Clone this Process. 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. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect2. I checked and everything is totally fine. Various trademarks held by their respective owners. [Opportunity].Account.Type Equals Picklist Prospect- Action Name: Send Marketing Material Set Field Values: 1. The entry criteria are not correct nor are the final approval / rejection steps. I'll post a few of them here as well, since they may help others:* You select your "manager" for an approval process within your own profile. Need help with specific errors? Thank you for any help! 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. It's worth notifying that case 0 means Sunday, not Monday, and the solution may require an additional day to skip weekends. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity Management process failed. I do not believe that is possible right ? Lead Country must be either. * 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? Thank you so much for your good work. Great!! You can look up ExceptionCode values in the SOAP API Developer Guide. Any luck here? !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'. 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 am getting the same error. 2, "Tuesday", Node 1 Criteria. Negotiation Stage & Amount > 100 000, automatically submit for approval. That means the case numbers inform which day of a week Opportunity was closed, 0 for Monday, 1 for Tuesday and so on. Process Automation Specialist. 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. Its only what a client would say in a real-life consulting environment. the prospect approval process you created in approval process section is inactivate. But theres good news. This morning I check again, without changing anything. The account type is missing in yours. IF(OR(TODAY() - 730 > Last_Won_Deal_Date__c,TODAY() + 730 < Last_Won_Deal_Date__c) ,'Yes','No'), step 1: create object robot setup LEN is your friend for the State validation. 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. 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. type = rollup summary ( on opportunity function count), b) Number of won deals => Error ID: 1155961392-2800659 (157788690): [], Assigned To ID: id value of incorrect type: 0015f00000Ow7PGAAZ. Salesforce MPBSalesforce Trail head Super badges Process Automation Specialist Is video mai hum dekhenge ki kese hum Process Automation Specialist ka. That would be a lot of 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. Probably you missed to create Immediate Action Awaiting Approval, which is strictly required and given on instructional video. I do not have, in my process, that the account owner ID is not nullbut I doubt that will hurt. Remember to check the NULL Values in Validation rule. - essentially create a record of this type, with the field values set with whatever you choose. Click the' Select Tests' button. {!myVariable_current.StageName} (Negotiation/Review) Equals Negotiation/Review2. 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. Hi Kona, Hi Rajendra,Happy to helpbut I will need some details. https://www.youtube.com/watch?v=kqQyCsOgO8Q. Thank you in advance for your help! Change formula of date field from[Opportunity].CloseDate + 180..to.. below formula. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. The formulas, rollup summaries, etc. This value is empty. The post that you are referencing was removed. Required fields are marked *. Automate record creation using Apex triggers 2. rev 2021.2.24.38653. Please contact your system administrator for more information. * Have you set your own approver? How do I select the stop button? Hi Trailhead Baby, I have not been able to resolve error below. Give your Salesforce admin these details. Challenge Not yet complete heres whats wrong: Apex Class Go to Developer Console >>> File >>> Open >>> Apex Class Click on WarehouseSyncScheduleTest class >>> Open A template of the apex class will be opened, write your code there- @ isTest public class WarehouseSyncScheduleTest { @ isTest static void WarehousescheduleTest (){ String scheduleTime = '00 00 01 * * ?' 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). Yay! But I keep getting the following error even though the Robot Setup record is created with correct date.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.Please can you help me in getting this error out of my way.Thank you in advance. Formula==> A manual record should trigger the process - I don't know why it wouldn't. Under Record Collection: Add New Resource Filterresult: Variable Type as below. When I made mistakes, I simply reverted to the last saved version. Only one process have to active otherwise it give same error. There is an additional node with a separate immediate action that should come first. Before discussing the solution let me show you a diagram of a Process Flow at a high level. Stage is field label and StageName is a field name so that shouldn't be a problem , i updated the Related to ID to [Opportunity].Id still i see the same issue. "Notify the account owner."* Activate the approval process once changes are made, or you get a funky error message. {!myVariable_current.AccountId} (0012E00001pUftIQAS) Does not equal null3. Challenge-6 (Create Flow for Opportunities), How to show or hide a particular section of Visualforce Page dependent upon picklistfield value, How to redirect to another Vf page after saving a record. This is straightforward normal Queue creation. If you get stuck again, I'm happy to take a look! Hi Trailhead Baby,I have been trying to complete challenge 5 of Process Automation Super Badge. Steps-2 : Create Two Queues 1. This will need to be corrected. i.e. @Trailhead Baby: Hi! - In your user profile, click edit. I based my criteria on the Negotiation node solely on the opp stage- since the opp amount was part of the approval criteria. 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'. In this part of challenge we need to setup Robot Setup Date. 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? And with this, we complete the challenge! Salesforce Error ID: 354599625-54567 (2080501154)I'm thinking that is something related to the approval processCan you help me? Mail you all the screen shot too. CronTrigger is similar to a cron job on UNIX systems. I'm have to send you screen shots of my entire process if necessary. Figure 1: Application Lifecycle Management Step 1: Plan Release Gathering project requirements and analyzing them. Hi, Kumar! Superbadge . Thank you for sending the screenshots and the blog comment! A few hints:* The first node should have 4 criteria plus conditional logic* The second node should have 3Recommendation: Read through the instructions again and sketch out the process on paper before starting in Salesforce. Yes. It also removed the approval steps from Process Builder and highlighted with s the prerequisite items to building my process. Clarification: Approval Process 2 is Opportunity Stage = Awaiting Approval and Amount= 100k. 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. Follow all the steps and in Assigned to ID give Account Owner Id not Account ID. Hello, I have problems with challenge 5, "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'. Many thanks! Questions: Did you set up your "robot setup" creation date to be 180 days from the close date, AND not occur on the weekends? Report Modifications: Sales Two words: Filter Logic Support If you get this errortry stacking to 100% and make sure that you have a "horizontal" style chart. Name ==> State Validation rule It's a tricky formula, but I'll get you started: CASE(MOD([Opportunity].CloseDateThis thread on the developer community should point you in the right direction:https://developer.salesforce.com/forums/?id=906F00000008vlZIAQ, Hello, I keep seeing this error message: 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.When I set field values for the new robot setup record I have opportunity as a field reference to Opportunity ID and a formula for the Date that is close date plus 180. Admin ur content has helped me to understand various aspect of approval process and task. schedule ( 'Warehouse Time To Schedule to Test' , scheduleTime, new WarehouseSyncSchedule ()); Test . +2,000 points ~1 hr . 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. did not produce the expected outcome., Challenge 5 i am getting an error like A new Opportunity with a prospecting stage for a Prospect account did not successfully create a Task for the Account owner with subject Send Marketing Materials. Weve previously discussed Workflow vs. Let us start our new adventure, today we will learn about Release management from beginner to advanced level. A PageReference is a reference to an instantiation of a page. You can try it out yourself by entering a shipping state like TT which should throw the error but it wont. Add the desired fields as below, Next add the Opportunity Validation Rule with error formula as below. Yes- there are several things that could be the cause. Lookup field used to select the user's manager. * Read the "challenge 5" instructions above the check challenge button very carefully. Please dont forgot to Activate the page. Everything is alright now, just need creating variables :), Those of you who still get the 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'.Check Opportunity.AccountId - NotEquals to Global.Null. This challenge is all about setting-up Robot Setup Object and create some fields on it. Check Setup > Lightning App Builder. I passed this step but another error occurred. : Opportunity Stage = Negotiation/Review and Opportunity Amount > 100,000, Node 4 Criteria. (Integration User), Create an approval process with entry criteria as followed :-, Email Template :- SALES: Opportunity Needs Approval. Issue was Evaluate the next criteria option was not enabled for step 3. This one is around updating the date on your Robot Setup records if the original setup date falls on a weekend. Cannot progress, I am stuck for 1 day and any help will be greatly appreciated !! 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 If the problem continues, get in touch with your administrator with the error ID shown here and any other related details. How about this- before you give up email a few screenshots of your process to me: rebecca@capstorm.com & I'll take a look. Create two rule entries and fill like below. Note: you need to install the unmanaged package for the email templates. Error ID: 2146461946-632512 (157788690)ok up ExceptionCode values in the SOAP API Developer Guide. a) Number of deals=> Process Automation Specialist Superbadge Showcase your mastery of business process automation without writing a line of code. Then pushes the records to the approval process? stopTest (); //Contains schedule information for a scheduled job. 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. 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. Let's get started. On the 3rd node, the Opportunity Stage negotiation/review should cause the approval process to fire. Create Three Email Templates:Finance: Account Creation,SALES: Opportunity Needs Approval,Sales: Opportunity Approval Status. : Opportunity Stage = Closed Won. Is the process active? 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. Basically I will be modelling the following conditions:- if a prospect account then send email to finance and create a task for account owner to send out marketing stuff- if customer account (direct or channel) just send email to financeIn your flow you used 2 nodes/criteria to distinguish between these 2, but I believe that could be handled in one node if one could add conditions on a task execution. Search for the field Day of the Week on robot object and change the field type from Number to formula field of return type: text and use the below formula. If you are familiar with report and dashboards, this challenge should only take 30 or so minutes to complete. The criteria look good to me. One the end of each node, have selected to "evaluate the next criteria" (default value is "stop") ? Change), You are commenting using your Twitter account. THANK YOU so much! rebecca@capstorm.com. Appreciate your inputs. Not sure what it means. Hooray.. If you like what I write and it has been ever helpful to you. [Opportunity].AccountId Does not equal Global Constant $GolbalConstant.Null 2. Please contact your system administrator for more information. Create a process with process builder Opportunity object with option created and updated. I do not know what a " status picklist" is - Get rid of this criteria. 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!! barrina led lights Issue with Step 4 Superbadge process automation specialist? Make sure it is unique. Or the "email to finance"? 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.

Solusyon Sa Mataas Na Gastusin Sa Pagsasaka, Retired Boxers Still Alive, Fivethirtyeight Podcast Transcripts, Articles P