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Lightning Experience Specialist - Superbadge - Step 3 - Fullfillment Creation
Hi All!
Have been struggeling with this challange for some time now,
I´m stuck @ this step
"Update the related Opportunity to reflect the waiver and insurance needs on the Adventure.
Set the 'Needs Insurance' field on the Opportunity to match the 'Needs Insurance' field on the Adventure record.
Set the 'Needs Waiver' field on the Opportunity to match the 'Needs Waiver' field on the Adventure record."
I dont understand how I can do this, is it possible to select the Needs Waiver and Needs Insurance from the Opportunity record here? I´m not able to.
Have been struggeling with this challange for some time now,
I´m stuck @ this step
"Update the related Opportunity to reflect the waiver and insurance needs on the Adventure.
Set the 'Needs Insurance' field on the Opportunity to match the 'Needs Insurance' field on the Adventure record.
Set the 'Needs Waiver' field on the Opportunity to match the 'Needs Waiver' field on the Adventure record."
I dont understand how I can do this, is it possible to select the Needs Waiver and Needs Insurance from the Opportunity record here? I´m not able to.
May I suggest you please check with below data model using which I solved this challenge.
Object - Adventure Package Start Process- Only when a record is created FIRST NODE Define Criteria for this Action Group Criteria for Executing Actions - Conditions are met Set Conditions: 1. [OpportunityLineItem].Oppotunity.StageName Does not equal Cancelled 2. [OpportunityLineitem].Fulfillment_Created_c Equals False Conditions - All of the conditions are met (AND) IMMEDIATE ACTIONS 1. Create a Record Record Type - Fulfillment Set Field Values AdventurePackageId - Reference -[OpportunityLineItem].Id Adventure Package cost - Reference - [OpportunityLineItem].TotalPrice Adventure - Reference - [OpportunityLineItem].Product2Id Expedition Leader - Reference -[OpportunityLineItem].Product2.Expedition_Leader_c Explorer - Reference - [OpportunityLineItem].Explorer_C Fulfillment Name - Formula -[OpportunityLineItem].Product2.Name + [OpportunityLineItem].Id Schedule Date -Reference - [OpportunityLineItem].ServiceDate Status- Picklist - New Package - [OpportunityLineItem].OpportunityId 2. Update Records Record - [OpportunityLineItem].Opportunity ID No criteria just update records Set new fields for the records you update Needs Insurance - Reference- [OpportunityLineItem].Product2.Needs_Insurance_c Needs waiver - Reference - [OpportunityLineItem].Product2.Needs_Waiver_c 3. Update Records Record - [OpportunityLineItem] Criteria for Updating Records - No criteria-just update records Set new field values for the records you update Fulfilment Created = True Needs Insurance - Reference- [OpportunityLineItem].Product2.Needs_Insurance_c Needs waiver - Reference - [OpportunityLineItem].Product2.Needs_Waiver_c Evaluate the Next Criteria SECOND NODE EVALUATE THE NEXT CRITERIA Define Criteria for this Action Group Criteria for Executing Actions - Conditions are met Set Conditions: 1. [OpportunityLineItem].Explorer_c Is Null = True Conditions - All of the conditions are met (AND) IMMEDIATE ACTIONS Create a Record - Task Set Field Values Assigned to ID - reference- [OpportunityLineItem].Opportunity.OwnerId Related to ID - reference -[OpportunityLineItem].Opportunity.Id Priority - Normal Status - Not started Subject- String - Update explorer SCHEDULED ACTIONS 14 days from now Post to Chatter User - Select a user from a record - [OpportunityLineItem].Opportunity.Owner.Id Message: {![OpportunityLineItem].Opportunity.Name} {![OpportunityLineItem].Product2.Name} {![OpportunityLineItem].Id} Once done with these changes, execute blow lines of code in dev console. Product2 product = new Product2(name='Half Dome Hike', isActive=true); insert product; //insert the pricebookentry Pricebook2 stdPrice = [Select id from Pricebook2 where isStandard=true limit 1]; PricebookEntry pbe = new PricebookEntry( IsActive = true, Product2Id = product.id, UnitPrice = 2.00, Pricebook2Id = stdPrice.Id); insert pbe;Hope this helps.Please mark this as solved if this helps.
Thanks,
Nagendra
Thank you for the help!
I was able to complete the following step
2. Update Records
Record - [OpportunityLineItem].Opportunity ID
No criteria just update records
Set new fields for the records you update
Needs Insurance - Reference- [OpportunityLineItem].Product2.Needs_Insurance_c
Needs waiver - Reference - [OpportunityLineItem].Product2.Needs_Waiver_c
But the next step I get stuck on.
3. Update Records
Record - [OpportunityLineItem]
Criteria for Updating Records - No criteria-just update records
Set new field values for the records you update
Fulfilment Created = True
Needs Insurance - Reference- [OpportunityLineItem].Product2.Needs_Insurance_c
Needs waiver - Reference - [OpportunityLineItem].Product2.Needs_Waiver_c”
The Needs Insurance and Needs Waiver fields can’t be selected for the OpportunityLineItem, any advice?
Also for Step 1 Fulfilment I’m missing Package field should I add this and with what data? - [OpportunityLineItem].OpportunityId
Package - [OpportunityLineItem].OpportunityId
Thankful for more help with this tricky badge. ☺
Best Regards,
Johan
Also i am not able to select needs waiver and needs insurance.
please let me know if you complete the task.
thanks
1. If you are not able to see Package field , Use 'Opportunity' field instead of Package .
Opportunity-Field Reference-[OpportunityLineItem].Opportunity.
It works for me after adding this to Create Fulfillment Step.
2. Also , its ok if you dont see 'needs waiver and needs insurance' on OpportunityLineItem, go ahead with just Fulfilment Created = True.
3. Lastly, under task creation step check this reference onec again for Related Id. It should be Related to ID - reference -[OpportunityLineItem].Opportunity.Id