I was able to approve opportunity when I was the approver. Delete all other pages. Please refer to the step again. Hy Appu, I can surely be wrong as I completed this in my initial days learning salesforce. Please help!! Superbadges are proof of worthiness! There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. The immediate action should trigger the approval process. If the error persists, please share some details of your approval process. CronTri, Hi Rangers, Welcome to the month of February, time to unleash new sphere of learning. 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 I have not encountered that error, but I'm happy to take a look at what you have! New Opportunity Created for Account Type = Prospect OR Customer, send Email to Finance Team, create Task for Account Owner ONLY for Prospect. Hi, thanks for the guide. A few things:1) The first node in the process builder should not trigger sending marketing materials. Error Message: Try disabling any validation rules on the account object then rechecking the challenge. Finally I saw your screen shot and realized I wasn't relating my task back to the opportunity. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, An account cannot be added for Customer - Direct and Customer - Direct Channel. ACADEMIC & STUDENT SERVICES. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity Management process failed. I ranted again, moved things around, tried again. I am facing this error while checking my challenge Automate Oppotunities on Process Automation Specialist. : Opportunity.Account Type = customer and Opportunity.account id not equal to null, Node 2 Criteria. Scroll down at the bottom of page, under approver settings. Could you send a few screenshots of your process to rebecca@capstorm.com ? R&D. I created some email templates to start off with since I find it irritating having to come in and out of the Process Builder: I was lazy with these; I just put the link into the body of the email and it was fine. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, You need Manager Approval: []When I deactivated the process I got following error messageChallenge 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'.Here is the snapshot of what I have done. For anyone in a consulting role with a few years experience, you should find it fairly straightforward, but for those who arent, I hope this helps in some way. I'm happy to take a look -rebecca@capstorm.com. important case law for law enforcement. Create a process with the process builderOpportunity object with option created and updated. {!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. Please help to overcome from the Problem. Could you please share? UPPER(BillingCountry) =='USA', Try putting the $$$ requirement into the approval process entry criteria. CASE( Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. Assembly System Sales. Hii, Only one process have to active otherwise it give same error. unique email id will work fine. I am stuck with the same error:Challenge Not yet complete here's what's wrong: A new Opportunity with a 'Prospecting' stage for a 'Prospect' Account did not successfully create a Task for the Account owner with the Subject 'Send Marketing Materials'.I have checked the criteria and data fields on the task. My entire flow seems to work but not when creating a new >100k opportunity in the Negotiations stage. If Robot Setup Date / Day Of Week is either on Saturday or Sunday, then make it to Monday. I am getting the same error, can you help me to resolve it in case you know the resolution. Thank you in advance for your help! I'm receiving this message: 'Challenge Not yet complete here's what's wrong: A Closed Won Opportunity did not successfully either create a Robot Setup record and if it did, then the Date__c was not 180 date from the Opportunity Close Date'.I suppose there is a problem with my approval process. Hint: Carefully read / listen to the 1st line of the "Automate Opportunities" video/transcript. Hi, I finally managed to properly create a task, but now Robot Setup is stopping me. The "related to ID: id value of incorrect type" may also mean that there is an incorrect field reference in your process. If you could share some details of what you have, I am happy to take a look. I got confused between SObject Variables and SObject Collection Variables, but I got it in the end by assigning my data to an SObject Collection Variable. I hope this made sense! . type = rollup summary ( on opportunity function count criteria- stage=close won), c) Amount of won deals Thank You for any assistance :), I see the screenshots you emailed- Could you share a bit more about your process-- the information from the first two nodes- criteria and action information. apex specialist specialist 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 ) ). Dont try to pass this superbadge using the slide deck alone, because youll be missing out on developing a key soft skill: listening. Curious if you have seen this error.Regards, Hello- Yes I have seen this error before. ) First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Anything over $100K--have to be approved before they can close: []. Formula ==> AND(!ISBLANK( BillingCountry ), LEN(BillingCountry) != 2), validation rule Name ==> State Validation rule for shipping add Thank you for sending the screenshots and the blog comment! Hi,The formula that I have used is as below:CASE(MOD(([Opportunity].CloseDate) - DATE(1900, 1, 7), 7),0, ([Opportunity].CloseDate) + 180 + FLOOR((180-1)/5)*2,1, ([Opportunity].CloseDate) + 180 + FLOOR((180)/5)*2,2, ([Opportunity].CloseDate) + 180 + FLOOR((180+1)/5)*2,3, ([Opportunity].CloseDate) + 180 + FLOOR((180+2)/5)*2,4, ([Opportunity].CloseDate) + 180 + FLOOR((180+3)/5)*2,5, ([Opportunity].CloseDate) + 180 + CEILING((180)/5)*2,6, ([Opportunity].CloseDate) - IF(180>0,1,0) + 180 + CEILING((180)/5)*2,null), Close! Happy to take a look- rebecca@capstorm.com. label - Robot Setup Would you mind sharing the formula that you are using to calculate the setup date? Remember to activate the process approval, it worked for me, Challenge Not yet complete heres whats wrong: Let us start our new adventure, today we will learn about Release management from beginner to advanced level. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. ) You can look up ExceptionCode values in the SOAP API Developer Guide. The first three Superbadges can be taken in any order, and completing all three unlocks the fourth Superbadge, Advanced Apex Specialist. I passed this step. Rated Accounts by State The record count for state and account rating are automatically added. 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. Disable a validation rule then try again. I'm happy to help you though if you would share some details about your process. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. Screenless Flow Specialist Superbadge . * Are the opportunity stage field updates within the approval process set up? If you like what I write and it has been ever helpful to you. I started this Superbadge in the usual way, by printing this instructions plus the slides and transcripts of the videos. Mom is not aware of my nocturnal computing, so I keep the noise to a minimum, and she assumes that I am slumbering away. I am the Trailhead Baby! Sometimes when validation is right and it doesnt work rightly just delete and recreate it from scratch. Automation Champion Approach I-do. Also, Click on the Opportunity field STAGE and add a picklist value as Awaiting Approval, Next, create a sales process under opportunities by searching the sales process in the Search box. Let the universe renounce some goodness to you . Photo by William Iven on Unsplash. You want to send the email to finance for 3 specific account types, and there will be logic involved with the conditions. Hello,while executing i am 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'.is there anything i could do to get this right? Complete the capstone assessment to earn the Approval Process Specialist Superbadge. Can I have those screenshots,Because I am in stuck somewhere around there,Please? You signed in with another tab or window. This is one sales process, but youll need a record type. OK, I managed to do this. Give your Salesforce admin these details. Result size: 2. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Not allowed you to change: [Name]. You can look up ExceptionCode values in the SOAP API Developer Guide. Check out all badges on Top Trailblazers! First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity Automation process failed. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct4. fj40 ls swap. So I am getting stuck on the 6th step of the Salesforce Superbadge for Process Automation on step 6. Give your Salesforce admin these details. I'm looking forward to hearing that you passed the challenge! A project with Daddy: My favorite daily process! First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Cannot change Account Name if Type is Customer Direct, Channel: [Name]. Save my name, email, and website in this browser for the next time I comment. After the first node, is the process set to "evaluate the next criteria"? Action for Node 1 Email Alert to mail notifies account creation : Finance: Account Creation. What am i suppose to do ?? I did the same. Shipping and Billing Country must be either. Notify the opportunity owner when an opportunity is approved or rejected.Use the Finance: Account Creation, SALES: Opportunity Needs Approval, and Sales: Opportunity Approval Status Email templates included in the unmanaged package for your processes. Hi Trailhead Baby!Thank you for your help. A tag already exists with the provided branch name. 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. Here it Hy Will, I can surely be wrong as I completed this in my initial days learning salesforce. VF Page--- <
, To redirect to another page which is saved in your organization, use the standard feature provided by Salesforce PageReference . 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. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Opportunity Status Change process failed. missing required field: [nextApproverIds] Error ID: 898053472-282948 (239473768)missing required field: [nextApproverIds] Error ID: 898053472-282948 (239473768): []. Creating a Flow component for me was the hardest part; it didnt actually display any results, but when I took the chance and hit Check Challenge, it was happy enough that I had built the Flow and its component. 3 of the field conditions are related to "account.type." Could you share the details of your process? Good to hear! This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015f00000Ow7PGAAZ. I set up a new playground and tried to restart but I am still having the same issues. You can try it out yourself by entering a shipping state like TT which should throw the error but it wont. Doesnt matter if the flow actually works. This field:Establishes a hierarchical relationship, preventing you from selecting a user that directly or indirectly reports to itself.Allows Chatter to recommend people and records to follow based on your org's reporting structure.This field is especially useful for creating hierarchical workflow rules and approval processes without creating more hierarchy fields.Should fix the issue :), Hello, I am stuck on this error followed by an email : 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. error id: 429738065-586330 (157788690): [] Give your Salesforce admin these details. If you would email a few screenshots, I am happy to take a look at them.