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| 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:
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| Process Automation Module |
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| 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.
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| Formula - step 6, Process Superbadge |
Done! Trailhead Baby's 4th Superbadge!
it doesnt work:(
ReplyDeleteWhat is not working? If you could share details of what you have - I'm happy to take a look.
DeleteI used another formula, it looks more logical for me
ReplyDeleteCASE(
WEEKDAY( [Opportunity].CloseDate +180),
7,
[Opportunity].CloseDate +182,
1,
[Opportunity].CloseDate +181,
[Opportunity].CloseDate +180
)
Hi Trailhead Baby,
ReplyDeleteI'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
hmmm Would you mind emailing a few screenshots? I'm happy to take a look...but this is a little tough to walk trough.
DeleteI do not see a "GetRecords" element
I've replied to your email with the screenshots.
DeleteI'll take a look when I get it- nothing yet!
DeleteCould 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.
DeleteSure! 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!
DeletePlease what is your email address. I will like to send you the snapshot because I am really stuck here.
ReplyDeleteCould you share some details about what you have first?
DeleteHi -- 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.
ReplyDeleteHi there! Yes please on the screenshots! I'm happy to take a look- rebecca@capstorm.com
DeleteWarning- You can create a flow that will pass the challenge that doesn't actually work!
For the flow, it can be done with 2 screens. No need for a record lookup.
ReplyDeleteStart ---> 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
Thanks, Mike, for those tips! Although I did mine just a little differently, they were super helpful, especially for that second screen! Much appreciated :)
DeleteHow can I add flow to opportunity screen using app builder ?
ReplyDeletePlease can you help me with some screenshots ?
umm It's drag and drop? It is a standard component.
DeleteHi I already created Flow With name Product Quick Search.
ReplyDeleteChallenge 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
This comment has been removed by the author.
DeleteHi I solved my issue ..as i have not added the flow Product Quick Search on Lightning page so the error above ..:)
DeleteChallenge 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'.
I am facing this error plzz help me if anyone had this error solved.
can i get video link
ReplyDeleteHi, can you please give the detailed step by step screenshots of the Screen flow created for 7th challenge please.
ReplyDelete