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jingzojingzo 

Superbadge: Process Automation Specialist #2 Challenge

Hi,

I'm not able to complete #2 Automate Accounts. It give me the following error.
"Challenge Not yet complete... here's what's wrong:
Please check the configuration of the custom fields on the Account object. The formulas, rollup summaries, etc. did not produce the expected outcome."

Can anyone tell me what went wrong? Thanks.

My Custom Fields configuration are as following:
  • Number of deals (Roll-Up Summary field): Count Opportunity. No filter criteria
  • Number of won deals (Roll-Up Summary field): Count Opportunity with filter criteria as "Stage equals Closed Won"
  • Last won deal date (Roll-Up Summary field): MAX(Opportunity: Close Date) with filter criteria as "Stage equals Closed Won"
  • Deal win % (Formula field): Number_of_won_deals__c / Number_of_deals__c
  • Total amount of won deals (Roll-Up Summary field): SUM(Opportunity: Amount) with filter criteria as "Stage equals Closed Won"
  • Call for Service (Formula field): IF( DATE( YEAR(Last_won_deal_date__c)+2 , MONTH(Last_won_deal_date__c) , DAY(Last_won_deal_date__c) ) <= TODAY(), 'YES', 'NO')
Michele Losch 4Michele Losch 4
I'm having the same error. Were you able to solve it?
Robb BlobRobb Blob

I just solved this one, in your case what's wrong is the 'Call for Service' field, you should use 'Yes' and 'No' as values, instead of 'YES' and 'NO'.  The formula should work fine, but just in case, this is mine:

IF(TODAY() + 730 < Last_won_deal_date__c , "Yes", "No")
jingzojingzo
I got the solution from this thread.
https://developer.salesforce.com/forums/ForumsMain?id=9060G000000BgNxQAK
Hussain GadisaazHussain Gadisaaz
I have solved this challenge ,
Please check that the Deal win %(Formula) has a return type Percent not Number
For Call for Service (Formula) - IF(TODAY() + 730 < Last_won_deal_date__c , "Yes", "No")
Faiza Naz 10Faiza Naz 10
check this blog for complete superbadge solution
http://faizanaz90.blogspot.com/2017/08/salesforce-trailhead-process-automation.html
steve Fitzgerald 6steve Fitzgerald 6
Faiza, Thanks for the tips. I double checked my fields with your page, and am still getting the following error:
User-added image
Anyone else having issues? Manual testing indicates everything is good?
Faiza Naz 10Faiza Naz 10
I faced this issue while solving my trailhaed and solved it by changing "YES" and "NO" to "Yes" and "No" in call for service formula. Can you share the screen shots of your fields configuration
steve Fitzgerald 6steve Fitzgerald 6
Hi Faiza,
My Call for Service Formula is:
IF( DATE( YEAR(Last_Won_deal_date__c)+2 , MONTH(Last_Won_deal_date__c) , DAY(Last_Won_deal_date__c) ) <= TODAY(), "Yes", "No")

User-added image
I'm thinking about creating a new Sbox and starting over. This challenge was done in a brand new playground/Sbox, so I dont think it's a conflict with existing stuff.
My account screen/data looks correct too?

User-added image

I'm wondering if I should contact Sforce support? Not sure if they monitor this forum.
Thanks for any advice/ideas!
-Steve
steve Fitzgerald 6steve Fitzgerald 6
Hi all, I was able to pass the challenge. As you can see from my screenshots above, I have the correct fields the challenge is asking for, but I also inadvertantly also added a field called 'Total Amount of Won Deals'. After deleting this field, and retrying, I was able to get passed the challenge. Thanks for the advice. Hopefully this will help future trail-blazers if they have same issue. Perhaps the challenge is checking for number of roll-up/summary fields?
Gerardo AnasagastiGerardo Anasagasti
Well, just in case, someone is facing same problem, like me, and redoing all the fields again didnt fix it, I found the problem I had was with the "Amount of won deals" because, the "Amount" field from the Opportunity object (I used the other field instead Amount) , was not available for the rollup. Finally I found I had activated the multiple currencies at my Org for other badge, and that prevent the Amount field to be available for the rollup field.

I removed the multiple currencies option from the "Company Information" section at Setup, and after that, I updated the "Amount of won deals" but this time, selecting the Amount field from the opportunity.
Miriam McCabeMiriam McCabe
In case it might be helpful for anyone, I had used a checkbox to represent "Yes" and "No" for the Call for Service field and hence I got an error. As soon as I changed from a checkbox to a text field with an IF, the challenge passed. In a real-life situation I would opt for the checkbox as well, but glad it passed now.
kc mead 7kc mead 7
I am absolutely baffled. 

I have gone through and checked each and every formula at least 5 times.  My custom fields and validation rules look correct.  I even went around and copy/pasted answers I found on the web (SFDC don't hate me for doing that, I was just testing to see if it was passable at all)  I have even started new trailhead playgrounds and recreated steps 1 and 2 from scratch (now 4 times). 

I still receive the:
"Challenge Not yet complete... here's what's wrong: 
Please check the configuration of the custom fields on the Account object. The formulas, rollup summaries, etc. did not produce the expected outcome."

Does anyone know if there is some sort of issue with this step?  Does it have to do with anything from Step 1 maybe?  I don't even know where to look or what other bits of info to provide.  
Ronak SFDCRonak SFDC
I had this issue, and solved it in the same way @[Miriam McCabe] did, THANK YOU MIRIAM! I had the field set as a checkbox too (which to me made the most sense) but as per what Miriam said the "Call for Service" field should be a formula field with a text output, not a checkbox.
Ronak SFDCRonak SFDC
@[kc mead 7] did you manage to get yours working? 
Dan_CrippsDan_Cripps
This was painful.  I had to delete all the fields I created and start again. I'm sure this is at least one bug in relation to the check. 
The below formula worked for me for Call for Service:  
IF( DATE( YEAR(Last_Won_deal_date__c)+2 , MONTH(Last_Won_deal_date__c) , DAY(Last_Won_deal_date__c) ) <= TODAY(), "Yes", "No")
Rajkiran Dewara 23Rajkiran Dewara 23
if the last time we won a deal on the account is more than two years ago (Means TODAY()-730 go to the past date this will return the 2 year back date) now need to check with the last won deal date, the “Call for Service” field should say YES.

IF(Last_won_deal_date__c < TODAY()-730 , "Yes", "No")
Daniel NagelDaniel Nagel
Thank you, @[Miriam McCabe] and @[Ronak SFDC]. My "Call for Service" did not have a text-output either. 
Upasna LangarUpasna Langar
Hi, 

I am facing the below issue, tried all trobleshooting, Have all the field with correcty API Names.User-added imageUser-added image
Has anyone faced this error. Please help to resolve
 
Hugo LemosHugo Lemos

Regarding the field "Call for Service", I suggest a more simple and accurate solution (instead of using umber of days as it can vary in leap years):

IF(ADDMONTHS(Last_won_deal_date__c,24) < TODAY(), "YES", "NO")
Chandramohan Yetukuri 1Chandramohan Yetukuri 1
Hi Jingazo,

For the Deal win percent formula field,  your answer was Deal win % (Formula field): Number_of_won_deals__c / Number_of_deals__c.
You need to multiply this with 100 to get the percentage.

(Number_of_won_deals__c / Number_of_deals__c) * 100
Amitesh PataraAmitesh Patara
This is the main error I am getting "Challenge Not yet complete... here's what's wrong:
Please check the custom fields on the Account object. Not all custom fields were found." ......Then someone told me to correct formula in field in Call for service but then again I am getting Syntax Error 
"Error: Field Last_won_deal_date__c may not be used in this type of formula" ....I donno what to do..Please give me solution..
Amitesh PataraAmitesh Patara
This is the main error I am getting "Challenge Not yet complete... here's what's wrong:
Please check the custom fields on the Account object. Not all custom fields were found." ......Then someone told me to correct formula in field in Call for service but then again I am getting Syntax Error 
"Error: Field Last_won_deal_date__c may not be used in this type of formula" ....I donno what to do..Please give me solution..
Kumaresan.ManickamKumaresan.Manickam
Try making the answer as best answer so that others who views the article can get clear picture. 
Ronak SFDCRonak SFDC
Here's what the forumla for Call_for_Service__c
IF(Last_won_deal_date__c < DATE((YEAR(TODAY())-2), MONTH(TODAY()), DAY(TODAY())),"Yes","No")

Last_won_deal_date__c details shown in image

Last Won Deal Date Field
Kavita Badgujar 10Kavita Badgujar 10
Thank you @steve Fitzgerald 6. The solution you have given worked for the "Call for Service" field.
1. This must be a formula field (Text)
2. Formula - IF( DATE( YEAR(Last_Won_deal_date__c)+2 , MONTH(Last_Won_deal_date__c) , DAY(Last_Won_deal_date__c) ) <= TODAY(), "Yes", "No")
3. Save.

Thank you.
Vivekanand Sangishetty 12Vivekanand Sangishetty 12
@chandramohan - If your formula return type is set to "Percent" then you should not multiply the value with 100. Just (Number_of_won_deals__c / Number_of_deals__c) will work.
Devender Baghel 8Devender Baghel 8
Hello All,
If you are getting below error in this challenge:

Please check the configuration of the custom fields on the Account object. The formulas, rollup summaries, etc. did not produce the expected outcome.
Then there could be multiple reason for it and you must get debug logs for it. I got this error two times and solved through debug logs,

10:50:29.16 (288931707)|EXCEPTION_THROWN|[11]|System.AssertException: Assertion Failed: Expected: 50, Actual: 5000.00
10:50:29.16 (289035778)|HEAP_ALLOCATE|[11]|Bytes:51
10:50:29.16 (289169014)|FATAL_ERROR|System.AssertException: Assertion Failed: Expected: 50, Actual: 5000.00

In fact i also multiplied percent field by 100 which is not required. And you can pass this challenge.

Regards,
Dax
Neha Chandra 8Neha Chandra 8
There can be two propbale area for the error
1.  Deal_win_percent__c  while creating this formula field make sure your are choosing percent as formula return type and don't add 100 in formula. I have used Number_of_won_deals__c/ Number_of_deals__c and it worked perfectly.

2. Call_for_Service__c while creating this formula field make sure your are choosing text as formula return type, I had used following
IF( DATE( YEAR(Last_won_deal_date__c)+2 , MONTH(Last_won_deal_date__c) , DAY(Last_won_deal_date__c) ) <= TODAY(), "Yes", "No")

I hope my answer will help you.
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Michael Barnes 16Michael Barnes 16
I had a bad Account Trigger from another trailhead item I was working, but was not complete and causing an issue.  Once I removed the trigger, all went through well.  Recommend starting fresh!
Sudip DuttaSudip Dutta
This one has worked for me

IF(OR(TODAY() - 730 > Last_won_deal_date__c,TODAY() + 730 < Last_won_deal_date__c) ,'Yes','No')
Kiruthiga RKiruthiga R
This worked for me. Except this all were good. And I found this formula here.. Thank you guys!
IF( DATE( YEAR(Last_won_deal_date__c)+2 , MONTH(Last_won_deal_date__c) , DAY(Last_won_deal_date__c) ) <= TODAY(), "Yes", "No")
Jerome SchumacherJerome Schumacher
@rajkiran TKX!!! 
IF(Last_won_deal_date__c < TODAY()-730 , "Yes", "No")
Perfect Solution ;-)
Sachin Deshmukh 5Sachin Deshmukh 5
I got a simple logic: IF((TODAY() - Last_won_deal_date__c) >= 2, "Yes", "NO")
Ajay K 45Ajay K 45
Sometimes errors are based on field-level security. If you have created all of the fields, verify that field-level security is set properly so all fields are visible.  
Prakash RaviPrakash Ravi
@ajaj K 45 - > This was the problem in my case .. Thanks ... !!!
Salim JettSalim Jett
i Followed @Neha Chandra 8 advice and it worked after 2 hours smh
purushottam kumar 26purushottam kumar 26
Deal_win_percent__c :-  while creating this formula field make sure your are choosing percent as formula return type 
 formula :-        Number_of_won_deals__c/ Number_of_deals__c

2. Call_for_Service__c :- while creating this formula field make sure your are choosing text as formula return type, 
formula :-  IF( DATE( YEAR(Last_won_deal_date__c)+2 , MONTH(Last_won_deal_date__c) , DAY(Last_won_deal_date__c) ) <= TODAY(), "Yes", "No")
Gayathri GowrishankarGayathri Gowrishankar
Hi.
Just know i complete this challenge, same error i got more than 3 days, today finally i completed this challenge,
1.check the field level security access give tick mark visible to all the fields, each field they will ask the tick for visible r read only, click visible.
2.Call on service apply this formula :
IF(OR(TODAY() - 730> Last_won_deal_date__c,TODAY()+730 < Last_won_deal_date__c ) ,'Yes','No')
3.Deal with %- check data type after formula assign choose percentage.
4.very very important in ur field u have total won deals, delete that field, otherwise error can through.
5.Last very important check each and every field criteria CLOSED WON,
Bo Bo 2Bo Bo 2
Hello everyone,

I am doing thing challenge right now. I followed the same procedure (text as formula return type....). I tried many times but I still get unreasonably the same error.  Please help guide !!

Error: Incorrect parameter type for function 'YEAR()'. Expected Date, received Number



User-added image
Harpreet SainiHarpreet Saini
Hi, I stuck here, tried everything.... but still :-(
User-added image
Sravan Kumar Reddy Byreddy 8Sravan Kumar Reddy Byreddy 8
Hi All,
 
While Performing a Challenge 3 at Process Automation Specialist Super badge, when i am trying to create a Custom Field "Amount of won deals with the (Roll-Up Summary field): SUM(Opportunity: Amount) with filter criteria as "Stage equals Closed Won". 
While i chose SUM(Opportunity) in the "Field to Aggregate" dropdown list the "Amount" option is not available to chose.
Please look into this and provide me a solution to this.
Please find the picture of the issue mentioned above.
User-added image
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Hi @jingzo,

You can go through the following vedio for your reference:
https://www.youtube.com/watch?v=jPCnxJq0u68

Hope it helps.
Thanks!
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