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First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup process failed. a time taking process for you ?? That would be a lot of email! Issue with Superbadge Process Automation specialistStep 2? OR ( Manager Reject -> Stage = Negotiation / Review and Unlock Record. Node 1- Tweak quite a bit. Change), You are commenting using your Facebook account. Frankly, I didn't check the process with an actual record - which is a good idea! 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: 1066628416-17251 (1684581515): []. 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). "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. ISPICKVAL( Type , 'Customer - Channel') It gave away too many details, and I want you to have the EUREKA! It indicates, "Click to perform a search". Thank you for your prompt reply! Do the entry criteria for the approval process contain a clause for only new records? {!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} (00610000019ZX5IAAW)comment = nullprocessDefinitionNameOrId = Approval_for_DealsskipEntryCriteria = falseError Occurred: This approval request requires the next approver to be determined by the Manager field. If u select the stop button it doesnt work, select the evaluate the next criteria button. Search for an answer or ask a question of the zone or Customer Support. Thanks all - I figured out what I did incorrect. If so, would you email a few screenshots of your process to my mom's email- rebecca@capstorm.com? This post is so helpfull and informative.keep updating with more informationPython Programming BasicsPython Programming. Follow all the steps and in Assigned to ID give Account Owner Id not Account ID. Though in my view superbadges are more like test than learning modules. I was able to approve opportunity when I was the approver. Im facing one problem. That means the case numbers inform which day of a week Opportunity was closed, 0 for Monday, 1 for Tuesday and so on. ; Test . Many thanks! The "duh" question- probably not what is wrong! 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. The screenshots are in the blog post. Many Git commands accept both tag and branch names, so creating this branch may cause unexpected behavior. 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. Make sure to inactive other processes in Processes to avoid interference and activate your process builder: Help onSuperbadge Process Automation specialistStep 6? I do not have, in my process, that the account owner ID is not nullbut I doubt that will hurt. Feel free to post another comment once the process is reconfigured! The error message is still showing up and I'm running out of ideas. My only hunch is the Day of the Week field on the Robot Setup Custom object which is not setup as formula. A magnifying glass. Thanks for letting know. Good! "Not sure if issue is with my process built or approval processThank you so much in advance! Disable a validation rule then try again. 1. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity PB process failed. Superbadge . Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. My Flow had a couple of fast lookups in it to collect the products based on criteria, a decision, then a couple of screens. 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 Day of the Week>Day_of_the_Week__c>TEXT, AND( Amount > 100000, Approved__c = False), ApprovalProcess Definition Detail:See the screenshot below for details. This is one sales process, but youll need a record type. Could not fix that with any of the formulas. Hello friends,I removed the post that contained a walk through of this step. Sg efter jobs der relaterer sig til Process automation specialist superbadge step 3 day of the week, eller anst p verdens strste freelance-markedsplads med 22m+ jobs. Step-1 : Validation rule on Lead to verify Country and State field. I actually got it. Hi Megha, I am unable to check my step 2 of Process Automation. This challenge is all about setting-up Robot Setup Object and create some fields on it. (They shouldn't).If you like, feel free to email me a few screenshots of your process or ** bonus points ** a video walk through. Number_of_won_deals__c / Number_of_deals__c, f)Call for Service Because in my case i have written only Material and not Materials so it throws error. MOD(Date__c - DATE(1900, 1, 7), 7), Criteria based on $ belong in the approval process only.- There are 2 entry criteria for the approval process. Could you share the details of your process? This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Related To ID: id value of incorrect type: 0054P000009KkqWQAS. (Just post the details as a reply). It is something smart to have in a real-life process anyway! Basically I will be modelling the following conditions:- if a prospect account then send email to finance and create a task for account owner to send out marketing stuff- if customer account (direct or channel) just send email to financeIn your flow you used 2 nodes/criteria to distinguish between these 2, but I believe that could be handled in one node if one could add conditions on a task execution. THANK YOU so much! An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. 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. >>> Lead Assignment rule(search it in Quick Find Box) I dnt see an option for [Opportunity].Id in my process. : []"Below would be Process Builder but cannot paste here. Tip:Create 2 public groups (Sales Team) and assign each one queue. a) Number of deals=> Automate record creation using Apex triggers 2. rev 2021.2.24.38653. Determining various development & t. Make sure you have successfully logged in to your Send Welcome Packet Email, when the Opportunity is Closed Won. closely observe the screenshots n article, Hi admin There's the possibility of sorting by one column then the next - get to know the dropdown menus at the top of each column The report has to be a summary report. Did you happen to email me as well? Thanks Trailhead Baby! 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: In this part of challenge, we gonna create a flow which takes some input from user and will return list of Product record. 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. Create a process with the process builderOpportunity object with option created and updated. Element 2: Get Record as belowLabel: Search Prod select object as Product. Any help very much appreciated, Absolutely the same issue :(. IF Deal is Negotiation[Opportunity].StageName equals Negotatiation/Review[Opportunity].Amount greater than 100 000Submit for Approval ((Opportunity: AmountGREATER OR EQUAL100000) AND (Opportunity: StageEQUALSNegotiation/Review) + Next Automated Approver Determined By Manager of Record Submitter)4. Max Score. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Hi Trailhead Baby, I have not been able to resolve error below. Stage = Closed Won Stage ISCHANGED = TrueI removed the ISCHANGED criteria and it passed the challenge after that. : [] Assuming something is wrong w/ my approval process can you help provide some guidance? Negotiation Stage & Amount > 100 000, automatically submit for approval. That being said my next challenge personally is to figure out how to make the flow work. Want to share a concept or story? Please help me to solve my problem.An Error message is below. Share. Can you tell me why? 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? I kept getting this message: To continue the process after evaluating this criteria, define the next criteria node. . AND( Amount > 100000, ISPICKVAL(StageName, 'Closed Won'), Approved__c = false ), Whenever an opportunity is created for Prospect type account, Send Email alert to Finance Group. Check spelling., Even after updating BillingState in object records also same error come and also refreshed website, I got the answer ..wrongly done under Opportunity ..We need to do under Account this challenge has to be done, hi my problem is same can you please help me out how you solve Automate Opportunities, For the Last Step i just used this formula Also- Make sure that the "evaluate next criteria" verbiage shows on the node above.And - Make sure the process is activated.Still stuck? CASE( This is straightforward normal Queue creation. I have carefully read all of this and other threads on this trail. 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! Node 1 Criteria. Please go through this it will definitely help you -. What do you suggest I do? It's saying the Send an email to the finance group process failed. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Have something to share? Email me a few screenshots- rebecca@capstorm.com and I can give you some pointers. UPPER(BillingCountry) =='' You want to send the email to finance for 3 specific account types, and there will be logic involved with the conditions. Remember to check the NULL Values in Validation rule. You know Santa! I have created 3 approval processes: 1) Opportunity Stage is Negotiation Over 100k; 2) Automatically Approve Opportunities Stage = Awaiting Approval and Amount = 100k. I started this Superbadge in the usual way, by printing this instructions plus the slides and transcripts of the videos. Negotiation Stage & Amount > 100 000, automatically submit for approval. fj40 ls swap. Thanks for the screenshots! {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. Apex but theres another automation tool Admins should have in their tool belts as well called Flows. >>> New, Rule Name: Please contact your system administrator for more information. Before discussing the solution let me show you a diagram of a Process Flow at a high level. I set up a new playground and tried to restart but I am still having the same issues. Sometimes when validation is right and it doesnt work rightly just delete and recreate it from scratch. I have the Process builder set up corectly. Remember that Salesforce calculates DateDiff in days, so I did 365*2 and it was happy with that. Request you to please help, while trying to complete the challenge 6 for Process Automation Specialist, I am facing the following issues 1. Thank you again!!!! Lead Country must be either. Can you tell me what is happening? But before starting with the release management, let us build the foundation with Application Life cycleManagement. wow, thank you for such a quick reply! All of them have to be inactive. I'm happy to take a look -rebecca@capstorm.com. Give your Salesforce admin these details. class , new WarehouseCalloutServiceMock ()); String jobID = System . 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. you can look up exceptioncode values in the soap api developer guide. Create an lead assignment rule and make 2 rules entries and give order accordingly. (She's the Rebecca Gray that is a user group leader and has 102 Trailhead badges. I took a look at the screenshots and emailed a few hints! Note :- Use Process Builder(PB) to setup all these automation and obviously in one PB. You can look up ExceptionCode values in the SOAP API Developer Guide. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct2. 2) Process builder - Re-read the instructions for the 1st node. Did you create the email alert? Action for Node 3: ApprovalsChoose the one we created for the opportunity here. trailhead playground and have installed the package: Package Name: Make sure that the correct date range is selected. {!myVariable_current.AccountId} (0012E00001pUftIQAS) Does not equal null3. I'm happy to help you though if you would share some details about your process. Share and grow together..!For more, we always have the back of the community and you can drop me a comment if it helps! ) You need only 1 Lightning page for Opportunities. LEN is your friend for the State validation. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Approval Process process failed. But when I added the Global Constant cannot = null criteria, I started getting the first error listed.I feel like my approval process might be the issue.Any advice on what to try next? Youre creating a custom object, then when the opportunity is closed won, youll automatically create a Robot Setup record via Process Builder. Time investment starts from about five hours for the superbadge itself and can extend . the 6th and final step to the Salesforce - Trailhead - Process Builder Specialist Superbadge! (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)))). Awesome! That's what I would do if it isn't a validation rule problem. Formula ==> AND(!ISBLANK( BillingCountry ), LEN(BillingCountry) != 2), validation rule Name ==> State Validation rule for shipping add IRL this wouldnt happen! Pretty easy to build one more Process (3) that includes a formula to reset the Setup Date on Create. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, error: [Name]"Any ideas? Is there a validation rule on the opportunity object? Please contact your system administrator for more information. And email error text:How the Interview StartedUser started the flow interview.Some of this flow's variables were set when the interview started.myVariable_old = nullmyVariable_current = Opportunity (00610000019ZX5IAAW)ASSIGNMENT: myVariable_waitStartTimeAssignment{!myVariable_waitStartTimeVariable} Equals {!$Flow.CurrentDateTime}Result{!myVariable_waitStartTimeVariable} = "17.4.2019 11.35"DECISION: myDecisionSkipped this outcome because its conditions weren't met: myRule_1Outcome conditions: 1. You wont need to go as far as deactivating any irrelevant Opportunity stages-just add the ones you need to the record type and leave the rest behind. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity PB process failed. Challenge Not yet complete heres whats wrong: The due date should not be a static date. billing specialist superbadge challenge 6. Based on LeadSource value lead should be assign to correct sales team (Queue). check where the error happened on the logs and u will find the culprit. Please refer to the step again. Your new org will have all the special data you need. How frustrating!A few tips for the "Negotiation/Review" and "Approval" parts:- The node within process builder only needs 1 criteria for executing actions. Hi,The formula that I have used is as below:CASE(MOD(([Opportunity].CloseDate) - DATE(1900, 1, 7), 7),0, ([Opportunity].CloseDate) + 180 + FLOOR((180-1)/5)*2,1, ([Opportunity].CloseDate) + 180 + FLOOR((180)/5)*2,2, ([Opportunity].CloseDate) + 180 + FLOOR((180+1)/5)*2,3, ([Opportunity].CloseDate) + 180 + FLOOR((180+2)/5)*2,4, ([Opportunity].CloseDate) + 180 + FLOOR((180+3)/5)*2,5, ([Opportunity].CloseDate) + 180 + CEILING((180)/5)*2,6, ([Opportunity].CloseDate) - IF(180>0,1,0) + 180 + CEILING((180)/5)*2,null), Close! Process Automation Specialist. Would you mind posting the error message? First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity PB process failed. ), Step 3: Create Fields on account 3 field updates.Hope this helps! 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). Clarification: the 2nd Approval Process above is Opportunity Stage = Awaiting Approval and Amount = 100k. Hey trailblazer, I'm here to guide you in earning the Approval Process Specialist Superbadge, which is part of the Process Automation Specialist badge. One of those stages needs to call your other Process (1). Could something else be wrong? First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, You Need Approval From Manager. If a flow cant do what you need you or a developer can write Apex to do so. I personally think a checkbox would be better and thats how Id do it in real life. Have you walked through each step of the process like a end user to make sure that it works? Plus I know that in real life I may have thought, Christ, how do I do this without code and would have lit the Developer signal. This process involves 4 total nodes. Thanks for this! Breast Cancer at 29 REALLY?! This one is quite straightforward; the same validation rule requirements apply for Accounts as for Leads; there is an additional validation rule to do and youll build a formula field. Still stuck? And I have started my flow in Process Builder When a record is created or edited. Weve previously discussed Workflow vs. UPPER(BillingCountry) =='USA', I passed this step. I need help with the Process Automation Superbadge Challenge # 5.Requirements : Automate OpportunitiesFollowing the business requirements, create a process to alert the finance group and create tasks for account owners at appropriate times during the sales process. But I didnt understand the formula you changed in the last step for Date field in Robot Setup Object.