They challenge you to solve problems in the context of business issues that your future employer may be facing. Deactivating a validation rule on Contact address field didn't help. I have created 3 approval processes: 1) Opportunity Stage is Negotiation Over 100k; 2) Automatically Approve Opportunities Stage = Awaiting Approval and Amount = 100k. if the last time we won a deal on the account is more than two years ago (Means TODAY()-730 go to the past date this will return the 2 year back date) now need to check with the last won deal date, the Call for Service field should say YES. Need help!! 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. Stuck on Step 7 Process Automation Superbadge? Perhaps the challenge is checking for number of roll-up/summary fields? Report Modifications: Sales Two words: Filter Logic Support If you get this errortry stacking to 100% and make sure that you have a "horizontal" style chart. Noncompliance with corporate data privacy policies, Inefficient tracking of recruitment activities using email. Please share the trail head challenge URL. Thank you @MPB Salesforce for your help. I am stuck with this, kindly help Trails are guided learning paths, through modules and projects, that help you cover the most ground in the shortest amount of time. Give your Salesforce admin these details. Process Automation Specialist step 7 no work. Regarding step 5, if you change the stage of the opportunity and change back to prospecting, another task Send marketing materials would be created. 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. Any other ideas? It's time to get a new superbadge: the Process Automation Specialist! Challenge 5 , node 4. what am I suppose to do ?? Once you use this setting in a step, and in subsequent steps, it refers to the manager of the approver, not the manager of the record owner. Under Record Collection: Add New Resource Filterresult: Variable Type as below. You can open dev console in a separate window and try running the process. Challenge Not yet complete heres whats wrong: The formulas are correct. Below are tips and gotchas for each report / dashboard. Create an lead assignment rule and make 2 rules entries and give order accordingly. 6, "Saturday", "Error"), step 3: And with this, we complete the challenge! Process Builder except last step all steps should Evaluate Next Criteria I assume you've tried manually testing by creating accounts in every possible combination of state/country -- correct state/bad country, bad state/bad country, bad state/good country, etc. Record Page Properties are as follows, CASE( MOD( Date__c DATE(1900, 1, 7), 7), 0, Sunday, 1, Monday, 2, Tuesday, 3, Wednesday, 4, Thursday, 5, Friday, 6, Saturday,Error), Or You can use this formula also instead of above formula, CASE(WEEKDAY( Date__c ),1, Sunday,2, Monday,3, Tuesday,4, Wednesday,5, Thursday,6, Friday,7, Saturday,Text(WEEKDAY( Date__c ))), Create Another Process Builder (Name: Robot Setup). 1, "Monday", feel free to rectify just send me a screenshot showing ur code works fine. Create related Email Alert from search box for the templates above. These are resume worthy for particular reason.. Use field-level security and permission sets to control what data users can see in an app. Create tabs, quick actions, record types, and more to streamline an app user's experience. (Integration User), Whenever an Opportunity is created for Customer type account, Send an Email alert to Finance Group. For step 2, I had to change the Call for Service results to "Yes" and "No", instead of "YES" or "yes". I usedNOT (REGEX(State, "[A-Z]{2}")). Search Process Automation and select Flows. i Followed @Neha Chandra 8 advice and it worked after 2 hours smh, Hi, I stuck here, tried everything. but still :-(. 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. Copyright 2000-2022 Salesforce, Inc. All rights reserved. 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. I tried to combine all the validation into one and it didn't work. A superbadge is also a credential that employers might look for on your Trailhead profile. Stuck on Step 5 of Process Automation Specialist? Add the desired fields as below, Next add the Opportunity Validation Rule with error formula as below. Creating a Validation Rule From Setup, go to Object Manager and click Account. But to get a job in the Salesforce ecosystem, you need on-the-job experience. MOD(Date__c - DATE(1900, 1, 7), 7), Challenge 4: Create Sales Process and Validate Opportunities, Challenge 6: Create Flow for Opportunities. Any help would be greatly appreciated. Lets solve this developer Superbadge Process Automation Specialist for the Level up challenge. @Gustavo I'm facing the same error.Can you please tell me how did you solve the error? I tried so many times but I dont know where I did wrong . global class ClassName implements Schedulabe{ global void execute(SchedulableContext SC){ // here your logic goes } } Schedulable Interface contains only execute method with return type void and takes SchedulableContext Object as an argument. (OR( ISPICKVAL(Type, 'Customer - Direct'), ISPICKVAL(Type, 'Customer - Channel')). After deleting this field, and retrying, I was able to get passed the challenge. Use validation rules and formulas to ensure data quality in an app. Many useful tips and guide. My validation rule, two queues for leads, and a lead assignment rule behave as expected, but i'm getting the same error as above. Label = Number of won deals 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. Im not sure what the error above is or why. Quite interesting I'm unable to check the step 2: Automate Accounts because i'm receiving the following error: 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. I have the same errorA validation rule did not prevent a new Account from being saved when Billing Country is blank and Billing State has three characters.Billing Country Validation Rule :NOT(OR(BillingCountry = "US", BillingCountry = "USA", BillingCountry = "United States", ISBLANK(BillingCountry)))Shipping Country Validation Rule :NOT(OR(ShippingCountry = "US", ShippingCountry = "USA", ShippingCountry = "United States", ISBLANK(ShippingCountry)))Billing State Validation Rules :OR( LEN(BillingState) <> 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:PR", BillingState)) )Shipping State Validation Rule : OR( LEN(ShippingState) <> 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:PR", ShippingState)) )Do Not Change Name :IF(ISCHANGED(Name)&&(ISPICKVAL(Type,'Customer-Direct')||ISPICKVAL(Type,'Customer-Channel')), true, false)Please Help Me. And I have now spent four times as much time on step 7 than on any of the other steps combined. Process Automation Specialist Automate Accounts is error (Please check the custom fields on the Account object. for a specific picklist value you are showing/hiding a particular part of a VF Page. Analyze data to improve business outcomes. That being said, there is a known issue with that specific step: formula ==> U have to create the robot setup object in step 3 and that only will be used here in create record. this error occurred when the flow tried to create records: field_integrity_exception: assigned to id: id value of incorrect type: 0015j00000bqxgjaag. Want to send some screenshots? It means that wen salesforce tried to check the workability of your approval process, the record that shud have been submitted for approval, ie shud pass the criteria. Read More: Salesforce Interview Questions and Answers We Swear By! Why didn't I think of that!! Process Automation Specialist Superbadge ( https://trailhead.salesforce.com/en/content/learn/superbadges/superbadge_process_automation ). Share and grow together..!For more, we always have the back of the community and you can drop me a comment if it helps! the error doesn't go away. Done the Superbadge Successfully.. Sent from iOS. I am looking for a position as a Salesforce Administrator or developer role. Error ID: 2146461946-632512 (157788690): []. 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: Guys, I passed this challenge after days of working this thing around again and again. Please refer to the step again. VF Page--- < , In order to schedule your apex class, Salesforce provides a Standard feature named Apex Scheduler . Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. Navigated to process builder and unable to find field opportunity.account.type and all. I keep getting different errors. This is my journey- a normal kid by day- a Trailhead explorer by night. Process Automation Specialist Superbadge - 4 September 27, 2017 A tactic that worked well for tonight's challenge was to print the Trailhead "Create Sales Process and Validate Opportunities" video transcript and make a note, next to each section, with what overall steps are needed. 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. "I have checked everything and the API names are correct. The Day of the Week should not fall on Saturday or Sunday. @Michele - I cannot seem to get passed Challange 1. (Be sure to create a Trailhead Playground, and not a regular Developer Edition org. If you have created all of the fields. Superbadges are proof of worthiness! I actually like what you have collected here, really like what youre responding to and the way in which you say it. Under the Loop: Get products, I am supposed to add a new loop variable; however, I do not have the option select loop variable. Wondering how you were able to add that. In process builder check whether u select the stop button or execute the next Need help with specific errors? Choose Trailhead badges that give you Salesforce experience. Struggling with the last step for 2 days now. Activate it and deactivate any others, in last step what is this Formula Under Record Collection: Add New Resource Filterresult: Variable Type as below. there is some issue with fields not having correct type of data. @chandramohan - If your formula return type is set to "Percent" then you should not multiply the value with 100. I made two dollars today! I hate to give up, but I have now tired every formula, every process and combination of process (and my initial formula *should* have worked), Ive conducted my own tests and never get a Saturday or Sunday and I sitll get this error. You can skip the Ready to Tackle This Superbadge? Still stuck? Recommend starting fresh! Step 5 I keep getting the following message: Challenge Not yet complete heres whats wrong: Thank you in advance, Hii Kona, I did create a brand new "trailhead" playground for the challenge and repeated everything with the same results. in step first when im writing formula (Opportunity: Stage EQUALS Negotiation/REview) AND (Opportunuty: Amount GREATER THAN 100000) its showing Error: Syntax error. @[kc mead 7] did you manage to get yours working? tried every option mentioned above for "call for service". did not produce the expected outcome., Challenge 5 i am getting an error like A new Opportunity with a prospecting stage for a Prospect account did not successfully create a Task for the Account owner with subject Send Marketing Materials. i am facing the issue Please check the custom fields on the Account object. type = rollup summary ( on opportunity function count), b) Number of won deals => a) Rainbow Sales Create an lead assignment rule and make 2 rules entries and give order accordingly.Based on LeadSource value lead should be assign to correct sales team (Queue). Projectsare hands-on activities that you work through following step-by-step instructions. If you're using a new DE and seeing this error, please post to the developer forums and reference error id: PSCVUDBY. I also had to keep the volume on my laptop off while doing the challenge- just in case mom was listening in over the baby monitor. Please debug the issue via debug logthere is an issue when the approval process is inserting record. [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4], Step 3 : Create validation rule on lead object. So "Country" for the Country Validation and "State/Province" for the State! I'm having the same error. label-Call for Service NOT( @ajaj K 45 - > This was the problem in my case .. Also, is there some sort of tutoring available or someone to chat with regarding questions on these challenges? Hi. hmmmm Not off the top of my head, but I'm happy to take a peek at what you have. You do not need a Salesforce org to complete the challenges in this superbadge. Faiza, Thanks for the tips. Did you get it resolved? barry mcguigan grandchildren; kevin clements update 2021; Same error as everyone else. Since the code inserts 7 Closed Won Opportunities, it means your processes are changing every Robot Setup to Monday, when they should do it only when it falls on a weekend. Issue with Superbadge Process Automation specialistStep 2? label - Deal win percent @Abderrahmane TRIA, I had exactly same setup as yours and the only diiference is the field 2. i am also facing the same issue please help what can i do .i recheck again and again all the custom fields are there. I've made sure to mark that the error should appear next to the field. [ https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4] Step 3 : Create validation rule on lead object. I am managing to solve everything by myself, but I wonder something. I take it you have not moved past this? @Michele I was able to get past 5 by removing the Account Type filters in my criteria. In this module you learn to identify projects and modules that give you hands-on experience. Here's what the forumla forCall_for_Service__c. Same Error on Automate Account.. plz provide Any solution? Amazing blog to go through and understand the steps in detail. Initial criteria (1st Block) for process builder is: Status does not equal to Confirm and completed then and then your approval process will fire after that in 2nd block criteria is IsShiftVolunter = true then action should be field update (Update Status to 'Confirm'). Step 2 : Install the managed package. Start a discussion in the forum to get straight-up answers, and avoid your query to be lost in the comment pile. & tnx buddy once again for your solution. Routing leads to the correct teams The search function within setup of the Lighning experience is super convenient for this type of challenge. High Value Residential This report includes: 1 filter, 1 grouping, and 1 summarized field. https://barbaraiweins.com/what-is-an-insurance-guarantor/, https://todaybusinessupdates.com/life-insurance-as-a-benefit-for-companies-and-executives/, https://www.chicagojewishnews.com/what-is-covered-by-homeowners-insurance/, Number of deals (Roll-Up Summary field): Count Opportunity. I tried every solution mentioned above. LWC Superbadge Step 3 - Setup / Clarification. Use Salesforce and apps from AppExchange to: Customize an app using clicks, not code, to give your recruiters easy access to key data. 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. Step 2 : Install the managed package. It was good enough to Pass, but not as precise as spelling out all State postal abbrevs. Please suggest if there is any workaround.Thanks! I've read the thread here and in similar forums. Search for Validation rule and create a new under Leads. It looks like one of your branches are failing. Executive Report Tips: SolarBot Loyalty Revenue This report is tricky, but I don't want to give away the solution! In superbadge challenge Account Automate i got below error, Error: Field BillingState does not exist. Automate AccountsCreate validation rules and account formula fields as specified in the business requirements. I am sure that you can find it or something similar by googling. did not produce the expected outcome. Though it doesnt throw an error for that condition. 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. You can try it out yourself by entering a shipping state like TT which should throw the error but it wont. 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. Note:- Roll-up summary fields can created on master side of master-detail relationship. IF(OR(TODAY() - 730 > Last_Won_Deal_Date__c,TODAY() + 730 < Last_Won_Deal_Date__c) ,'Yes','No'), step 1: create object robot setup It shows that you can understand a complex use case and solve it using your Salesforce skills. Why did i see Lead: Clone source only , didnt get Lead: Source ? A superbadge defines a set of real-world challenges, and you use your Salesforce knowledge and skills to solve business problems. Sharing is caring. I can only assume i've missed something or named somethign incorrect to get that error as you seem to have got past it ok? Tips: Use Length function . This thread should be helpful: https://developer.salesforce.com/forums/?id=9060G000000BgL3QAK. . Note :- Use Process Builder(PB) to setup all these automation and obviously in one PB. And I found this formula here.. 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. Before you begin the challenges, review Process Automation Specialist Superbadge: Trailhead Challenge Help. Is there a cache or something somewhere that has to be cleared for new processes to work? Not all custom fields were found. CASE(MOD([Opportunity].CloseDate + 180 DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180). Was anyone able to pass step 5: automate opportunites? From components drag and drop radio buttons on the new screen layout. 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! can you tell how to check if they are visible on the page layout or just explain what page layout you are talking about. It shows that you can understand a complex use case and solve it using your Salesforce skills. Anyone know why theyre having us create a Validation Rule for State, especially when its more seamless to create picklist value and make it "required" since the values are finite. Create new Assignment rule for this scenario(Do not use the standard rule). If you need more help, leave a comment! did not pass. My formula field throws Error: Syntax error.Extra Amount for the following Stuck on Superbadge Process Automation specialistStep 1? The problem for me was the. 2. Thank you @steve Fitzgerald 6. These are designed to help you learn all of the concepts and practice all of the tasks that you need to earn the credential. :), @Venkata Gorantla I followed the same as you mention still facing same issue. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Have something to share? closely observe the screenshots n article, Hi admin Hey can you help me for completing superbadge challenge6 i.e Automate Oppertunities. can you pleas help me in this, In challenge 2 Im getting error like Challenge Not yet complete heres whats wrong: Action for Node 3: ApprovalsChoose the one we created for the opportunity here. Get to know more about Cash on Credit Card here. https://toptrailblazers.com/b/super_badges lists the number of people who have completed each (around 2-300 at last count). Thanks for driving me to write better and more , You havent done the process correctly retry with the approach above. Lead Country must be either US, USA or United State or it can be blank. Nice Blog Thanks for Sharing.sales automation processbuy database for marketing. i am also facing the same issue please help if your problem was resolved. Complete the challenges to become an Approval Process Specialist. Lead State must be valid 2-digit US state. created rollup summary fields, formula fields from scratch twice, created all validation rules separately. Could not find an active Flow named Product Quick Search. Remember to check the NULL Values in Validation rule. Check that may be another process is also in active. Analyze business problems and inefficiencies. You can make your own, or follow some already curated trailmixes. If u select the stop button it doesnt work, select the evaluate the next criteria button. The link you posted does not work. Your new org will have all the special data you need. You can look up ExceptionCode values in the SOAP API Developer Guide. process automation specialist superbadge step 6tower hamlets stabbing. 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. 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 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 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. Please check the configuration of the custom fields on the Account object. A few things: Did you create validation rules for both Shipping and Billing Address?There should be 6 total validation rules on the account object.If you would like to share what you have, I'll take a look at them. Action for Node 4: Record for Robot SetupSet fields as below and Date formula being ( closed date +180 ). I am the Trailhead Baby! Its important to evaluate and understand your role. If you are familiar with report and dashboards, this challenge should only take 30 or so minutes to complete. Challenge Not yet complete here's what's wrong:A validation rule did not prevent a new Account from being saved when Billing Country is blank and Billing State has three characters. I'm having the same issues. Usually this is due to some pre-existing configuration or code in the challenge Org. Once I removed that I was able to clear that challenge. Any insights will be greatly appreciated. Cash on Card is one of the best cash from credit card services. This was painful. In challenge 5 there is a hyperlink on robotsetup too. It will work. Drag and drop a Screen from Elements tab. criteria. Country_Validation. You earn this badge by completing either a hands-on challenge in your Trailhead playground or a quiz. Note the filter. Modulesare the bite-size topics that help you understand how business processes work. Shipping and Billing Country must be either. Like it and share it to help our #salesforceohana members. In this part of challenge we need to setup Robot Setup Date. When you complete the prerequisites, you unlock the superbadge. I can surely b wrong. This challenge is all about setting-up Robot Setup Object and create some fields on it. Trail: Build Platform Apps in Lightning Experience. This superbadge is all about to test one's automation skill using superb automation tools which salesforceprovide. Thanks @Michele. Ask Question Asked 2 years, 10 months ago. 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. Issue with Step 4 Superbadge process automation specialist? ISPICKVAL( Type , 'Customer - Channel') did not produce the expected outcome.Any thoughts? type - formula (return type - percentage ) Salesforce Interview Questions and Answers We Swear By! 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. This afternoon, I added a genius wig in an attempt to look a little older and more experienced. In this superbadge, you work with record types, custom fields, a new approval process, reports, and a dashboardall to create a custom volunteer tracking app with its own home page. I got a simple logic: IF((TODAY() - Last_won_deal_date__c) >= 2, "Yes", "NO"). First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Shipping/Billing Address is incorrect: []my validationOR (ISBLANK( BillingCountry),BillingCountry <> 'US',BillingCountry <> 'USA',BillingCountry <> 'United States',AND(ISBLANK( BillingState),LEN(BillingState) !=2)). Can you please help me to resolve it incase you know the resolution. 4, "Thursday", Save my name, email, and website in this browser for the next time I comment.
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process automation specialist superbadge step 2 validation rule 2023