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Process Automation Specialist Superbadge Step 2
I'm unable to check step 2: Automate Accounts because I'm receiving this error: Challenge Not yet complete... here's what's wrong:
There was an unexpected error while verifying this challenge. Usually this is due to some pre-existing configuration or code in the challenge Org. We recommend using a new Developer Edition (DE) to check this challenge. If you're using a new DE and seeing this error, please post to the developer forums and reference error id: ZKCVFIZH
There was an unexpected error while verifying this challenge. Usually this is due to some pre-existing configuration or code in the challenge Org. We recommend using a new Developer Edition (DE) to check this challenge. If you're using a new DE and seeing this error, please post to the developer forums and reference error id: ZKCVFIZH
All Answers
The following worked for me: Country validation rule- Not(
OR ( Country = "US", Country ="USA", ISBLANK( Country )))
State- OR(
LEN(State) <> 2,
NOT(
CONTAINS("AL:AK:AZ:AR:CA:CO:CT:DE:DC:FL:GA:HI:ID:" &
"IL:IN:IA:KS:KY:LA:ME:MD:MA:MI:MN:MS:MO:MT:NE:NV:NH:" &
"NJ:NM:NY:NC:ND:OH:OK:OR:PA:RI:SC:SD:TN:TX:UT:VT:VA:" &
"WA:WV:WI:WY:PR", State)
))
I had to separate all the validation requirements
Billing Country- NOT
OR ( BillingCountry = "US", BillingCountry ="USA", ISBLANK( BillingCountry ))
Billing State- AND (
OR(BillingCountry = "US", BillingCountry="USA", ISBLANK(BillingCountry)),
OR(
LEN(BillingState) < 2,
NOT(
CONTAINS("AL:AK:AZ:AR:CA:CO:CT:DE:DC:FL:GA:HI:ID:" &
"IL:IN:IA:KS:KY:LA:ME:MD:MA:MI:MN:MS:MO:MT:NE:NV:NH:" &
"NJ:NM:NY:NC:ND:OH:OK:OR:PA:RI:SC:SD:TN:TX:UT:VT:VA:" &
"WA:WV:WI:WY", BillingState)
)))
Customer Channel- AND(
( ISPICKVAL( Type , "Customer - Channel")), ISCHANGED(Name) )
Customer Direct- AND(
( ISPICKVAL( Type , "Customer - Direct")), ISCHANGED(Name) )
For shipping use the same for billing just change fields.
Let me know if you are able to get pass this challenge. I'm having an issue with the custom fields
@Michele - I cannot seem to get passed Challange 1. Im receiving the above error as well. I updated my Validation Rule into 2 different Rules like you had above.
Country_Validation
NOT( OR( Country = "US", Country = "USA", ISBLANK( Country ) ) )State_Validation
OR( LEN(State) <> 2, NOT(CONTAINS("AL:AK:AZ:AR:CA:CO:CT:DE:DC:FL:GA:HI:ID:" & "IL:IN:IA:KS:KY:LA:ME:MD:MA:MI:MN:MS:MO:MT:NE:NV:NH:" & "NJ:NM:NY:NC:ND:OH:OK:OR:PA:RI:SC:SD:TN:TX:UT:VT:VA:" & "WA:WV:WI:WY:PR", State)) )I created 2 Leads Queues ("Assembly System Sales" & "Rainbow Sales")
And I created a NEW Lead Assignment Rule Called Trailhead:
Im not sure what I am missing to pass this challenge!
Running into issues with 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."
Call_for_Service__c:
IF(Last_won_deal_date__c < TODAY()-730,"YES","NO")
Roll up summaries appear to be correct, I also ran this using DATE(YEAR(TODAY()-2,MONTH(TODAY()),DAY(TODAY())) to no avail
IF(OR(TODAY() - 730 > Last_Won_Deal_Date__c,TODAY() + 730 < Last_Won_Deal_Date__c) ,'Yes','No')
(By Business logic, Deal close date could not be a future date. However, for this challenge, we should include that check as well)
all my other Validation rules were ok but the "Account Name Change Not Allowed" was prolebmatic, I created both the "Customer - Channel" and "Customer - Direct" in one Validation rule, I splitted them in two rules and Voila.. its completed...!!!!
Like many of you I am stuck as well on the Process Automation Super Badge Step 1. I've read the thread here and in similar forums. I've split my Account State / Country validations into 2 separate validation rules. I've made sure to mark that the error should appear next to the field. For the country, I'm only including US, USA and null as suggested. I've copied and pasted the validation rules provided by Michelle. I did create a brand new "trailhead" playground for the challenge and repeated everything with the same results. Any other ideas?
If the error you're getting says your validation isn't correct, then you've got an error somewhere in the logic. However, there are a number of people (myself included) that are getting a more troublesome error elsewhere in the module (Challenge 2 for me). That error looks like this:
Note that the error id tag at the end changes each time you try to validate.
I am also stuck at challenge 4 (Sales process) with the
We recommend using a new Developer Edition (DE) to check this challenge. If you're using a new DE and seeing this error, please post to the developer forums and reference error id: PSCVUDBY
Process Automation Specialist Challenge #2
Challenge Not yet complete... here's what's wrong:
There was an unexpected error while verifying this challenge. Usually this is due to some pre-existing configuration or code in the challenge Org. We recommend using a new Developer Edition (DE) to check this challenge. If you're using a new DE and seeing this error, please post to the developer forums and reference error id: PBFVOSOK
getting same error!
Challenge Not yet complete... here's what's wrong:
There was an unexpected error while verifying this challenge. Usually this is due to some pre-existing configuration or code in the challenge Org. We recommend using a new Developer Edition (DE) to check this challenge. If you're using a new DE and seeing this error, please post to the developer forums and reference error id: BYPQGDVF
If anyone has any ideas, I'd greatly appreciate it
1)The account name is created the first time and cannot be edited or updated later (or)
2)the person who created the acccount record can edit but no any other person(or)
3)The acount name is balnk and cannot be updated during creation.
Which one of the above requirement is right?
Challenge Not yet complete... here's what's wrong:
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'.
Not able to understand why this issue is coming, now when I am creating Opportunity and I am able see it going for approval and able to do Approval / Rejection, but when I am checking Challenge in Superbadge the above issue is coming, not able to track what is the issue.
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'.
don't understand what the problem here. i have test the process builder and it works. can anyone help me with this error?
Alap Mistry
I am getting the 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 tried with all possible solutions (removing account type from process builder, changes in approval process etc) but didnt work.
When I run dry test, its working fine.
Can anyone help to resolve this error. ?
I'm unable to check step 2: Automate Accounts:
Because I'm receiving this error: Challenge Not yet complete... here's what's wrong:
Please check the custom fields on the Account object. Not all custom fields were found.
Hello All,
I'm unable to check the step 2: Automate Accounts because i'm receiving 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: FIELD_CUSTOM_VALIDATION_EXCEPTION, Please enter valid shipping country: []
while creating Account and Opportunity i'm not receiving error in the org. Please suggest if there is any workaround.
Thanks!
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.
I created 2 formula fields. Call for Service
Amount of Won Deals
Deal Win Pecent
Call for Service and Amount of Won Deals are working fine. But I am not sure for the Deal Win Pecent
Please Help me out with this one.
Please check the configuration of the custom fields on the Account object. The formulas, rollup summaries, etc. did not produce the expected outcome." I tried every option that I can think of. Really need help here.
'Number of deals' and 'Number of won deals' fields, for these rollup summary fields you don´t have to apply the SUM operation, just select COUNT. I applied it to the Quantity field, that was wrong.
Hello All,
Facing a Null point exception, can some let me know what need to do here.
Thanks,
SyamReddy.
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, 'Hey McFly, unless you are planning to go back in time, please update your close date': []
2.Automate Accounts
Create validation rules and account formula fields as specified in the business requirements. Use the following field names.
For this metric or field, Use this Field Name
Number of deals, Number_of_deals__c
Number of won deals, Number_of_won_deals__c
Last won deal date, Last_won_deal_date__c
Deal win percent, Deal_win_percent__c
Amount of won deals, Amount_of_Won_Deals__c
Call for Service, Call_for_Service__c
Challenge Not yet complete... here's what's wrong:
Please check the configuration of the custom fields on the Account object. The formulas,roll-up summaries, etc. did not produce the expected outcome.
Which is pretty vague. But I have gone through and tripled checked my API and Label names see below screenshot:
It won't let me upload the 6th image but it is Number of won deals Roll-up summary with count on opportunities. Filter critera = stage = closed won. API = Number_of_won_deals__c.
I would appreciate any help on this to get over this challange.
Hi Daniel,
Have you passed?
I have the same configuration like yours and can not pass.
I even tryed to change names thinking if they have mistake:
Amount of won deals, Amount_of_Won_Deals__c - only here API name is different
two days after i have this error :
Challenge Not yet complete... here's what's wrong:
Please check the configuration of the custom fields on the Account object. The formulas,roll-up summaries, etc. did not produce the expected outcome.
-Field 1:
Label: Number of deals
API Name: Number_of_deals__c
Data Type: Roll-Up Summary
Summary Type: COUNT
Summarized Object: Opportunity
Filter Criteria: None
-Field 2:
Label: Number of won deals
API Name: Number_of_won_deals__c
Data Type: Roll-Up Summary
Summary Type: COUNT
Summarized Object: Opportunity
Filter Criteria: Stage EQUALS Closed Won
-Field 3:
Label: Last won deal date
API Name: Last_won_deal_date__c
Data Type: Roll-Up Summary
Summary Type: MAX
Field to Aggregate: Opportunity: Close Date
Summarized Object: Opportunity
Filter Criteria: Stage EQUALS Closed Won
-Field 4:
Label: Deal win percent
API Name: Deal_win_percent__c
Data Type: Formula
Return Type: Percent
Decimal Places: 0
Formula: Number_of_won_deals__c / Number_of_deals__c
-Field 5:
Label: Amount of won deals
API Name: Amount_of_won_deals__c
Data Type: Roll-Up Summary
Summary Type: SUM
Field to Aggregate: Opportunity: Amount
Summarized Object: Opportunity
Filter Criteria: Stage EQUALS Closed Won
-Field 6:
Label: Call for Service
API Name: Call_for_Service__c
Data Type: Formula
Return Type: Text
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')
I've been stuck on step two for some time now.
I get the following error message
"
Challenge Not yet complete... here's what's wrong:
Please check the custom fields on the Account object. Not all custom fields were found.
"
I don't understand this error as all the custom fields have been created, labelled as insctructed and they are all working
Number of deals, Number_of_deals__c
Number of won deals, Number_of_won_deals__c
Last won deal date, Last_won_deal_date__c
Deal win percent, Deal_win_percent__c
Amount of won deals, Amount_of_Won_Deals__c
Call for Service, Call_for_Service__c
Any input is highly appreciated
Challenge Not yet complete... here's what's wrong:
Error: Please check the custom fields on the Account object. Not all custom fields were found.
Superbadgeshttps://trailhead.salesforce.com/super_badges/superbadge_process_automation- Automate Accounts
Create validation rules and account formula fields as specified in the business requirements. Use the following field names.
For this metric or field, Use this Field Name
Number of deals, Number_of_deals__c
Number of won deals, Number_of_won_deals__c
Last won deal date, Last_won_deal_date__c
Deal win percent, Deal_win_percent__c
Amount of won deals, Amount_of_Won_Deals__c
Call for Service, Call_for_Service__c
Please use the below configuration for the field 2:
Label: Number of won deals
API Name: Number_of_won_deals__c
Data Type: Roll-Up Summary
Summary Type: COUNT
Summarized Object: Opportunity
Filter Criteria:
Please use the below configuration:
-Field 1:
-Field 2:
-Field 3:
-Field 4:
-Field 5:
-Field 6:
Let me know if you any issues.
@Venkata Gorantla
Please use this formula:
I have the same issue like @Syam Reddy 11, in Process Automation Specialist Superbadge Step 2. After craeting new custom fields on Account and validation rules.
Please, someone can help me?
Thank in advance
There could be many reasons and for each issue , debug logs can really help to dig out the root cause.
I was able to fiund in my case through logs and fixed the issue with below validations for shipping country.
Error: A validation rule did not prevent a new Account from being saved when Shipping Country is blank and Shipping State has three characters.
Solution: NOT(OR(ShippingCountry= 'USA', ShippingCountry= 'United States', ShippingCountry= 'US', ShippingCountry= null)) || LEN(ShippingState) <> 2
same for BillingCountry as well.
Thanks
Dax
https://www.youtube.com/watch?v=e-exf-MUWzU&list=PLQf_Kv-dMRBJNdXFH44hPImsHY47yaG12&index=5
*
Challenge Not yet complete... here's what's wrong:
A validation rule did not prevent a new Account from being saved when Shipping Country is blank and Shipping State has three characters.
*
Please help to resolve this issue.
@SUNTRA
Can you Share your validation rule screen short
its looked out
Billing_Country_Validation_Rule
NOT(OR(BillingCountry = "US", BillingCountry = "USA", BillingCountry = "United States", ISBLANK(BillingCountry)))
Billing_State_Validation_Rules
OR(
LEN(BillingState) <> 2,
NOT(CONTAINS("AL:AK:AZ:AR:CA:CO:CT:DE:DC:FL:GA:HI:ID:" &
"IL:IN:IA:KS:KY:LA:ME:MD:MA:MI:MN:MS:MO:MT:NE:NV:NH:" &
"NJ:NM:NY:NC:ND:OH:OK:OR:PA:RI:SC:SD:TN:TX:UT:VT:VA:" &
"WA:WV:WI:WY:PR", BillingState))
)
For_Customer_Channel
ISCHANGED( Name ) && ISPICKVAL(Type, 'Customer - Channel')
For_Customer_Direct
ISCHANGED( Name ) && ISPICKVAL(Type, 'Customer - Direct' )
Shipping_Country_Validation_Rule
NOT(OR(ShippingCountry = "US", ShippingCountry = "USA", ShippingCountry = "United States", ISBLANK(ShippingCountry)))
Shipping_State_Validation_Rule
OR(
LEN(ShippingState) <> 2,
NOT(CONTAINS("AL:AK:AZ:AR:CA:CO:CT:DE:DC:FL:GA:HI:ID:" &
"IL:IN:IA:KS:KY:LA:ME:MD:MA:MI:MN:MS:MO:MT:NE:NV:NH:" &
"NJ:NM:NY:NC:ND:OH:OK:OR:PA:RI:SC:SD:TN:TX:UT:VT:VA:" &
"WA:WV:WI:WY:PR", ShippingState))
)
bye hlep of this I have completed my super badage
Challenge Not yet complete... here's what's wrong:
Please check the custom fields on the Account object. Not all custom fields were found.
Please check and help me out.
Try deactivating the trigger in the org and try the below steps:
1.Create Validation Rules:
OR(
AND(
LEN(BillingState) > 2,
NOT(CONTAINS('AL:AK:AZ:AR:CA:CO:CT:DE:DC:FL:GA:HI:ID:IL:IN:IA:KS:KY:LA:ME:MD:MA:MI:MN:MS:MO:MT:NE:NV:NH:NJ:NM:NY:NC:ND:OH:OK:OR:PA:RI:SC:SD:TN:TX:UT:VT:VA:WA:WV:WI:WY', BillingState ))
),
AND(
LEN(ShippingState) > 2, NOT(CONTAINS('AL:AK:AZ:AR:CA:CO:CT:DE:DC:FL:GA:HI:ID:IL:IN:IA:KS:KY:LA:ME:MD:MA:MI:MN:MS:MO:MT:NE:NV:NH:NJ:NM:NY:NC:ND:OH:OK:OR:PA:RI:SC:SD:TN:TX:UT:VT:VA:WA:WV:WI:WY', ShippingState))
),
NOT(OR(BillingCountry ='US',BillingCountry ='USA',BillingCountry ='United States', ISBLANK(BillingCountry))), NOT(OR(ShippingCountry ='US',ShippingCountry ='USA',ShippingCountry ='United States',ISBLANK(ShippingCountry)))
,
AND(( ISPICKVAL( Type , "Customer - Channel")),ISCHANGED(Name)),
AND(( ISPICKVAL( Type , "Customer - Direct")), ISCHANGED(Name))
)
The above formula fulfills the State/Country validation and the Customer Type Validation.
2.Create the following Custom fields
i.Number_of_deals__c
type – rollupSummary
count of all opportunities
ii.Number_of_won_deals__c
type – rollupSummary
count the opportunities which are having the stage equals closed-won
iii.Last_won_deal_date__c
type – rollupSummary
Max of opportunities closeddate which are having the stage equals closed-won
iv.Deal_win_percent__c
type -Formula (Percent)
Number_of_won_deals__c / Number_of_deals__c
v.Amount_of_Won_Deals__c
type – rollupSummary
the sum of all opportunities amount which is having the stage equals closed-won
vi.Call_for_Service__c
type -Formula (text)
IF(DATE(YEAR(Last_won_deal_date__c)+2,MONTH(Last_won_deal_date__c),DAY(Last_won_deal_date__c))<= TODAY(),"Yes","No")
Note: (Last_won_deal_date__c)+2 inculded in the formula because the year can be leap/normal so doing total number number of days will not help.
Hope the above steps will help to clear the challenge 2.
Cheers,
RJ
I find this to be a much more elegant solution: selecting a value from a picklist requires a lot less time than manual text input.
I understand that the source might be a problem (if it's coming from Web - the web form should be customizable or if it's coming from a list - then that's aeasy mapping exercise before import).
Any thoughts?