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| A project with Daddy: My favorite daily process! |
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| Making dinner for Mom! |
Tonight's challenge involves the creation of two processes. Processes. Have you guessed the theme of the photos that go along with the Trailhead - Process Automation Specialist Superbadge series?They are a few of my favorite day to day processes! You, my amazing reader, get more than tips for a Salesforce Superbadge. You also get personal insight into the life of a Trailhead Baby! I hope that you feel inspired.
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| Process Builder sketch |
Was it pretty? No.
Did it help? Yes!
The sketch allowed me to organize all of the instructions into a reasonable order before I started clicking. It also removed the approval steps from Process Builder and highlighted (with *'s) the prerequisite items to building my process.
* Email Alerts
I needed the Email Alerts set up before I could create either the process or the approval. Use the search option in setup to find "Email Alerts" then create two using the email templates titled "Finance: Account Creation" and "Sales: Opportunity Approval Status Email."
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| Email alert for a newly created opportunity. |
* Approvals
The approval process allowed for field changes (opportunity status), locking / unlocking the record, an email alert, etc. Make sure to set the entry criteria with the amount requirement AND the correct stage. Need help? Write a comment!
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| Process Builder |
After creating the email alerts and approval process, I started with Process Builder. There are three tricky items.
For nodes 1 and 2, you will need to include a criteria that excludes opportunities not associated with an account. (IE- the account ID can not be null)
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| Account ID not equal to NULL |
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| Marketing Materials action |
Next... the 6th and final step to the Salesforce - Trailhead - Process Builder Specialist Superbadge!
Hi
ReplyDeleteI have done the configuration for Approval Process/Process Builder but when I am executing the challenge, I getting below error.
Challenge Not yet complete... here's what's wrong:
An Opportunity with the Stage 'Negotiation/Review' and the Amount greater than $100,000 was not rejected successfully by your manager or the Opportunity Stage was not updated to 'Negotiation/Review'.
But whereas If I am creating opportunity in Salesforce, i am able to approve and reject the Opportunity, do not know where it is failing...
Hey there! It looks like you are almost there! The issue- You should not be able to approve or reject the opportunity.
DeleteHave you:
Created a user named Nushi Davoud & assigned him to be your manager?
- In your user profile, click edit. Scroll to the bottom and change your manager to be
Nushi.
This is not the issue, as an admin you can have assign/reject permission. Issue was Evaluate the next criteria option was not enabled for step 3.
DeleteI am glad that you figured it out!
DeleteHi Trailhead Baby.. New on the blog and new to SF (1 week of fun and pain in the same time !). I am taking on automation specialist superbadge. Unlocking the challenges and steps 1 to 4 were all right but for 24 h I am stuck with the same error: "
DeleteChallenge 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. Is it possible that the problem is somehow in previous steps (they passed the challenge, but maybe affect this step) ? Any help very much appreciated
Absolutely the same issue :(. I have tried following step by step this and other forums, still getting the same stupid error: Challenge Not yet complete... here's what's wrong:
DeleteA 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 even cut another playground and started from scratch - didn't help either. Won't be passing this superbadge :(
Before you toss the computer out the window... Do you want to send a few screenshots of the process my way? I'm happy to take a look -rebecca@capstorm.com
DeleteAny luck here? Still stuck at the same point even though applying the hints from here and further forums.
DeleteHi Arno,
DeleteIf you would share some details of your process, I'll take a look.
Hello,
ReplyDeletewhile executing i am getting this 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'.
is there anything i could do to get this right?
I am sure that there is something that can be changed! Could you provide additional details? Does your process look like the screenshots posted in the blog? Including the step to "send marketing materials?"
DeleteYes. Everything looks the same. Even the subject. I even tried doing it in different DE, that doesn't work either. I gave Assigned To ID as Opportunity.Account.OwnerID. Is that correct? or am i making mistake here?
DeleteAssigned to ID- [Opportunity].Account.OwnerID is correct.
DeleteI just posted a full walk through of this process specially for you.
Let me know when you pass!
I actually got it. My fault was that after making the necessary changes, I forgot to activate it.
DeleteGood to hear! Forgetting to activate is an easy oops.
DeleteHello,
Deletewhile executing i am getting this 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 created task as shown in screenshot and its active as well.
Reference: https://trailheadbaby.blogspot.com/2017/10/special-post-for-bcs-assistance-on.html
DeleteThere have been a lot of questions about this step, so I posted a walk through of the process. Don't forget to activate the process after changes are made!
i am stuck with the same issue, and i tried to open the reference link.. bbut the page was not found.
DeletePulling my brain for past 13 hours on this step..
Please help
The post that you are referencing was removed. It was giving away too much of the challenge. I am happy to help.... Where are you in the process?
DeleteHi Still getting the error after all the tries..
DeleteHere are my rules..
Please help
[Opportunity].Account.Type Equals Picklist Prospect
[Opportunity].AccountID Doesn't Equal Global Constant $GlobalConstantNull
[Opportunity].Stage Equals Picklist Prospecting
and for the immediate actions i have done it exactly as we have in screen shot published above.
Please help
Check your Account.Type criteria. I recommend printing the transcripts for the videos and reading the first paragraph under "Automate Opportunities."
DeleteHINT: There are 4 necessary criteria for this node plus you will need to customize the logic in order to select the conditions.
Hi, I am getting following after following you:
ReplyDelete"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, error: [Name]"
Any ideas? :/ Been struggling a while now
I have not encountered that error, but I'm happy to take a look at what you have! Could you send a few screenshots to my mom's email: rebecca@capstorm.com or tag her in them on the Salesforce Success Community @RebeccaGray ?
Delete(She's the Rebecca Gray that is a user group leader and has 102 Trailhead badges. )
Thank you!
wow, thank you for such a quick reply! I will send you an email -
DeleteThanks!
Hi! I am also getting same error. Can you help me to find out the problem
DeleteYou are a life saver. I couldn't figure out what I was doing wrong. Everything worked when I tested before checking the step but I kept getting this error:
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'.
I ranted, I changed my process to call invokable processes, I tried again. Got the same error. I ranted again, moved things around, tried again. Same error. Finally I saw your screen shot and realized I wasn't relating my task back to the opportunity. THANK YOU so much!
Yay! Thank you for the kind words.
DeleteCan I have those screenshots,Because I am in stuck somewhere around there,Please?
DeleteThe screenshots are in the blog post. I'm happy to help you though if you would share some details about your process.
DeleteAn Opportunity with the Stage 'Negotiation/Review' and the Amount greater than $100,000 was not rejected successfully by your manager or the Opportunity Stage was not updated to 'Negotiation/Review'.
ReplyDeleteI am getting this error. I checked and everything is totally fine. Don't know why I am getting this error.
Did you look at: https://trailheadbaby.blogspot.com/2017/10/special-post-for-bcs-assistance-on.html
DeleteIt is a full walk through of this step. If you did, and are still stuck, email some screen shots of what you have to my mom- rebecca@capstorm.com - and I will take a look at it.
hi,
DeleteI tried with the solution still getting same error.
I have emailed you the screenshots on email id-rebecca@capstorm.com
Kindly check and please revert
Hi Abhi,
DeleteI have not received the email yet. Can you double check that you emailed:
rebecca@capstorm.com
?
Hello Trailhead Baby,
ReplyDeleteI getting the 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. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, The record couldn’t be saved because it failed to trigger a flow. A flow trigger failed to execute the flow with version ID 3011I000000DAEO. Flow error messages: An unhandled fault has occurred in this flow
An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information. Contact your administrator for help.: []
And I also receive a email with the flow erro:
Error element myRule_6_A1 (FlowActionCall).
No applicable approval process was found.
This report lists the elements that the flow interview executed. The report is a beta feature.
We welcome your feedback on IdeaExchange.
Flow Details
Flow Name: X5_Automation_opp
Type: Workflow
Version: 4
Status: Active
Flow Interview Details
Interview Label: X5_Automation_opp-4_InterviewLabel
Current User: Henrique Ortiz (0051I000000LP7k)
Start time: 12/6/2017 2:00 PM
Duration: 0 seconds
How the Interview Started
Henrique Ortiz (0051I000000LP7k) started the flow interview.
Some of this flow's variables were set when the interview started.
myVariable_old = null
myVariable_current = 0061I000004AdF9QAK
ASSIGNMENT: myVariable_waitStartTimeAssignment
{!myVariable_waitStartTimeVariable} Equals {!Flow.CurrentDateTime}
Result
{!myVariable_waitStartTimeVariable} = "12/6/2017 2:00 PM"
DECISION: myDecision
Executed this outcome: myRule_1
Outcome conditions: or
1. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect
2. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct
3. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Channel
Logic: One condition must be true (OR)
OPPORTUNITY.FINANCE_ACCOUNT_CREATION (EMAIL ALERTS): myRule_1_A1
Inputs:
SObjectRowId = {!myVariable_current.Id} (0061I000004AdF9QAK)
Outputs:
None.
DECISION: myDecision2
DECISION: myDecision5
Executed this outcome: myRule_6
Outcome conditions: and
1. {!myVariable_current.StageName} (Negotiation/Review) Equals Negotiation/Review
2. {!myVariable_current.Amount} (101,000) Greater than 100,000
Logic: All conditions must be true (AND)
SUBMIT FOR APPROVAL: myRule_6_A1
Inputs:
objectId = {!myVariable_current.Id} (0061I000004AdF9QAK)
comment = null
processDefinitionNameOrId = Opp_100k
skipEntryCriteria = false
Error Occurred: No applicable approval process was found.
Salesforce Error ID: 354599625-54567 (2080501154)
I'm thinking that is something related to the approval process
Can you help me?
I'll do my best! First- probably a silly question. Does your flow reference the approval process? On the 3rd node, the Opportunity Stage negotiation/review should cause the approval process to fire. I would first check to make sure that I'm pointing my flow towards the correct approval process.
DeleteApproval process details:
Entry Criteria- Amount>100,000 and Stage= Negotiation / Review
Approval Assignment Email Template- SALES: Opportunity Needs Approval
Initial Submission Actions: Record Lock & Field Update to Awaiting Approval
Approval Actions: Field Update to Closed Won
Rejection Actions: Field Update back to stage Negotiation/Review
Final Approval Actions: Record Lock, Email Alert: Opportunity Approval Status Email
Final Rejection Actions: Record Unlock
If you are still stuck, email a few screen shots of your approval process to my mom: rebecca@capstorm.com ,and I'll take a look at it.
Dear Trailhead Baby:)
ReplyDeleteAnd greetings from Finland where lives Santa himself, so I'd propose you to be kind to me and help me sort it out what's my issue regarding Superbadge Process Automation #5. I've read all postings related to this and went thru what I've but couldn't find the error.
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 Materials
This is what I have in criteria:
[Opportunity].Account.Type Equals Picklist Prospect
[Opportunity].AccountID Doesn't Equal Global Constant $GlobalConstantNull
[Opportunity].Stage Equals Picklist Prospecting
Is there something wrong? (I doubt 2nd criteria)
When it comes to Task itself the only field I can't validate against yours in snapshot is Assigned to and there I have (like above already someone asked and you confirmed):
[Opportunity].Account.OwnerID
You know Santa! Yes, I will help!
ReplyDeleteYour process looks perfect. It it activated? After the first node, is the process set to "evaluate the next criteria"? If so, would you email a few screenshots of your process to my mom's email- rebecca@capstorm.com? I'd like to take a look at it.
Hello friends,
ReplyDeleteI removed the post that contained a walk through of this step. It gave away too many details, and I want you to have the EUREKA! moment when you solve this tough challenge. If you would like help, just leave a comment!
Hi Trailhead Baby,
ReplyDeleteI am stuck at step five need your assistance , i am getting the below 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'.
Hello Rajendra,
DeleteI am happy to help. Please provide some details of how your process is currently set up.
Thanks in advance.
ReplyDeleteCriteria for prospects accounts opportunity created:
ReplyDelete[Opportunity].Account.Type Equals Picklist Prospect
[Opportunity].AccountID Doesn't Equal Global Constant $GlobalConstantNull
[Opportunity].Stage Equals Picklist Prospecting
action:
Due Date Only = Today() +7
Assigned To ID = Opportunity.Account.OwnerId
Priority = High
Subject = Send Marketing Materials
Related To ID = Opportunity.AccountId
Two things:
DeleteUnder - criteria for prospect accounts opportunity created-
[Opportunity].StageName equals picklist prospecting
(instead of [Opportunity].Stage)
Action-
Related to ID should relate to the opportunity owner- [Opportunity].Id
(instead of Opportunity.AccountId)
Passed?
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.
ReplyDeleteIf you would email a few screenshots, I am happy to take a look at them.
ReplyDeleteI need help with the Process Automation Superbadge Challenge # 5.
ReplyDeleteRequirements : Automate Opportunities
Following the business requirements, create a process to alert the finance group and create tasks for account owners at appropriate times during the sales process. (Note: for the purpose of this superbadge, pretend “Integration User” is the finance group.) Make sure that your processes schedule robot setup dates and submit opportunities for approval.
For the purpose of approvals, assign Nushi Davoud as your manager and make sure your approval process automatically sends requests to the opportunity owner’s manager. Notify the opportunity owner when an opportunity is approved or rejected.
Upon Activating the process I am getting followoing error message
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, You need Manager Approval: []
When I deactivated the process I got following error message
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'.
Here is the snapshot of what I have done
I dnt see an option for [Opportunity].Id in my process. How do I choose [Opportunity].Id in stead of
ReplyDeleteOpportunity.AccountId?? Please help!!
When you are selecting the field:
DeleteOpportunity is the starting object.
Click on the drop down- and scroll down.
The items with a ">" next to them will expand to related fields.
Scroll down past the ">" options, and you will see the fields directly related to the opportunity object including OpportunityID.
When I test the process It was able to create a Task with the subject " Send Marketing Materials"
ReplyDeletebut when I check the challenge I am still getting the same error message. Is their anyway I can share my screen shots please?
I'm happy to look at your screen shots- send them to my mom's email: rebecca@capstorm.com I usually spend the weekend with my mom and dad, so I will probably not look at them until Monday.
DeleteOK I will send you a detail email with screen shots.
DeleteI sent you an email with the detail Screen shots.
DeleteHi Bareera,
DeleteI emailed some suggestions. You are so close to passing! 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. After selecting edit, scroll down.
* There are two criteria for the validation rule. Try a formula: AND (first criteria , second criteria)
* Within the first node of the process, make sure to include both types of customers.
* 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? You start as a prospect and end up as a closed/won customer.
Please Approve my messages I need help with this step. I check my process it is working perfectly fine. When the Account was prospect it did create the task. When the Opportunity was closed won, It did created the Robot Setup Record. I dnt know where I am wrong. Here is the error message
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, You Need Approval From Manager.: []
What I am getting from this error message It has something to do with my validation rule but I deactivate my validation rule I still got the error.
hmmmm. Why don't you email a few screen shots to me? (I use my mom's email address: rebecca@capstorm.com). I would like to take a look at your approval process, validation rule, and the process itself. Since the error states that you need approval from manager, my guess is that it is something with the approval process.
DeletePlease help me to solve my problem.
ReplyDeleteAn Error message is 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, Error: []
And My Validation rule is...
IF(
ISPICKVAL(
StageName
, "Nagotiation/Review"
)
,AND(
Amount> 100000
, Approved__c <>True
)
,IsClosed
)
Ovbiously it is incorrect but I don't know what should I do for this problem anymore...
Kiyomi
Hello Kiyomi,
DeleteHappy to help! The StageName would be part of the process (process builder) but not the validation rule. You want all opps entering the negotiation/review stage to kick off the validation rule if they meet the entry criteria.
The way I tackle these is to think the process through
If a deal enters the negotiation / review stage, the deal must be approved.
Only deals that are over $100,000 qualify unless they have already been approved.
The way that your's reads-
If an opportunity is in the negotiation / review stage with an amount over $100,000 and is approved... IsClosed? It doesn't make sense.
Rework the formula- it is actually a pretty simple one - with only two conditions. I used AND(something,something)
Note- Negotiation is incorrectly spelled. This will need to be corrected.
Hello.
DeleteThank you so much for your prompt reply!
I checked and realized that the criteria of Approval process was not enough and revised as below.
Approval process Criteria:
"Amount greater than $100,000" AND "Stage Equals Negotiation/Review"
Process builder Criteria is also same as above.
But still same error apears.
Should I create a validation rule on the Opportunity object?
Or issue is another condition?
How do you think?
I don't have or find an solving idea anymore...
Thanks,
Kiyomi
A recommendation: print the transcripts of the videos from the challenge requirements. This should help with ensuring that steps are not skipped.
DeleteYou will want to read two sections:
1) Create Sales Process and Validate Opportunities
2) Automate Opportunities
Is your validation rule on the Opportunity object?
Hi.
DeleteMy 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!!
Congrats!!!
DeleteFor Mike Watson in response to his email.
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’.
If I activate the process I get the following error.
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, dont edit these types: []
* The first node of this process should have 4 criteria with customized logic. 3 of the field conditions are related to "account.type." Hint: Carefully read / listen to the 1st line of the "Automate Opportunities" video/transcript.
* Finance needs to know about all opportunities, but marketing materials only need to be sent to a certain group of opportunities. Hint: You will need a total of 4 nodes for this process (the blue diamond shaped bits.)
There was an unexpected error in your org which is preventing this assessment check from completing: System.NullPointerException: Argument cannot be null.
ReplyDeletegot the approval mail when i click the oppurtunity got this :
Looks like there's a problem.
Unfortunately, there was a problem. Please try again. If the problem continues, get in touch with your administrator with the error ID shown here and any other related details. We couldn't find the record you're trying to access. It may have been deleted by another user, or there may have been a system error. Ask your administrator for help.
Are you referencing the "send marketing materials" step? Or the "email to finance"? My first assumption is that there is a reference field missing in your process. Please post some details regarding the process- which criteria are in place.
DeleteThis error i get while validating 5 step. Mail you all the screen shot too
DeleteFrom a quick glance, I see several items that you can easily correct:
Delete1) Read the criteria for the first node again (Opportunity Customer). You are missing one condition.
2) Look at your "create a prospect" task. The due date should not be a static date. You have June 26, 2001.
3) Robot Setup Record- Read the instructions carefully and note the "date" requirement. Robot Setup Record should not happen immediately.
With follow up questions, please respond to this post.
I passed this step. Thanks for information
DeleteThank you!!
Hi! My entire flow seems to work but not when creating a new >100k opportunity in the Negotiations stage.
ReplyDeleteChallenge Not yet complete... here's what's wrong:
An Opportunity with the Stage 'Negotiation/Review' and the Amount greater than $100,000 was not successfully submitted for approval upon creation.
So whenever I try to update an existing opportunity it works fine and the stages change depending on approval or rejection, but just not when I create a new opportunity record.
And I have started my flow in Process Builder 'When a record is created or edited'.
Please advice! Thanks, Tim
Let's take a look at your "Negotiation" node on the process. Is the criteria for this action group solely based upon the Opportunity Stage Name? Then pushes the records to the approval process? Do the entry criteria for the approval process contain a clause for only new records? (They shouldn't).
DeleteIf you like, feel free to email me a few screenshots of your process or ** bonus points ** a video walk through. I am happy to take a look at what you have an offer some pointers. (rebecca@capstorm.com)
Thank you so much!
DeleteThe criteria on the "Negotiation" node were both based on Opportunity Stage Name AND Opportunity Amount.
Although my problem is solved I'm still trying to understand. If I check the Challenge it works, but if I manually add an opportunity below 100k it fails to trigger the approval process.
Also if this was a real use case, I would also want to trigger the approval flow for opportunities that are in stage Negotiations already, but have the Amount changed to a number >100k right?
I based my criteria on the Negotiation node solely on the opp stage- since the opp amount was part of the approval criteria.
DeleteA manual record should trigger the process - I don't know why it wouldn't. In real life i would want to trigger it the way you stated as well! Frankly, I didn't check the process with an actual record - which is a good idea!
Hi! I am getting the below error while checking challenge. Can you help me to find out the reason for this error
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, Not allowed you to change: [Name]
Inactivate the active validation rule.
DeleteI am stuck with the same error:
DeleteChallenge 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 checked the criteria and data fields on the task. I have tried few changes as recommended in this thread but no avail. Cannot progress, I am stuck for 1 day and any help will be greatly appreciated !!
Could you send a few screenshots of your process to rebecca@capstorm.com ? I'll take a look at it.
DeleteThank you...I have sent the screenshots for the process and the first step in the flow (Prospecting)
DeleteThanks for the screenshots! Sometimes it is much easier to look at a visual than try to understand from words!
DeleteA few things to consider:
1) Not all opportunities should receive marketing materials, but all opportunities should trigger the email to finance. (Different criteria = different nodes. - the triangle thing-) It's in the instructions, but sneaky!
2) My first node focuses on two types of current customers and the prospects. I do not have, in my process, that the account owner ID is not null...but I doubt that will hurt. It is something smart to have in a real-life process anyway!
A positive- the screenshot you emailed of the "send marketing materials" action has all the correct criteria!
I hope this gets you started! If you get stuck again, I'm happy to take a look!
Thanks Trailhead Baby. I will give it a try. It seems as I have to make a difference between Prospect Accounts and existing Customer Accounts (Direct or Channel). Basically I will be modelling the following conditions:
Delete- 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 finance
In 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. I do not believe that is possible right ? That will force criteria segregation between prospect accounts and existing customers
Will give it a try.. BTW, the error message is quite generic.. any way one could dig down and get more details for such error messages ?
Thanks
I used two nodes, because I thought it was simpler- everybody triggers an email to finance, then filter out the customers for the second node to trigger the marketing materials action. The conditions for "which record" triggers the criteria are specified within the node.
Delete- I do not know of a way to add conditions on task execution - When you choose to "create a record," you are limited to the fields within the specific object. - essentially create a record of this type, with the field values set with whatever you choose. Not, "create a record if..." the "if" bit is contained within the node.
- You could probably do this within one node by using the more general conditions for the node, then triggering a separate process which filters out the customers or doing something similar in visual workflow. (Too much work for me!)
On the error message, you could dig down within the developer console- frankly a bit beyond my admin skill set. Whenever I hit a snag, I usually pull out of setup and start creating my own test records within the org to find out what is broken.
I hope this made sense!
I'm looking forward to hearing that you passed the challenge!
I had to do some travel, so I parked this issue for a couple of days, hoping to clear the obstacle following the suggestions.
DeleteI have cloned and modified the process, separating the criteria nodes:
- First criteria (prospecting/customer) just making sure that account associated with opportunity not null, then send email to finance
- Second criteria (prospecting) has 4 conditions, if these satisfied create task “Send marketing Materials”
o Stage is prospecting
o Account.ID not NULL
o Owner ID not NULL
o Account Type is PROSPECT
After reactivating the process, still getting dreaded 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 attached the document with my screenshots and few notes, capturing the new flow. Any help much appreciated as could not figure out what is wrong
The second node and the "send marketing materials" step look good to me! Win!
DeleteOn the first node, there are more criteria than just the accountID being null. Otherwise, an email would be sent to finance every time you have an opportunity created or edited as long as the opportunity is associated with an account. Yikes! That would be a lot of email! You want to send the email to finance for 3 specific account types, and there will be logic involved with the conditions. To determine the account types, read the transcript for the "Automate Opportunities" video - the second paragraph. "Basically we want to send an email to the finance group whenever an opportunity is created for...."
(Opportunity accountID is not null and the AccountType is A, B, or C.)
Create Sales Process and Validate Opportunities
ReplyDeleteCreate a sales process with the required stages and name it RB Robotics Sales Process. Create a record type named RB Robotics Process RT. Add a field to the opportunity page layout as described in the business requirements and create the appropriate validation rule for high-value opportunities.
Complete
+500 points
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, Record must be approved: []
Please help me with this.
I'd start by inactivating the validation rule.
DeleteHi Trailhead Baby,
ReplyDeleteI've tried everything I can to rework the error I'm receiving for step
5, "Challenge Not yet complete... here's what's wrong:
An Opportunity with the Stage 'Negotiation/Review' and the Amount
greater than $100,000 was not successfully submitted for approval upon
creation."
Not sure if issue is with my process built or approval process...
Thank you so much in advance!
Thank you for sending the screenshots and the blog comment!
Delete* Approval actions on the approval process- The only thing you need here are field updates.
* Read the "challenge 5" instructions above the check challenge button very carefully. "Notify the account owner...."
* Activate the approval process once changes are made, or you get a funky error message.
It worked! Thank you so much for all the help :)
DeleteHi Trailhead Baby!!
ReplyDeleteThank you for your Blog, Your information is always extremely helpful!!!
Hi Trailhead Baby!!
ReplyDeleteThank you for your Blog, Your information is always extremely helpful!!!
Hi, I finally managed to properly create a task, but now Robot Setup is stopping me. I'm receiving this message:
ReplyDelete'Challenge Not yet complete... here's what's wrong:
A Closed Won Opportunity did not successfully either create a Robot Setup record and if it did, then the Date__c was not 180 date from the Opportunity Close Date'.
I suppose there is a problem with my approval process. I was able to approve opportunity when I was the approver. Then I changed approver to a manager and I stopped receiving email alerts. The error message is still showing up and I'm running out of ideas. Have anybody solved this before?
Thank you in advance!
Questions:
DeleteDid you set up your "robot setup" creation date to be 180 days from the close date, AND not occur on the weekends? What are the criteria on your robot setup record set up?
Did you assign Nushi Davoud to be your manager?
("manager" is the correct approver)
what do you mean not occur on the weekends?
DeleteCheck out the transcript of the "Automate Setups" video: "We need to make sure that any robot setup date that would fall on Saturday or Sunday is set to the following Monday instead." It's a tricky formula, but I'll get you started: CASE(MOD([Opportunity].CloseDate......
DeleteThis 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:
ReplyDeleteA 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. Please help
The setup record should not occur on a weekend... CloseDate+180 does not exclude weekends.
DeleteThis thread from the developer community should help:
https://developer.salesforce.com/forums/?id=906F00000008vlZIAQ
CASE(MOD([Opportunity].CloseDate - DATE(1900, 1, 7), 7),
Delete0, [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. That means the case numbers inform which day of a week Opportunity was closed, 0 for Monday, 1 for Tuesday and so on. Is that correct? 180 mod 7 gives 5, so only when Opportunity's close date is on Monday or Tuesday Robot Setup Date may occur on weekend. But formula above does not work. Can you tell me why?
OK, I managed to do this. It's worth notifying that case 0 means Sunday, not Monday, and the solution may require an additional day to skip weekends.
DeleteI passed this step but another error occurred. It's saying the “Send an email to the finance group” process failed. I got an email with information that there's 'No Applicable Approval Process', but I have assigned Nushi Davoud for both my approval processes. Can you tell me what is happening?
Odd! The action within process builder triggers an email alert. Did you create the email alert? The email should be sent to "User: Integration User" from the current user's email address.
DeleteI've been working on this step for a few weeks now and I am now getting this error:
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'.
I was originally getting this error:
Challenge Not yet complete... here's what's wrong:
An Opportunity with the Stage 'Negotiation/Review' and the Amount greater than $100,000 was not rejected successfully by your manager or the Opportunity Stage was not updated to 'Negotiation/Review'.
But when I added the Global Constant cannot = null criteria, I started getting the first error listed.
I feel like my approval process might be the issue.
Any advice on what to try next?
I would check a few things:
DeleteProcess Builder-
* Node for Opportunity = Prospect (with the "send marketing materials" as the immediate action) - Do you have three entry criteria? Opportunity account type, stage name, and the account id does not equal Null?
Approval Process-
* Is the >$100,000 entry criteria in the approval process (not in process builder)?
* Have you set your own approver?
* Are the opportunity stage field updates within the approval process set up? (There should be one with approval, one with rejection, and one with "awaiting approval")- The awaiting approval field update is the most commonly missed.
If you are still a little stuck after looking at these things, feel free to email me a few screenshots or a video walk through of your process builder / approval process. Happy to take a look- rebecca@capstorm.com
Awesome! Thank you so much for the advice Trailhead Baby!
DeleteI 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. I appreciate your help and hints along the way to get me back on track with the challenge.
Thank you!
Hi Trailhead Baby,
ReplyDeleteI used to have the following error:
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: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the “Robot Setup v3” process failed. Give your Salesforce admin these details. An unhandled fault has occurred in this flow
An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information. Error ID: 932835170-8850 (-1845957167): []
I fixed it by activating my approval process.
Then I got an error about the big deals validation.
I fixed that by deactivating that validation.
Then I got an 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.
Could not fix that with any of the formulas.
This morning I check again, without changing anything. 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'.
Seems I got every possible error on this step.
Any help would be much appreciated.
I took a look at the screenshots and emailed a few hints! Unless you've revised things since then, I'd bet that the primary issue for this error is that the node for a "prospect" did not have criteria that required both the stage and the account type.
DeleteThanks Trailhead Baby! It worked finally!!!
DeleteError:
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'.
Tip:
Account Type = Prospect AND Opportunity Stage = Prospect AND Constant
Error:
System.DmlException: Insert failed. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the “Robot Setup v3” process failed. Give your Salesforce admin these details. An unhandled fault has occurred in this flow
An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information. Error ID: 932835170-8850 (-1845957167): []
Tip:
Activate Approval Process :-)
Tip: Have 2 entry criteria in approval process: Money and stage.
Tip: Put the money criteria ONLY in the approval process, NOT in Process Builder.
Error:
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.
Tip:
Only use criteria Opportunity = Closed Won, not additional 'opportunity record is changed'.
Hope this helps guys!
Great feedback! Thank you Tom!
DeleteHi Trailhead Baby,
ReplyDeleteAfter being stuck in sept 5 for 4 weeks, I found your blog and read your post and replies.
I tried to follow your instructions and now I faced a new error message in Step 5.
May I send you an email to ask for your help, if possible?
Thank you in advance!
Would you mind posting the error message? (You can also email screenshots) I'm happy to look at some screenshots via email, but I like to do as much posting here as possible in order to help others that may face the same issue.
DeleteHi Trailhead Baby,
DeleteI'm happy to get your reply. The error message I got is like this:
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, You can't change value for customer's channel: []
And in a process builder, the first criteria looks like this:
[Opportunity].StageNaem Equals Picklist Prospecting
[Opportunity].Account.Type Equals Picklist Prospect
[Opportunity].Accdount.Id Does not equal Global Constant $GlobalConstant.Null$
and the immediate actions are:
Task
- Due Date Only Formula
- Assigned to ID Field Reference [Opportunity] Accoutn.Owner.ID
- Priority Picklist High
- Status Picklist High
- Subject String Sent Marketing Materials
- Related To ID Field Reference [Opportunity].Id
When I delete the third condition in the first criteria, the error message is changed:
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'.
Where did I make a mistake?
Thank you in advance!
Hey there! A few things:
Delete1) The first node in the process builder should not trigger sending marketing materials. There is an additional node with a separate immediate action that should come first. The good news- Using the criteria that you provided for the first criteria is perfect- if used as the second node!
2) For the task: The due date formula is missing from your comment. I assume that you have a formula set up to make the due date 7 days from today. I do not know what a " status picklist" is - Get rid of this criteria. Otherwise, it looks good.
Add that first node and the immediate action, then you should be set to continue the challenge.
(Hint: Remember to click on the "stop" button at the end of each node to change it to "evaluate the next criteria" until you hit the final node.)
Hi Trailhead Baby!
DeleteThank you for your help. As matter of fact, I had to delete a validation rule for customer stage field and passed. Without deleting that, I wasn't able to pass. I don't think it's a good way to solve a problem but if there's anybody who wants to pass this step only, it would be the way to avoid conflict...
Thank you for your help and have a nice day!
Glad you figured it out! Thank you for posting the solution!
DeleteThanks for the quick response, I still having some issues with the formula for the 180 days after the Close Date.
ReplyDeleteHi Trailhead Baby,
ReplyDeleteThanks for this awesome tips page. I've been stuck on Challenge 5 for two days and keep getting: An Opportunity with the Stage 'Negotiation/Review' and the Amount greater than $100,000 was not successfully submitted for approval upon creation.
I have a feeling my approval process is whack, so I was wondering if you could post up more details on your settings for that. Thank you again!!!!
Hello Josh,
DeleteTwo days! How frustrating!
A few tips for the "Negotiation/Review" and "Approval" parts:
- The node within process builder only needs 1 criteria for executing actions. The immediate action should trigger the approval process. Criteria based on $ belong in the approval process only.
- There are 2 entry criteria for the approval process. Make sure it's "active." 3 field updates.
Hope this helps! If you check these things and are still having trouble, feel free to email screenshots to me. rebecca@capstorm.com
You're amazing. Thank you and I'll try this again as soon as I can.
DeleteHi Trailhead Baby,
ReplyDeleteI have been trying to complete challenge 5 of Process Automation Super Badge. 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.
A few things to check:
ReplyDelete1) Is your formula configured to NOT allow robot setups on weekends?
2) Does the setup record relate back to the opportunity?
Hi Trailhead Baby,
DeleteBoth points mentioned by you are correctly set.
Also the record is getting created with right Date value and linked to parent Oppty.
Would you mind sharing the formula that you are using to calculate the setup date?
DeleteHi,
DeleteThe formula that I have used is as below:
CASE(
MOD(([Opportunity].CloseDate) - DATE(1900, 1, 7), 7),
0, ([Opportunity].CloseDate) + 180 + FLOOR((180-1)/5)*2,
1, ([Opportunity].CloseDate) + 180 + FLOOR((180)/5)*2,
2, ([Opportunity].CloseDate) + 180 + FLOOR((180+1)/5)*2,
3, ([Opportunity].CloseDate) + 180 + FLOOR((180+2)/5)*2,
4, ([Opportunity].CloseDate) + 180 + FLOOR((180+3)/5)*2,
5, ([Opportunity].CloseDate) + 180 + CEILING((180)/5)*2,
6, ([Opportunity].CloseDate) - IF(180>0,1,0) + 180 + CEILING((180)/5)*2,
null)
Close! Try something like this- because the only days that should not have Robot Setup's scheduled are Sunday & Saturday.
DeleteCASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180)
Hi Trailhead Baby,
DeleteI am still getting the same error message :(
Not sure what is wrong.
Let's dig a bit deeper in to the process.
DeleteWould you mind sharing some details?
Hi Trailhead Baby,
ReplyDeleteI am getting below 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'.
Hi Rajendra,
DeleteHappy to help...but I will need some details. What does your current process look like? I'll need the information for the node and the immediate actions.
I have carefully read all of this and other threads on this trail. No matter how I change my date formula for the Robot Setup process, I get: 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.
ReplyDeleteMy current formula looks like this (included comments):
CASE( MOD([Opportunity].CloseDate - DATE(1900, 1, 7), 7),
0, [Opportunity].CloseDate + 1 + 180, /* Sun: CloseDate + 1 wknd day + 180 days */
4, [Opportunity].CloseDate + 2 + 180, /* Thurs: CloseDate + 2 wknd days + 180 days */
5, [Opportunity].CloseDate + 2 + 180, /* Fri: CloseDate + 2 wknd days + 180 days */
6, [Opportunity].CloseDate + 2 + 180, /* Sat: CloseDate + 2 wknd days + 180 days */
[Opportunity].CloseDate + 180 /* Default (Mon/Tue/Wed): CreatedDate + 180 days */
)
I am getting an email alert that an opportunity needs my approval.
Would you mind taking a look? I'm have to send you screen shots of my entire process if necessary. Thanks in advance for your help!
So close! Try something like this:
DeleteCASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180)
This formula below is not working for me either - same 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.
ReplyDeleteCould something else be wrong?
CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180)
Yes- there are several things that could be the cause. Do you want me to take a look at the process? Email some screenshots or a video of your process to rebecca@capstorm.com.
Delete@Trailhead Baby: Hi! Waw, what a dedication--both in terms of the superbadges and answering all of those questions! Kudos to you!!! Speaking of which ...
ReplyDeleteI must have read through it more than a dozen times already, I am still getting 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'."
Related details:
- (2nd node) Criteria Name: Opportunity = prospect;
Set Conditions:
1. [Opportunity].AccountId Does not equal Global Constant $GolbalConstant.Null
2. [Opportunity].StageName Equals Picklist Prospecting
3. [Opportunity].Account.Type Equals Picklist Prospect
- Action Name: Send Marketing Material
Set Field Values:
1. Due Date Only Formula TODAY() + 7
2. Assigned to ID Field Reference [Opportunity].Account.OwnerId
3. Priority Picklist High
4. Subject String Send Marketing Materials
5. Related to ID Field Reference [Opportunity].Id
Do you happen to have any idea what I am missing here? Many thanks!
Hey there! The criteria look good to me.... One the end of each node, have selected to "evaluate the next criteria" (default value is "stop") ? Is the process active? If yes to these questions, let's take a deeper look!
ReplyDeleteGood morning Trailhead Baby! Thank you for your prompt reply! Yes and yes, and ... I have spent a few more hours on it, still couldn't figure out what is wrong, I get the same error. I am close to give it up, somehow the time is not worth it. Do you have any further ideas? I will provide you with all the information needed once you direct me to a potential spot of error. If I could only troubleshoot somehow to see where it stuck ... Many thanks again!
DeleteHow about this- before you give up email a few screenshots of your process to me: rebecca@capstorm.com & I'll take a look.
DeleteHello, I have the exact same problem. I am missing something but I cannot locate the issue since all the parameters and processes seem to be in a proper order.
DeleteTried everything. Checked it many many times.
This error keeps coming back :
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'. 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. I do not see an obvious issue in what you sent....but details would be helpful
DeleteThis is my error, where did I go wrong:
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, Anything over $100K--have to be approved before they can close: []
Is there a validation rule on the opportunity object?
DeleteHey there!
ReplyDeleteI am getting an error for the fifth superbadge task.
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: Argument cannot be null.
Kindly help me out with this.
Hi! Did you happen to email me as well? I responded to the email with a few tips-- starting off that there should be 4 nodes in the process, not 3. Feel free to post another comment once the process is reconfigured!
DeleteHi , In Challenge 5 .. we need to define this formula CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180)... i m getting error after this :
ReplyDeleteChallenge 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.
The "duh" question- probably not what is wrong! Is your process activated?
DeleteIs the process set up to "evaluate the next criteria"?
More likely - Is the robot setup record being related back to the initial opportunity?
What criteria do you have within the "closed won" node?
There should only be 1.
Thanks for clarifying that there should only be one criteria. I had two.
DeleteStage = Closed Won
Stage ISCHANGED = True
I removed the ISCHANGED criteria and it passed the challenge after that.
Hello,
DeleteI am still facing this issue after removing the ISCHANGED criteria. Can anyone help me out here.
Regards,
Ashish
Hi,
DeleteI did changed the CRITERIA to one. But still facing the same error.
Can anyone help me out here.
Regards,
Ashish
Are you able to share details of your process? I'm happy to take a look if you could comment with what you have.
DeleteThanks Trailhead Baby this was very helpful!!!
ReplyDeleteThanks Trailhead Baby this post was very helpful!
ReplyDeleteChallenge 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'.
how to solve this error
Could you share the details of your process?
DeleteHi Trailhead Baby,
ReplyDeleteI have not been able to resolve error below. I have tried different order of decisions and whether to continue evaluating or stop after the action.
"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, An account cannot be added for Customer - Direct and Customer - Direct Channel.: []"
Below would be Process Builder but cannot paste here. Curious if you have seen this error.
Regards,
Hello- Yes I have seen this error before. Try disabling any validation rules on the account object then rechecking the challenge. If you are still getting the error, send a few screenshots of your process my way and I will take a look- rebecca@capstorm.com
DeleteThank you; got by that error and now working on my other errors.
DeleteWoohoo! Glad to hear it
DeleteHi Trailhead Baby
ReplyDeleteI am at a loss, I have checked, double checked my process builder, and the create Marketing Material Task is not working.
Hoping you can give me a hand with this.
Criteria:
Opportunity.Account.Type Equals Picklist Prospect
Opportunity.StageName Equals Picklist Prospecting
Opportunity.AccountID Does not equal Null
Create a Record:
Record Type: Task
Due Date Only: TODAY() + 7
Assigned TO ID: Opportunity.Account.OwnerID
Priority: High
Status: Not Started
Subject: Send Marketing Materials
Related to ID: Opporunity.ID
Thanks :)
Try removing the "status" criteria.
DeleteAlso- Make sure that the "evaluate next criteria" verbiage shows on the node above.
And - Make sure the process is activated.
Still stuck? Email me a few screenshots- rebecca@capstorm.com and I can give you some pointers.
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'."
ReplyDeleteI'm going crazy, I have days doing this and I can not, can you help me?
Hello! Did you email me? If so, there are two things to look at:
Delete1) The process will stop after the first node unless you tell it to continue - try clicking the little "stop" square to see what happens :)
2) There are 2 types of customers, so the process needs to account for both types .
Hey there, thanks for the very helpful post. However I stuck with the step 5 challenge
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'.
It seems like I went through all the steps and criteria but still fail.
Could you share some details of your process?
DeleteI've just completed the step. The issue was in validation rules. All of them have to be inactive. Easy!))
Deletewoohoo! Congrats!
DeleteThere 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, The high value deals over $100K have to be approved before you can close.: []
ReplyDeleteAssuming something is wrong w/ my approval process... can you help provide some guidance?
Thank you in advance for your help!
Try to disable the validation rule then run the check again. If the error persists, please share some details of your approval process.
DeleteThanks now I'm receiving this error:
DeleteThere 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: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the “Robot Setup” process failed. Give your Salesforce admin these details. An unhandled fault has occurred in this flow
An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information. Error ID: 605963218-241434 (1684581515): []
And this email error: Error Occurred: This approval request requires the next approver to be determined by the Manager field. This value is empty. Please contact your administrator for more information.
Maybe my user isn't setup correctly yet?
Do you have the approval process set up so that the manager is the approver? Do you have your own manager set up in the profile?
DeleteYes... can you explain what you mean by own manager set up in the profile? Is the Nushi Davoud someone that can be picked from a picklist or am I supposed to manually enter them?
DeleteThanks again for your help
https://help.salesforce.com/articleView?id=user_fields.htm&type=5
DeleteOn profile... .scroll to the bottom.
Lookup field used to select the user's manager. This field:
Establishes a hierarchical relationship, preventing you from selecting a user that directly or indirectly reports to itself.
Allows Chatter to recommend people and records to follow based on your org's reporting structure.
This field is especially useful for creating hierarchical workflow rules and approval processes without creating more hierarchy fields.
Should fix the issue :)
Hello, I am stuck on this error followed by an email : Challenge Not yet complete... here's what's wrong:
DeleteThere 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: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the “Robot Sales 014” process failed. Give your Salesforce admin these details. An unhandled fault has occurred in this flow
An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information. Error ID: 1067837610-13774 (1684581515): []
I believe I tried all the options. This all checks out OK as suggested:
My Approval process is ACTIVE.
Manager is set to be approver.
Manager has been setup for Admin under User details.
Tip: Have 2 entry criteria in approval process: Money and stage.
Tip: Put the money criteria ONLY in the approval process, NOT in Process Builder.
Approval process details:
Entry Criteria- Amount>100,000 and Stage= Negotiation / Review
Approval Assignment Email Template- SALES: Opportunity Needs Approval
Initial Submission Actions: Record Lock & Field Update to Awaiting Approval
Approval Actions: Field Update to Closed Won
Rejection Actions: Field Update back to stage Negotiation/Review
Final Approval Actions: Record Lock, Email Alert: Opportunity Approval Status Email
Final Rejection Actions: Record Unlock
but I am still getting an email after this error message:
Error element myRule_6_A1 (FlowActionCall).
No applicable approval process was found.
Flow Details
Flow API Name: Robot_Sales
Type: Record Change Process
Version: 13
Status: Active
Org: eAgent (00D2E000000na5a)
Flow Interview Details
Interview Label: Robot_Sales-13_InterviewLabel
Current User: Tarik Kadic (0052E00000Hvc03)
Start time: 4/18/2019 9:43 AM
Duration: 0 seconds
How the Interview Started
Tarik Kadic (0052E00000Hvc03) started the flow interview.
Some of this flow's variables were set when the interview started.
myVariable_old = null
myVariable_current = Opportunity (0062E00001CO0koQAD)
ASSIGNMENT: myVariable_waitStartTimeAssignment
{!myVariable_waitStartTimeVariable} Equals {!$Flow.CurrentDateTime}
Result
{!myVariable_waitStartTimeVariable} = "4/18/2019 9:43 AM"
DECISION: myDecision
Executed this outcome: myRule_1
Outcome conditions:
1. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect
2. {!myVariable_current.AccountId} (0012E00001pUftIQAS) Does not equal null
3. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct
4. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Channel
Logic: Advanced Logic (2 AND (1 OR 3 OR 4))
OPPORTUNITY.FINANCE_ACCOUNT_CRETATION (EMAIL ALERTS): myRule_1_A1
Inputs:
SObjectRowId = {!myVariable_current.Id} (0062E00001CO0koQAD)
Outputs:
None.
DECISION: myDecision2
Skipped this outcome because its conditions weren't met: myRule_3
Outcome conditions:
1. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect
2. {!myVariable_current.AccountId} (0012E00001pUftIQAS) Does not equal null
3. {!myVariable_current.StageName} (Negotiation/Review) Equals Prospecting
Logic: All conditions must be true (AND)
Executed the default outcome
DECISION: myDecision5
Executed this outcome: myRule_6
Outcome conditions:
1. {!myVariable_current.StageName} (Negotiation/Review) Equals Negotiation/Review
2. {!myVariable_current.Amount} (101,000) Greater than or equal 100,000
Logic: All conditions must be true (AND)
SUBMIT FOR APPROVAL: myRule_6_A1
Inputs:
objectId = {!myVariable_current.Id} (0062E00001CO0koQAD)
comment = null
processDefinitionNameOrId = Approval_Process_100K_Opportunity
skipEntryCriteria = false
Error Occurred: No applicable approval process was found.
Salesforce Error ID: 1067837610-13774 (1684581515)
Any assistance would be greatly appreciated. Thank You
Try putting the $$$ requirement into the approval process entry criteria.
DeleteOk sorry, I figured I didn't understand the best way to pose my question not knowing the system as well as I should...
ReplyDeleteSo yes my issue was w/ identifying who the correct approval person is and this was at the Approval Steps section --> automatically assign to approvers --> then manually choose the user I was looking for.
Thanks for working through this w/ me
Is the issue solved? The approval process should be selected to automatically push the approval to the manager. (Not a specific person)
DeleteYour manager is set on the profile. :)
DeleteChallenge Not yet complete... here's what's wrong:
ReplyDeleteThere 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: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the “Robot Setup” process failed. Give your Salesforce admin these details. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type: 0010o00002GvZOaAAN. You can look up ExceptionCode values in the SOAP API Developer Guide. Error ID: 1111620186-41501 (992864084): []
5
Automate Opportunities
Following the business requirements, create a process to alert the finance group and create tasks for account owners at appropriate times during the sales process. (Note: for the purpose of this superbadge, pretend “Integration User” is the finance group.) Make sure that your processes schedule robot setup dates and submit opportunities for approval.
For the purpose of approvals, assign Nushi Davoud as your manager and make sure your approval process automatically sends requests to the opportunity owner’s manager. Notify the opportunity owner when an opportunity is approved or rejected.
Use the Finance: Account Creation, SALES: Opportunity Needs Approval, and Sales: Opportunity Approval Status Email templates included in the unmanaged package for your processes.
Are you asking what the error message means? If so, please share some details of your process.
DeleteHi Trailhead Baby
ReplyDeleteI stucked at challenge 5- Automate Opportunities
Igetting error while Process Builder is deactivating
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 getting Error while activated Process Builder
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: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the “Opportunity PB” process failed. Give your Salesforce admin these details. An unhandled fault has occurred in this flow
An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information. Error ID: 1196242369-26704 (1684581515): []
Hear My criteria IS
Opportunity.Account.Type Equals Picklist Prospect
Opportunity.StageName Equals Picklist Prospecting
[Opportunity].AccountId Does not equal Global Constant $GolbalConstant.Null
Action on Task Record
Create a Record:
Record Type: Task
Due Date Only: TODAY() + 7
Assigned TO ID: [Opportunity].Account.OwnerId
Priority: High
Status: In Progress
Subject: Send Marketing Materials
Related to ID: [Opporunity].Id
Disable a validation rule then try again.
DeleteHi Trailhead Baby
ReplyDeleteI stucked at Step-5 Automate Opportunities
While Deactivating Process Builder
it's getting error Like 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 Materials'.
While active Process Builder
it's getting error like this
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: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the “Opportunity PB” process failed. Give your Salesforce admin these details. An unhandled fault has occurred in this flow
An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information. Error ID: 1930596534-98280 (1684581515): []
Hi TrailHead Baby
ReplyDeleteI getting Same 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. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the “Opportunity PB” process failed. Give your Salesforce admin these details. An unhandled fault has occurred in this flow
An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information. Error ID: 1725844101-48357 (1684581515): []
Can you guide about Approval Process
while checking Debug logs it's Giving Fatal Error and i found this error FLOW_ELEMENT_ERROR No applicable approval process was found.
Hello Sai- I took a look at your screenshots:
DeleteA few tips:
1) The approval process needs some edits. The entry criteria are not correct nor are the final approval / rejection steps.
2) Process builder - Re-read the instructions for the 1st node. You are missing a criteria
3) Node 3 - 1 incorrect condition
Hai Trailhead Baby
ReplyDeletei getting Same Error
i able to see task for account
and i able to see robotsetup record for opportunity
let me know where i wrong
Hi I am getting below error:
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, Approval for a deal of more than $100K is must before closing.: [StageName]
This is pointing towards a problem with either the approval process or the node that pushes opportunities to pass thru the process. If you could share some details of what you have, I am happy to take a look.
DeleteGood evening!
ReplyDeleteI've got some problems with 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: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the “Opportunity Management” process failed. Give your Salesforce admin these details. An unhandled fault has occurred in this flow
An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information. Error ID: 1009579560-396 (1684581515): []
Good evening!
ReplyDeleteI've got some problems with 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: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the “Opportunity Management” process failed. Give your Salesforce admin these details. An unhandled fault has occurred in this flow
An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information. Error ID: 1009579560-396 (1684581515): []
How can I show you some details about my process builder?
Hi Daria- Could you share some details here in the comments?
Delete1. IF Customer account:
Delete[Opportunity].Account.Type equals Customer - Direct
[Opportunity].Account.Id is null false
Alert user via finance account creation form
2. IF Prospect account:
[Opportunity].Account.Type equals Prospect
[Opportunity].Account.Id is null false
[Opportunity].StageName equals Prospecting
Create Task:
Due Date Only TODAY()+7
Assigned to ID [Opportunity].Account.OwnerId
Priority High
Status In Progress
Subject Send Marketing Materials
Related to ID [Opportunity].Id
Alert manger via finance account creation form
3. IF Deal is Negotiation
[Opportunity].StageName equals Negotatiation/Review
[Opportunity].Amount greater than 100 000
Submit for Approval
((Opportunity: AmountGREATER OR EQUAL100000) AND (Opportunity: StageEQUALSNegotiation/Review) + Next Automated Approver Determined By Manager of Record Submitter)
4. IF Closed - Won
[Opportunity].StageName equals Closed Won
Create Robot Setup
Opportunity = [Opportunity].Id
Date formula CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180)
Alert finance group via finance account creation form
And email error text:
DeleteHow the Interview Started
User started the flow interview.
Some of this flow's variables were set when the interview started.
myVariable_old = null
myVariable_current = Opportunity (00610000019ZX5IAAW)
ASSIGNMENT: myVariable_waitStartTimeAssignment
{!myVariable_waitStartTimeVariable} Equals {!$Flow.CurrentDateTime}
Result
{!myVariable_waitStartTimeVariable} = "17.4.2019 11.35"
DECISION: myDecision
Skipped this outcome because its conditions weren't met: myRule_1
Outcome conditions:
1. {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct
2. {!myVariable_current.AccountId} (0011000001NUajWAAT) Is null false
Logic: All conditions must be true (AND)
Executed the default outcome
DECISION: myDecision2
Skipped this outcome because its conditions weren't met: myRule_3
Outcome conditions:
1. {!myVariable_current.Account.Type} (Customer - Channel) Equals Prospect
2. {!myVariable_current.Account.Id} (0011000001NUajWAAT) Is null false
3. {!myVariable_current.StageName} (Negotiation/Review) Equals Prospecting
Logic: All conditions must be true (AND)
Executed the default outcome
DECISION: myDecision5
Executed this outcome: myRule_6
Outcome conditions:
1. {!myVariable_current.StageName} (Negotiation/Review) Equals Negotiation/Review
2. {!myVariable_current.Amount} (101 000) Greater than 100 000
Logic: All conditions must be true (AND)
SUBMIT FOR APPROVAL: myRule_6_A1
Inputs:
objectId = {!myVariable_current.Id} (00610000019ZX5IAAW)
comment = null
processDefinitionNameOrId = Approval_for_Deals
skipEntryCriteria = false
Error Occurred: This approval request requires the next approver to be determined by the Manager field. This value is empty. Please contact your administrator for more information.
Node 1- Tweak quite a bit. There are multiple types of customers and you are missing one major condition.
DeleteNode 2- Missing the same condition as node 1 Why would finance be notified two times? Reconsider this one.
Node 3- Revise criteria.
Thank you very much! Now it's working :)
ReplyDeleteBut I've caught a little problem with the next step - there are no such products in my Playground.
Everything is alright now, just need creating variables :)
ReplyDeleteThose of you who still get the error
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'.
Check Opportunity.AccountId - NotEquals to Global.Null.
I kept it to Null and wasted 2 days of time ;(
Challenge Not yet complete... here's what's wrong:
ReplyDeleteThere 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: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the “Opportunity Automation” process failed. Give your Salesforce admin these details. This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Related To ID: id value of incorrect type: 0054P000009KkqWQAS. You can look up ExceptionCode values in the SOAP API Developer Guide. Error ID: 177298165-18684 (373317706): []
I've redone this challenge multiple times but keep getting this result. Not sure what it means
Normally I see the "unexpected error" when a validation rule needs to be turned off..... I'd check this first to see if you have any validation rules on the opportunity object.
DeleteThe "related to ID: id value of incorrect type" may also mean that there is an incorrect field reference in your process. Have you walked through each step of the process like a end user to make sure that it works? That's what I would do if it isn't a validation rule problem.
Both of the validation rules on the Opportunity and Account objects were giving me trouble so I made them inactive. This is now what I'm getting:
DeleteChallenge 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: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the “Opportunity” process failed. Give your Salesforce admin these details. An unhandled fault has occurred in this flow
An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information. Error ID: 1066628416-17251 (1684581515): []
Okay, I cleared the "Related to" field on the task creation action and now I'm getting this message:
DeleteChallenge 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 know a lot of people have had this same problem but I've tried the solutions posted and I can't seem to make it work.
Would you like to share what you have so far, and I'll take a look? (Just post the details as a reply)
DeleteProspect node of process builder:
ReplyDeleteOpportunity.Stage equals prospecting
Opportunity.AccountId does not equal $GlobalConstant.null
Immediate actions:
Email finance group
Create task:
Due date only = TODAY()
Assigned to ID = Opportunity.AccountID.OwnerId
Priority = High
Status = Not started
Subject= send marketing materials
If I try to add the related to ID field it automatically goes back to the first critique that the process couldn't run.
The "send marketing materials" should not be a part of the first node. This process involves 4 total nodes. A few hints:
Delete* The first node should have 4 criteria plus conditional logic
* The second node should have 3
Recommendation: Read through the instructions again and sketch out the process on paper before starting in Salesforce. You are missing many of the instructions.
Hi again,
DeleteThis was actually my second node. I included it by itself as it is apparently the one giving me issues. I've read through almost all of your blog and can't seem to find anyone with the same issue with the Related to ID field. What do you suggest I do?
Good! I am glad that you have this set up as the second node.
DeleteTwo things that I see in what you posted - The related to ID does need to be there... just make sure that you are relating it to the OpportunityID. You might also want to tweak the due date value.
The entry criteria is missing one thing... A record needs to match the account type and the stage name. The account type is missing in yours.
Hi,
DeleteI'm back :'). I set up a new playground and tried to restart but I am still having the same issues. I was wondering if it is normal for everyone else to deactivate the validation rules on account/opportunity objects. Once I do this, those errors go away but I still get the error that my process cannot run. When I take away the Related to ID field away on the Prospect node of the process builder, I get the error that a task is not created for the owner. Not sure where to go next