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...
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 |
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!)
Hi,
ReplyDeleteI 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.
A few things:
DeleteDid 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.
I'm having the same issues. I've been most of the day trying to get this to work.
ReplyDeleteChallenge 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.
Could you share the details of your validation rules?
ReplyDeleteI have the same error
ReplyDeleteA 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. :)
I have something a little different for the validation rules... This thread should be helpful: https://developer.salesforce.com/forums/?id=9060G000000BgL3QAK
DeleteThanks TB for all the help. The link you posted does not work.
Deleteodd. Perhaps the thread was archived by Salesforce. I am sure that you can find it or something similar by googling.
Delete@Gustavo I'm facing the same error.Can you please tell me how did you solve the error?
DeleteNice Blog Thanks for Sharing.
ReplyDeletesales automation process
buy database for marketing
I quadruple checked all my new roll ups, formulas, etc and I am still receiving this same error below.
ReplyDeleteChallenge 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?
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
DeleteHi,
ReplyDeleteI 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
Could you share a bit more about what you have?
DeleteI also face the same issue but i create a new playground for that and then it's successfully completed!!
Deletei am also facing the same issue please help what can i do .
Deletei recheck again and again all the custom fields are there.
Hi. I resolved it. The issue was that all the fields were not visible on the page layout.
ReplyDeleteThanks. Your blogs help me a lot.
can you tell how to check if they are visible on the page layout or just explain what page layout you are talking about.
DeleteChallenge Not yet complete... here's what's wrong:
ReplyDeletePlease 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
What is the question?
DeleteNumber_of_won_deals__c error check spelling i want sol sir
DeleteHi,
ReplyDeleteIn 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
Hi,
ReplyDeleteI 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))
I have the error below
ReplyDeleteChallenge 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))
You should have 4 validation rules related to the address.
DeleteHello,
ReplyDeleteThere 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
Hello,
ReplyDeleteThere 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
I'M Having the error......Challenge Not yet complete... here's what's wrong:
ReplyDeleteA validation rule did not prevent an Account's name from being changed when Type is 'Customer - Direct'.
have the error below
ReplyDeleteChallenge 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
Challenge Not yet complete... here's what's wrong:
ReplyDeleteA validation rule did not prevent a new Account from being saved when Billing Country is blank and Billing State has three characters.
Challenge Not yet complete... here's what's wrong:
ReplyDeletePlease 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??
I have same problem
DeleteHi 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
ReplyDeleteChallenge Not yet complete... here's what's wrong:
ReplyDeleteA validation rule did not prevent an Account's name from being changed when Type is 'Customer - Direct'.
can anyone help me with this.
Challenge Not yet complete... here's what's wrong:
ReplyDeleteA 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)
Challenge Not yet complete... here's what's wrong:
ReplyDeleteA 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
step5
ReplyDeleteChallenge 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
Hi im having an error.....Challenge Not yet complete... here's what's wrong:
ReplyDeleteThe 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.
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
ReplyDeletei am also facing the same issue please help if your problem was resolved.
Deletei 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