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Implementing Roll-up Summary Challenge Failed
I receive this error when I check my challenge.
Challenge not yet complete... here's what's wrong:
An account with a related opportunity did not calculate the correct potential value.
The task was to Create a rollup summary field that determines the potential value of the opportunities associated with an account.
Add a custom field to the standard account object that provides a rollup summary of the total expected revenue from all related opportunities.The rollup summary field should be labeled 'Potential Value' and have the Field Name of 'Potential_Value'. The resulting API name should be 'Potential_Value__c'.
The rollup summary should calculate the total expected revenue of all the opportunities related to the account.
Here is a snap shot of my work. Any suggestions as to why this is failing?
Thanks,
Darren
Challenge not yet complete... here's what's wrong:
An account with a related opportunity did not calculate the correct potential value.
The task was to Create a rollup summary field that determines the potential value of the opportunities associated with an account.
Add a custom field to the standard account object that provides a rollup summary of the total expected revenue from all related opportunities.The rollup summary field should be labeled 'Potential Value' and have the Field Name of 'Potential_Value'. The resulting API name should be 'Potential_Value__c'.
The rollup summary should calculate the total expected revenue of all the opportunities related to the account.
Here is a snap shot of my work. Any suggestions as to why this is failing?
Thanks,
Darren
All Answers
Sandeep
Darren
I gave it a go and tried adding the field it was complaining about to the Account (in my case it was Discount_Percent__c) but with no luck.
For now I'm skipping out on this topic and forfeiting the badge.
It's working fine as below.
Create a Roll-Up Summary field (Potential_Value__c) in Account Object as below
Thanks & Regards,
Satya P
grrr
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: REQUIRED_FIELD_MISSING, Required fields are missing: [X20__c]: [X20__c]
I don’t understand why it is says I am missing “Discount Percent” when I am looking for “total expected revenue”.
But I changed the “Field to Aggregate to Discount Percent”.
And got the same error message. I exited out of SFDC and went back in and got the same results. Any help would be appreciated it. Thank you!
I'm also having an error too.
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: FIELD_CUSTOM_VALIDATION_EXCEPTION, Lead source is required: []
Hey Karen, for the discount percent problem. I think its because of a previous challenge you've made. I had the same error and to fix it
1. Go to fields on Opportunities
2. Find the custom field for discount percent
3. Edit the discount percent
4. Uncheck the required field (The error occurs because the checker sees that you made the discount percent required)
It should work fine afterwards
Hey all! Got this error message when trying to finish this challenge. Any suggestions on what to do??
The Account Detail clearly shows the summary 'Potential Value' of all the Opportunities.
So, why is the "check challenge" still rejecting it saying the following?
By the way, I have a valid account which doesn't reject other challanges.
I suspected that it has something to do with the opportunity being in the "Stage" of Closed so I added the following criteria to sum the value only if the Filter Criteria "Stage EQUALS Prospecting, Qualification, Needs Analysis, Value Proposition, Id. Decision Makers, Perception Analysis, Proposal/Price Quote, Negotiation/Review." This did not correct the issue so still looking for ideas on how to pass the check challenge?
This still isn't working. I have gone to YouTube and viewed a number of folks who I have followed exactly and could pass the challenge but I still get the error message;
My setup is shown to the right below:
The Account roll-up excerpt:
Since my two opportunities were $100,000 each and were at the "Needs Analysis" stage giving a system calculated "Probability" of 20% or the Expected Revenue of 2 x $20,000 or $40,000. I can't see that this is anything but correct.
The Any help on why the error is thrown would be appreciated!
I went to the classic view and see that it is there also. Not sure why you can't save it.
I receive this error when I check my challenge.
Any suggestions as to why this is failing?
Saurabh,
You may have already corrected your problem but if you haven't. Look carefully at the "Duplicate record" statement in the error message above. My first guess is that it would be in Accounts.
yeah it is already created thanks.
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: FIELD_CUSTOM_VALIDATION_EXCEPTION, Please provide a reason for the closure: [Close_Reason__c]
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: FIELD_CUSTOM_VALIDATION_EXCEPTION, Please provide a reason for the closure: [Close_Reason__c]
I'm training to do 'Potential Value' trailhead challenge, and I'm getting the following 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: REQUIRED_FIELD_MISSING, Required fields are missing: [Text_1111__c]: [Text_1111__c]
I tried to follow the steps mentioned by 'Eddy', but could not find the check for this field to make it 'Not Required'. whether I'm missing any steps here..pls' let me know.
My issue was, Expected Revenue wasn't even one of the options I could choose!
After seeing what the resolution was here, I tried the same. I switched to Trailhead Playground 2 (ensure you're in a different org - look at the URL) and retried the steps there. It worked!
I still don't know why the issue occurred but it must be related to one of the previous challenges I've done. I'm starting to see why there's a need for multiple orgs and playgrounds. I might have to delete my existing ones and start from scratch soon.
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.
Why do I not see Expected Revenue?
Challenge not yet complete in My Trailhead Playground 1
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: REQUIRED_FIELD_MISSING, Required fields are missing: [Commit_Value__c]: [Commit_Value__c]
It is not about only earning badge but it is about reading the issue and understanding it.
1. In opportunity i created the commit value
2. In Accounts i created the object Expected revenue which will be either = to the Commit Value or = to the Annual Revenue
3. Deleted some of the custom fields that were created while doing the practice.
Focus was on Commit Value, Expected Revenue as the term and most importantly removed the unnecaessary fields. Then create the oppotunities to see the results..
The Challenge has been done; so my idea is we should be able to translate what an error is telling rather than just create a new DE Org.
Please check on your Org and confirm if the resolution works for everyone.
The solution for not seeing the Expected revenue field to choose as SUM in "Potential value" is disabling multiple currencies.
In earlier exercises I added EUR as a currency. When aggregating the SUM of expected revenue probably there are Opportunities in USD and in EUR (for the same account in 2 currencies perhaps?), therefore you cannot choose "Expected revenue" as a field to aggregate.
I found this out by creating a new custom field Expected revenue (Expected_Revenue__c). In the properties of this field it said:
"Multiple currencies are enabled. You must set decimal places for each currency through Manage Currencies instead."
That brought me to the idea of disabling multiple currencies.
Problem solved!
Any clue why Amount is not shown under Field to Aggregate picklist/dropdown?
1. Go to fields on Opportunities
2. Find the custom field for discount percent
3. Edit the discount percent
4. Uncheck the required field (The error occurs because the checker sees that you made the discount percent required)
It should work fine afterwards
My error did not mention anything about discount percent.. rather it said: "We created an account with one opportunity. We expected the account's 'Potential_Value__c' field to show the amount of that one opportunity, but it didn't."
When I created some Opportunities earlier in the module it required Discount Percent. I removed the requirement for Discount Percent then removed that percentage on both Opportunities I created and I passed the challenge.
Wish the error message was more clear when doing this challenge, but thankful that there was a resolution mentioned above that didn't involve me creating another Org.
1 From Setup, enter Manage Currencies in the Quick Find box, then select Manage Currencies.
2 Click Disable.
3 When prompted, select Yes, I want to disable Advanced Currency Management and click Disable.