Frankly, I didn't check the process with an actual record - which is a good idea! - In your user profile, click edit. An unhandled fault has occurred in this flow Maybe this thing recorrection solves your problem. Package Name: Process Automation Superbadge unmanaged package Package ID: 04t46000001Zch4 Make a new user as - First name: Nushi Last name: Davoud Alias: will be filled automatically as ndavo. 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'. Is it possible that the problem is somehow in previous steps (they passed the challenge, but maybe affect this step) ? Just a correction, NOT from CONTAIN should be removed as well: OR Note: If you have trouble in creating process builder, comment the errors you are getting, so that I will guide you to process it. I'd check this first to see if you have any validation rules on the opportunity object. Label = Number of deals Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. Is there a validation rule on the opportunity object? But still facing the same error.Can anyone help me out here.Regards,Ashish. Getting this Error again and again Please help me. The superbadge covers: Assignment rules Sales processes and record types Roll-up summary fields Validation rules Process Builder Approval processes A Flow to conditionally collect data and display in a screen Adding a flow component to your Lightning record page Requesting admin to make update in your last question formula. Checked it many many times. This error i get while validating 5 step. It looks like you are almost there! Action for Node 1 Email Alert to mail notifies account creation : Finance: Account Creation. Add the component on newly created Opportunity Record Page. I got an email with information that there's 'No Applicable Approval Process', but I have assigned Nushi Davoud for both my approval processes. Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. I have created 3 approval processes: 1) Opportunity Stage is Negotiation Over 100k; 2) Automatically Approve Opportunities Stage = Awaiting Approval and Amount = 100k. Is their anyway I can share my screen shots please? You can look up ExceptionCode values in the SOAP API Developer Guide. Hi , In Challenge 5 .. we need to define this formula CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180) i m getting error after this :Challenge Not yet complete here's what's wrong: 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. Based on LeadSource value lead should be assign to correct sales team (Queue). It turns out, you can build fancy widgets without developers! 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. I wont say any more than that, for fear of giving it away, but if youre stuck, feel free to tweet me @gemziebeth. 2) My first node focuses on two types of current customers and the prospects. Forgetting to activate is an easy oops. Any luck here? 2. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, error: [Name]"Any ideas? Rainbow Sales. or am i making mistake here? Like it and share it to help our #salesforceohana members. For some areas where I was finding it difficult to figure the approach I needed to take, the guide here came in handy. ( Automate Opportunities) of Process Automation Specialist superbadge. HINT: There are 4 necessary criteria for this node plus you will need to customize the logic in order to select the conditions. ), validation rule name ==> country rule for shipping add Feel free to post another comment once the process is reconfigured! Hi Bareera,I emailed some suggestions. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. 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). Tip:Create 2 public groups (Sales Team) and assign each one queue. 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. hmmmm. Negotiation Stage & Amount > 100 000, automatically submit for approval. (Hint: Remember to click on the "stop" button at the end of each node to change it to "evaluate the next criteria" until you hit the final node.). Design a site like this with WordPress.com, Click to share on Facebook (Opens in new window), Click to share on LinkedIn (Opens in new window), Click to share on Twitter (Opens in new window), Click to share on Telegram (Opens in new window), Click to share on WhatsApp (Opens in new window), Click to email a link to a friend (Opens in new window), Click to share on Reddit (Opens in new window), Process Automation superbadge unmanaged package, Business Administration SpecialistSuperbadge, Tips to complete the Lightning Experience SpecialistSuperbadge, Create a product rule to avoid mis-configurations in abundle, Guidelines to write a guest post onblogs. (LogOut/ Hi, I finally managed to properly create a task, but now Robot Setup is stopping me. If you get stuck again, I'm happy to take a look! I will send you an email - Thanks! Hi Trailhead Baby,I have been trying to complete challenge 5 of Process Automation Super Badge. Error ID: 1155961392-2800659 (157788690): [], Assigned To ID: id value of incorrect type: 0015f00000Ow7PGAAZ. Okay, I cleared the "Related to" field on the task creation action and now I'm getting this message: 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 know a lot of people have had this same problem but I've tried the solutions posted and I can't seem to make it work. Create related Email Alert from search box for the templates above. Then I felt a bit sheepish, thinking people who had seen that would think I was showing off!! VALIDATION RULE 2 : Rule Name :Name Change, Error Message :You cant change the Account name for Customer Direct or Customer Channel. NOT( If you are in a consulting role, WATCH THE VIDEOS. Also- Make sure that the "evaluate next criteria" verbiage shows on the node above.And - Make sure the process is activated.Still stuck? Related to ID Field Reference [Opportunity].IdDo you happen to have any idea what I am missing here? Yikes! No description, website, or topics provided. I am close to give it up, somehow the time is not worth it. It is highly recommended to print the video transcripts, because there are a multitude of brief instructions that are easy to overlook while watching. Node 3- Revise criteria. Try to disable the validation rule then run the check again. 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. Error ID: 1009579560-396 (1684581515): []. Error ID: 1067837610-13774 (1684581515): [] I believe I tried all the options. Chapter 10, Salesforce Certified Data Architecture & Management Designer Exam Tips, Learn Salesforce with Gemma Homework and Recordings, Introduction: Learn Salesforce from Scratch Totally Free, A Flow to conditionally collect data and display in a screen, Adding a flow component to your Lightning record page, Spin up a new trailhead playground you need the data, but you can get away with adding a few records yourself. Thank you; got by that error and now working on my other errors. Automation Champion Approach I-do. I am missing something but I cannot locate the issue since all the parameters and processes seem to be in a proper order. ) When I take away the Related to ID field away on the Prospect node of the process builder, I get the error that a task is not created for the owner. Go to the Process we created in step 5. Automate Opportunities - Detailed stepsAll formulae are available in the below links https://salesforcehandle.com/superbadge-process-automation-specialist-he. Hi Abhi,I have not received the email yet. Node 1 Criteria. Assembly System Sales. check where the error happened on the logs and u will find the culprit. I'm Sandeep Yadav. 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. (I doubt 2nd criteria)When it comes to Task itself the only field I can't validate against yours in snapshot is Assigned to and there I have (like above already someone asked and you confirmed):[Opportunity].Account.OwnerID. Create Names with related to appropriate sales team. The entry criteria is missing one thing A record needs to match the account type and the stage name. Error Message: My Flow had a couple of fast lookups in it to collect the products based on criteria, a decision, then a couple of screens. I would like to take a look at your approval process, validation rule, and the process itself. * Have you set your own approver? Action for Node 3: ApprovalsChoose the one we created for the opportunity here. I am happy to take a look at what you have an offer some pointers. Create Initial Submission Actions (Field Update) => Set Opportunity Stage to Waiting Approval. Yes. The Day of the Week should not fall on Saturday or Sunday. Though in my view superbadges are more like test than learning modules. Join our group and start sharing your views and ideas. I am sure that there is something that can be changed! 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: I passed this step. Thanks Trailhead Baby! 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? Sales", Similarly, for assigning lead to Assembly System Sales -. Hello,while executing i am 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 have created task as shown in screenshot and its active as well. Can you tell me what is happening? (LogOut/ Hi Rajendra,Happy to helpbut I will need some details. Ive even tried building just a process for the robot setup creation just to take away all of the noise. Send Welcome Packet Email, when the Opportunity is Closed Won. Hey trailblazer, I'm here to guide you in earning the Approval Process Specialist Superbadge, which is part of the Process Automation Specialist badge. My fault was that after making the necessary changes, I forgot to activate it. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, You Need Approval From Manager. Thanks for informationThank you!! 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. : Opportunity Stage = Closed Won. This is probably the most simple step to be stuck on for days!Lets solve it to claim our badge super fast! there is some issue with fields not having correct type of data. Stage is field label and StageName is a field name so that shouldn't be a problem , i updated the Related to ID to [Opportunity].Id still i see the same issue. Would you mind sharing some details? Regarding step 5, if you change the stage of the opportunity and change back to prospecting, another task Send marketing materials would be created. Clarification: the 2nd Approval Process above is Opportunity Stage = Awaiting Approval and Amount = 100k. Only one process have to active otherwise it give same error. please help me. Process Automation Specialist Challenge 5 How To Make Process Builder Demo Super Badge Hindi Youtube. . https://trailhead.salesforce.com/help?article=Installing-a-package-or-app-to-complete-a-Trailhead-challenge, Process Automation Challenge #5 Automate Opportunities: There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. It also removed the approval steps from Process Builder and highlighted with s the prerequisite items to building my process. Are you asking what the error message means? I've been working on this step for a few weeks now and I am now 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 was originally getting this 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'. I dnt know where I am wrong. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, Give Related to ID also. Thank you to all the guys involved in that Q&A. Challenge Not yet complete heres whats wrong: Good evening!I've got some problems with 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. Odd! Hello Josh,Two days! - criteria are met. But I didnt understand the formula you changed in the last step for Date field in Robot Setup Object. An unhandled fault has occurred while processing the flow. Could you share some details of your process? Email: your own unique email id will work fine. Error ID: 2146461946-632512 (157788690)ok up ExceptionCode values in the SOAP API Developer Guide. In this example, I am going to explain that how to show/hide a particular section of Vf Page that depends on a picklist field value i.e. Need help with specific errors? Subject String Send Marketing Materials 5. Please contact your system administrator for more information. Element 1: Screencomponent from the paletteName:Product Quick Search. Yay! The formulas, rollup summaries, etc. But I keep getting the following error even though the Robot Setup record is created with correct date.Challenge Not yet complete here's what's wrong: 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.Please can you help me in getting this error out of my way.Thank you in advance. Thanks for driving me to write better and more , You havent done the process correctly retry with the approach above. 3, "Wednesday", Complete the capstone assessment to earn the Process Automation Specialist Superbadge. The immediate action should trigger the approval process. Robot Setup Record should not happen immediately. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0010o00002GvZOaAAN. You know Santa! trailhead playground and have installed the package: Username: will be If you are still getting the error, send a few screenshots of your process my way and I will take a look- rebecca@capstorm.com. There was an unhandled exception. 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. : [StageName]. Flow DetailsFlow API Name: Robot_SalesType: Record Change ProcessVersion: 13Status: ActiveOrg: eAgent (00D2E000000na5a)Flow Interview DetailsInterview Label: Robot_Sales-13_InterviewLabelCurrent User: Tarik Kadic (0052E00000Hvc03)Start time: 4/18/2019 9:43 AMDuration: 0 secondsHow the Interview StartedTarik Kadic (0052E00000Hvc03) started the flow interview.Some of this flow's variables were set when the interview started.myVariable_old = nullmyVariable_current = Opportunity (0062E00001CO0koQAD)ASSIGNMENT: myVariable_waitStartTimeAssignment{!myVariable_waitStartTimeVariable} Equals {!$Flow.CurrentDateTime}Result{!myVariable_waitStartTimeVariable} = "4/18/2019 9:43 AM"DECISION: myDecisionExecuted this outcome: myRule_1Outcome conditions: 1. Also, Click on the Opportunity field STAGE and add a picklist value as Awaiting Approval, Next, create a sales process under opportunities by searching the sales process in the Search box. Manager has been setup for Admin under User details. Thanks now I'm receiving this error:There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. what to do now? Note:- Roll-up summary fields can created on master side of master-detail relationship. Username: will be I would rather say read twice or thrice unless you are not clear with problem statement /requirement to every challenges of this superbadge, doing so, will give you a clear pictureof problem statement. Not sure this is affecting the challenge. Please contact your system administrator for more information. Yes- there are several things that could be the cause. 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! Give your Salesforce admin these details. So I am getting stuck on the 6th step of the Salesforce Superbadge for Process Automation on step 6. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. If the problem continues, get in touch with your administrator with the error ID shown here and any other related details. PS I tried Buying you Coffee but it wont take international credit cards. The conditions for "which record" triggers the criteria are specified within the node. . That's what I would do if it isn't a validation rule problem. If a flow cant do what you need you or a developer can write Apex to do so. Leave a comment for the Trailhead Baby! Its only what a client would say in a real-life consulting environment. May I ask a question, please? 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. Reconsider this one. Please contact your system administrator for more information. It doesn't make sense.Rework the formula- it is actually a pretty simple one - with only two conditions. Can you help me to find out the reason for this errorChallenge 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. Start by adding a field to OpportunityApproval: Checkbox typeIdeally, the sales reps shouldnt be able to check that box and only system administrators like and sales managers should be able to check it. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct4. Waw, what a dedication--both in terms of the superbadges and answering all of those questions! Thanks, Tim, Let's take a look at your "Negotiation" node on the process. b) Assembly System Sales, Step 5: create assignment rule on lead barrina led lights Thanks again for your help, https://help.salesforce.com/articleView?id=user_fields.htm&type=5On profile .scroll to the bottom. Hi Trailhead Baby,I'm happy to get your reply. According to the solution provided, if an opportunity is customer account type, then it will never go through the approval process. Hi! I'll take a look at it. In challenge 5 there is a hyperlink on robotsetup too. Thank you for your prompt reply! Complete the capstone assessment to earn the Approval Process Specialist Superbadge. How about this- before you give up email a few screenshots of your process to me: rebecca@capstorm.com & I'll take a look. @Trailhead Baby: Hi! this error occurred when the flow tried to create records: field_integrity_exception: assigned to id: id value of incorrect type: 0015j00000bqxgjaag. Check Setup > Lightning App Builder. UPPER(BillingCountry) =='United States', First- probably a silly question. 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. Please debug the issue via debug logthere is an issue when the approval process is inserting record. Dont be tempted to write a checkbox formula they want a Text field. You can look up ExceptionCode values in the SOAP API Developer Guide. This blog consists of all four challenges of Approval Process Management include Set up . This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Related To ID: id value of incorrect type: 0054P000009KkqWQAS. "I'm going crazy, I have days doing this and I can not, can you help me? I put on a pot of coffee and the world immediately becomes a mess of thoughts, feelings, and emotions. Thanks Trailhead Baby. This is not the issue, as an admin you can have assign/reject permission. No matter how I change my date formula for the Robot Setup process, I get: 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.My current formula looks like this (included comments): CASE( MOD([Opportunity].CloseDate - DATE(1900, 1, 7), 7), 0, [Opportunity].CloseDate + 1 + 180, /* Sun: CloseDate + 1 wknd day + 180 days */ 4, [Opportunity].CloseDate + 2 + 180, /* Thurs: CloseDate + 2 wknd days + 180 days */ 5, [Opportunity].CloseDate + 2 + 180, /* Fri: CloseDate + 2 wknd days + 180 days */ 6, [Opportunity].CloseDate + 2 + 180, /* Sat: CloseDate + 2 wknd days + 180 days */ [Opportunity].CloseDate + 180 /* Default (Mon/Tue/Wed): CreatedDate + 180 days */)I am getting an email alert that an opportunity needs my approval.Would you mind taking a look? Please contact your system administrator for more information. Message: MALFORMED_QUERY: When retrieving results with Metadata or FullName fields, the query qualifications must specify no more than one row for retrieval. Please help. Label = Number of won deals Issue with Step 4 Superbadge process automation specialist? other leads come from our partners and from lists that we buy--all those leads are potential buyers of our assembly systems, Step 1: On Account object create validation rule so that correct US address can enter into the system, validation rule name ==> country rule for billing add Criteria : (Opportunity: Stage EQUALS Negotiation/Review)AND(Opportunity: Amount GREATER THAN 100000)SALES: Opportunity Needs Approval->Template. Challenge Not yet complete heres whats wrong: Small contribution to SFDC community. Same Error on Automate Account.. plz provide Any solution? error id: 429738065-586330 (157788690)ook up exceptioncode values in the soap api developer guide. A magnifying glass. Could not fix that with any of the formulas. You are a life saver. Hi Arno,If you would share some details of your process, I'll take a look. as your own manager-, LEN( State ) autofilled but you can change it to an easy one . Stuck on Step 7 Process Automation Superbadge? In this part of challenge, we gonna create a flow which takes some input from user and will return list of Product record. If you did, and are still stuck, email some screen shots of what you have to my mom- rebecca@capstorm.com - and I will take a look at it. Hi! I'll need the information for the node and the immediate actions. I am getting the same error. Please Approve my messages I need help with this step. Create Setup Record and Setup Date = 180 days + close date. fj40 ls swap. 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. billing specialist superbadge challenge 6. Does your process look like the screenshots posted in the blog? Save and Activate the flow.Now search Lightning App BuilderAdd New page: Select Record Type Label: Product_Quick_SearchObject: OpportunityPick any templateAnd Drag and drop Flows from Left palette, select the flow we made and Save! What do you suggest I do? (Note: for the purpose of this superbadge, pretend Integration User is the finance group.) 5, "Friday", But before starting with the release management, let us build the foundation with Application Life cycleManagement. I am managing to solve everything by myself, but I wonder something. Then pushes the records to the approval process? Create two rule entries and fill like below. This value is empty. When I test the process It was able to create a Task with the subject " Send Marketing Materials"but when I check the challenge I am still getting the same error message. Got the same error. CASE(WEEKDAY([Opportunity].CloseDate + 180) ,7,[Opportunity].CloseDate + 182,1,[Opportunity].CloseDate + 181,[Opportunity].CloseDate + 180) and it worked, Challenge 1 : Automate Leads :Assignment Rules\Select the criteria for this rule entry ISPICKVAL( Type , 'Customer - Direct') , Please provide some details of how your process is currently set up. Not, "create a record if" the "if" bit is contained within the node.- You could probably do this within one node by using the more general conditions for the node, then triggering a separate process which filters out the customers or doing something similar in visual workflow. Curious if you have seen this error.Regards, Hello- Yes I have seen this error before. I must have read through it more than a dozen times already, I am still getting 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'. A new Lead with the Source Web was not correctly assigned to the Rainbow Sales queue. but i have assigned the queues to the respective source, In Create Flow For Oppportunites I Have an error, Challenge Not yet complete heres whats wrong: Posted at 16:45h in logan sargeant family by nerf gun obstacle course rental near me. Can you please help me to resolve it incase you know the resolution. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Adding the rest of the event in the process builder. The "related to ID: id value of incorrect type" may also mean that there is an incorrect field reference in your process. Please reference ID: YRQGUFCA. (Just post the details as a reply). what do you mean not occur on the weekends? However I stuck with the step 5 challenge 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'.It seems like I went through all the steps and criteria but still fail. 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.