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Patrick McClellan
Superbadge: Process Automation Step 5
We're instructed to send an email to the finance group -- that's pretty vague. I'm going to create a Finance group, made up of the CFO and subordinates. Am I missing something in the instructions?
All Answers
I created a Finance Group, created a new email template (cloned from the Sales email), set up an email alert, which I'll call from the process.
When and opportunity is in Negotiations (stage = Negotiation/Review) and amount > $100k, automatically submit it for approval.
So the process criteria is:
- Record is changed
- stage = negotiation/review
- amount > $100k
Submitting locks the record and updates stage = awaiting approval.If approved, record unlocks and stage is updated to Closed Won.
If rejected, record unlocks and stage is updated to... ? The video script says it should go back to negotiation/review, record unlocked. Won't this trigger a loop of automatic re-submission because our process criteria is true again?
I had already passed that first challenge with no error. I'm stuck on step 2 validation, which is just the new fields, with lookups and master detail relationship.
Step 2: Pretty sure I made five account validation rules on that one. Shipping/billing country and state made four then one for the account type.
Looking through the logs for the test, it's not getting as far as the test on the new fields. It appears to be running the validation tests on shipping state and account name change, succeeding and failing as appropriate for each test. During the last test completed, it fails at the attempt to change the name on an account that is Customer - Direct.
Have anyone completed step 5? I am in a weird situation and getting below 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 3017F000000PVPG. 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.: []
In debug logs I could see it tries to insert null in account id which turns into exception in process builder. I could excute the anonymous block after deactivating the process.
I have applied the TypeofAccount ISNULL as FALSE in all the nodes of process.
13:25:23.52 (54315503)|FLOW_VALUE_ASSIGNMENT|9536aaff64d4994a9f26c5a386915d9a51c31b-7811|myVariable_current|{Id=0067F000003kvTsQAI, IsDeleted=false, AccountId=null, RecordTypeId=0127F000000PmBfQAK, IsPrivate=false, Name=Sell some chicken salad, Description=null, StageName=Negotiation/Review, Amount=101000.00, Probability=90, ExpectedRevenue=90900.00, TotalOpportunityQuantity=null, CloseDate=2017-07-31 00:00:00, Type=null, NextStep=null, LeadSource=null, IsClosed=false, IsWon=false, ForecastCategory=Pipeline, ForecastCategoryName=Pipeline, CampaignId=null, HasOpportunityLineItem=false, Pricebook2Id=null, OwnerId=0057F000000VrJhQAK, CreatedDate=2017-07-31 20:25:23, CreatedById=0057F000000VrJhQAK, LastModifiedDate=2017-07-31 20:25:23, LastModifiedById=0057F000000VrJhQAK, SystemModstamp=2017-07-31 20:25:23, LastActivityDate=null, FiscalYear=null, FiscalQuarter=null, LastViewedDate=null, LastReferencedDate=null, ContractId=null, HasOpenActivity=false, HasOverdueTask=false, DeliveryInstallationStatus__c=null, TrackingNumber__c=null, OrderNumber__c=null, CurrentGenerators__c=null, MainCompetitors__c=null, Approved__c=false}
13:49:34.58 (117503000)|FLOW_ELEMENT_ERROR|The flow failed to access the value for myVariable_current.Account.Type because it hasn't been set or assigned.||
13:49:34.58 (117519916)|FLOW_START_INTERVIEW_END|1298ca92748c9c92d23468569ff415d9a44ef09-3a55|Opportunity Automation Process
Please let me know how to avoid this.
Regards
Yogesh
I was not handling the scenario where an opportunity is inserted without an account. I was able to clear STEP 5 after handling the ISNULL for Account Type and Account id fields in flow.
Thanks
Yogesh
http://faizanaz90.blogspot.com/2017/08/salesforce-trailhead-process-automation.html
How exactly did you fix the CANNOT_EXECUTE_FLOW_TRIGGER issue? I add conditions in each node to check for (Opportunity.AccountId is not null and Opp.Account.AccountType is not null) but still getting the same exception. Nothing in the debug log I could find that would help. Please help
Thank you! Here is where I went wrong:
Entry Criteria for an Opportunity in Stage "Negotiation/Review", I had also included that the Account Type to be "Prospect". I must've had a long day yesterday as I thought that was part of the requirements! Once I removed the Account Type criteria everything went through OK.
Thanks everyone!
As you have already completed the challenge, can you please help me understand the significance of Prospect Accounts here. My undestanding says it is the Opportunity with related Account Type as either Customer - Direct or Customer - Channel. And same goes with Customer and Prospect Accounts. (including Account Type as Prospect to the list) Please correct me if I am wrong.
Thanks.
Yes,Opportunities with related account type Customer(Customer - Direct or Customer - Channel) And prospect
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'.
Though It is creating task for the account owner. any insights on this error?
This app can't be upgraded.
There are problems that prevent this package from being installed.
Unable to install.The unmanaged package "Process Automation Specialist Email Templates" is already installed in your organization. You will need to uninstall it before installing a new version.
It is NOT ALREADY INSTALLED!
Sigh.
I am getting an error-
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'.
I tested it and it working completely fine. Don;t know why it keep throwing this error. Kindly help.
I am stuck with step 5
keep on getting thsi 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
Pls help
Hi everyone,
I'm pretty far into the Process Automation Superbadge, step 5.
I created the approval process, the email alerts and I set up the processes in Process Builder.
However, when I try to verify my steps, I get this cryptic error message:
I'm really struggeling to figure out what that is supposed to mean.
Has anyone ever seen this?
Thanks a lot!
Tim
It turns out, I had to de-activate some of the validation rules on the account object that I created for an earlier step of the badge. No idea why, but de-activating them solved the issue for me.