Ok, got passed this error for Challenge 4, used the debug logs on the developer console to see that I had the stage name wrong, fixed that and it passed! Call Tracking for agencies: The secret marketing weapon, This is a very communicative content! In challenge 5 there is a hyperlink on robotsetup too. Thanks for the advice. Can you confirm the actions you took for step 1 "Automate Leads". How were you able to get around this? If you're new to Salesforce, Trailhead is a great place to start learning about all things Salesforce. while creating Account and Opportunity i'm not receiving error in the org. Anyone recently completed Challenge 2?? And it takes care of the process thereby. Give your Salesforce admin these details. :), @Venkata Gorantla I followed the same as you mention still facing same issue. @Patrick, Yes that is what it saysand I had initially put that in. Showcase your mastery of business process automation without writing a line of code with the Process Automation Specialist superbadge. Shipping and Billing Country must be either. I'm getting this error: On the Country validations, be sure to include "United States", not use "US" and "USA". UPPER(ShippingCountry) =='' can you pleas help me in this, In challenge 2 Im getting error like Challenge Not yet complete heres whats wrong: After all of these validation rules, I was ready for a snack. (Be sure to create a Trailhead Playground, and not a regular Developer Edition org. Challenge 5 , node 4. what am I suppose to do ?? Use validation rules and formulas to ensure data quality in an app. Hi, Kumar! Please refer to the step again. type = rollup summary ( on opportunity function count criteria- stage=close won), c) Amount of won deals I am getting error as :Challenge Not yet complete here's what's wrong: A validation rule did not prevent a new Account from being saved when Shipping Country is blank and Shipping State has three characters.I have everything in my validation rules. This error comes when I check the challenge for automating opportunities.. Flow Elements and Resources Specialist Superbadge Stuck on Step 5 of Process Automation Specialist? Cash on Card is one of the best cash from credit card services. I double checked my fields with your page, and am still getting the following error: I faced this issue while solving my trailhaed and solved it by changing "YES" and "NO" to "Yes" and "No" in call for service formula. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015j00000DbQUHAA3. @Michele I was able to get past 5 by removing the Account Type filters in my criteria. Not all custom fields were found. feel free to rectify just send me a screenshot showing ur code works fine. Thanks in advance. Create a process with the process builderOpportunity object with option created and updated. Review Superbadge Challenge Help for information about the Salesforce Certification Program and the Superbadge Code of Conduct. For example, are you an administrator, business user, salesperson, consultant, marketer, or something else? I have same error. Youre being a helping hand here I see. ISPICKVAL( Type , 'Customer - Channel') Next up, another validation rule, but this time, the validation rule is on a field within the account object. Make sure that you rule is Active before you validate this step. I had a bad Account Trigger from another trailhead item I was working, but was not complete and causing an issue. Your new org will have all the special data you need. Demonstrate how you can also create solutions without writing a single line of code. Process Automation Specialist Superbadge ( https://trailhead.salesforce.com/en/content/learn/superbadges/superbadge_process_automation ). the error doesn't go away. Recommend starting fresh! This superbadge is all about to test one's automation skill using superb automation tools which salesforceprovide. Thank you for such a wonderful content. Thanks allot Deadman , I just wasted my 3hours to tackle the issue, but u came as a saviour. Accounts have two address fields- billing and shipping - 4 total validation rules are needed. & tnx buddy once again for your solution. Label = Number of won deals Use Multiple Badges to Envision a Business Case, Salesforce Skills and Experience Building, Build Your Business Analyst Career on Salesforce, Lightning Experience Reports & Dashboards Specialist, Build Your Consulting Career on Salesforce, Build Platform Apps in Lightning Experience, Customize the User Interface for a Recruiting App, Improve Data Quality for a Recruiting App, Automate Business Processes for a Recruiting App. I request people the same. Done the Superbadge Successfully.. Deactivating a validation rule on Contact address field didn't help. OR ( Explain how superbadges relate to real-world scenarios. If you are short on time, start around the 20 minute mark. This thread should be helpful: https://developer.salesforce.com/forums/?id=9060G000000BgL3QAK. i am also facing the same issue please help if your problem was resolved. @Michele - I cannot seem to get passed Challange 1. Here's what the forumla forCall_for_Service__c. did not produce the expected outcome." Process Automation Specialist step 7 no work. In the left sidebar, click Validation Rules. I also used this formula but didn't found this formula field. Can you please help me to resolve it incase you know the resolution. Ive even tried building just a process for the robot setup creation just to take away all of the noise. "Challenge Not yet complete here's what's wrong:Please check the custom fields on the Account object. In a real-life situation I would opt for the checkbox as well, but glad it passed now. Step 2 : Install the managed package. (NOT(AND(LEN(State) = 2, NOT(CONTAINS(AL:AK:AZ:AR:CA:CO:CT:DE:DC:FL:GA:HI:ID:IL:IN:IA:KS:KY:LA:ME:MD:MA:MI:MN:MS:MO:MT:NE:NV:NH:NJ:NM:NY:NC:ND:OH:OK:OR:PA:RI:SC:SD:TN:TX:UT:VT:VA:WA:WV:WI:WY, State )) )), NOT(OR(Country =US,Country =USA,Country =United States, ISBLANK(Country)))). Various trademarks held by their respective owners. Since the code inserts 7 Closed Won Opportunities, it means your processes are changing every Robot Setup to Monday, when they should do it only when it falls on a weekend. Follow all the steps and in Assigned to ID give Account Owner Id not Account ID. Lead State must be valid 2-digit US state. I enjoy playing on Trailhead, taking long walks with mommy, watching the Florida Gators with daddy, and chasing my two dogs. Identify Flow elements and the best practices for scalability and improved performance. And I passed the challenge. Enter the Trail! I created 2 Leads Queues ("Assembly System Sales" & "Rainbow Sales")And I created a NEW Lead Assignment Rule Called Trailhead:Im not sure what I am missing to pass this challenge! In this superbadge, you automate business processes using formula fields, assignment and validation rules, custom objects and relationships, a new approval process, and a flow displaying dynamic information. No description, website, or topics provided. Identify Flow elements and the best practices for scalability and improved performance. Want to send some screenshots? Struggling with the last step for 2 days now. Hi Daniel,Have you passed?I have the same configuration like yours and can not pass.I even tryed to change names thinking if they have mistake:Amount of won deals, Amount_of_Won_Deals__c - only here API name is different, @SUNTRACan you Share your validation rule screen shortits looked out, Billing_Country_Validation_RuleNOT(OR(BillingCountry = "US", BillingCountry = "USA", BillingCountry = "United States", ISBLANK(BillingCountry)))Billing_State_Validation_RulesOR(LEN(BillingState) <> 2,NOT(CONTAINS("AL:AK:AZ:AR:CA:CO:CT:DE:DC:FL:GA:HI:ID:" &"IL:IN:IA:KS:KY:LA:ME:MD:MA:MI:MN:MS:MO:MT:NE:NV:NH:" &"NJ:NM:NY:NC:ND:OH:OK:OR:PA:RI:SC:SD:TN:TX:UT:VT:VA:" &"WA:WV:WI:WY:PR", BillingState)))For_Customer_ChannelISCHANGED( Name ) && ISPICKVAL(Type, 'Customer - Channel')For_Customer_DirectISCHANGED( Name ) && ISPICKVAL(Type, 'Customer - Direct' )Shipping_Country_Validation_RuleNOT(OR(ShippingCountry = "US", ShippingCountry = "USA", ShippingCountry = "United States", ISBLANK(ShippingCountry)))Shipping_State_Validation_RuleOR(LEN(ShippingState) <> 2,NOT(CONTAINS("AL:AK:AZ:AR:CA:CO:CT:DE:DC:FL:GA:HI:ID:" &"IL:IN:IA:KS:KY:LA:ME:MD:MA:MI:MN:MS:MO:MT:NE:NV:NH:" &"NJ:NM:NY:NC:ND:OH:OK:OR:PA:RI:SC:SD:TN:TX:UT:VT:VA:" &"WA:WV:WI:WY:PR", ShippingState)))bye hlep of this I have completed my super badage. 4, "Thursday", Nevermind - I got passed it - I had to change the Validation Rules from Top of Page to the specific fields. There was an unexpected error in your org which is preventing this assessment check from completing: System.NullPointerException: Attempt to de-reference a null object. Not all custom fields were found.2. Tedious, time-consuming, and error-prone data entry. I've split my Account State / Country validations into 2 separate validation rules. Use field-level security and permission sets to control what data users can see in an app. Viewed 14k times 0 I have tried to find the answers in the Community but am still struggling. I keep getting different errors. Bogged down by the "Call for Service" field? Add the desired fields as below, Next add the Opportunity Validation Rule with error formula as below. For some areas where I was finding it difficult to figure the approach I needed to take, the guide here came in handy. So I am getting stuck on the 6th step of the Salesforce Superbadge for Process Automation on step 6. 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). UPPER(ShippingCountry) =='US', Though it doesnt throw an error for that condition. You can open dev console in a separate window and try running the process. I am unable to get Robot setup option in create a Record. 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. Steps-2 : Create Two Queues 1. created rollup summary fields, formula fields from scratch twice, created all validation rules separately. Step-1 : Validation rule on Lead to verify Country and State field. I am having problem in adding action to the Closed Won Deal criteria, I am not getting Opportunity field in Robot setup record type. Complete the challenges to become a Screen Flow Specialist. But like @Apoorv stated, they dont test against it. Start a discussion in the forum to get straight-up answers, and avoid your query to be lost in the comment pile. The instructions say to include it. type - formula (return type - text ) U have to create the robot setup object in step 3 and that only will be used here in create record. 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. Copyright 2000-2022 Salesforce, Inc. All rights reserved. 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. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Shipping/Billing Address is incorrect: []my validationOR (ISBLANK( BillingCountry),BillingCountry <> 'US',BillingCountry <> 'USA',BillingCountry <> 'United States',AND(ISBLANK( BillingState),LEN(BillingState) !=2)). There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Issue with Superbadge Process Automation specialistStep 2? . Tips: Use Length function . So maybe they are changing them. For the country, I'm only including US, USA and null as suggested. An Opportunity with the Stage Negotiation/Review and the Amount greater than $100,000 was not successfully submitted for approval upon creation. create master detail relationship with opportunity. I have problem understanding the requirement in step 2 which of these right. Getting this Error again and again Please help me. Nice Blog Thanks for Sharing.sales automation processbuy database for marketing. I have created 3 approval processes: 1) Opportunity Stage is Negotiation Over 100k; 2) Automatically Approve Opportunities Stage = Awaiting Approval and Amount = 100k. My "Call for Service" did not have a text-output either. Guys, I passed this challenge after days of working this thing around again and again. This is my journey- a normal kid by day- a Trailhead explorer by night. have the error belowChallenge Not yet complete. here's what's wrong:A validation rule did not prevent an Account's name from being changed when Type is 'Customer - Direct'.please hell me to solve this error. I need your help. Why didn't I think of that!! Search for an answer or ask a question of the zone or Customer Support. Perhaps the thread was archived by Salesforce. I have the same errorA validation rule did not prevent a new Account from being saved when Billing Country is blank and Billing State has three characters.Billing Country Validation Rule :NOT(OR(BillingCountry = "US", BillingCountry = "USA", BillingCountry = "United States", ISBLANK(BillingCountry)))Shipping Country Validation Rule :NOT(OR(ShippingCountry = "US", ShippingCountry = "USA", ShippingCountry = "United States", ISBLANK(ShippingCountry)))Billing State Validation Rules :OR( LEN(BillingState) <> 2, NOT(CONTAINS("AL:AK:AZ:AR:CA:CO:CT:DE:DC:FL:GA:HI:ID:" & "IL:IN:IA:KS:KY:LA:ME:MD:MA:MI:MN:MS:MO:MT:NE:NV:NH:" & "NJ:NM:NY:NC:ND:OH:OK:OR:PA:RI:SC:SD:TN:TX:UT:VT:VA:" & "WA:WV:WI:WY:PR", BillingState)) )Shipping State Validation Rule : OR( LEN(ShippingState) <> 2, NOT(CONTAINS("AL:AK:AZ:AR:CA:CO:CT:DE:DC:FL:GA:HI:ID:" & "IL:IN:IA:KS:KY:LA:ME:MD:MA:MI:MN:MS:MO:MT:NE:NV:NH:" & "NJ:NM:NY:NC:ND:OH:OK:OR:PA:RI:SC:SD:TN:TX:UT:VT:VA:" & "WA:WV:WI:WY:PR", ShippingState)) )Do Not Change Name :IF(ISCHANGED(Name)&&(ISPICKVAL(Type,'Customer-Direct')||ISPICKVAL(Type,'Customer-Channel')), true, false)Please Help Me. 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. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); If you like what I write and it has been ever helpful to you. i am also facing the same issue please help what can i do .i recheck again and again all the custom fields are there. did not produce the expected outcome.getting this error, i checked everything seems fine.Can anyone help?? Could not find an active Flow named Product Quick Search. But in your logic, you are using LEN(BillingState)>2. check this blog for complete superbadge solution. 2. Process Automation Specialist (Super badge) : Automate Opportunities (step 6) curiosity 382 subscribers Subscribe 356 Share 50K views 6 months ago For approval process not found error: 1). LWC Superbadge Step 3 - Setup / Clarification. You earn this badge by completing the steps correctly in your Trailhead playground. . If you are having issues, I would do what @Apoorv did and check the Debug Logs to find out exactly where you are getting hung up. UPPER(BillingCountry) =='USA', How did you solve. Lead Country must be either. Sharing is caring. I'm trying to validate step 2 (all the new Account fields.) I tried every solution mentioned above. 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. Join our group and start sharing your views and ideas. 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. in step first when im writing formula (Opportunity: Stage EQUALS Negotiation/REview) AND (Opportunuty: Amount GREATER THAN 100000) its showing Error: Syntax error. Note: If you have trouble in creating process builder, comment the errors you are getting, so that I will guide you to process it. The issue was that all the fields were not visible on the page layout.Thanks. I will make sure to reply you within short time and help you to complete the Superbadge. "I have checked everything and the API names are correct. Check that may be another process is also in active. This is in the flow builder. Im not sure what the error above is or why. Action for Node 1 Email Alert to mail notifies account creation : Finance: Account Creation. Business Administration Specialist Superbadge- 3 & 4, Lightning Experience Reports & Dashboards Specialist Superbadge - 5-6, Service Cloud Specialist Superbadge - 4,5,6,7. It shows that you can understand a complex use case and solve it using your Salesforce skills. Routing leads to the correct teams The search function within setup of the Lighning experience is super convenient for this type of challenge. I tried to combine all the validation into one and it didn't work. 6. Challenge Not yet complete here's what's wrong:Please check the custom fields on the Account object. If u select the stop button it doesnt work, select the evaluate the next criteria button. Give your Salesforce admin these details. Hi, thanks for the guide. Step 1: Create an Account roll-up summary field To count the number of open Opportunities: Step 2: Create the Opportunity Validation Rule : Account.NumberofOpenOpportunities__c > 1 Won Opportunities must have an Amount greater than 0 I got a simple logic: IF((TODAY() - Last_won_deal_date__c) >= 2, "Yes", "NO").
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