8 . Create Three Email Templates:Finance: Account Creation,SALES: Opportunity Needs Approval,Sales: Opportunity Approval Status. It was happy with the ones I created (shown on the left) as long as the names contain the words Assembly System, CloudyBot and RainbowBot, youre home and dry. process automation specialist superbadge step 1 - Diffusion of Technology process automation specialist superbadge step 1 By Yash - July 14, 2021 What's the first thing I do when I wake up? After selecting edit, scroll down. Check out all badges on Top Trailblazers! Everything looks the same. In the end, I set all my variables to Input and Output to be safe, and it passed. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Go to action on the last node where we set up robo record. Though it doesnt throw an error for that condition. Create a new Trailhead Playground for this superbadge. (Integration User), Create an approval process with entry criteria as followed :-, Email Template :- SALES: Opportunity Needs Approval. Request you to please help, while trying to complete the challenge 6 for Process Automation Specialist, I am facing the following issues 1. have high-level requirements but the detailed solution is up to the person building the processes and doesn't follow step-by-step guidance. It indicates, "Click to perform a search". a) Rainbow Sales The error message is this: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 MaterialsThis is what I have in criteria:[Opportunity].Account.Type Equals Picklist Prospect[Opportunity].AccountID Doesn't Equal Global Constant $GlobalConstantNull[Opportunity].Stage Equals Picklist ProspectingIs there something wrong? Node 1 Criteria. Try removing the "status" criteria. Step 5 I keep getting the following message: Challenge Not yet complete heres whats wrong: But in your logic, you are using LEN(BillingState)>2. Still stuck at the same point even though applying the hints from here and further forums. Thank you for your prompt reply! Basically if you have a flow with two screen components and a Record Lookup component and have that flow installed on a Lightning Record Page itll verify. Error ID: 1009579560-396 (1684581515): []How can I show you some details about my process builder? Error ID: 2146461946-632512 (157788690): []. Error ID: 605963218-241434 (1684581515): []And this email error: Error Occurred: This approval request requires the next approver to be determined by the Manager field. Select queue to This are the tasks that they ask to accomplish: But I did created this step in my process: The Opp fields being validated are Opp.Stage and Opp.Amount in the rows above. 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. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Though I have created a new Trailhead Playground for this superbadge, however I am not able to view RainbowBot, CloudyBot, and Assembly System in the product name, where to check them 2. A few hints:* The first node should have 4 criteria plus conditional logic* The second node should have 3Recommendation: Read through the instructions again and sketch out the process on paper before starting in Salesforce. Clarification: Approval Process 2 is Opportunity Stage = Awaiting Approval and Amount= 100k. Can you double check that you emailed:rebecca@capstorm.com ? I guess this trailhead superbadge should also teach a way to avoid this, I mean, only creating a task when the stage is prospecting once, and not everytime it changes to prospecting. Same error. >>> Lead Assignment rule(search it in Quick Find Box) With follow up questions, please respond to this post. I set the Stage = ClosedWon under Approval Steps. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Automate Opportunities process failed. Don't forget to activate the process after changes are made! The Rainbow sales team should be handling all the leads that come from the web Activate it and deactivate any others, in last step what is this Formula Opportunity Stage = Prospecting and Account Type = Prospect, Your Process Builder Step should look like below, Opportunity Amount > 100k and Stage is Negotiation, Opportunity Closed Won and Create Record in Robot Setup Object, Challenge Not yet complete heres whats wrong: so check the criteria, This issue is not resolved would you plzz help me. High Value Residential This report includes: 1 filter, 1 grouping, and 1 summarized field. If you could share some details of what you have, I am happy to take a look. Thank you for posting the solution! Why don't you email a few screen shots to me? Then I changed approver to a manager and I stopped receiving email alerts. Give your Salesforce admin these details. Hi Trailhead Baby,After being stuck in sept 5 for 4 weeks, I found your blog and read your post and replies.I tried to follow your instructions and now I faced a new error message in Step 5.May I send you an email to ask for your help, if possible?Thank you in advance! Challenge Not yet complete heres whats wrong: I really liked this badge because of the way it was structured; youre given a set of videos to watch that deliver the requirements you need. Is there a validation rule on the opportunity object? First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, error: [Name]"Any ideas? I request you create a thread of this error and your suggested solution in the forum, as I might wud have to take down this post in future. Flows are not my strong suite. Give your Salesforce admin these details. i am stuck with the same issue, and i tried to open the reference link.. bbut the page was not found.Pulling my brain for past 13 hours on this step..Please help. Please go through this it will definitely help you -. Please install the package first through app launcher or follow below link: It it activated? Notify the opportunity owner when an opportunity is approved or rejected.Use the Finance: Account Creation, SALES: Opportunity Needs Approval, and Sales: Opportunity Approval Status Email templates included in the unmanaged package for your processes. 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. || Country ="USA" || Country ="United States" || check where the error happened on the logs and u will find the culprit. label - Deal win percent Breast Cancer at 29 REALLY?! It's a tricky formula, but I'll get you started: CASE(MOD([Opportunity].CloseDateThis thread on the developer community should point you in the right direction:https://developer.salesforce.com/forums/?id=906F00000008vlZIAQ, Hello, I keep seeing this error message: A Closed Won Opportunity did not successfully either create an Robot Setup record and if it did, then the Date__c was not 180 date from the Opportunity Close Date.When I set field values for the new robot setup record I have opportunity as a field reference to Opportunity ID and a formula for the Date that is close date plus 180. Process Automation Specialist Superbadge 5 October 03 2017 A project with Daddy. Flow error messages: An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. ISPICKVAL( Type , 'Customer - Channel') : []What I am getting from this error message It has something to do with my validation rule but I deactivate my validation rule I still got the error. Thank you and I'll try this again as soon as I can. (Note: for the purpose of this superbadge, pretend Integration User is the finance group.) I'd like to take a look at it. reading, but what if you just have to follow the steps for a challenge , Isn't An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. ("manager" is the correct approver). I'd start by inactivating the validation rule. What do you suggest I do? Finally we are ready to verify the challenge !!! 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. 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. Mail you all the screen shot too. (Just post the details as a reply). Click the' Select Tests' button. Please contact your administrator for more information. Hi Trailhead Baby,I'm happy to get your reply. You want to send the email to finance for 3 specific account types, and there will be logic involved with the conditions. Negotiation Stage & Amount > 100 000, automatically submit for approval. {!myVariable_current.Amount} (101,000) Greater than 100,000Logic: All conditions must be true (AND)SUBMIT FOR APPROVAL: myRule_6_A1Inputs:objectId = {!myVariable_current.Id} (0061I000004AdF9QAK)comment = nullprocessDefinitionNameOrId = Opp_100kskipEntryCriteria = falseError Occurred: No applicable approval process was found. Copyright 2000-2022 Salesforce, Inc. All rights reserved. He laughs when I poke his nose and tries to take toys out of my hand. Add the component on newly created Opportunity Record Page. According to the solution provided, if an opportunity is customer account type, then it will never go through the approval process. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Sales 014 process failed. This is probably the most simple step to be stuck on for days!Lets solve it to claim our badge super fast! type - formula (return type - text ) Hello Sai- I took a look at your screenshots:A few tips:1) The approval process needs some edits. R&D. Please dont forgot to Activate the page. I double checked by approval criteria and my process according to your guidance and hints and was able to figure out what the errors were referencing and figured out how to pass the challenge. Action for Node 3: ApprovalsChoose the one we created for the opportunity here. Create Initial Submission Actions (Field Update) => Set Opportunity Stage to Waiting Approval. Add a field to the opportunity page layout as described in the business requirements and create the appropriate validation rule for high-value opportunities.Complete+500 pointsChallenge 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. Give your Salesforce admin these details. Flows while purely a declarative tool sit between Process Builder and Apex. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity Automation process failed. Randomly enough, you dont seem to need to tick this box as part of your approval process to pass the challenge, but in a real-life scenario, Im pretty sure I would cover that base. 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. I fixed that by deactivating that validation.Then I got an error message:A Closed Won Opportunity did not successfully either create an Robot Setup record and if it did, then the Date__c was not 180 date from the Opportunity Close Date. Hooray.. I hope this gets you started! Please contact your system administrator for more information. Do you have any further ideas? There are multiple types of customers and you are missing one major condition.Node 2- Missing the same condition as node 1 Why would finance be notified two times? * Finance needs to know about all opportunities, but marketing materials only need to be sent to a certain group of opportunities. HINT: There are 4 necessary criteria for this node plus you will need to customize the logic in order to select the conditions. Action for Node 1 Email Alert to mail notifies account creation : Finance: Account Creation. 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. Both of the validation rules on the Opportunity and Account objects were giving me trouble so I made them inactive. Create a process with the process builderOpportunity object with option created and updated. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Record must be approved: []Please help me with this. 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. I have tried following step by step this and other forums, still getting the same stupid 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 even cut another playground and started from scratch - didn't help either. VF Page--- <
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