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Process Automation Specialist Superbadge - 2 & 3





Salesforce Trailhead - Process Automation Superbadge continued...

I took the validation rules created on the Lead object and tweaked them for Accounts.
  • Accounts have two address fields- billing and shipping - 4 total validation rules are needed.
  • The rules should apply to new records only, so the formula must be adjusted.
    5th validation rule! 

     HINT: I used "AND" and "ISNEW"
Next up, another validation rule, but this time, the validation rule is on a field within the account object. 

Number of Won Deals - field
After all of these validation rules, I was ready for a snack.  I hid my laptop under the blanket and called for mom.  She brought a bottle of milk, and, after a few sips, I was ready to create some fields.  4 out of the 6 new fields are roll up summary fields with various conditions.  The win percent utilizes 2 of the newly created fields in a formula. 
Highlight below for a hint: 
IF(Number_of_deals_c > 0, (Number_of_won_deals_c / Number_of_deals_c),0)

Bogged down by the "Call for Service" field?
Reference this forum from the Salesforce developer site.  The description of the field in the instructions could use additional elaboration...

It is a lovely chilly night, so, after Automating Accounts, I decided to snuggle up in a blanket and keep working.  If only I could speak enough words to ask mom for a hot chocolate...

Custom object - data type
I navigated to the object manager to create the Robot Setup custom object, ensuring that the data type was changed from "Text" to "Auto Number" using the display format and starting number specified in the instructions.  A master detail relationship was also added to the Robot Setup object to look up to Opportunity.  This addressed the cascading delete requirement.

Three fields need to be created of type text, date, and formula.
"Date" and "Notes" are simple, but the "Day of the Week" field is a little tricky.

To convert a date to the equivalent day of the week, you can either craft your own formula using CASE and MOD formula functions...or highlight the area below to see the Trailhead Baby method.
CASE(
MOD(Date__c - DATE(1900, 1, 7), 7),
0, "Sunday",
1, "Monday",
2, "Tuesday",
3, "Wednesday",
4, "Thursday",
5, "Friday",

6, "Saturday", "Error")

Before you start thinking that I am a super genius baby, please note that I received assistance with this formula from the Salesforce success community.  (A thread that dates back to 2010!)



Comments

  1. UnknownAugust 8, 2018 at 2:28 AM

    Hi,
    I am not able to pass challenge-2. I am getting error as :

    Challenge Not yet complete... here's what's wrong:
    A validation rule did not prevent a new Account from being saved when Shipping Country is blank and Shipping State has three characters.

    I have everything in my validation rules.

    ReplyDelete
    Replies
    1. Trailhead BabyAugust 8, 2018 at 6:05 AM

      A few things:
      Did you create validation rules for both Shipping and Billing Address?
      There should be 6 total validation rules on the account object.

      If you would like to share what you have, I'll take a look at them.

      Delete
  2. UnknownSeptember 4, 2018 at 7:44 PM

    I'm having the same issues. I've been most of the day trying to get this to work.

    Challenge Not yet complete... here's what's wrong:
    A validation rule did not prevent a new Account from being saved when Shipping Country is blank and Shipping State has three characters.

    ReplyDelete
  3. Trailhead BabySeptember 5, 2018 at 5:52 AM

    Could you share the details of your validation rules?

    ReplyDelete
  4. AnonymousJuly 3, 2019 at 6:08 AM

    I have the same error

    A validation rule did not prevent a new Account from being saved when Billing Country is blank and Billing State has three characters.

    Billing Country Validation Rule :
    NOT(OR(BillingCountry = "US", BillingCountry = "USA", BillingCountry = "United States", ISBLANK(BillingCountry)))

    Shipping Country Validation Rule :
    NOT(OR(ShippingCountry = "US", ShippingCountry = "USA", ShippingCountry = "United States", ISBLANK(ShippingCountry)))

    Billing State Validation Rules :
    OR(
    LEN(BillingState) <> 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:PR", BillingState))
    )

    Shipping State Validation Rule :
    OR(
    LEN(ShippingState) <> 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:PR", ShippingState))
    )

    Do Not Change Name :
    IF(ISCHANGED(Name)&&(ISPICKVAL(Type,'Customer-Direct')||ISPICKVAL(Type,'Customer-Channel')), true, false)

    Please Help Me. :)

    ReplyDelete
    Replies
    1. Trailhead BabyJuly 3, 2019 at 8:08 AM

      I have something a little different for the validation rules... This thread should be helpful: https://developer.salesforce.com/forums/?id=9060G000000BgL3QAK

      Delete
    2. Gustavo SelujaSeptember 5, 2019 at 12:58 PM

      Thanks TB for all the help. The link you posted does not work.

      Delete
    3. Trailhead BabySeptember 6, 2019 at 9:00 AM

      odd. Perhaps the thread was archived by Salesforce. I am sure that you can find it or something similar by googling.

      Delete
    4. PikuApril 13, 2020 at 2:30 AM

      @Gustavo I'm facing the same error.Can you please tell me how did you solve the error?

      Delete
  5. DanishsinghAugust 23, 2019 at 12:40 AM

    Nice Blog Thanks for Sharing.
    sales automation process
    buy database for marketing

    ReplyDelete
  6. UnknownFebruary 5, 2020 at 2:49 PM

    I quadruple checked all my new roll ups, formulas, etc and I am still receiving this same error below.

    Challenge Not yet complete... here's what's wrong:
    Please check the configuration of the custom fields on the Account object. The formulas, rollup summaries, etc. did not produce the expected outcome.

    Any thoughts?

    ReplyDelete
    Replies
    1. Trailhead BabyFebruary 6, 2020 at 9:38 AM

      hmmmm Not off the top of my head, but I'm happy to take a peek at what you have. Want to send some screenshots? rebecca@capstorm.com

      Delete
  7. HafsaFebruary 12, 2020 at 6:35 AM

    Hi,

    I am getting this error. "Challenge Not yet complete... here's what's wrong:
    Please check the custom fields on the Account object. Not all custom fields were found."

    I have checked everything and the API names are correct. All the custom fields exist. The formulas are correct. I do not understand the error now

    ReplyDelete
    Replies
    1. Trailhead BabyFebruary 12, 2020 at 11:29 AM

      Could you share a bit more about what you have?

      Delete
    2. UnknownJuly 13, 2021 at 5:35 AM

      I also face the same issue but i create a new playground for that and then it's successfully completed!!

      Delete
    3. AnonymousNovember 18, 2022 at 8:16 AM

      i am also facing the same issue please help what can i do .
      i recheck again and again all the custom fields are there.

      Delete
  8. HafsaFebruary 13, 2020 at 5:19 AM

    Hi. I resolved it. The issue was that all the fields were not visible on the page layout.
    Thanks. Your blogs help me a lot.

    ReplyDelete
    Replies
    1. AnonymousNovember 18, 2022 at 8:18 AM

      can you tell how to check if they are visible on the page layout or just explain what page layout you are talking about.

      Delete
  9. Amit AwasthiFebruary 24, 2020 at 7:28 AM

    Challenge Not yet complete... here's what's wrong:
    Please check the custom fields on the Account object. Not all custom fields were found.
    2. Automate Accounts
    Create validation rules and account formula fields as specified in the business requirements. Use the following field names.



    For this metric or field, Use this Field Name

    Number of deals, Number_of_deals__c

    Number of won deals, Number_of_won_deals__c

    Last won deal date, Last_won_deal_date__c

    Deal win percent, Deal_win_percent__c

    Amount of won deals, Amount_of_Won_Deals__c

    Call for Service, Call_for_Service__c

    ReplyDelete
    Replies
    1. Trailhead BabyFebruary 24, 2020 at 11:12 AM

      What is the question?

      Delete
    2. AnonymousOctober 22, 2022 at 1:59 AM

      Number_of_won_deals__c error check spelling i want sol sir

      Delete
  10. UnknownFebruary 29, 2020 at 9:05 AM

    Hi,

    In step 2, I have 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.NullPointerException: Attempt to de-reference a null object

    Please someone can help me?
    Thank in advance

    ReplyDelete
  11. Matheus LopesApril 1, 2020 at 2:03 PM

    Hi,


    I have the error below:

    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: FIELD_CUSTOM_VALIDATION_EXCEPTION, Shipping/Billing Address is incorrect: []

    my validation:

    OR (ISBLANK( BillingCountry),
    BillingCountry <> 'US',
    BillingCountry <> 'USA',
    BillingCountry <> 'United States',
    AND(ISBLANK( BillingState),
    LEN(BillingState) !=2))

    ReplyDelete
  12. Matheus LopesApril 1, 2020 at 2:05 PM

    I have the error below

    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: FIELD_CUSTOM_VALIDATION_EXCEPTION, Shipping/Billing Address is incorrect: []

    my validation

    OR (ISBLANK( BillingCountry),
    BillingCountry <> 'US',
    BillingCountry <> 'USA',
    BillingCountry <> 'United States',
    AND(ISBLANK( BillingState),
    LEN(BillingState) !=2))

    ReplyDelete
    Replies
    1. Trailhead BabyApril 1, 2020 at 2:40 PM

      You should have 4 validation rules related to the address.

      Delete
  13. Dax_22April 12, 2020 at 1:59 AM

    Hello,

    There could be many reasons and for each issue , debug logs can really help to dig out the root cause.
    I was able to fiund in my case through logs and fixed the issue with below validations for shipping country.

    Error: A validation rule did not prevent a new Account from being saved when Shipping Country is blank and Shipping State has three characters.

    Solution: NOT(OR(ShippingCountry= 'USA', ShippingCountry= 'United States', ShippingCountry= 'US', ShippingCountry= null)) || LEN(ShippingState) <> 2

    same for BillingCountry as well.

    Thanks
    Dax

    ReplyDelete
  14. Dax_22April 12, 2020 at 1:59 AM

    Hello,

    There could be many reasons and for each issue , debug logs can really help to dig out the root cause.
    I was able to fiund in my case through logs and fixed the issue with below validations for shipping country.

    Error: A validation rule did not prevent a new Account from being saved when Shipping Country is blank and Shipping State has three characters.

    Solution: NOT(OR(ShippingCountry= 'USA', ShippingCountry= 'United States', ShippingCountry= 'US', ShippingCountry= null)) || LEN(ShippingState) <> 2

    same for BillingCountry as well.

    Thanks
    Dax

    ReplyDelete
  15. UnknownMay 5, 2020 at 4:08 AM

    I'M Having the error......Challenge 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'.

    ReplyDelete
  16. UnknownAugust 21, 2021 at 10:45 AM

    have the error below

    Challenge 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'.


    please hell me to solve this error

    ReplyDelete
  17. Khaleel UL RahmanOctober 7, 2021 at 12:31 PM

    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.

    ReplyDelete
  18. UnknownNovember 7, 2021 at 7:10 PM

    Challenge Not yet complete... here's what's wrong:
    Please check the configuration of the custom fields on the Account object. The formulas, rollup summaries, etc. did not produce the expected outcome.

    getting this error, i checked... everything seems fine.
    Can anyone help??

    ReplyDelete
  19. AnonymousNovember 13, 2021 at 8:40 AM

    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

    ReplyDelete
  20. UnknownDecember 3, 2021 at 7:38 AM

    Challenge 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'.
    can anyone help me with this.

    ReplyDelete
  21. seabuckthornJune 18, 2022 at 1:36 AM

    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.(step5)

    ReplyDelete
  22. lakshmi sankarJune 18, 2022 at 1:36 AM

    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

    ReplyDelete
  23. lakshmi sankarJune 18, 2022 at 1:37 AM

    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 Materials

    ReplyDelete
  24. AnonymousOctober 1, 2022 at 2:33 AM

    Hi im having an error.....Challenge Not yet complete... here's what's wrong:
    The formula on the 'Call for Service' field did not evaluate to 'Yes' when the account's opportunity has a close date of greater than 2 years in the past.

    ReplyDelete
  25. AnonymousNovember 7, 2022 at 2:14 AM

    Process Automation Specialist Automate Accounts is error (Please check the custom fields on the Account object. Not all custom fields were found) plz help mee broo

    ReplyDelete
    Replies
    1. AnonymousNovember 18, 2022 at 8:54 AM

      i am also facing the same issue please help if your problem was resolved.

      Delete
  26. AnonymousNovember 18, 2022 at 8:53 AM

    i am facing the issue Please check the custom fields on the Account object. Not all custom fields were found. but i have rechecked all the fields again and again. can you please help

    ReplyDelete

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