I am facing this error while checking my challenge Automate Oppotunities on Process Automation Specialist. I am having problem in adding action to the Closed Won Deal criteria, I am not getting Opportunity field in Robot setup record type. Process Builder except last step all steps should Evaluate Next Criteria If Robot Setup Date / Day Of Week is either on Saturday or Sunday, then make it to Monday. Not sure where to go next, This afternoon, I added a genius wig in an attempt to look a little older and more experienced. It's time to get a new superbadge: the Process Automation Specialist! Try something like this- because the only days that should not have Robot Setup's scheduled are Sunday & Saturday.CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180). I breezed through the first 6 sections of the superbadge without any problems. Please dont forgot to Activate the page. Hello Sai- I took a look at your screenshots:A few tips:1) The approval process needs some edits. hey Amar, Did this way back in time trying LWC these days. please help me. * Have you set your own approver? Someone pls help, Hi // This object is available in API version 17.0 and later. Lead State must be valid 2-digit US state. 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. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup v3 process failed. I've read through almost all of your blog and can't seem to find anyone with the same issue with the Related to ID field. It's saying the Send an email to the finance group process failed. Hi Kona, Hi Daria- Could you share some details here in the comments? can you pleas help me in this, In challenge 2 Im getting error like Challenge Not yet complete heres whats wrong: IF(OR(TODAY() - 730 > Last_Won_Deal_Date__c,TODAY() + 730 < Last_Won_Deal_Date__c) ,'Yes','No'), step 1: create object robot setup Win!On the first node, there are more criteria than just the accountID being null. I was able to approve opportunity when I was the approver. You have June 26, 2001.3) Robot Setup Record- Read the instructions carefully and note the "date" requirement. {!myVariable_current.AccountId} (0012E00001pUftIQAS) Does not equal null3. Could you send a few screenshots to my mom's email: rebecca@capstorm.com or tag her in them on the Salesforce Success Community @RebeccaGray ? Test it yourself before you hit the button. Process Automation Specialist - Challenge 1 - Blogger Sometimes when validation is right and it doesnt work rightly just delete and recreate it from scratch. Having 3+ years of working experience in Salesforce domain. Do you have your own manager set up in the profile? Read More: Salesforce Interview Questions and Answers We Swear By! Breast Cancer at 29 REALLY?! The Day of the Week should not fall on Saturday or Sunday. 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? 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. a) Number of deals=> Priority Picklist High 4. Would you like to share what you have so far, and I'll take a look? Help on Superbadge Process Automation specialistStep 3? 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. Thank you for such a wonderful content. Try something like this: CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180), This formula below is not working for me either - same 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. 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 ) ). Home How do I choose [Opportunity].Id in stead ofOpportunity.AccountId?? GitHub - alinechan/Superbadge-Process-Automation-Specialist I passed this step but another error occurred. Message: MALFORMED_QUERY: When . In this part of challenge, we gonna create a flow which takes some input from user and will return list of Product record. important case law for law enforcement. Hello friends,I removed the post that contained a walk through of this step. rebecca@capstorm.com. : Opportunity.Account Type = Prospect, Opportunity stage = prospectingand Opportunity.account id not equal to null, Node 3 Criteria. Just open the debug logs and check. Date, Date__c : Date typeNotes, Notes__c : Text typeDay of the Week, Day_of_the_Week__c : Number. I'm looking forward to hearing that you passed the challenge! In this part of challenge we need to setup Robot Setup Date. The "send marketing materials" should not be a part of the first node. Create Names with related to appropriate sales team. The criteria look good to me. One the end of each node, have selected to "evaluate the next criteria" (default value is "stop") ? Supported Business Administration Specialist Superbadge- 3 & 4, Lightning Experience Reports & Dashboards Specialist Superbadge - 5-6. I responded to the email with a few tips-- starting off that there should be 4 nodes in the process, not 3. Dont forget replicate For Shipping State/Province and Shipping Country same as Billing State/Province and Billing Country validation which I have mentioned above. Issue with Superbadge Process Automation specialistStep 2? I will send you an email - Thanks! 180 mod 7 gives 5, so only when Opportunity's close date is on Monday or Tuesday Robot Setup Date may occur on weekend. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity PB process failed. 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'.is there anything i could do to get this right? Dont try to pass this superbadge using the slide deck alone, because youll be missing out on developing a key soft skill: listening. b) Assembly System Sales, Step 5: create assignment rule on lead If the problem continues, get in touch with your administrator with the error ID shown here and any other related details. I am stuck with this, kindly help Probably you missed to create Immediate Action Awaiting Approval, which is strictly required and given on instructional video. Hello! When the Opportunity was closed won, It did created the Robot Setup Record. The checking process creates 7 opportunities to test 7 different days and verifies the 7 Robot Setups that are created as a result do not fall on the weekend. My Flow had a couple of fast lookups in it to collect the products based on criteria, a decision, then a couple of screens. So, rather than using > symbol to check LEN(STATE) use =, and add NOT for AND, it should be like below: OR Seems I got every possible error on this step.Any help would be much appreciated. THANK YOU so much! Superbadge-Process-Automation-Specialist. Hello, thank you for posting this. Not sure what it means. 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. Create a new Trailhead Playground for this superbadge. Did you happen to email me as well? Error Message: Make sure to inactive other processes in Processes to avoid interference and activate your process builder: Help onSuperbadge Process Automation specialistStep 6? Youre creating a custom object, then when the opportunity is closed won, youll automatically create a Robot Setup record via Process Builder. Email some screenshots or a video of your process to rebecca@capstorm.com. Still stuck at the same point even though applying the hints from here and further forums. Clarification: the 2nd Approval Process above is Opportunity Stage = Awaiting Approval and Amount = 100k. Process automation specialist step 6 flow builder. 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. Clone this Process. Search for an answer or ask a question of the zone or Customer Support. I added a Flow component to the Opportunitys lightning record page and passed the Opportunity ID in as the initial variable. Hi Trailhead Baby,Thanks for this awesome tips page. Error ID: 932835170-8850 (-1845957167): [] I fixed it by activating my approval process.Then I got an error about the big deals validation. I took a look at the screenshots and emailed a few hints! Is the Nushi Davoud someone that can be picked from a picklist or am I supposed to manually enter them? May I ask a question, please? Or the "email to finance"? Tips for Passing the Service Cloud Specialist Superbadge Is that correct? Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. Thank you for your Blog, Your information is always extremely helpful!!! Superbadge . There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. 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. I do not have, in my process, that the account owner ID is not nullbut I doubt that will hurt. Mail you all the screen shot too. In the end, I set all my variables to Input and Output to be safe, and it passed. Delete all other pages. That being said my next challenge personally is to figure out how to make the flow work. My only hunch is the Day of the Week field on the Robot Setup Custom object which is not setup as formula. Do you have the approval process set up so that the manager is the approver? A project with Daddy: My favorite daily process! Test Scheduling logic Hi Rangers , Great going !!! 8 . Label = Number of deals Hi Rajendra,Happy to helpbut I will need some details. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, You can't change value for customer's channel: []And in a process builder, the first criteria looks like this:[Opportunity].StageNaem Equals Picklist Prospecting[Opportunity].Account.Type Equals Picklist Prospect[Opportunity].Accdount.Id Does not equal Global Constant $GlobalConstant.Null$and the immediate actions are:Task- Due Date Only Formula- Assigned to ID Field Reference [Opportunity] Accoutn.Owner.ID- Priority Picklist High- Status Picklist High- Subject String Sent Marketing Materials - Related To ID Field Reference [Opportunity].IdWhen I delete the third condition in the first criteria, the error message is changed: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'.Where did I make a mistake?Thank you in advance! When she said she wanted a widget, thats when I swore out loud. Give your Salesforce admin these details. I passed the Process Automation Specialist Superbadge on Salesforce Trailhead a couple of weeks ago and got very confused when it said Id also got a First Ascent flag.I genuinely had no idea what it meant until I put a message out on my company Chatter and they told me it was because Id got each challenge right the first time. Challenge 4: Create Sales Process and Validate Opportunities, Challenge 6: Create Flow for Opportunities. 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. Are you able to share details of your process? Step 5 I keep getting the following message: Challenge Not yet complete heres whats wrong: 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! I have tried different order of decisions and whether to continue evaluating or stop after the action. It also removed the approval steps from Process Builder and highlighted with s the prerequisite items to building my process. Please contact your system administrator for more information. The SFDC Web Training always welcomes the new talent to expose themselves on this platform. UPPER(ShippingCountry) =='USA', have high-level requirements but the detailed solution is up to the person building the processes and doesn't follow step-by-step guidance. This error i get while validating 5 step. Tips on passing the Process Automation Specialist Superbadge on 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 Then pushes the records to the approval process? Could not find an active Flow named Product Quick Search. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Regarding the AutoNumber field for this challenge, I created the field and forgot to tell it to start counting at 0; I told it to count from 1. Node 1 Criteria. So I am getting stuck on the 6th step of the Salesforce Superbadge for Process Automation on step 6. Figure 1: Application Lifecycle Management Step 1: Plan Release Gathering project requirements and analyzing them. Can anyone help me out here.Regards,Ashish, Hi,I did changed the CRITERIA to one. U have to create the robot setup object in step 3 and that only will be used here in create record. is-. Label = Number of won deals {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. Thanks Trailhead Baby. (You can also email screenshots) I'm happy to look at some screenshots via email, but I like to do as much posting here as possible in order to help others that may face the same issue.