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Advanced Billing Specialist Superbadge - 7 & 8


Today's mission: Find a pirate treasure and finish the Advanced Billing Specialist Superbadge!
Did I find a treasure? Yes!
Did I finish the superbadge? No!

Trailhead Baby is still stuck at Challenge #9...but read on for some hints about steps 7 & 8.



Here are a few error messages.....

Want to get rid of this error message?  Create a Workflow rule.


There should be two rule criteria.


In Trailhead Baby's quest to trigger every possible error message... I did not activate my workflow rule before checking the challenge again....  (Who am I kidding? I simply forgot to activate the rule!)


The secret to passing this step is these words:
 ...when an invoice's due date is more than 30 days in the past
More than 30 days... not 30!  Stuck?  Just write a comment with some details of what you have currently.


 A pirate and Spiderman... looking for treasures in the sand.... 

Start step 8 by going incognito.  Trailhead Baby typically reserves incognito mode for times when he is online shopping using his mom's credit card.... But today, incognito is the simplest way to breeze through challenge #8. 


Are you a Conga expert? I am not! Here are a few hints:

Hint #1:


Hint #2:


Comments

  1. LakshmikanthOctober 5, 2020 at 8:23 PM

    Any luck with challenge 9? ☹️

    ReplyDelete
  2. ManojJuly 21, 2021 at 5:54 AM

    thanks for the information sales force course

    https://onlineitguru.com/salesforce-billing-training



    . Contact us @ +91 9550102466.

    ReplyDelete
  3. RevOps PartnerAugust 22, 2021 at 7:36 AM

    This comment has been removed by the author.

    ReplyDelete
  4. AnonymousSeptember 10, 2021 at 4:36 PM

    Challenge is failing on ERROR 4 screenshot. Not sure where I am going wrong.
    I am "Invoice:Days Outstanding greater than 30" and "Invoice:Balance greater than 0" as criteria.
    Workflow Action: using Immediate action to send the email alert.

    ReplyDelete
  5. AnonymousJanuary 11, 2022 at 8:53 AM

    Hi,
    from december we have a new monster on the same superbadge. There is a new challenge (#9):
    Upsell Cloud Kicks through contract amendment
    Assist UMS in processing the upsell scenario for Cloud Kicks described in the business requirements. On the Bright Sneakers account, unallocate the payment related to INV-0042 and then cancel the invoice. Amend the contract associated with Cloud Kicks and add the additional panel rentals per the request. To complete the challenge, generate a single consolidated invoice.
    I've done everything but I'm stuck with invoice generation with the scheduler

    ReplyDelete
  6. LavanyaFebruary 25, 2022 at 2:02 AM

    I really liked your blog post.Much thanks again. Awesome.
    Salesforce CPQ Learning Path
    Salesforce CPQ Online Training Hyderabad

    ReplyDelete
  7. Akira282July 3, 2022 at 4:01 PM

    What about Challenge 9 trailheadbaby? I'm stuck on it!

    ReplyDelete
    Replies
    1. AnonymousAugust 29, 2022 at 8:47 AM

      Process step by step :
      1) Unallocate the payment related to invoice (on the Bright Sneakers account)
      2) Cancel and Rebill the INV-0042
      3) On the account Clouds Kicks, click on the current contract and amend it
      4) Quote Start Date should be equal to the original Quote Start Date + 7 months (ex : Original Quote Start Date : 01/01/2022 => Amendment Quote Start Date = 01/08/2022)
      5) Update quantity from 10 to 12, and save the data
      6) Create the Order (by checking the box)
      7) On the new Order, update the fields "Billing Account" = Bright Sneakers and Billing Batch = Cloud Kicks, then save the data
      8) On the Order Product, update the field "Override Next Billing Date" with the date of the Order Product on original Order
      9) On the Original order, update the field "Billing Account" = Bright Sneakers
      10) Activate the new Order
      11) On Invoice Schedulers, create new schedular as below :
      - Name = as you want
      - Type = Once
      - Invoice Batch = Cloud Kicks Batch
      - Start Date = date of the day
      - Target Date = Next Billing Date of Order Product (new order) + 1 month
      12) Generate the invoice
      And you can run the challenge ;)

      Delete
  8. AnonymousMay 24, 2023 at 1:23 AM

    Hi ,

    I dont see invoice getting generated through invoice scheduler ,but revenue schedules are generated through the same

    ReplyDelete

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