process automation specialist superbadge step 2 validation rule

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. The formulas, rollup summaries, etc. I also got the same error.How did you rectified it. Use the below formula field for 'Call for Service': Finally Challenge 2 Complete. @Stevie, yes you are right, I checked in Execute Anonymous debug logs for the test cases that SFDC is running, they are only testing against US and USA notUnited States. Though in my view superbadges are more like test than learning modules. Thanks allot Deadman , I just wasted my 3hours to tackle the issue, but u came as a saviour. I have same error. I tried to combine all the validation into one and it didn't work. Need help!! You can apply the skills you learn through these projects to any business. After completing this unit, youll be able to: Welcome Trailblazer! In this part of challenge, we gonna create a flow which takes some input from user and will return list of Product record. I quadruple checked all my new roll ups, formulas, etc and I am still receiving this same error below. I made two dollars today! 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. I am facing this error : The Robot Setup Day of the Week formula does not seem to be working properly.I am unable to edit the Custom field 'Day of the Week' datatype to formula. How were you able to get around this? I request people the same. Hi. On the trailhead community profile as well as on the Resume! Ive even tried building just a process for the robot setup creation just to take away all of the noise. Perhaps the thread was archived by Salesforce. while creating Account and Opportunity i'm not receiving error in the org. Check out these trailmixes for some common roles and choose one that feels right for you. Still stuck? Get Records (Product Name Lookup) Properties: Create a Record Page on Opportunity Object: Go to Lightning App Builder page and click new. can you tell how to check if they are visible on the page layout or just explain what page layout you are talking about. Hi, Kumar! You can use this function in the formula field, validation rule, and workflow. Trails are guided learning paths, through modules and projects, that help you cover the most ground in the shortest amount of time. A trailmix is a collection of trails, modules, projects, and superbadges that relate to a goal. Enter the following properties for your validation rule: a. Create related Email Alert from search box for the templates above. [ https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4] Step 3 : Create validation rule on lead object. : Opportunity Stage = Negotiation/Review and Opportunity Amount > 100,000, Node 4 Criteria. Because Trailhead badges introduce you to specific topics in bite-size units, its valuable to understand how badges can relate to one another or build on one another to create a solution. Open Support Cases You ma, I might complain about my brother sometimesespecially how he takes up so much of mom's timebut I've decided that he really is a nifty fellow. Save my name, email, and website in this browser for the next time I comment. The win percent utilizes 2 of the newly created fields in a formula. Search Process Automation and select Flows. Any insights will be greatly appreciated. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015f00000Ow7PGAAZ. 2. Awesome, that's SO helpful. Various trademarks held by their respective owners. Want to share a concept or story? first exception on row 0; first error: cannot_execute_flow_trigger, we cant save this record because the automate opportunities process failed. It shows that you can understand a complex use case and solve it using your Salesforce skills. I am unable to get Robot setup option in create a Record. Process Automation Specialist step 7 no work. Issue with Superbadge Process Automation specialistStep 2? I also used this formula but didn't found this formula field. Create tabs, quick actions, record types, and more to streamline an app user's experience. The approval process will use the Manager standard user field or a custom field on the record owner's user record instead of the submitter's user record. Perhaps the challenge is checking for number of roll-up/summary fields? Any other ideas? Flow Elements and Resources Specialist Superbadge Help Article. Error ID: 2146461946-632512 (157788690): []. Challenge Not yet complete heres whats wrong: I did create a brand new "trailhead" playground for the challenge and repeated everything with the same results. 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. I had this issue, and solved it in the same way @[Miriam McCabe] did, THANK YOU MIRIAM! Create a custom object Robot Setup with a Master-Detail relationship to the opportunity include Autonumber the record name, starting with 0 using name format: ROBOT SETUP-{0000}. Label = Number of won deals Please help. Queue Name:Rainbow Sales ; AND Assembly System Sales. This thread should be helpful: https://developer.salesforce.com/forums/?id=9060G000000BgL3QAK. Action for Node 4: Record for Robot SetupSet fields as below and Date formula being ( closed date +180 ). Copyright 2000-2022 Salesforce, Inc. All rights reserved. I am also stuck at challenge 4 (Sales process) with the, We recommend using a new Developer Edition (DE) to check this challenge. https://toptrailblazers.com/b/super_badges lists the number of people who have completed each (around 2-300 at last count). This worked for me. Thanks TB for all the help. Choose Trailhead badges that give you Salesforce experience. Hi Daniel,Have you passed?I have the same configuration like yours and can not pass.I even tryed to change names thinking if they have mistake:Amount of won deals, Amount_of_Won_Deals__c - only here API name is different, @SUNTRACan you Share your validation rule screen shortits looked out, Billing_Country_Validation_RuleNOT(OR(BillingCountry = "US", BillingCountry = "USA", BillingCountry = "United States", ISBLANK(BillingCountry)))Billing_State_Validation_RulesOR(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)))For_Customer_ChannelISCHANGED( Name ) && ISPICKVAL(Type, 'Customer - Channel')For_Customer_DirectISCHANGED( Name ) && ISPICKVAL(Type, 'Customer - Direct' )Shipping_Country_Validation_RuleNOT(OR(ShippingCountry = "US", ShippingCountry = "USA", ShippingCountry = "United States", ISBLANK(ShippingCountry)))Shipping_State_Validation_RuleOR(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)))bye hlep of this I have completed my super badage. Noncompliance with corporate data privacy policies, Inefficient tracking of recruitment activities using email. did not produce the expected outcome. So, rather than using > symbol to check LEN(STATE) use =, and add NOT for AND, it should be like below: OR We're hard at work bringing you updated process automation content that reflects product enhancements and the industry best practices. (step5), 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 Materia, step5Challenge 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. type - formula (return type - text) OR( Demonstrate your knowledge of automation, enhancement, and troubleshooting for approval processes. & tnx buddy once again for your solution. Though it doesnt throw an error for that condition. Process Automation Specialist Superbadge: Trailhead Challenge Help. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Shipping/Billing Address is incorrect: []my validation:OR (ISBLANK( BillingCountry),BillingCountry <> 'US',BillingCountry <> 'USA',BillingCountry <> 'United States',AND(ISBLANK( BillingState),LEN(BillingState) !=2)), I have the error belowChallenge 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. 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. Challenge Not yet complete heres whats wrong: Create following fields with correct data type: Create Sales Process in Opportunity; thename should be. VALIDATION RULE 2 : Rule Name :Name Change, Error Message :You cant change the Account name for Customer Direct or Customer Channel. Challenge Not yet complete here's what's wrong:Please check the configuration of the custom fields on the Account object. [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4], Step 3 : Create validation rule on lead object. Create Initial Submission Actions (Field Update) => Set Opportunity Stage to Waiting Approval. Thanks @Michele. Like many of you I am stuck as well on the Process Automation Super Badge Step 1. A superbadge defines a set of real-world challenges, and you use your Salesforce knowledge and skills to solve business problems. Stuck on Security Specialist Superbadge, Challenge 5. Thanks for this! Dont worry! Okay. I resolved it. Superbadges are proof of worthiness! Change Auto-Layout to Free-Form. I have a strong analytical background with experience in generating and analyzing reports, as well as database organization and data validation according to project requirements.<br><br>ADMIN: I have core knowledge of . I set the Stage = ClosedWon under Approval Steps. Make sure to inactive other processes in Processes to avoid interference and activate your process builder: Help onSuperbadge Process Automation specialistStep 6? The Robot Setup Day of the Week formula does not seem to be working properly. Label = Number of won deals I am getting the same error. Deactivating a validation rule on Contact address field didn't help. Element 1: Screencomponent from the paletteName:Product Quick Search. Accounts have two address fields- billing and shipping - 4 total validation rules are needed. Superbadges introduce realistic scenarios and business problems. Searching for Queues and Lead Assignment quickly led to the correct features. Challenge Not yet complete heres whats wrong: A superbadge defines a set of real-world challenges, and you use your Salesforce knowledge and skills to solve business problems. ISPICKVAL( Type , 'Customer - Channel') I did the same. rebecca@capstorm.com, Hi,I am getting this error. Faiza, Thanks for the tips. Please check the configuration of the custom fields on the Account object. Change the datatype for Day of the week field from TEXT to Formula (TEXT) and use the following the formula to get Day of the week, If Day of the week is Saturday , change [Robot_Setup__c].Date__c +2, If Day of the week is Saturday , change [Robot_Setup__c].Date__c +1. Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. Missing ) . 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. Well, just in case, someone is facing same problem, like me, and redoing all the fields again didnt fix it, I found the problem I had was with the "Amount of won deals" because, the "Amount" field from the Opportunity object (I used the other field instead Amount) , was not available for the rollup. I have created 3 approval processes: 1) Opportunity Stage is Negotiation Over 100k; 2) Automatically Approve Opportunities Stage = Awaiting Approval and Amount = 100k. Want to send some screenshots? Create Three Email Templates:Finance: Account Creation,SALES: Opportunity Needs Approval,Sales: Opportunity Approval Status. on the account detail they should be able to see the number of deals, number of won deals, when the last deal was won, what our win percentage is, and the total amount of deals we won. Check that may be another process is also in active. The SFDC Web Training always welcomes the new talent to expose themselves on this platform. Your new org will have all the special data you need. 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 I've split my Account State / Country validations into 2 separate validation rules. !!! Struggling with the last step for 2 days now. But to get a job in the Salesforce ecosystem, you need on-the-job experience. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Opportunity Status Change process failed. Appreciate your inputs. Change), You are commenting using your Facebook account. It will return TRUE if it does not and return FALSE if it contains a value. 4, "Thursday", Thank you for any help! If you are short on time, start around the 20 minute mark. I am getting the same error. By completing the entire trail, you experience how these skills together contribute to building a full solution. Not all custom fields were found. Criteria : (Opportunity: Stage EQUALS Negotiation/Review)AND(Opportunity: Amount GREATER THAN 100000)SALES: Opportunity Needs Approval->Template. A validation rule did not prevent a new Lead from being saved when Country is blank and State has three characters. Your validation rules are incorrect. odd. Hello! :), @Venkata Gorantla I followed the same as you mention still facing same issue. One of my favorite new things this week was taking a shower with my whole block collection. 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. TIA, Challenge Not yet complete heres whats wrong: Rule Name: Account_Number_8_Characters b. I've heard back from Trailhead editors, they're working on the issue today (7/28/17). Label = Last won deal date The free lemonade offer worked! So maybe they are changing them. CASE(MOD([Opportunity].CloseDate + 180 DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180). error id: 429738065-586330 (157788690)ook up exceptioncode values in the soap api developer guide. i.e. Add the flow to the opportunity screen using app builder. Design a site like this with WordPress.com, Click to share on Facebook (Opens in new window), Click to share on LinkedIn (Opens in new window), Click to share on Twitter (Opens in new window), Click to share on Telegram (Opens in new window), Click to share on WhatsApp (Opens in new window), Click to email a link to a friend (Opens in new window), Click to share on Reddit (Opens in new window), Process Automation superbadge unmanaged package, Business Administration SpecialistSuperbadge, Tips to complete the Lightning Experience SpecialistSuperbadge, Create a product rule to avoid mis-configurations in abundle, Guidelines to write a guest post onblogs. I dont get much time these days to redo the challenges. i Followed @Neha Chandra 8 advice and it worked after 2 hours smh, Hi, I stuck here, tried everything. but still :-(. net worth phyllis mcguire today; colleges that accept chspe; kent state athletic department salaries; tilda fabric woodland collection; batavia police scanner Confused? 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. Nothing, nothing is working. I had a bad Account Trigger from another trailhead item I was working, but was not complete and causing an issue. And it takes care of the process thereby. Hello, thank you for posting this. But like @Apoorv stated, they dont test against it. 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'. Start building your understanding of Salesforce through Trailhead. 6, "Saturday", "Error"), step 3: If you are familiar with report and dashboards, this challenge should only take 30 or so minutes to complete. Go to action on the last node where we set up robo record. Could you share the details of your validation rules? It shows that you can understand a complex use case and solve it using your Salesforce skills. LWC Superbadge Step 3 - Setup / Clarification. Change formula of date field from[Opportunity].CloseDate + 180..to.. below formula. Hi Kona, Step 5 I keep getting the following message: Challenge Not yet complete heres whats wrong: Make sure to populate your manager as Nushi Davoud in Manage Users. section below. This error comes when I check the challenge for automating opportunities.. 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! Like it and share it to help our #salesforceohana members. This is crucial to earn this badge. label - Robot Setup Create a process with the process builderOpportunity object with option created and updated. Hello,There could be many reasons and for each issue , debug logs can really help to dig out the root cause.I was able to fiund in my case through logs and fixed the issue with below validations for shipping country.Error: A validation rule did not prevent a new Account from being saved when Shipping Country is blank and Shipping State has three characters.Solution: NOT(OR(ShippingCountry= 'USA', ShippingCountry= 'United States', ShippingCountry= 'US', ShippingCountry= null)) || LEN(ShippingState) <> 2same for BillingCountry as well.ThanksDax. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Cannot change Account Name if Type is Customer Direct, Channel: [Name]. You can skip the Ready to Tackle This Superbadge? In challenge 5 there is a hyperlink on robotsetup too. All the custom fields exist. I am unable to change it now since it is referenced in the PB. https://developer.salesforce.com/forums?id=9060G000000BgY7QAK. VF Page--- < , In order to schedule your apex class, Salesforce provides a Standard feature named Apex Scheduler . You can use a superbadge as-is to demonstrate your Salesforce knowledge. I keep getting this error for automate opportunities challenge 5. That being said, there is a known issue with that specific step: Please first complete the prerequisites and the challenge for Process Automation Specialist Superbadge will be unlocked. Clone the Case Layout page layout - you'll need the Feed View for it later. Formula ==> AND(!ISBLANK( State ), LEN( State ) != 2), Step 4 : Create 2 queue 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. I created 2 Leads Queues ("Assembly System Sales" & "Rainbow Sales")And I created a NEW Lead Assignment Rule Called Trailhead:Im not sure what I am missing to pass this challenge! @[kc mead 7] did you manage to get yours working? I'm having the same error. If Robot Setup Date / Day Of Week is either on Saturday or Sunday, then make it to Monday. The formula should work fine, but just in case, this is mine: IF(TODAY() + 730 < Last_won_deal_date__c , "Yes", "No"). your effort will be highly appreciated by fellow readers. Just(Number_of_won_deals__c / Number_of_deals__c) will work. Many useful tips and guide. So I am getting stuck on the 6th step of the Salesforce Superbadge for Process Automation on step 6. Note: If you face any trouble in any of the challenge, comment below. AutoNumber field - ROBOT SETUP-{0000}, c)Day of the Week I am getting the same error, can you help me to resolve it in case you know the resolution. tried every option mentioned above for "call for service". Visit Career Paths here on Trailhead to explore these and many more roles that use Salesforce skills. Start a discussion in the forum to get straight-up answers, and avoid your query to be lost in the comment pile. Bogged down by the "Call for Service" field? Node 1 Criteria. 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 Lead State must be valid 2-digit US state. Can you please help me to resolve it incase you know the resolution. Use validation rules and formulas to ensure data quality in an app. Appu is correct, if we enter any 2 letter state code which is not a part of US, for example, TT then it should through error but using the above validation rule it doesnt throw any error because if we enter any two letters then the condition LEN(State) > 2 becomes false and in AND it wont check next condition i.e. : Opportunity.Account Type = customer and Opportunity.account id not equal to null, Node 2 Criteria. Please dont forgot to Activate the page. @Devender, Even I am not able to sort out the issue using your solution. Getting this Error again and again Please help me. The solution you have given worked for the "Call for Service" field. Patrick - Thank you for the response, I should have added that I am getting that pesky error with th ever changing reference error id. Regarding step 5, if you change the stage of the opportunity and change back to prospecting, another task Send marketing materials would be created. The Process Automation Specialist Superbadge is a Salesforce credential made up of three superbadges. create master detail relationship with opportunity. Or you can adapt what you learn by completing the superbadge to show a different scenario that might be more applicable to the companies youre interested in. feel free to rectify just send me a screenshot showing ur code works fine. I am looking for a position as a Salesforce Administrator or developer role. But in your logic, you are using LEN(BillingState)>2. There are hundreds of badges that you can earn to gain the experience you need to tackle a complex business problem using Salesforce. Sent from iOS. System.schedule() method takes three arguments, first one is a name for the job, second is CRON Expression that represents date and time on which job is scheduled and last is an instance of apex class. Worked for me. I have completed my Superbadge, Help with Superbadge Service Cloud Specialist step 4. The formulas, rollup summaries, etc. (For example, one of the validations they do is to set up an account where state= "NYY".) My brother has started to play with me! Lets solve this developer Superbadge Process Automation Specialist for the Level up challenge. Hi Megha, I am unable to check my step 2 of Process Automation. Challenge-5 (Automate Opportunities)I am unable to get Robot setup as Record type to create a record. Cash on Card is one of the best cash from credit card services. formula ==>, NOT( I hope to inspire all of the worlds trailblazers to learn, grow, and experience! UPPER(ShippingCountry) =='US', I'm sure this is at least one bug in relation to the check. @Abderrahmane TRIA, I had exactly same setup as yours and the only diiference is the field 2. Explain how superbadges relate to real-world scenarios. Photo by William Iven on Unsplash A quick introduction on Superbadges, in case this is your first to attempt. Can you confirm the actions you took for step 1 "Automate Leads". type = rollup summary ( on opportunity function count), b) Number of won deals => Just update your process builder with single condition where it checks Opportunity as closed one, remove all your other 3 conditions. Hi all if you have any query in this challenge 2 so please watch this video at least once i hope you will get your solution, @MBP Salesforce thank you for the video, but it is not resolving the issue -, I inactivated the triggers in Account and my issue is resolved. See State and Country/Territory Picklists under Data section in Settings. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Have something to share? To determine if an expression has a value or not, you can use ISBLANK() function in Salesforce. This issue is not resolved for me how to resolve this issue? Are you sure you want to create this branch? This superbadge is all about to test one's automation skill using superb automation tools which salesforceprovide. You can open dev console in a separate window and try running the process. Scheule Apex Syntax-- To run at the specific time your Apex class have to implement the Schedulable interface and then schedule an instance of your class to run at the specific time using System.schedule() method.
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process automation specialist superbadge step 2 validation rule 2023