteria, This issue is not resolved would you plzz help me. Please contact your administrator for more information. For some areas where I was finding it difficult to figure the approach I needed to take, the guide here came in handy. These are resume worthy for particular reason.. 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. Give your Salesforce admin these details. Hi! When you start a create a new report, simply click to start with a clean screen. 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. Step 5 I keep getting the following message: Challenge Not yet complete heres whats wrong: 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. ) If you are in a consulting role, WATCH THE VIDEOS. I liked this one. I'd start by inactivating the validation rule. After giving it some considerable thought, I ended up creating a Process (1) to handle the emails to Finance (and the task), then invoking that in another Process (2) that runs based on Opportunity Stages. "Related details:- (2nd node) Criteria Name: Opportunity = prospect; Set Conditions: 1. criteria. success. ISCHANGED( Name ) && ISPICKVAL(Type, Customer Channel), ISCHANGED( Name ) && ISPICKVAL(Type, Customer Direct ), 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: &, BillingCountry <> US && BillingCountry <> USA && BillingCountry <> United States && NOT( ISBLANK(BillingCountry ) ). Yes. After selecting edit, scroll down. Including the step to "send marketing materials?". Hi Trailhead Baby,I used to have the following error:There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. || Country ="USA" || Country ="United States" || Not able to see Robot Setup object in Record type drop down list for node 4 in challenge 5. I am the Trailhead Baby! Create Flow for Opportunities. This can be achieved by using both the Standard Controller and as well as Custom controller functionality. Please contact your system administrator for more information. Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. autofilled but you can change it to an easy one . 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First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup v3 process failed. autofilled but you can change it to an easy one . Many thanks again! I am getting the same error. The screenshots are in the blog post. It doesn't make sense.Rework the formula- it is actually a pretty simple one - with only two conditions. Thanks Trailhead Baby! Thank you for sending the screenshots and the blog comment! please help me. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Not allowed you to change: [Name]. * Read the "challenge 5" instructions above the check challenge button very carefully. I hope to inspire all of the worlds trailblazers to learn, grow, and experience! Steps-2 : Create Two Queues 1. This time a complete new error message appears: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'. (They shouldn't).If you like, feel free to email me a few screenshots of your process or ** bonus points ** a video walk through. You know Santa! Try disabling any validation rules on the account object then rechecking the challenge. Two things:Under - criteria for prospect accounts opportunity created-[Opportunity].StageName equals picklist prospecting(instead of [Opportunity].Stage)Action-Related to ID should relate to the opportunity owner- [Opportunity].Id(instead of Opportunity.AccountId)Passed? Please install the package first through app launcher or follow below link: 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. ISPICKVAL( Type , 'Customer - Channel') THANK YOU so much! I'll post a few of them here as well, since they may help others:* You select your "manager" for an approval process within your own profile. Assembly System Sales. Assembly System Sales. Hi Trailhead BabyI stucked at Step-5 Automate OpportunitiesWhile Deactivating Process Builderit's getting error Like thisChallenge 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'.While active Process Builderit's getting error like thisChallenge 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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