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Process Automation Specialist Superbadge - 4


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.  For example, I noted "opportunity stages, sales process, opportunity record type, validation rule, etc."  This ensured that I did not miss a step.

Lighning setup search = awesome!
I started in the object manager under the Opportunity object in order to include the new "Awaiting Approval" stage.  I deactivated all unneeded stages then crafted the Sales Process, incorporating the opportunity stages then record type.  It may not be necessary, but I made sure to apply the each record type to the correct layout that corresponds with each profile.
Opportunity Layout that corresponds with each Profile

To set up the approval process, I created a checkbox field, making it "read only" for all except System Admins and the Custom: Sales Profile.

The validation rule required a little thought. I started by sketching out a rough draft of the formula in plain language:
I want a user to be unable to proceed if an opportunity is greater than $100,000 AND the "Approved" checkbox is not checked.
HINT: I used a very simple AND formula where Approved_c = False.

Tomorrow's challenge - step 5 - looks confusing!  I am going to read the video transcript a few times and call it a night!


Comments

  1. AnonymousJuly 2, 2019 at 11:57 PM

    Thank you for taking your precious time as a baby to teach us the deepest secrets of trailhead superbadges!

    ReplyDelete

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