process automation specialist superbadge step 2 validation rule

22 mayo, 2023

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. Formula ==> AND(!ISBLANK( ShippingCountry ), LEN(ShippingCountry) != 2), Step 2: Create one more validation rule so nobody can chage account name if type is customer direct or channel, Name ==> Customer_Direct_or_Channel have the error belowChallenge Not yet complete. here's what's wrong:A validation rule did not prevent an Account's name from being changed when Type is 'Customer - Direct'.please hell me to solve this error. Note :- Use Process Builder(PB) to setup all these automation and obviously in one PB. 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 That was yesterday. With a little creativity and good planning, you can present yourself to potential employers as someone who thinks outside the box and takes initiative, all while showing off your Salesforce skills. IF(OR(TODAY() - 730 > Last_Won_Deal_Date__c,TODAY() + 730 < Last_Won_Deal_Date__c) ,'Yes','No'), step 1: create object robot setup "I have checked everything and the API names are correct. ) Search Process Automation and select Flows. Accounts have two address fields- billing and shipping - 4 total validation rules are needed. give your salesforce admin these details. This is crucial to earn this badge. If you enter a billing state with 2 characters that means the condition automatically becomes false and this means the expression inside AND can never be True to throw the error even if the sates entered do not follow the US states criteria. To unlock the Process Automation Specialist Superbadge, you must also complete the Formulas & Validations and Leads & Opportunities for Lightning Experience modules.) Did you figure this out I am also getting the same error stuck on this challenge since 2 days. ISPICKVAL( Type , 'Customer - Direct') , Add the component on newly created Opportunity Record Page. Demonstrate your knowledge of automation, enhancement, and troubleshooting for approval processes. Error ID: 2146461946-632512 (157788690)ok up ExceptionCode values in the SOAP API Developer Guide. I am getting error as :Challenge Not yet complete here's what's wrong: A validation rule did not prevent a new Account from being saved when Shipping Country is blank and Shipping State has three characters.I have everything in my validation rules. I've recently completed my Salesforce Administrator Certification, platform developer 1and 2 . ), validation rule Name ==> State Validation rule for billing add You also learn how to document user stories, build a demo, write the perfect cover letter to showcase your experience, and demonstrate your solution to potential employers. Step 1: Create an Account roll-up summary field To count the number of open Opportunities: Step 2: Create the Opportunity Validation Rule : Account.NumberofOpenOpportunities__c > 1 Won Opportunities must have an Amount greater than 0 Go to action on the last node where we set up robo record. missing required field: [nextApproverIds] Error ID: 898053472-282948 (239473768)missing required field: [nextApproverIds] Error ID: 898053472-282948 (239473768): []. It says "Challenge Not yet complete here's what's wrong: contdIs there any way to debug these custom fields (module 2:automate accounts). I made two dollars today! Just update your process builder with single condition where it checks Opportunity as closed one, remove all your other 3 conditions. @Gustavo I'm facing the same error.Can you please tell me how did you solve the error? Get Records (Product Name Lookup) Properties: Create a Record Page on Opportunity Object: Go to Lightning App Builder page and click new. The rules should apply to new records only, so the formula must be adjusted. https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4. See State and Country/Territory Picklists under Data section in Settings. Please install the package first through app launcher or follow below link: label - Deal win percent 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 error: 1). create master detail relationship with opportunity. Why did i see Lead: Clone source only , didnt get Lead: Source ? Challenge Not yet complete heres whats wrong: Lead State must be valid 2-digit US state. You learn how to get creative with Trailhead badges that help you solve real-world problems. Save my name, email, and website in this browser for the next time I comment. a) Rainbow Sales This is my journey- a normal kid by day- a Trailhead explorer by night. Hi Megha, I am unable to check my step 2 of Process Automation. I'M Having the errorChallenge Not yet complete here's what's wrong:A validation rule did not prevent an Account's name from being changed when Type is 'Customer - Direct'. R&D, Part of doing the Service Cloud Specialist superbadge is trying new things, so I am putting up picture of new things that I've tried recently. My only hunch is the Day of the Week field on the Robot Setup Custom object which is not setup as formula. 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 ) ). First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Approval Process process failed. Visit Career Paths here on Trailhead to explore these and many more roles that use Salesforce skills. I had the field set as a checkbox too (which to me made the most sense) but as per what Miriam said the "Call for Service" field should be a formula field with a. 1, "Monday", Create a process with the process builderOpportunity object with option created and updated. 2, "Tuesday", Anyone recently completed Challenge 2?? type = rollup summary ( on opportunity function Max aggreate field-close date criteria- stage=close won), e)Deal win percent This was painful. Create some Roll-up Summary and formula field on Account Object. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, Give Related to ID also. & tnx buddy once again for your solution. This post is so helpfull and informative.keep updating with more informationPython Programming BasicsPython Programming. Challenge Not yet complete heres whats wrong: We're hard at work bringing you updated process automation content that reflects product enhancements and the industry best practices. What am i suppose to do ?? feel free to rectify just send me a screenshot showing ur code works fine. You can skip the Ready to Tackle This Superbadge? (NOT(AND(LEN(State) = 2,(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)))). I have a problem in 6 Automate Opportunities module. Just a correction, NOT from CONTAIN should be removed as well: OR Accounts have two address fields- billing and shipping - 4 total validation rules are needed. (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)))). barry mcguigan grandchildren; kevin clements update 2021; If you are short on time, start around the 20 minute mark. [ https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4] Step 3 : Create validation rule on lead object. I'm concerned to share photos because of the slight nudity, however, I can assure you that it was a glorious adventure. Hi,I am not able to pass challenge-2. In superbadge challenge Account Automate i got below error, Error: Field BillingState does not exist. She brought a bottle of milk, and, after a few sips, I was ready to create some fields. It will return TRUE if it does not and return FALSE if it contains a value. When I made mistakes, I simply reverted to the last saved version. Just(Number_of_won_deals__c / Number_of_deals__c) will work. Use field-level security and permission sets to control what data users can see in an app. rebecca@capstorm.com, Hi,I am getting this error. Issue with Step 4 Superbadge process automation specialist? Under Record Collection: Add New Resource Filterresult: Variable Type as below. this error occurred when the flow tried to create records: field_integrity_exception: assigned to id: id value of incorrect type: 0015j00000bqxgjaag. As the usual. It's time to get a new superbadge: the Process Automation Specialist! Create->. Action for Node 4: Record for Robot SetupSet fields as below and Date formula being ( closed date +180 ). the prospect approval process you created in approval process section is inactivate. A validation rule did not prevent a new Lead from being saved when Country is blank and State has three characters. : Opportunity Stage = Closed Won. I'm unable to check step 2: Automate Accounts because I'm receiving this error:Challenge Not yet complete here's what's wrong: I fixed my validation rules and the error went away. New Flow->. How did you solve. you should see Materials word carefully. Add New Resource Looptxt1 : Variable Type as below. My validation rule, two queues for leads, and a lead assignment rule behave as expected, but i'm getting the same error as above. I kept that particular module open one on screen while I walked through this step. 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 automation specialist superbadge step 6tower hamlets stabbing. Posted on March 2, 2020 March 2, 2020 by Abhishek Shakrawar. I am unable to get Robot setup option in create a Record. label-Call for Service Create related Email Alert from search box for the templates above. Label = Number of deals Hy Will, I can surely be wrong as I completed this in my initial days learning salesforce. Hy Appu, I can surely be wrong as I completed this in my initial days learning salesforce. A trailmix is a collection of trails, modules, projects, and superbadges that relate to a goal. Please check the configuration of the custom fields on the Account object. Consider the admin role. Analyze data to improve business outcomes. Clone this Process. Creating a Validation Rule From Setup, go to Object Manager and click Account. Get personalized recommendations for your career goals, Practice your skills with hands-on challenges and quizzes, Track and share your progress with employers, Connect to mentorship and career opportunities. A superbadge defines a set of real-world challenges, and you use your Salesforce knowledge and skills to solve business problems. https://trailhead.salesforce.com/super_badges/superbadge_process_automation. type = rollup summary ( on opportunity function count), b) Number of won deals => Error ID: 1155961392-2800659 (157788690)k up ExceptionCode values in the SOAP API Developer Guide. This superbadge is all about to test one's automation skill using superb automation tools which salesforceprovide. The Day of the Week should not fall on Saturday or Sunday. Right now he' taking a nap.so I'm off to edit some reports! 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. Explain how superbadges relate to real-world scenarios. To determine if an expression has a value or not, you can use ISBLANK() function in Salesforce. Label: Product Quick Search. 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. Let the universe renounce some goodness to you . I can surely b wrong. A tag already exists with the provided branch name. Not all custom fields were found. I was getting the following error on Automate Setups step, Can any one please provide me a solution???? Well, projects are quick step-by-step guides that give you hands-on experience with the Salesforce platform. Showcase your mastery of business process automation without writing a line of code with the Process Automation Specialist superbadge. Thank you,@[Miriam McCabe] and @[Ronak SFDC]. Challenge Not yet complete heres whats wrong: Process Automation Specialist Superbadge Step 2 I'm unable to check step 2: Automate Accounts because I'm receiving this error: Challenge Not yet complete. Quite interesting @Michele - I cannot seem to get passed Challange 1. 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. Because in my case i have written only Material and not Materials so it throws error. Check out these trailmixes for some common roles and choose one that feels right for you. In this part of challenge, we gonna create a flow which takes some input from user and will return list of Product record. So "Country" for the Country Validation and "State/Province" for the State! Thank you @MPB Salesforce for your help. Struggling with the last step for 2 days now. Click New. Thank you for such a wonderful content. I just solved this one, in your case what's wrong is the 'Call for Service' field, you should use 'Yes' and 'No' as values, instead of 'YES' and 'NO'. there is some issue with fields not having correct type of data. For example, are you an administrator, business user, salesperson, consultant, marketer, or something else? Not all custom fields were found.2. How were you able to get around this? if yes please share immediately. If you need more help, leave a comment! UPPER(ShippingCountry) =='US', This issue is not resolved for me how to resolve this issue? type = rollup summary ( on opportunity function count criteria- stage=close won), c) Amount of won deals Step 2 : Install the managed package. Formula ==> AND(!ISBLANK( BillingCountry ), LEN(BillingCountry) != 2), validation rule Name ==> State Validation rule for shipping add Clarification: the 2nd Approval Process above is Opportunity Stage = Awaiting Approval and Amount = 100k. 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. Was anyone able to pass step 5: automate opportunites? I'm getting this error: On the Country validations, be sure to include "United States", not use "US" and "USA". Process Automation Specialist Automate Accounts is error (Please check the custom fields on the Account object. UPPER(BillingCountry) =='United States', Except this all were good. There was an unexpected error in your org which is preventing this assessment check from completing: System.NullPointerException: Attempt to de-reference a null object. But I didnt understand the formula you changed in the last step for Date field in Robot Setup Object. If Robot Setup Date / Day Of Week is either on Saturday or Sunday, then make it to Monday. Process Automation Specialist Superbadge What You'll Be Doing to Earn This Superbadge Demonstrate your knowledge of automation, enhancement, and troubleshooting for approval processes. tried every option mentioned above for "call for service". odd. Ok, got passed this error for Challenge 4, used the debug logs on the developer console to see that I had the stage name wrong, fixed that and it passed! ) Could you share a bit more about what you have? Your blogs help me a lot.

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