Skip to main content

Billing Specialist Superbadge - 6, 7, 8 , 9 , 10



I woke up before dawn this morning to help Mom sort out out the pom-poms.  I do not understand why Mom keeps all of these tiny balls in a plastic bag when they should be appropriately sorted by size and color.  It bothered me so much last night, that I had to get up early and fix this mess.  Since I am up, let's get back to the Billing Specialist Superbadge with some tips for steps 7, 8, and 10.


Step 7 requires a bunch of little steps in order to pass!  Fortunately, the instructions for this step are clear but require a very careful reading....


Are you looking for a few hints?

  1. There are two, let's call them, "high level" checkboxes to tick.
  2. A global picklist set is always better when you want to use the values more than once.
  3. The process builder part is one field update.  If your process is more complex, research why there is a checkbox on quote to indicate that the quote has been ordered. 

The instructions are not very clear, so I will break from Trailhead Baby tradition and tell you that a new field must be named "Provisioning Complete" to pass this step.  If you create a different field and use it in your process, it becomes a little messy. Fixable, but messy.  (Trailhead Baby's first attempt named the field "Provisioning Date."  Whoops!)



Stuck here?  You may need to add some values to a picklist value set. No need to inactivate old values, just add the new ones.

One final hint: 




Create two records- one of them needs a box checked that the other one does not require!  Or, reference this article for some help: 

Comments

  1. Hi Good Day !
    I hope you are doing well.
    I'm facing error in challenge - 9 Provisioning Product Values

    Challenge Not yet complete... here's what's wrong:
    We can't find the Flow 'Order Automation' with the decision element created according to the requirements.

    Can you please help or guide me ..
    Waiting For your response !
    Thankyou!!

    ReplyDelete
  2. It looks like I need to use Flow instead of Process Builder. What suggestions would you have?

    ReplyDelete
  3. Challenge Not yet complete... here's what's wrong:
    We can't find the Flow 'Create Order' with the record update step configured according to the requirements.


    Provisioning Product Values
    Complete the Order Provisioning Process setup, maintaining the integrity of data moving from CPQ down to Billing.

    ReplyDelete
    Replies
    1. I encountered this as well and currently stuck. Everything looks correct, so I'm sure it is something small. How did you resolve the issue?

      Delete
    2. I am facing the same issue , is this resolved for you?

      Delete
  4. Likely other individuals in the past, I'm also stuck with the error "We can't find the Flow 'Order Automation' with the record update element to update the Invoice Batch field according to the requirements." I tried multiple variations unsuccessfully.

    ReplyDelete

Post a Comment

Popular posts from this blog

Service Cloud Specialist Superbadge - 4,5,6,7

Part of doing the Service Cloud Specialist superbadge is trying new things, so I am putting up picture of new things that I've tried recently.  One of my favorite new things this week was taking a shower with my whole block collection.  Mom put me in the shower, and I sneaked out to grab the block bin and dumped it in.  I'm concerned to share photos because of the slight nudity, however, I can assure you that it was a glorious adventure.  Instead, I'll share my favorite Saturday new thing- walking to the coffee shop for a sprinkle donut!  Back to the superbadge... Challenge 4 Case Routing If you haven't taken the Onmi Channel module yet, now is a good time! I kept that particular module open one on screen while I walked through this step.  It is hard to give many hints about this step without giving away too many details - so - the best advice is to read through the challenge and label each step with the corresponding Salesforce term.  (IE - "The...

Business Administration Specialist Superbadge- 3 & 4

This afternoon, I added a genius wig in an attempt to look a little older and more experienced.  The free lemonade offer worked!  I made two dollars today!  A huge thank you to Jocelyn Fennewald , Salesforce MVP, for pointing out the "remove all columns" option within the report creator.  When you start a create a new report, simply click to start with a clean screen.  If you are familiar with report and dashboards, this challenge should only take 30 or so minutes to complete.  Below are tips and gotchas for each report / dashboard.  If you need more help, leave a comment! Reports Accounts by Market To create the "Market" row grouping, use a bucket field. Make sure that the correct date range is selected. High Value Residential  This report includes: 1 filter, 1 grouping, and 1 summarized field.  Rated Accounts by State The record count for state and account rating are automatically added. Note the filter.  ...

Service Cloud Specialist Superbadge - 1,2,3

A confession - I know next to nothing about service cloud.  While I was excited that a new superbadge was available, it made me a little nervous that I had to do all of the prerequisites and tackle new things like macros.  New things - new year - let's get started! (Right after I finish guitar practice) If you are also a service cloud novice, the Omni-Channel Basics is a crucial prerequisite even though it is not officially required. Challenge 1 App Appearance  This, like all superbadges, requires a careful read through the instructions prior to any clicking.  I found it helpful to take a separate notebook and write down the steps that I would need for each challenge step - for example -  My rough notes for challenge 1: Create 2 profiles  Tweak service Console 3 new items on utility bar Allow access for new profiles Create User  Beware - After editing the service console, you might have to edit the new profiles.  I found i...