- essentially create a record of this type, with the field values set with whatever you choose. Det er gratis at tilmelde sig og byde p jobs. When you are selecting the field:Opportunity is the starting object.Click on the drop down- and scroll down.The items with a ">" next to them will expand to related fields.Scroll down past the ">" options, and you will see the fields directly related to the opportunity object including OpportunityID. I do not have, in my process, that the account owner ID is not nullbut I doubt that will hurt. Action for Node 1 Email Alert to mail notifies account creation : Finance: Account Creation. OK, I managed to do this. Element 1: Screencomponent from the paletteName:Product Quick Search. Could not fix that with any of the formulas. Share. Questions: Did you set up your "robot setup" creation date to be 180 days from the close date, AND not occur on the weekends? Sales", Similarly, for assigning lead to Assembly System Sales -. Thank you for posting the solution! Note the filter. On the error message, you could dig down within the developer console- frankly a bit beyond my admin skill set. New Opportunity Created for Account Type = Prospect OR Customer, send Email to Finance Team, create Task for Account Owner ONLY for Prospect. 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). Challenge Not yet complete heres whats wrong: <> 2 || Any help would be greatly appreciated. For some areas where I was finding it difficult to figure the approach I needed to take, the guide here came in handy. Please try again. Process automation specialist step 6 flow builder. Notify the opportunity owner when an opportunity is approved or rejected.Upon Activating the process I am getting followoing 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. A PageReference is a reference to an instantiation of a page. Mom is not aware of my nocturnal computing, so I keep the noise to a minimum, and she assumes that I am slumbering away. >>> Lead Assignment rule(search it in Quick Find Box) Hy Appu, I can surely be wrong as I completed this in my initial days learning salesforce. Good to hear! I am missing something but I cannot locate the issue since all the parameters and processes seem to be in a proper order. 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 This is straightforward normal Queue creation. Hi Trailhead Baby,I have been trying to complete challenge 5 of Process Automation Super Badge. Step 5 I keep getting the following message: Challenge Not yet complete heres whats wrong: This issue is not resolved for me how to resolve this issue? If yes to these questions, let's take a deeper look! Error ID: 479743514-108618 (-370455525): [], Your email address will not be published. Email me a few screenshots- rebecca@capstorm.com and I can give you some pointers. My first assumption is that there is a reference field missing in your process. Did you create the email alert? Did you figure this out I am also getting the same error stuck on this challenge since 2 days. I keep getting this error with the process automation superbadge. I'm happy to look at your screen shots- send them to my mom's email: rebecca@capstorm.com I usually spend the weekend with my mom and dad, so I will probably not look at them until Monday. The error message is still showing up and I'm running out of ideas. Won't be passing this superbadge :(, Before you toss the computer out the window Do you want to send a few screenshots of the process my way? : Opportunity.Account Type = Prospect, Opportunity stage = prospectingand Opportunity.account id not equal to null, Node 3 Criteria. Thanks Trailhead Baby! 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. Breast Cancer at 29 REALLY?! I have completed my Superbadge, 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? Join our group and start sharing your views and ideas. Give your Salesforce admin these details. I assume that you have a formula set up to make the due date 7 days from today. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Approval for a deal of more than $100K is must before closing. I used AND(something,something) Note- Negotiation is incorrectly spelled. Error: Restforce::ErrorCode::MalformedQuery. 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. a) Rainbow Sales Below are tips and gotchas for each report / dashboard. You signed in with another tab or window. Check Setup > Lightning App Builder. 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'. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Adding the rest of the event in the process builder. I am stuck with 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'.I have checked the criteria and data fields on the task. Your new org will have all the special data you need. in the step 1 you dont say that we need to activate the assignment rule. what do you mean not occur on the weekends? You want to send the email to finance for 3 specific account types, and there will be logic involved with the conditions. Message: MALFORMED_QUERY: When . Got the same error. 0, "Sunday", Hii, When you start a create a new report, simply click to start with a clean screen. Error: Restforce::ErrorCode::MalformedQuery. Lead State must be valid 2-digit US state. Could something else be wrong? is-. Could you please share? I appreciate your help and hints along the way to get me back on track with the challenge.Thank you! Thanks again for your help, https://help.salesforce.com/articleView?id=user_fields.htm&type=5On profile .scroll to the bottom. Stage = Closed Won Stage ISCHANGED = TrueI removed the ISCHANGED criteria and it passed the challenge after that. Yay! I checked and everything is totally fine. Email alert for a newly created opportunity. Register as a new user and use Qiita more conveniently, 6, You can efficiently read back useful information. 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. If a flow cant do what you need you or a developer can write Apex to do so. Give your Salesforce admin these details. {!myVariable_current.AccountId} (0012E00001pUftIQAS) Does not equal null3. I personally think a checkbox would be better and thats how Id do it in real life. In terms of the Processes I built, I got a bit confused when she said: Because now that I think about it, it makes sense to do some of those things I just mentioned only if an opportunity is in the Prospecting stage, and other things happen later.. 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. You're amazing. 3 of the field conditions are related to "account.type." Remember to activate the process approval, it worked for me, Challenge Not yet complete heres whats wrong: ISPICKVAL( Type , 'Customer - Channel') Change), You are commenting using your Twitter account. I started this Superbadge in the usual way, by printing this instructions plus the slides and transcripts of the videos. Search for the field Day of the Week on robot object and change the field type from Number to formula field of return type: text and use the below formula. Change). Message: MALFORMED_QUERY: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015f00000Cs08EAAR. I am taking on automation specialist superbadge. Process Automation Specialist Superbadge 5 October 03 2017 A project with Daddy. type - formula (return type - text ) I did the same. I gave Assigned To ID as Opportunity.Account.OwnerID. Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. 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. Issue with Superbadge Process Automation specialistStep 2? Feel free to post another comment once the process is reconfigured! I'm have to send you screen shots of my entire process if necessary. Tip:Account Type = Prospect AND Opportunity Stage = Prospect AND ConstantError:System.DmlException: Insert failed. According to the solution provided, if an opportunity is customer account type, then it will never go through the approval process. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct4. I need your help. Then add an Apex action to your process. (I use my mom's email address: rebecca@capstorm.com). I had to do some travel, so I parked this issue for a couple of days, hoping to clear the obstacle following the suggestions.I have cloned and modified the process, separating the criteria nodes:- First criteria (prospecting/customer) just making sure that account associated with opportunity not null, then send email to finance- Second criteria (prospecting) has 4 conditions, if these satisfied create task Send marketing Materialso Stage is prospectingo Account.ID not NULLo Owner ID not NULLo Account Type is PROSPECTAfter reactivating the process, still getting dreaded 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 attached the document with my screenshots and few notes, capturing the new flow.