Search Process Automation and select Flows. 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). I'm sure this is at least one bug in relation to the check. Please help. It was good enough to Pass, but not as precise as spelling out all State postal abbrevs. Rated Accounts by State The record count for state and account rating are automatically added. Want to share a concept or story? It looks good on a resume to be a contributor. Reports Accounts by Market To create the "Market" row grouping, use a bucket field. Copyright 2000-2022 Salesforce, Inc. All rights reserved. Awesome, that's SO helpful. Thank you for such a wonderful content. section below. Accounts have two address fields- billing and shipping - 4 total validation rules are needed. Action for Node 1 Email Alert to mail notifies account creation : Finance: Account Creation. Various trademarks held by their respective owners. If you're using a new DE and seeing this error, please post to the developer forums and reference error id: PSCVUDBY. I kept getting this message: To continue the process after evaluating this criteria, define the next criteria node. 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. 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. if the last time we won a deal on the account is more than two years ago (Means TODAY()-730 go to the past date this will return the 2 year back date) now need to check with the last won deal date, the Call for Service field should say YES. Here are some superbadges to guide you. 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. Get to know more about Cash on Credit Card here. The formula should work fine, but just in case, this is mine: IF(TODAY() + 730 < Last_won_deal_date__c , "Yes", "No"). IF(OR(TODAY() - 730 > Last_Won_Deal_Date__c,TODAY() + 730 < Last_Won_Deal_Date__c) ,'Yes','No'), step 1: create object robot setup This is the main error I am getting "Challenge Not yet complete here's what's wrong: Try making the answer as best answer so that others who views the article can get clear picture. It shows that you can understand a complex use case and solve it using your Salesforce skills. Were you able to figure it out? Hi , I am getting below in Process Automation Specialist Superbadge Challemge 2: I don't understand why you'd want to validate text fields for country and state when you could simply convert these to Picklist and only use Country = US and associated States. You can skip the Ready to Tackle This Superbadge? Mom put me in the shower, and I sneaked out to grab the block bin and dumped it in. Go to action on the last node where we set up robo record. Have already completed challenge 3 successfully where created custom object Robot Setup. 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. Can you share the screen shots of your fields configuration. type = rollup summary ( on opportunity function count), b) Number of won deals => Call Tracking for agencies: The secret marketing weapon, This is a very communicative content! net worth phyllis mcguire today; colleges that accept chspe; kent state athletic department salaries; tilda fabric woodland collection; batavia police scanner Can you confirm the actions you took for step 1 "Automate Leads". I do not understand the error now. "I have checked everything and the API names are correct. For step 2, I had to change the Call for Service results to "Yes" and "No", instead of "YES" or "yes". Thank you so much for your good work. 4 out of the 6 new fields are roll up summary fields with various conditions. Lead Country must be either. Thanks for your help. I dont get much time these days to redo the challenges. The Process Automation Specialist Superbadge is a Salesforce credential made up of three superbadges. And I passed the challenge. I've heard back from Trailhead editors, they're working on the issue today (7/28/17). Worked for me. How to.resolve it please help.me. Click here for. Add the flow to the opportunity screen using app builder. Hi Kona, 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. After all of these validation rules, I was ready for a snack. Based on LeadSource value lead should be assign to correct sales team (Queue). I usedNOT (REGEX(State, "[A-Z]{2}")). (LogOut/ UPPER(ShippingCountry) =='US', For some areas where I was finding it difficult to figure the approach I needed to take, the guide here came in handy. feel free to rectify just send me a screenshot showing ur code works fine. I actually like what you have collected here, really like what youre responding to and the way in which you say it. Click Learn, and then select Projects or Modules. This error comes when I check the challenge for automating opportunities.. "Challenge Not yet complete here's what's wrong:Please check the custom fields on the Account object. Give your Salesforce admin these details. Action for Node 3: ApprovalsChoose the one we created for the opportunity here. I've recently completed my Salesforce Administrator Certification, platform developer 1and 2 . Please debug the issue via debug logthere is an issue when the approval process is inserting record. 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. If you are familiar with report and dashboards, this challenge should only take 30 or so minutes to complete. Not all custom fields were found.2. Mom is not aware of my nocturnal computing, so I keep the noise to a minimum, and she assumes that I am slumbering away. Another question I have is dont I need an automatic approval process for amounts less than 100K? Screen Flow->. tried every option mentioned above for "call for service". check this blog for complete superbadge solution. My validation rule, two queues for leads, and a lead assignment rule behave as expected, but i'm getting the same error as above. Hi. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Shipping/Billing Address is incorrect: []my validation:OR (ISBLANK( BillingCountry),BillingCountry <> 'US',BillingCountry <> 'USA',BillingCountry <> 'United States',AND(ISBLANK( BillingState),LEN(BillingState) !=2)), I have the error belowChallenge 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 some Roll-up Summary and formula field on Account Object. https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4. @Stevie, yes you are right, I checked in Execute Anonymous debug logs for the test cases that SFDC is running, they are only testing against US and USA notUnited States. I took the validation rules created on the Lead object and tweaked them for Accounts. PROTIP: I've arranged this list of superbadges in a rough sequence for taking them. I did the same. 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). Just update your process builder with single condition where it checks Opportunity as closed one, remove all your other 3 conditions. Change), You are commenting using your Facebook account. Here's the validation code I used for ShippingCountry -- modified for BillingCountry and for the Leads validation. Process Automation Specialist Superbadge - 4 September 27, 2017 A tactic that worked well for tonight's challenge was to print the Trailhead "Create Sales Process and Validate Opportunities" video transcript and make a note, next to each section, with what overall steps are needed. Challenge Not yet complete heres whats wrong: To take benefits of Apex Scheduler first Write an Apex class that implements the Schedulable interface , and then schedule it for execution on specified time. Create new Assignment rule for this scenario(Do not use the standard rule). please help me. High Value Residential This report includes: 1 filter, 1 grouping, and 1 summarized field. Create Three Email Templates:Finance: Account Creation,SALES: Opportunity Needs Approval,Sales: Opportunity Approval Status. Were you able to solve it? 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. This is my journey- a normal kid by day- a Trailhead explorer by night. 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. Still stuck? Share and grow together..!For more, we always have the back of the community and you can drop me a comment if it helps! I can surely b wrong. hmmmm Not off the top of my head, but I'm happy to take a peek at what you have. UPPER(BillingCountry) =='US', i.e. Search for an answer or ask a question of the zone or Customer Support. Anyone know why theyre having us create a Validation Rule for State, especially when its more seamless to create picklist value and make it "required" since the values are finite. Stuck on Step 7 Process Automation Superbadge? Check out my lead assignment rule! : Opportunity Stage = Negotiation/Review and Opportunity Amount > 100,000, Node 4 Criteria. Remember to activate the process approval, it worked for me, Challenge Not yet complete heres whats wrong: Make sure that you rule is Active before you validate this step. a) Rainbow Sales Lead State must be valid 2-digit US state. Create Final Approval Actions (Field Update) => Set Opportunity Stage to Closed Won, Whenever Opportunity is in Negotiation/Review Stage, When deal is won i.e Opportunity stage is Closed Won. Which projects should you complete to get more hands-on experience thats relevant to your role? A superbadge is also a credential that employers might look for on your Trailhead profile. i am also facing the same issue please help what can i do .i recheck again and again all the custom fields are there. I tried every solution mentioned above. My brother has started to play with me! Do the whole thing again, it will do. can you tell how to check if they are visible on the page layout or just explain what page layout you are talking about. ISPICKVAL( Type , 'Customer - Direct') , Sometimes when validation is right and it doesnt work rightly just delete and recreate it from scratch. OR ( Label = Number of won deals It worked after I removed validation rules from account numbers as well. To unlock the Process Automation Specialist Superbadge, you must also complete the Formulas & Validations and Leads & Opportunities for Lightning Experience modules.) Get Records (Product Name Lookup) Properties: Create a Record Page on Opportunity Object: Go to Lightning App Builder page and click new. Hooray.. I'm having the same error. Though would have to take it to the trailhead badge authors How do I select the stop button? Many useful tips and guide. 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. Thanks for driving me to write better and more , You havent done the process correctly retry with the approach above. You make it entertaining and you still take interest of to keep it sensible. Missing ) . Thank you guys! I have a strong analytical background with experience in generating and analyzing reports, as well as database organization and data validation according to project requirements.<br><br>ADMIN: I have core knowledge of . I will make sure to reply you within short time and help you to complete the Superbadge. Accounts have two address fields- billing and shipping - 4 total validation rules are needed. The instructions for configuring these rules are given directly to you - don't skim read the paragraphs because the odd word will tell you how to configure what's needed. in step first when im writing formula (Opportunity: Stage EQUALS Negotiation/REview) AND (Opportunuty: Amount GREATER THAN 100000) its showing Error: Syntax error. Searching for Queues and Lead Assignment quickly led to the correct features. I updated my Validation Rule into 2 different Rules like you had above. I have problem understanding the requirement in step 2 which of these right. Requesting admin to make update in your last question formula. Right now he' taking a nap.so I'm off to edit some reports! A bit confused about challenge 5. 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. Node 1 Criteria. 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 Process Automation Specialist. I am stuck with this, kindly help @Gustavo I'm facing the same error.Can you please tell me how did you solve the error? I am unable to change it now since it is referenced in the PB. Why did i see Lead: Clone source only , didnt get Lead: Source ? 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. Note:- Roll-up summary fields can created on master side of master-detail relationship. Use the filters in Trailhead to show badges by type. https://toptrailblazers.com/b/super_badges lists the number of people who have completed each (around 2-300 at last count). Queue Name:Rainbow Sales ; AND Assembly System Sales. barry mcguigan grandchildren; kevin clements update 2021; As a result, the previous version of the Process Automation Specialist Superbadge was retired on November 28, 2022, and replaced with this new capstone-style credential. I enjoy playing on Trailhead, taking long walks with mommy, watching the Florida Gators with daddy, and chasing my two dogs. Usually this is due to some pre-existing configuration or code in the challenge Org. Demonstrate how you can also create solutions without writing a single line of code. ), validation rule Name ==> State Validation rule for billing add Remember to check the NULL Values in Validation rule. Process Automation Specialist step 7 no work. Initial criteria (1st Block) for process builder is: Status does not equal to Confirm and completed then and then your approval process will fire after that in 2nd block criteria is IsShiftVolunter = true then action should be field update (Update Status to 'Confirm'). Thanks allot Deadman , I just wasted my 3hours to tackle the issue, but u came as a saviour. OR ( Did you get it resolved? I have the Process builder set up corectly. Just a correction, NOT from CONTAIN should be removed as well: OR It will help the people those who want to complete the Superbadge. The formulas are correct. Opportunity: Amount GREATER THAN 100000. This was painful. Note: If you face any trouble in any of the challenge, comment below. I am also stuck at challenge 4 (Sales process) with the, We recommend using a new Developer Edition (DE) to check this challenge. hey Amar, Did this way back in time trying LWC these days. odd. the prospect approval process you created in approval process section is inactivate. Label = Number of won deals You earn this badge by completing either a hands-on challenge in your Trailhead playground or a quiz. you should see Materials word carefully. Having 3+ years of working experience in Salesforce domain. Complete the challenges to become a Flow Elements and Resources Specialist. Create Initial Submission Actions (Field Update) => Set Opportunity Stage to Waiting Approval. Instead, I'll share my favorite Saturday new thing- walking to the coffee shop for a sprinkle donut! I am the Trailhead Baby! Or you can adapt what you learn by completing the superbadge to show a different scenario that might be more applicable to the companies youre interested in. here's what's wrong: Please check the configuration of the custom fields on the Account object. 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}. criteria. Please suggest if there is any workaround.Thanks! 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. You should have 4 validation rules related to the address. can anyone help me with this. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. 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. type = rollup summary ( on opportunity function sum aggreate field ammount criteria- stage=close won), d)Last won deal date Also, is there some sort of tutoring available or someone to chat with regarding questions on these challenges? : Opportunity.Account Type = Prospect, Opportunity stage = prospectingand Opportunity.account id not equal to null, Node 3 Criteria. 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 (step5), 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 Materia, step5Challenge 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. Check out these trailmixes for some common roles and choose one that feels right for you. UPPER(BillingCountry) =='' error id: 429738065-586330 (157788690): [] A trailmix is a collection of trails, modules, projects, and superbadges that relate to a goal. Process Automation Specialist Superbadge Showcase your mastery of business process automation without writing a line of code. I set the Stage = ClosedWon under Approval Steps. (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,@[Miriam McCabe] and @[Ronak SFDC]. 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. Element 2: Get Record as belowLabel: Search Prod select object as Product. Small contribution to SFDC community. NOT( Hello, thank you for posting this. Posted on March 2, 2020 March 2, 2020 by Abhishek Shakrawar. 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. Clarification: Approval Process 2 is Opportunity Stage = Awaiting Approval and Amount= 100k. Perhaps the thread was archived by Salesforce. CONTAINS label-Call for Service I resolved it.
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