Same Error on Automate Account.. plz provide Any solution? hi,I tried with the solution still getting same error.I have emailed you the screenshots on email id-rebecca@capstorm.comKindly check and please revert. Process Automation Superbadge unmanaged package. I dont get much time these days to redo the challenges. Send Welcome Packet Email, when the Opportunity is Closed Won. Many thanks again! They dont want any State abbreviations that are greater than or less than 2. Error ID: 1155961392-2800659 (157788690)k up ExceptionCode values in the SOAP API Developer Guide. 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 On the 3rd node, the Opportunity Stage negotiation/review should cause the approval process to fire. Rainbow Sales. 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. Then I changed approver to a manager and I stopped receiving email alerts. wow, thank you for such a quick reply! UPPER(ShippingCountry) =='United States', Im facing one problem. is-. 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). Please help!! CronTrigger is similar to a cron job on UNIX systems. "Not sure if issue is with my process built or approval processThank you so much in advance! 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'. 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. Notify me of follow-up comments by email. Assembly System Sales. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, An account cannot be added for Customer - Direct and Customer - Direct Channel. This is my journey- a normal kid by day- a Trailhead explorer by night. Are you sure you want to create this branch? 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. Could you share some details of your process? NOT (OR ( BillingCountry = 'US', BillingCountry = 'USA', BillingCountry = 'United State'. We couldn't find the record you're trying to access. This will need to be corrected. If you are short on time, start around the 20 minute mark. A few things:1) The first node in the process builder should not trigger sending marketing materials. What does your current process look like? 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. The issue was in validation rules. Can you help me to find out the reason for this errorChallenge 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'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. Many useful tips and guide. If a flow cant do what you need you or a developer can write Apex to do so. Does your flow reference the approval process? Thanks Trailhead Baby! Automate Opportunities - Detailed stepsAll formulae are available in the below links https://salesforcehandle.com/superbadge-process-automation-specialist-he. I enjoy playing on Trailhead, taking long walks with mommy, watching the Florida Gators with daddy, and chasing my two dogs. Give your Salesforce admin these details. Note the filter. Thanks! Search for an answer or ask a question of the zone or Customer Support. Hi Trailhead Baby,I used to have the following error:There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. 466,992process automation specialist superbadge step 7jobs found, pricing in USD First1234NextLast Node.js code for Pipedream 6 days left I have an established Pipedream workflow with an incoming webhook data.data and we do forward some of the data via POST to another API system. Criteria : (Opportunity: Stage EQUALS Negotiation/Review)AND(Opportunity: Amount GREATER THAN 100000)SALES: Opportunity Needs Approval->Template. Application Life cycle Management (ALM) - Application life cycle managementisan integrated system of people, processes, and tools that manages thelifecycle of anapplication or softwarefrom gathering requirements to delivery of the final product. Also if this was a real use case, I would also want to trigger the approval flow for opportunities that are in stage Negotiations already, but have the Amount changed to a number >100k right? Stuck on Step 5 of Process Automation Specialist? Dont be tempted to write a checkbox formula they want a Text field. Negotiation Stage & Amount > 100 000, automatically submit for approval. https://www.youtube.com/watch?v=kqQyCsOgO8Q. 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 Need help with specific errors? When you start a create a new report, simply click to start with a clean screen. Hello, thank you for posting this. 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When I take away the Related to ID field away on the Prospect node of the process builder, I get the error that a task is not created for the owner. It's saying the Send an email to the finance group process failed. Step 5 I keep getting the following message: Challenge Not yet complete heres whats wrong: Max Score. Done the Superbadge Successfully.. Business Administration Specialist Superbadge- 3 & 4, Lightning Experience Reports & Dashboards Specialist Superbadge - 5-6. I'm happy to take a look if you could comment with what you have. Is it possible that the problem is somehow in previous steps (they passed the challenge, but maybe affect this step) ? I thought of using the 'Product Family' standard picklist field and build the values in it. Create two rule entries and fill like below. Thank You. Due Date Only Formula TODAY() + 7 2. : Opportunity.Account Type = customer and Opportunity.account id not equal to null, Node 2 Criteria. Please dont forgot to Activate the page. Thanks now I'm receiving this error:There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. I set the Stage = ClosedWon under Approval Steps. Make sure it is unique. You can try it out yourself by entering a shipping state like TT which should throw the error but it wont. Leave a comment for the Trailhead Baby! Go to action on the last node where we set up robo record. OK, I managed to do this. Hello Sai- I took a look at your screenshots:A few tips:1) The approval process needs some edits. Superbadge-Process-Automation-Specialist. UPPER(BillingCountry) =='US', I would check a few things:Process Builder- * Node for Opportunity = Prospect (with the "send marketing materials" as the immediate action) - Do you have three entry criteria? * If anyone is having trouble getting the process nodes in the correct order, think about it like this: What is the logical flow for a new customer at any business? Rated Accounts by State The record count for state and account rating are automatically added. The Rainbow sales team should be handling all the leads that come from the web Someone pls help, Hi Challenge 4: Create Sales Process and Validate Opportunities, Challenge 6: Create Flow for Opportunities. Still stuck at the same point even though applying the hints from here and further forums. Want to share a concept or story? 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. Thanks again for your help, https://help.salesforce.com/articleView?id=user_fields.htm&type=5On profile .scroll to the bottom. According to the solution provided, if an opportunity is customer account type, then it will never go through the approval process. And with this, we complete the challenge! There are multiple types of customers and you are missing one major condition.Node 2- Missing the same condition as node 1 Why would finance be notified two times? This is straightforward normal Queue creation. I have carefully read all of this and other threads on this trail. Here it Like it and share it to help our #salesforceohana members. Thank you for any help! Admin ur content has helped me to understand various aspect of approval process and task. Requesting admin to make update in your last question formula. 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. For Mike Watson in response to his email.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.If I activate the process I get the following error.There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Regarding the AutoNumber field for this challenge, I created the field and forgot to tell it to start counting at 0; I told it to count from 1. a) Rainbow Sales Tip:Create 2 public groups (Sales Team) and assign each one queue. Unless you've revised things since then, I'd bet that the primary issue for this error is that the node for a "prospect" did not have criteria that required both the stage and the account type. Save my name, email, and website in this browser for the next time I comment. Y, Superbadge Process Automation Specialist - Full Solutions, System.DmlException: Insert failed. Since the error states that you need approval from manager, my guess is that it is something with the approval process. Error ID: 1725844101-48357 (1684581515): []Can you guide about Approval Process while checking Debug logs it's Giving Fatal Error and i found this error FLOW_ELEMENT_ERROR No applicable approval process was found. Copyright 2000-2022 Salesforce, Inc. All rights reserved. In this part of challenge, we gonna create a flow which takes some input from user and will return list of Product record. I would first check to make sure that I'm pointing my flow towards the correct approval process.Approval process details:Entry Criteria- Amount>100,000 and Stage= Negotiation / ReviewApproval Assignment Email Template- SALES: Opportunity Needs ApprovalInitial Submission Actions: Record Lock & Field Update to Awaiting ApprovalApproval Actions: Field Update to Closed WonRejection Actions: Field Update back to stage Negotiation/ReviewFinal Approval Actions: Record Lock, Email Alert: Opportunity Approval Status EmailFinal Rejection Actions: Record UnlockIf you are still stuck, email a few screen shots of your approval process to my mom: rebecca@capstorm.com ,and I'll take a look at it. (I use my mom's email address: rebecca@capstorm.com). Flow DetailsFlow API Name: Robot_SalesType: Record Change ProcessVersion: 13Status: ActiveOrg: eAgent (00D2E000000na5a)Flow Interview DetailsInterview Label: Robot_Sales-13_InterviewLabelCurrent User: Tarik Kadic (0052E00000Hvc03)Start time: 4/18/2019 9:43 AMDuration: 0 secondsHow the Interview StartedTarik Kadic (0052E00000Hvc03) started the flow interview.Some of this flow's variables were set when the interview started.myVariable_old = nullmyVariable_current = Opportunity (0062E00001CO0koQAD)ASSIGNMENT: myVariable_waitStartTimeAssignment{!myVariable_waitStartTimeVariable} Equals {!$Flow.CurrentDateTime}Result{!myVariable_waitStartTimeVariable} = "4/18/2019 9:43 AM"DECISION: myDecisionExecuted this outcome: myRule_1Outcome conditions: 1. Label = Number of won deals 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? Sharing is caring. UPPER(BillingCountry) =='USA', I have completed my Superbadge, Thanks Trailhead Baby this post was very helpful! There is an additional node with a separate immediate action that should come first. Did you look at: https://trailheadbaby.blogspot.com/2017/10/special-post-for-bcs-assistance-on.htmlIt is a full walk through of this step. Mail you all the screen shot too. An unhandled fault has occurred while processing the flow. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, You Need Approval From Manager. Supported Wondering for an easy solution. Hi Trailhead Baby,I'm happy to get your reply. Any help very much appreciated, Absolutely the same issue :(. Nothing, nothing is working. trailhead playground and have installed the package: Package Name: I used two nodes, because I thought it was simpler- everybody triggers an email to finance, then filter out the customers for the second node to trigger the marketing materials action. (I doubt 2nd criteria)When it comes to Task itself the only field I can't validate against yours in snapshot is Assigned to and there I have (like above already someone asked and you confirmed):[Opportunity].Account.OwnerID. (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)))). I passed this step but another error occurred. Error ID: 1067837610-13774 (1684581515): [] I believe I tried all the options. Assigned to ID- [Opportunity].Account.OwnerID is correct.I just posted a full walk through of this process specially for you. Did you email me? There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Tip:Account Type = Prospect AND Opportunity Stage = Prospect AND ConstantError:System.DmlException: Insert failed. If you get stuck again, I'm happy to take a look! Can you tell me what is happening? OR ( Process Automation Specialist: Automate Opportunities Requirements: New Opportunity Created for Account Type = Prospect OR Customer, send Email to Finance Team, create Task for Account Owner ONLY for Prospect. First, you must pass the Approval Process Management Superbadge Unit to achieve this badge. Hello friends,I removed the post that contained a walk through of this step. Thank you so much for your good work. You have June 26, 2001.3) Robot Setup Record- Read the instructions carefully and note the "date" requirement. 5, "Friday", Hi , In Challenge 5 .. we need to define this formula CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180) i m getting error after this :Challenge Not yet complete here's what's wrong: A Closed Won Opportunity did not successfully either create an Robot Setup record and if it did, then the Date__c was not 180 date from the Opportunity Close Date. Hi Trailhead Baby,After being stuck in sept 5 for 4 weeks, I found your blog and read your post and replies.I tried to follow your instructions and now I faced a new error message in Step 5.May I send you an email to ask for your help, if possible?Thank you in advance! Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. 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 already completed challenge 3 successfully where created custom object Robot Setup. I really liked this badge because of the way it was structured; youre given a set of videos to watch that deliver the requirements you need. create master detail relationship with opportunity. Chapter 10, Salesforce Certified Data Architecture & Management Designer Exam Tips, Learn Salesforce with Gemma Homework and Recordings, Introduction: Learn Salesforce from Scratch Totally Free, A Flow to conditionally collect data and display in a screen, Adding a flow component to your Lightning record page, Spin up a new trailhead playground you need the data, but you can get away with adding a few records yourself. Please post some details regarding the process- which criteria are in place. I'd start by inactivating the validation rule. Hi Trailhead Baby,Both points mentioned by you are correctly set.Also the record is getting created with right Date value and linked to parent Oppty. Check that may be another process is also in active. Make sure that the correct date range is selected. "Related details:- (2nd node) Criteria Name: Opportunity = prospect; Set Conditions: 1. Regarding step 5, if you change the stage of the opportunity and change back to prospecting, another task Send marketing materials would be created. type = rollup summary ( on opportunity function Max aggreate field-close date criteria- stage=close won), e)Deal win percent I will provide you with all the information needed once you direct me to a potential spot of error. Web. be auto filled as Rainbow_Sales. Please spend a few minutes to go through the following Flow diagram and understand it. I will make sure to reply you within short time and help you to complete the Superbadge. Hi Bareera,I emailed some suggestions. Create Flow named Product Quick Search. This value is empty. This error keeps coming back : 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'. Lets solve this developer Superbadge Process Automation Specialist for the Level up challenge. Error ID: 1930596534-98280 (1684581515): []. Remember to check the NULL Values in Validation rule. I am close to give it up, somehow the time is not worth it. The post that you are referencing was removed. 1. 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. * Read the "challenge 5" instructions above the check challenge button very carefully. I based my formula on the formula field I created earlier (to calculate the day of the week). Make sure that your processes schedule robot setup dates and submit opportunities for approval.For the purpose of approvals, assign Nushi Davoud as your manager and make sure your approval process automatically sends requests to the opportunity owners manager. (Integration User), Whenever an Opportunity is created for Customer type account, Send an Email alert to Finance Group. Cannot progress, I am stuck for 1 day and any help will be greatly appreciated !! VALIDATION RULE 2 : Rule Name :Name Change, Error Message :You cant change the Account name for Customer Direct or Customer Channel. Win!On the first node, there are more criteria than just the accountID being null. {!myVariable_current.StageName} (Negotiation/Review) Equals ProspectingLogic: All conditions must be true (AND)Executed the default outcomeDECISION: myDecision5Executed this outcome: myRule_6Outcome conditions: 1. Could you send a few screenshots of your process to rebecca@capstorm.com ? ; Test . Reconsider this one. Did you get it resolved? Close. Hi Trailhead BabyI stucked at challenge 5- Automate OpportunitiesIgetting error while Process Builder is deactivating 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 getting Error while activated Process BuilderChallenge 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. HINT: There are 4 necessary criteria for this node plus you will need to customize the logic in order to select the conditions. Shipping and Billing Country must be either. I dnt know where I am wrong. Concepts we use to complete this Superbadge: Important Pre-works before you start doing this Superbadge: These three are very important to avoid any error while doing challenges in the superbadge. I hope to inspire all of the worlds trailblazers to learn, grow, and experience! reading, but what if you just have to follow the steps for a challenge , Isn't You are so close to passing! {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. This time a complete new error message appears: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'. Try disabling any validation rules on the account object then rechecking the challenge. My only hunch is the Day of the Week field on the Robot Setup Custom object which is not setup as formula. Is the criteria for this action group solely based upon the Opportunity Stage Name? Search for Validation rule and create a new under Leads. rule named Process Automation Specialist. All of them have to be inactive. Is the Nushi Davoud someone that can be picked from a picklist or am I supposed to manually enter them? a time taking process for you ?? The entry criteria are not correct nor are the final approval / rejection steps. Make sure to populate your manager as Nushi Davoud in Manage Users. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. I checked and everything is totally fine. Yay! May I ask a question, please? My brother has started to play with me! Thanks in advance for your help! Amazing blog to go through and understand the steps in detail. "I'm going crazy, I have days doing this and I can not, can you help me? 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 Please go through this it will definitely help you -. If you would like help, just leave a comment! hmmmm. Required fields are marked *. Challenge Not yet complete heres whats wrong: {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct2. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Approval for a deal of more than $100K is must before closing. Please contact your system administrator for more information. Yes, I will help! It is something smart to have in a real-life process anyway! * There are two criteria for the validation rule. Curious if you have seen this error.Regards, Hello- Yes I have seen this error before. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015f00000Ow7PGAAZ. The "send marketing materials" should not be a part of the first node. @Trailhead Baby: Hi! {!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} (0061I000004AdF9QAK)comment = nullprocessDefinitionNameOrId = Opp_100kskipEntryCriteria = falseError Occurred: No applicable approval process was found. [ https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4] Step 3 : Create validation rule on lead object. Challenge Not yet complete heres whats wrong: I gave Assigned To ID as Opportunity.Account.OwnerID. CASE(MOD([Opportunity].CloseDate - DATE(1900, 1, 7), 7), 0, [Opportunity].CloseDate+182, 1, [Opportunity].CloseDate+181,2, [Opportunity].CloseDate+180,3, [Opportunity].CloseDate+180,4, [Opportunity].CloseDate+180,5, [Opportunity].CloseDate+180,6, [Opportunity].CloseDate+180,null)I checked in the calendar that the 7th of January 1900 was a Monday. 8 . An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4], Step 3 : Create validation rule on lead object. Great!! Same error. I keep getting this error with the process automation superbadge. Have you walked through each step of the process like a end user to make sure that it works?