Join our group and start sharing your views and ideas. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup process failed. Salesforce Interview Questions and Answers We Swear By! Steps-2 : Create Two Queues 1. I need help with the Process Automation Superbadge Challenge # 5.Requirements : Automate OpportunitiesFollowing the business requirements, create a process to alert the finance group and create tasks for account owners at appropriate times during the sales process. This error i get while validating 5 step. filled automatically as ndavo. 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. I am unable to get Robot setup option in create a Record. R&D. It seems as I have to make a difference between Prospect Accounts and existing Customer Accounts (Direct or Channel). ACADEMIC & STUDENT SERVICES. Step 2. || Country ="USA" || Country ="United States" || If you are short on time, start around the 20 minute mark. Stuck on Step 5 of Process Automation Specialist? have high-level requirements but the detailed solution is up to the person building the processes and doesn't follow step-by-step guidance. I'm have to send you screen shots of my entire process if necessary. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Leave a comment for the Trailhead Baby! [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4], Step 3 : Create validation rule on lead object. (Note: for the purpose of this superbadge, pretend Integration User is the finance group.) Hi, thanks for the guide. Having 3+ years of working experience in Salesforce domain. The Day of the Week should not fall on Saturday or Sunday. If you need more help, leave a comment! Let's dig a bit deeper in to the process. Im having a problem validatin a step in the Process Automation Specialist! * Have you set your own approver? Please post some details regarding the process- which criteria are in place. 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'.how to solve this error. Complete the capstone assessment to earn the Process Automation Specialist Superbadge. https://www.youtube.com/watch?v=kqQyCsOgO8Q. Breast Cancer at 29 REALLY?! Prospect node of process builder:Opportunity.Stage equals prospectingOpportunity.AccountId does not equal $GlobalConstant.nullImmediate actions:Email finance group Create task:Due date only = TODAY() Assigned to ID = Opportunity.AccountID.OwnerIdPriority = HighStatus = Not startedSubject= send marketing materialsIf I try to add the related to ID field it automatically goes back to the first critique that the process couldn't run. Try removing the "status" criteria. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, The high value deals over $100K have to be approved before you can close. I had to do some travel, so I parked this issue for a couple of days, hoping to clear the obstacle following the suggestions.I have cloned and modified the process, separating the criteria nodes:- First criteria (prospecting/customer) just making sure that account associated with opportunity not null, then send email to finance- Second criteria (prospecting) has 4 conditions, if these satisfied create task Send marketing Materialso Stage is prospectingo Account.ID not NULLo Owner ID not NULLo Account Type is PROSPECTAfter reactivating the process, still getting dreaded 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 attached the document with my screenshots and few notes, capturing the new flow. Create Names with related to appropriate sales team. 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. Create two rule entries and fill like below. Test Scheduling logic Hi Rangers , Great going !!! I am having problem in adding action to the Closed Won Deal criteria, I am not getting Opportunity field in Robot setup record type. Did you figure this out I am also getting the same error stuck on this challenge since 2 days. - the triangle thing-) It's in the instructions, but sneaky! NOT( Make sure it's "active." Admin ur content has helped me to understand various aspect of approval process and task. I double checked by approval criteria and my process according to your guidance and hints and was able to figure out what the errors were referencing and figured out how to pass the challenge. Message: MALFORMED_QUERY: When . Please contact your system administrator for more information. Create some Roll-up Summary and formula field on Account Object. May I ask a question, please? Just a correction, NOT from CONTAIN should be removed as well: OR Action for Node 4: Record for Robot SetupSet fields as below and Date formula being ( closed date +180 ). If a flow cant do what you need you or a developer can write Apex to do so. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. Rainbow Sales. 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. 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. {!myVariable_current.AccountId} (0012E00001pUftIQAS) Does not equal null3. label - Deal win percent : Opportunity.Account Type = customer and Opportunity.account id not equal to null, Node 2 Criteria. Email some screenshots or a video of your process to rebecca@capstorm.com. Clarification: Approval Process 2 is Opportunity Stage = Awaiting Approval and Amount= 100k. I assume that you have a formula set up to make the due date 7 days from today. Though in my view superbadges are more like test than learning modules. A positive- the screenshot you emailed of the "send marketing materials" action has all the correct criteria! And with Super Set credentials, showcase your expertise in a specific domain and take the next step towards landing a top job. A recommendation: print the transcripts of the videos from the challenge requirements. Struggling with the last step for 2 days now. Process automation specialist step 6 flow builder. 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'.I am getting this error. Photo by William Iven on Unsplash. I based my criteria on the Negotiation node solely on the opp stage- since the opp amount was part of the approval criteria. Hello, I have the exact same problem. Create Flow for Opportunities. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Error: Restforce::ErrorCode::MalformedQuery. Thank you in advance for your help! The email should be sent to "User: Integration User" from the current user's email address. Save my name, email, and website in this browser for the next time I comment. Why the change of heart? Change formula of date field from[Opportunity].CloseDate + 180..to.. below formula. Error ID: 177298165-18684 (373317706): []I've redone this challenge multiple times but keep getting this result. Sales", Similarly, for assigning lead to Assembly System Sales -. . If you dont find the formula field in the edit option of the field, you can delete and recreate the field with the same name as well. I am getting the below error while checking challenge. Action for Node 1 Email Alert to mail notifies account creation : Finance: Account Creation. Give your Salesforce admin these details. Reports Accounts by Market To create the "Market" row grouping, use a bucket field. Could you send a few screenshots of your process to rebecca@capstorm.com ? Send Welcome Packet Email, when the Opportunity is Closed Won. Give your Salesforce admin these details. Date, Date__c : Date typeNotes, Notes__c : Text typeDay of the Week, Day_of_the_Week__c : Number. Please contact your system administrator for more information. hmmmm. (You can also email screenshots) I'm happy to look at some screenshots via email, but I like to do as much posting here as possible in order to help others that may face the same issue. I'd start by inactivating the validation rule. Supported Error ID: 932835170-8850 (-1845957167): [] Tip:Activate Approval Process :-)Tip: Have 2 entry criteria in approval process: Money and stage.Tip: Put the money criteria ONLY in the approval process, NOT in Process Builder.Error: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.Tip:Only use criteria Opportunity = Closed Won, not additional 'opportunity record is changed'.Hope this helps guys! type = rollup summary ( on opportunity function Max aggreate field-close date criteria- stage=close won), e)Deal win percent Lookup field used to select the user's manager. I dont get much time these days to redo the challenges. in step first when im writing formula (Opportunity: Stage EQUALS Negotiation/REview) AND (Opportunuty: Amount GREATER THAN 100000) its showing Error: Syntax error. Does your flow reference the approval process? Error ID: 1066628416-17251 (1684581515): []. Give your Salesforce admin these details. 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? other leads come from our partners and from lists that we buy--all those leads are potential buyers of our assembly systems, Step 1: On Account object create validation rule so that correct US address can enter into the system, validation rule name ==> country rule for billing add Add Record Button from the Input as below:Label: Product TypeData Type: TextRequired: CheckUnder Choices: Add new resource Type: Choice Create three choices as below for RainbowBot, CloudyBot, and Assemble Systems. This will need to be corrected. Email: your own 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. My formula field throws Error: Syntax error.Extra Amount for the following OK, I managed to do this. UPPER(BillingCountry) =='' 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. You can look up ExceptionCode values in the SOAP API Developer Guide. Executive Report Tips: SolarBot Loyalty Revenue This report is tricky, but I don't want to give away the solution! I hope this gets you started! I enjoy playing on Trailhead, taking long walks with mommy, watching the Florida Gators with daddy, and chasing my two dogs. 3, "Wednesday", 6, "Saturday", "Error"), step 3: First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup process failed. success. This challenge is all about setting-up Robot Setup Object and create some fields on it. 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. My only hunch is the Day of the Week field on the Robot Setup Custom object which is not setup as formula. 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. This is probably the most simple step to be stuck on for days!Lets solve it to claim our badge super fast! It looks good on a resume to be a contributor. (rebecca@capstorm.com). First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Anything over $100K--have to be approved before they can close: []. Activate it and deactivate any others, in last step what is 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. I made two dollars today! Dont try to pass this superbadge using the slide deck alone, because youll be missing out on developing a key soft skill: listening. or am i making mistake here? To determine the account types, read the transcript for the "Automate Opportunities" video - the second paragraph. 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. Hi Trailhead BabyI stucked at Step-5 Automate OpportunitiesWhile Deactivating Process Builderit's getting error Like thisChallenge 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'.While active Process Builderit's getting error like thisChallenge 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. Done the Superbadge Successfully.. I passed the Process Automation Specialist Superbadge on Salesforce Trailhead a couple of weeks ago and got very confused when it said Id also got a First Ascent flag.I genuinely had no idea what it meant until I put a message out on my company Chatter and they told me it was because Id got each challenge right the first time. The Rainbow sales team should be handling all the leads that come from the web 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. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Sales 014 process failed. Let's get started. Any idea how this can be accomplished ? Getting this error in 5th step ( Automate Opportunities) of Process Automation Specialist superbadge. However I stuck with the step 5 challenge 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'.It seems like I went through all the steps and criteria but still fail. Are you sure you want to create this branch? type = rollup summary ( on opportunity function count criteria- stage=close won), c) Amount of won deals 7788cb3 . Thanks for letting know. 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. Reference: https://trailheadbaby.blogspot.com/2017/10/special-post-for-bcs-assistance-on.html There have been a lot of questions about this step, so I posted a walk through of the process. You can look up ExceptionCode values in the SOAP API Developer Guide. I also got the same error.How did you rectified it. So, here i'm going to discuss every problem statements / business requirements of Process Automation Specialist superbadge and convert them into a problem solving flow. Create new Assignment rule for this scenario(Do not use the standard rule). Have anybody solved this before?Thank you in advance! This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015j00000DbQUHAA3. 12 . You are missing one condition.2) Look at your "create a prospect" task. Note:- Roll-up summary fields can created on master side of master-detail relationship. Give your Salesforce admin these details. It is something smart to have in a real-life process anyway! Name ==> State Validation rule Please contact your system administrator for more information. Queue Name:Rainbow Sales ; AND Assembly System Sales. Thanks Trailhead Baby this post was very helpful! formula ==> Hi Trailhead Baby.. New on the blog and new to SF (1 week of fun and pain in the same time !). I recommend printing the transcripts for the videos and reading the first paragraph under "Automate Opportunities." I'd like to take a look at it. Change), You are commenting using your Twitter account. 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! Now, edit your own details make Nushi Salesforce Error ID: 1067837610-13774 (1684581515)Any assistance would be greatly appreciated. Here I am using Standard Controller functionality. Figure 1: Application Lifecycle Management Step 1: Plan Release Gathering project requirements and analyzing them. Hi, Kumar! The criteria look good to me. One the end of each node, have selected to "evaluate the next criteria" (default value is "stop") ? Step 5 I keep getting the following message: Challenge Not yet complete heres whats wrong: Hi Trailhead Baby,I am stuck at step five need your assistance , i am getting the below 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'. Hello friends,I removed the post that contained a walk through of this step. Run this rule if ISPICKVAL( Type , 'Customer - Direct') , Click on the That being said my next challenge personally is to figure out how to make the flow work. Give your Salesforce admin these details. Add New Resource Looptxt1 : Variable Type as below. Share and grow together..!For more, we always have the back of the community and you can drop me a comment if it helps! Don't forget to activate the process after changes are made! Hooray.. Create Setup Record and Setup Date = 180 days + close date. You know Santa! IF Prospect account:[Opportunity].Account.Type equals Prospect[Opportunity].Account.Id is null false [Opportunity].StageName equals ProspectingCreate Task:Due Date Only TODAY()+7Assigned to ID [Opportunity].Account.OwnerIdPriority HighStatus In ProgressSubject Send Marketing MaterialsRelated to ID [Opportunity].IdAlert manger via finance account creation form3. Label = Number of deals Superbadges are proof of worthiness! Under Record Collection: Add New Resource Filterresult: Variable Type as below. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, dont edit these types: []* The first node of this process should have 4 criteria with customized logic. assign the lead to -. It was happy with the ones I created (shown on the left) as long as the names contain the words Assembly System, CloudyBot and RainbowBot, youre home and dry. Hi! Stuck on Step 7 Process Automation Superbadge? Search for Validation rule and create a new under Leads. 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. Web. The screenshots are in the blog post. Thank you for sending the screenshots and the blog comment! I've just completed the step. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity process failed. Win!On the first node, there are more criteria than just the accountID being null. https://login.salesforce.com/packaging/installPackage.apexp?p0=04t46000001Zch4. The entry criteria are not correct nor are the final approval / rejection steps. Since the error states that you need approval from manager, my guess is that it is something with the approval process. Process Automation Specialist Superbadge 5 October 03 2017 A project with Daddy. (OR( ISPICKVAL(Type, 'Customer - Direct'), ISPICKVAL(Type, 'Customer - Channel')). When I made mistakes, I simply reverted to the last saved version. Did you have to build a new custom picklist field for the bot types? Tip: Have 2 entry criteria in approval process: Money and stage.Tip: Put the money criteria ONLY in the approval process, NOT in Process Builder.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 Unlock but I am still getting an email after this error message: Error element myRule_6_A1 (FlowActionCall).No applicable approval process was found. Step-1 : Validation rule on Lead to verify Country and State field. Example Controller-- public class MyExtension { public Account ac {get;set;} public MyExtension(ApexPages.StandardController controller) { ac = new Account(); } public PageReference save() { insert ac; PageReference pg = new PageReference('/apex/SecondVFPage');//Second //VFPage is another visualforce page pg.setRedirect(true); return pg; } } VF Page--
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