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Process Automation Specialist Superbadge - 6

Tuckered out from Trailhead

I have a confession that you may find surprising.  The Trailhead Baby is not good at flows or at sleeping through the night.  To finish the final step of the Salesforce Process Automation Superbadge, I received assistance from many sources listed below.  On the sleeping through the night thing, I am not sure what to do.  Even with a big bottle at 7pm, on a non-Trailhead night, I still wake up at 11pm and 3am thirsty.  Mom has been "sleep training" by letting me cry a few minutes before a bottle, and, against my wishes, it seems to be working.  After tonight's Trailhead, I am going to try to go back to sleep on my own, without a snack.


Assistance with Flows

A long but in-depth video from Dreamforce 2013                                                                                    
 
A short overview video
For step by step instructions on how to create a flow, reference developer.Salesforce.com, the

For a Trailhead refresher, head to the Process Automation module and read the section titled "Collect Information from Users and then Operate on It with Visual Workflow."

An overview of my flow:
Process Automation Module

Flow for Process Specialist Superbadge



Formula - no weekend Robot Setups

The final step of the Process Automation Specialist Superbadge requires two formula corrections in order force Robot Setup dates to fall during weekdays.  The change needs to be made on the" Day of the Week" field within the Robot Setup object and within process builder. 

Reference this thread from developer.Salesforce.com for assistance with the formula, or you can check out mine below.
Formula - step 6, Process Superbadge

Done!  Trailhead Baby's 4th Superbadge!


Comments

  1. Shreya GaggadOctober 8, 2018 at 7:12 AM

    it doesnt work:(

    ReplyDelete
    Replies
    1. Trailhead BabyOctober 8, 2018 at 7:50 AM

      What is not working? If you could share details of what you have - I'm happy to take a look.

      Delete
  2. AnonymousFebruary 28, 2019 at 2:03 AM

    I used another formula, it looks more logical for me
    CASE(
    WEEKDAY( [Opportunity].CloseDate +180),
    7,
    [Opportunity].CloseDate +182,
    1,
    [Opportunity].CloseDate +181,
    [Opportunity].CloseDate +180
    )

    ReplyDelete
  3. manalibnrjeeJuly 22, 2019 at 6:03 AM

    Hi Trailhead Baby,

    I've a confusion regarding the Product Quick Search flow.

    Although it cleared the challenge (not sure how), but the Flow is not fetching Product Search result as expected. Could you help me identify what I missed?

    Following are the elements created/used in Flow:

    Variables:
    varProdId (I/O)
    varProductCode (I/O)
    varProductName (I/O)

    Screen Choice Fields:
    Product_Types (assigned following choices)

    Choices:
    Assembly_System
    CloudyBot
    RainbowBot

    Screens:
    SerchProducts
    DisplayProducts

    Screen Output Fields:
    DisplayProducts

    Record Lookup:
    SearchProducts

    ReplyDelete
    Replies
    1. Trailhead BabyJuly 22, 2019 at 11:00 AM

      hmmm Would you mind emailing a few screenshots? I'm happy to take a look...but this is a little tough to walk trough.

      I do not see a "GetRecords" element

      Delete
    2. manalibnrjeeJuly 23, 2019 at 12:54 AM

      I've replied to your email with the screenshots.

      Delete
    3. Trailhead BabyJuly 23, 2019 at 9:30 AM

      I'll take a look when I get it- nothing yet!

      Delete
    4. manalibnrjeeJuly 23, 2019 at 9:36 PM

      Could you suggest how to share the screenshots with you? The mail I replied to was a mailbox it seems and no option to attach screenshots in comment.

      Delete
    5. Trailhead BabyJuly 24, 2019 at 9:56 AM

      Sure! email rebecca@capstorm.com I'm hoping to upgrade this blog to a better platform in the near future so that comments can include visuals!

      Delete
  4. UnknownAugust 6, 2019 at 5:37 PM

    Please what is your email address. I will like to send you the snapshot because I am really stuck here.

    ReplyDelete
    Replies
    1. Trailhead BabyAugust 7, 2019 at 11:53 AM

      Could you share some details about what you have first?

      Delete
  5. MasonAugust 14, 2019 at 8:23 PM

    Hi -- first of all, you're awesome for your willingness to help. I've got a flow built, starting with a screen interaction with 3 check boxes for each robot type. Then, I have a decision logic element with three outcomes, depending on the check boxes, that assigns the strings "RainbowBot", "CloudyBot", or "Assembly System" to a text variable. Following the variable assignment, I have a get record element that gets records that contain the text variable and stores them in a collection variable. I'm having trouble understanding how to display those records on the screen -- right now I have a screen with a display text component referencing the record collection from get records. Will I need a loop or something? If so, how would I do that? I'd be happy to email screenshots. Thanks.

    ReplyDelete
    Replies
    1. Trailhead BabyAugust 15, 2019 at 8:58 AM

      Hi there! Yes please on the screenshots! I'm happy to take a look- rebecca@capstorm.com
      Warning- You can create a flow that will pass the challenge that doesn't actually work!

      Delete
  6. MikeDecember 6, 2019 at 10:26 AM

    For the flow, it can be done with 2 screens. No need for a record lookup.

    Start ---> Screen 1 (Type) ---> Screen 2 (Products)

    Screen 1:
    Radio field with 3 choices //Make sure your choice values are singular. CloudyBot instead of CloudyBots

    Screen 2:
    Radio field with a 'record choice set'

    Record choice set parameters:
    - Object: Product
    - Condition Requirements: Conditions are Met
    - Field: Name
    - Operator: Contains
    - Value: {!Type} //This is the radio field from screen 1
    - Choice Label: Name
    - Data Type: Text
    - Choice Value: Id

    ReplyDelete
    Replies
    1. AnonymousDecember 14, 2019 at 11:18 AM

      Thanks, Mike, for those tips! Although I did mine just a little differently, they were super helpful, especially for that second screen! Much appreciated :)

      Delete
  7. UnknownApril 2, 2020 at 4:19 PM

    How can I add flow to opportunity screen using app builder ?
    Please can you help me with some screenshots ?

    ReplyDelete
    Replies
    1. Trailhead BabyApril 3, 2020 at 8:19 AM

      umm It's drag and drop? It is a standard component.

      Delete
  8. A MSeptember 18, 2020 at 4:23 PM

    Hi I already created Flow With name Product Quick Search.
    Challenge Not yet complete... here's what's wrong:
    Could not find the 'Product Quick Search' flow in the opportunity Lightning Page.

    Got above error..Tried twice activated the flow ... Please help me

    ReplyDelete
    Replies
    1. AnuSeptember 21, 2020 at 4:01 PM

      This comment has been removed by the author.

      Delete
    2. A MSeptember 21, 2020 at 4:03 PM

      Hi I solved my issue ..as i have not added the flow Product Quick Search on Lightning page so the error above ..:)

      Delete
  9. UnknownJanuary 8, 2022 at 12:23 AM

    Challenge Not yet complete... here's what's wrong:
    A new Opportunity with a 'Prospecting' stage for a 'Prospect' Account did not successfully create a Task for the Account owner with the Subject 'Send Marketing Materials'.
    I am facing this error plzz help me if anyone had this error solved.

    ReplyDelete
  10. AnonymousJune 1, 2022 at 7:27 AM

    can i get video link

    ReplyDelete
  11. AnonymousSeptember 1, 2022 at 12:50 PM

    Hi, can you please give the detailed step by step screenshots of the Screen flow created for 7th challenge please.

    ReplyDelete

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