Hi How do we create a master detail relationship with the oppurtunity object since this relationship with a particular field is known but how to build master detail relationship on a custom object,in step 3. R&D, Part of doing the Service Cloud Specialist superbadge is trying new things, so I am putting up picture of new things that I've tried recently. This is my journey- a normal kid by day- a Trailhead explorer by night. Use Salesforce and apps from AppExchange to: Customize an app using clicks, not code, to give your recruiters easy access to key data. The formulas, rollup summaries, etc. Action for Node 4: Record for Robot SetupSet fields as below and Date formula being ( closed date +180 ). IF(OR(TODAY() - 730 > Last_Won_Deal_Date__c,TODAY() + 730 < Last_Won_Deal_Date__c) ,'Yes','No'), step 1: create object robot setup For example, the Build Platform Apps in Lightning Experience trail pulls together five projects that walk you through building a recruiting app. Modulesare the bite-size topics that help you understand how business processes work. Change). Tedious, time-consuming, and error-prone data entry. Thank you @steve Fitzgerald 6. Sometimes when validation is right and it doesnt work rightly just delete and recreate it from scratch. How to.resolve it please help.me. Save my name, email, and website in this browser for the next time I comment. I took the validation rules created on the Lead object and tweaked them for Accounts. Join our group and start sharing your views and ideas. Here's what the forumla forCall_for_Service__c. Any other ideas? Sent from iOS. Thanks for driving me to write better and more , You havent done the process correctly retry with the approach above. She brought a bottle of milk, and, after a few sips, I was ready to create some fields. did you got solution. missing required field: [nextApproverIds] Error ID: 898053472-282948 (239473768)missing required field: [nextApproverIds] Error ID: 898053472-282948 (239473768): []. in the step 1 you dont say that we need to activate the assignment rule. Get to know more about Cash on Credit Card here. Process Automation Specialist (Super badge) - YouTube : Opportunity Stage = Negotiation/Review and Opportunity Amount > 100,000, Node 4 Criteria. Note: If you face any trouble in any of the challenge, comment below. Thanks for letting know. Challenge Not yet complete here's what's wrong:A validation rule did not prevent a new Account from being saved when Billing Country is blank and Billing State has three characters. label-Call for Service if the last time we won a deal on the account is more than two years ago (Means TODAY()-730 go to the past date this will return the 2 year back date) now need to check with the last won deal date, the Call for Service field should say YES. Explain how superbadges relate to real-world scenarios. Thank you in advance, Hii Kona, I'M Having the errorChallenge 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'. I started this Superbadge in the usual way, by printing this instructions plus the slides and transcripts of the videos. while creating Account and Opportunity i'm not receiving error in the org. In this superbadge, you design an agent console, use case management features, display actions, create a knowledge base, automate tasks and actions, and build a dashboard that displays analytics. When I made mistakes, I simply reverted to the last saved version. 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'. a) Rainbow Sales Struggling with the last step for 2 days now. I'm unable to check the step 2: Automate Accounts because i'm receiving the following error: 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. you can look up exceptioncode values in the soap api developer guide. State Validation rule Another thread for help with two digit states. & tnx buddy once again for your solution. It will help the people those who want to complete the Superbadge. I've copied and pasted the validation rules provided by Michelle. Thank you,@[Miriam McCabe] and @[Ronak SFDC]. It looks like one of your branches are failing. 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. After completing this unit, youll be able to: Welcome Trailblazer! Im not sure what the error above is or why. Thank you for such a wonderful content. Hi. I've read the thread here and in similar forums. 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! Note the filter. CASE(MOD([Opportunity].CloseDate + 180 DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180). Many useful tips and guide. If you're new to Salesforce, Trailhead is a great place to start learning about all things Salesforce. This is probably the most simple step to be stuck on for days!Lets solve it to claim our badge super fast! Create Names with related to appropriate sales team. MOD(Date__c - DATE(1900, 1, 7), 7), You earn this badge by completing the steps correctly in your Trailhead playground. Super Badge Process Automation Specialist - Stuck - YouTube Hy Will, I can surely be wrong as I completed this in my initial days learning salesforce. Process Automation Specialist Superbadge - 4 September 27, 2017 A tactic that worked well for tonight's challenge was to print the Trailhead "Create Sales Process and Validate Opportunities" video transcript and make a note, next to each section, with what overall steps are needed. Create new Assignment rule for this scenario(Do not use the standard rule). 2. It shows that you can understand a complex use case and solve it using your Salesforce skills. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Please enter valid shipping country: []. (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. I have completed my Superbadge, But in your logic, you are using LEN(BillingState)>2. Since the code inserts 7 Closed Won Opportunities, it means your processes are changing every Robot Setup to Monday, when they should do it only when it falls on a weekend. Done the Superbadge Successfully.. I have problem understanding the requirement in step 2 which of these right. In case it might be helpful for anyone, I had used a checkbox to represent "Yes" and "No" for the Call for Service field and hence I got an error. In the left sidebar, click Validation Rules. I guess this trailhead superbadge should also teach a way to avoid this, I mean, only creating a task when the stage is prospecting once, and not everytime it changes to prospecting. For the country, I'm only including US, USA and null as suggested. Label = Number of won deals In this example, I am going to explain that how to show/hide a particular section of Vf Page that depends on a picklist field value i.e. Under Record Collection: Add New Resource Filterresult: Variable Type as below. @[kc mead 7] did you manage to get yours working? created rollup summary fields, formula fields from scratch twice, created all validation rules separately. Drag and drop a Screen from Elements tab. You make it entertaining and you still take interest of to keep it sensible. Follow all the steps and in Assigned to ID give Account Owner Id not Account ID. Only Trailhead Playgrounds have the correct data for these challenges.) Step 2 : Install the managed package. Was anyone able to pass step 5: automate opportunites? @Patrick, Yes that is what it saysand I had initially put that in. For step 2, I had to change the Call for Service results to "Yes" and "No", instead of "YES" or "yes". Choose Trailhead badges that give you Salesforce experience. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Opportunity Status Change process failed. Create two rule entries and fill like below. "hours of inactivity" vs "hours of being created". I am stuck on challenge 5 not quite sure what to do or how to proceed. There can be two propbale area for the error. Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. Challenge Not yet complete heres whats wrong: I'm concerned to share photos because of the slight nudity, however, I can assure you that it was a glorious adventure. Any help would be greatly appreciated. Business Administration Specialist Superbadge- 3 & 4, Lightning Experience Reports & Dashboards Specialist Superbadge - 5-6, Service Cloud Specialist Superbadge - 4,5,6,7. OR ( Under the Loop: Get products, I am supposed to add a new loop variable; however, I do not have the option select loop variable. Wondering how you were able to add that. This superbadge is all about to test one's automation skill using superb automation tools which salesforceprovide. If Robot Setup Date / Day Of Week is either on Saturday or Sunday, then make it to Monday. Formula==> Hi Kona, Guys, I passed this challenge after days of working this thing around again and again. process automation specialist superbadge step 6 A superbadge defines a set of real-world challenges, and you use your Salesforce knowledge and skills to solve business problems. You can skip the Ready to Tackle This Superbadge? (OR( ISPICKVAL(Type, 'Customer - Direct'), ISPICKVAL(Type, 'Customer - Channel')). Create Three Email Templates:Finance: Account Creation,SALES: Opportunity Needs Approval,Sales: Opportunity Approval Status. 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}. Challenge Not yet complete heres whats wrong: