In process builder check whether u select the stop button or execute the next Time to move forward with step 5, 1. Formula==> The account type is missing in yours. Executive Report Tips: SolarBot Loyalty Revenue This report is tricky, but I don't want to give away the solution! 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. The way I tackle these is to think the process through If a deal enters the negotiation / review stage, the deal must be approved.Only deals that are over $100,000 qualify unless they have already been approved.The way that your's reads-If an opportunity is in the negotiation / review stage with an amount over $100,000 and is approved IsClosed? I have carefully read all of this and other threads on this trail. 0, "Sunday", Please contact your system administrator for more information. Note: If you face any trouble in any of the challenge, comment below. Time investment starts from about five hours for the superbadge itself and can extend . This is one sales process, but youll need a record type. How did you solve. Prerequisite: Make sure you have successfully logged in to your Give your Salesforce admin these details. Web. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity Management process failed. & tnx buddy once again for your solution. Hi, I am getting following after following you: "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. If a flow cant do what you need you or a developer can write Apex to do so. Search for an answer or ask a question of the zone or Customer Support. A magnifying glass. Are you referencing the "send marketing materials" step? reading, but what if you just have to follow the steps for a challenge , Isn't Good! 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. Create a new Trailhead Playground for this superbadge. Thank you so much!The criteria on the "Negotiation" node were both based on Opportunity Stage Name AND Opportunity Amount. I took a look at the screenshots and emailed a few hints! Hy Appu, I can surely be wrong as I completed this in my initial days learning salesforce. UPPER(BillingCountry) =='US', 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. OR( Missing ) . (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)))). New Opportunity Created for Account Type = Prospect OR Customer, send Email to Finance Team, create Task for Account Owner ONLY for Prospect. you can look up exceptioncode values in the soap api developer guide. closely observe the screenshots n article, Hi admin You are missing many of the instructions. I'm happy to take a look if you could comment with what you have. ; Test . You might also want to tweak the due date value. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Opportunity Status Change process failed. 3 of the field conditions are related to "account.type." Breast Cancer at 29 REALLY?! - I do not know of a way to add conditions on task execution - When you choose to "create a record," you are limited to the fields within the specific object. I appreciate your help and hints along the way to get me back on track with the challenge.Thank you! 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. Everything looks the same. Hi Trailhead Baby.. New on the blog and new to SF (1 week of fun and pain in the same time !). VALIDATION RULE 2 : Rule Name :Name Change, Error Message :You cant change the Account name for Customer Direct or Customer Channel. type - formula (return type - text ) I based my criteria on the Negotiation node solely on the opp stage- since the opp amount was part of the approval criteria. @Trailhead Baby: Hi! Node 3- Revise criteria. I'm have to send you screen shots of my entire process if necessary. OK, I managed to do this. There is an additional node with a separate immediate action that should come first. Have already completed challenge 3 successfully where created custom object Robot Setup. Thank you for sending the screenshots and the blog comment! Mom is not aware of my nocturnal computing, so I keep the noise to a minimum, and she assumes that I am slumbering away. Queue Name:Rainbow Sales ; AND Assembly System Sales. [Opportunity].StageName Equals Picklist Prospecting 3. IRL this wouldnt happen! Automate Opportunities - Detailed stepsAll formulae are available in the below links https://salesforcehandle.com/superbadge-process-automation-specialist-he. I am getting the same error. Done the Superbadge Successfully.. Could not fix that with any of the formulas. I based my formula on the formula field I created earlier (to calculate the day of the week). Reports Accounts by Market To create the "Market" row grouping, use a bucket field. After giving it some considerable thought, I ended up creating a Process (1) to handle the emails to Finance (and the task), then invoking that in another Process (2) that runs based on Opportunity Stages. Did you create the email alert? (Integration User), Whenever an Opportunity is created for Customer type account, Send an Email alert to Finance Group. This value is empty. If so, please share some details of your process. It is highly recommended to print the video transcripts, because there are a multitude of brief instructions that are easy to overlook while watching. Give your Salesforce admin these details. You can look up ExceptionCode values in the SOAP API Developer Guide. Thanks in advance. Hooray.. 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. As matter of fact, I had to delete a validation rule for customer stage field and passed. * Have you set your own approver? I added a Flow component to the Opportunitys lightning record page and passed the Opportunity ID in as the initial variable. I have completed my Superbadge, How frustrating!A few tips for the "Negotiation/Review" and "Approval" parts:- The node within process builder only needs 1 criteria for executing actions. 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 Maybe this thing recorrection solves your problem. Did you have to build a new custom picklist field for the bot types? Salesforce Error ID: 1067837610-13774 (1684581515)Any assistance would be greatly appreciated. Many Git commands accept both tag and branch names, so creating this branch may cause unexpected behavior. // This object is available in API version 17.0 and later. I am getting the same error. Please reference ID: YRQGUFCA. Go to the Process we created in step 5. (Be sure to create a Trailhead Playground, and not a regular Developer Edition org. How were you able to get around this? Username: will be label-Call for Service So yes my issue was w/ identifying who the correct approval person is and this was at the Approval Steps section --> automatically assign to approvers --> then manually choose the user I was looking for.Thanks for working through this w/ me, Is the issue solved? Note :- Use Process Builder(PB) to setup all these automation and obviously in one PB. This is straightforward normal Queue creation. Challenge 4: Create Sales Process and Validate Opportunities, Challenge 6: Create Flow for Opportunities. It indicates, "Click to perform a search". is-. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Approval Process process failed. My brother has started to play with me! MOD(Date__c - DATE(1900, 1, 7), 7), Could something else be wrong? if yes please share immediately. Only one process have to active otherwise it give same error. Your process looks perfect. I passed this step. Reconsider this one. Did you email me? It worked! Please post some details regarding the process- which criteria are in place. Assembly System Sales. 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. Although my problem is solved I'm still trying to understand. CASE( Hey there, thanks for the very helpful post. Please provide some details of how your process is currently set up. Thank You. Superbadge . Thanks Trailhead Baby. I also got the same error.How did you rectified it. CronTrigger is similar to a cron job on UNIX systems. If you are in a consulting role, WATCH THE VIDEOS. Both of the validation rules on the Opportunity and Account objects were giving me trouble so I made them inactive. Check Setup > Lightning App Builder. All of them have to be inactive. If you are a new Trailhead Baby fan, all you need to know is that I'm a regular baby by day but a daring Trailblazer by night. Youre creating a custom object, then when the opportunity is closed won, youll automatically create a Robot Setup record via Process Builder. This are the tasks that they ask to accomplish: But I did created this step in my process: The Opp fields being validated are Opp.Stage and Opp.Amount in the rows above. Success! Hi Trailhead Baby,I am getting below error: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'. Good morning Trailhead Baby! Unlocking the challenges and steps 1 to 4 were all right but for 24 h 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 played with trigger criteria and data fields on the action, following various suggestions from this thread, but the error is the same.I focused only on criteria and task fields and I feel that I tried all combinations. Hi, Kumar! 1. Hi.My mistake was Immediate action for Closed Won - Robot Setup.I had to set the field value as [Opportunity].Id.Then I passed this step.Thank you!! (Too much work for me!) Note:- Roll-up summary fields can created on master side of master-detail relationship. 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. Stuck on Step 5 of Process Automation Specialist? or am i making mistake here? Email me a few screenshots- rebecca@capstorm.com and I can give you some pointers. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0015f00000Ow7PGAAZ. trailhead playground and have installed the package: Username: will be Hi Trailhead Baby,I am still getting the same error message :(Not sure what is wrong. IF(OR(TODAY() - 730 > Last_Won_Deal_Date__c,TODAY() + 730 < Last_Won_Deal_Date__c) ,'Yes','No'), step 1: create object robot setup Notify me of follow-up comments by email. An unhandled fault has occurred in this flow I hope this gets you started! No idea why this weird issue is happening. 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. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct2. please help me. 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. Create 4 Roll Up Summary fields as below: Field 1: Label:Number of dealsSummary Type:COUNTSummarized Object:OpportunityFilter Criteria:None, Field 2: Label:Number of won dealsSummary Type:COUNTSummarized Object:OpportunityFilter Criteria:Stage EQUALS Closed Won, Field 3: Label:Last won deal dateSummary Type:MAXField to Aggregate:Opportunity: Close DateSummarized Object:OpportunityFilter Criteria:Stage EQUALS Closed Won, Field 4: Label:Amount of won dealsSummary Type:SUMField to Aggregate:Opportunity: AmountSummarized Object:OpportunityFilter Criteria:Stage EQUALS Closed Won, Field 5:Label:Deal win percentReturn Type:PercentDecimal Places: 2Formula:(Number_of_won_deals__c / Number_of_deals__c), Field 6:Label:Call for ServiceReturn Type:TextFormula:IF( DATE( YEAR(Last_won_deal_date__c)+2 , MONTH(Last_won_deal_date__c),DAY(Last_won_deal_date__c) ) <= TODAY(), Yes, No), Validation Rule 1 : Rule Name :US_Address (Anything). I tried creating a new field but then this new field isnt showing in the Process builder when I lookup. Now it's working :)But I've caught a little problem with the next step - there are no such products in my Playground. I have not encountered that error, but I'm happy to take a look at what you have! Business Administration Specialist Superbadge- 3 & 4 Lightning Experience Reports & Dashboards Specialist Superbadge - 5-6 Something that helped was saving the report frequently. I have a problem in 6 Automate Opportunities module. And I have now spent four times as much time on step 7 than on any of the other steps combined. Thanks for this! Help on Superbadge Process Automation specialist Step 6. There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Error ID: 1066628416-17251 (1684581515): []. Steps-2 : Create Two Queues 1. Read More: Salesforce Interview Questions and Answers We Swear By! ACADEMIC & STUDENT SERVICES. 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. Send Welcome Packet Email, when the Opportunity is Closed Won. Clarification: the 2nd Approval Process above is Opportunity Stage = Awaiting Approval and Amount = 100k. Easy!)). The SFDC Web Training always welcomes the new talent to expose themselves on this platform. : []"Below would be Process Builder but cannot paste here. 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. Can you please help me to resolve it incase you know the resolution. I responded to the email with a few tips-- starting off that there should be 4 nodes in the process, not 3. Challenge-5 (Automate Opportunities)I am unable to get Robot setup as Record type to create a record. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Anything over $100K--have to be approved before they can close: []. 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). 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). Small contribution to SFDC community. Oh happy day!! Please contact your system administrator for more information. class , new WarehouseCalloutServiceMock ()); String jobID = System . {!myVariable_current.Account.Id} (0011000001NUajWAAT) Is null false3. My fault was that after making the necessary changes, I forgot to activate it.
