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Connie Sintos Stuck on Challenge Module 2: Create an approval process that validates when a Prospect Account becomes a Customer.
The challenge as follows:
For purposes of local regulation new customers must be approved by the legal team.
When an Account has the value of 'Prospect' in the Type field, a user will click the 'Submit for Approval' button to launch an approval process. The process will only happen if Type is 'Prospect' and there are more than 500 employees. Upon entry of the process, Type will become 'Pending' and be locked. If approved, Type will be set to 'Customer' and be unlocked. If not approved, Type will be set back to 'Prospect' and will be unlocked.
The Account object's Type field must have the following picklist values: Prospect, Customer, Pending. Before creating the approval process, verify the values in your Account object setup
The approval process name must be 'Approve New Account'.
When user click 'Submit for Approval', the approval must be processed if the Type field is set to 'Prospect' and the value of Employees is greater than 500.
Upon entering the approval process, set the Type field to 'Pending' and lock the record.
Normally the approver would be someone else. In this instance, assign yourself to be the approver.
If approved, set the Type field to 'Customer' and unlock the record.
If not approved, set the Type field back to 'Prospect', and unlock the record.
I am getting error message: 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: Process failed. First exception on row 0; first error: REQUIRED_FIELD_MISSING, missing required field: [nextApproverIds]: [nextApproverIds]
This are the steps I did:
Created approval process called Approve New Account
Criteria Account Type field equals Prospect and Account Employees field greater than 500
Final Approval Actions - Update Type field to Customer
Final Rejection Actions - Update Type field to Prospect
What am I missing that I received the error message? Please help.
Thanks.
For purposes of local regulation new customers must be approved by the legal team.
When an Account has the value of 'Prospect' in the Type field, a user will click the 'Submit for Approval' button to launch an approval process. The process will only happen if Type is 'Prospect' and there are more than 500 employees. Upon entry of the process, Type will become 'Pending' and be locked. If approved, Type will be set to 'Customer' and be unlocked. If not approved, Type will be set back to 'Prospect' and will be unlocked.
The Account object's Type field must have the following picklist values: Prospect, Customer, Pending. Before creating the approval process, verify the values in your Account object setup
The approval process name must be 'Approve New Account'.
When user click 'Submit for Approval', the approval must be processed if the Type field is set to 'Prospect' and the value of Employees is greater than 500.
Upon entering the approval process, set the Type field to 'Pending' and lock the record.
Normally the approver would be someone else. In this instance, assign yourself to be the approver.
If approved, set the Type field to 'Customer' and unlock the record.
If not approved, set the Type field back to 'Prospect', and unlock the record.
I am getting error message: 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: Process failed. First exception on row 0; first error: REQUIRED_FIELD_MISSING, missing required field: [nextApproverIds]: [nextApproverIds]
This are the steps I did:
Created approval process called Approve New Account
Criteria Account Type field equals Prospect and Account Employees field greater than 500
Final Approval Actions - Update Type field to Customer
Final Rejection Actions - Update Type field to Prospect
What am I missing that I received the error message? Please help.
Thanks.
You need to select approver in approval steps as shown in below screenshots.
Thanks,
Himanshu
Salesforce Certified Developer | Administrator | Service Cloud Consultant
P.S. If my answer helps you to solve your problem please mark it as best answer. It will help other to find best answer.
hi.
i am facing this problem intead of adding the values to picklist too
Challenge not yet complete... here's what's wrong:
Account setup for challenge incomplete. Please add 'Prospect', 'Customer' and 'Pending' picklist values to the Account 'Type' field
Account--->View Fields---->Type---->Account Type Picklist Values Block Click on "New"----->Add Customer,Pending Then Click on Save.
This Will Solve Your Problem.
"Create an approval process that validates when a Prospect Account becomes a Customer"
I am facing problem with this trail head so plz provide snapshot for every step If it is possible
Error: Challenge Not yet complete... here's what's wrong:
The approval process entry criteria evaluated to true when they should have been false. Check to make sure you have set all entry criteria exactly as specified in the challenge
Entry Criteria: (Account: TypeEQUALSProspect) AND (Account: EmployeesGREATER THAN500)
I don't know what I am doing wrong..
can help me out of this issues.
i did all
Challenge Not yet complete... here's what's wrong:
The process did not set the correct Type value on submitting for approval
thank you
And Final Step
Regards,
Kishan
i am getting the below error, though i have already added the picklist values by creating a new account custom field and relationship values.
Challenge Not yet complete... here's what's wrong:
Account setup for challenge incomplete. Please add 'Prospect', 'Customer' and 'Pending' picklist values to the Account 'Type' field .
kindly assist.
Thank you.
Can you verify your pick list values again.
1.Create a pick list values first
2.Create a aprroval process based on account object
Please provide the steps what you have done?
Regards,
Kishan
Actually i have added those picklist values by creating a new custom filed in account object.Is this a wrong way to add picklist values??
Here is the screen shot.
Yes..I think problem with your pick list Instead of creating new pick list you can use existing picklist "Type" , add the pick list values for that field.
Check your approval aproval process..which you are calling is it "Type" or "Approval Status".Its bettes to call vanila field "Type"Please refer my previous post screen shot for approval process and pick list.Please let me know if its works for you.
Thanks & Regards,
Kishan
I am getting the same error
"
There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Process failed. First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable approval process was found.: []
"
I think I have done everything as mentioned in the challenge but still geting through it!
can anyone help me with this!!
I was stuck on this exercise aswell but when I looked at your post from Jan 7th 2016, I was able to successfully complete it. Thank you for your advice. Much appreciated.
Regards,
Colm
Good news..Nice to hear you and gives inspiration to help others :-)
If you like my answer please mark it as best answer. It may help others to choose best answer easily.
Thanks & Regards,
Kishan
I am getting the same error
"
There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Process failed. First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable approval process was found.: []
"
I think I have done everything as mentioned in the challenge but still geting through it!
can anyone help me with this!! :(
I need to see the actual data entered int these sections please. Thank you very much!
Thanks Himanshu Parashar,
It works for me too....!
I am getting below error message.....
"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: Process failed. First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable approval process was found.: []"
Please correct me if there is any mistakes in my screen shots.
Thanks,
Lavanya.
1.- Into Account validate Field Type :
Values: Prospect, Customer, Pending.
2.- Created the new process 'Approve New Account'
Specify Entry Criteria Type equals Prospect and Employees greater than 500
save
Tab Initial Submission Actions
Select option Field Update click Go button
4.- Upon entering the approval process, set the Type field to 'Pending' and lock the record.
save
Tab Approval Steps
Click Edit
5.- In step 3 Select Assigned Approver assign to user
save
6.- Tab Final Approval Actions
Select option Field Update click Go button
save
7.- Tab Final Rejection Actions
Select option Field Update click Go button
Save
I hope it will help
Can Any one Give the proper Reason Why We all getting this error . All the Steps are correct
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: Process failed. First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable approval process was found.: []
You are getting an error because there is a validation for the employee field which you need to delete. Once you have deleted the validation the code will work fine.
If you like my answer please mark it as best answer. It may help others to choose best answer easily.
Thanks and Regards
Prakretish
There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Process failed. First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable approval process was found.: []) Error Message,
Prakretish, How does one delete the employee field in the validation code?
Im stuck with the module the following error is displayed. I have checked many times. There is no validation on the employee field.
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: Process failed. First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable approval process was found.: []
Please help me to fix the issue.
Thanks in advance.
I am stuck at step -> Upon entering the approval process, set the Type field to 'Pending' and lock the record.
I am not able to change the object to Account for this activity to complte. Can anybody guide me
I tried to change Initial Submitters but find is not working there either, So totaly stuck.
Please Help !!!
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: [Account__c, Type__c]: [Account__c, Type__c]
I have tried this a few different ways: I tried with the standard account:type field and added the necessary picklist choices...didn't work...and I have now tried this with a custom account field: type which should work, but is getting me the above error. I have even tried this using 2 differen't salesforce orgs to no avail. Frustrating to say the least! :)
Hi,
I'm getting this error. In Account object , only Name field is required which cannot be edited .
please help me to fix the issue.
I was getting this 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: Process failed. First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable approval process was found.: []
This worked for me:
I had created a custom field Type__c which was giving this error. I have deleted this field and added the values i.e Prospect,Customer and Pending to Standard Account:Type picklist and modified all the approval sub process which were using my custom field to Standard Account:Type.
Adding values to Standard Account:Type picklist
Build>Customize>Accounts>Fields>Account Standard Fields tab click on Type field
in Account Type Picklist Values section click on New and enter the Account types value.
For Your Refernce, Please find below screenshots
Approval process : Approve_New_Account
Initial Submission Actions
Click Add New>Field Update
Approval Steps
Assign approver to urself
Final Approval Actions
Add New>Field Update
Final Rejection Actions
Add New>Field Update
Save and Activate the Approval process.
I hope it will help
Regards
Rashmi Budakoti
You might have selected Manage Approval Processes For:Opportunity instead of Account while creating a Approval workflow.
Please select Account from the drop down.
Hope this will help.
Thanks,
Rashmi Budakoti
I'm getting the error below and I'm pretty positive that I've set up the Account 'Type' picklist field value which I have then added to the approval/reject actions to change the field values as instructed. Can someone please assist me in finding out what I'm doing wrong?
Thank you!
Error:
Challenge Not yet complete... here's what's wrong:
Account setup for challenge incomplete. Please add 'Prospect', 'Customer' and 'Pending' picklist values to the Account 'Type' field
My error was that i created a new custom object "Account_Type". I went to Setup > Account > Field and added the neccesary. ( prospect, peding & customer).
The right way was that to not create a new custom object. Go to Setup > account > field select "Type" ( which is the third last field in this screenshot) and click on it and add the relevant names. :) Hope it helps!
Hi
To all those who faced this error,
System.DmlException: Process failed. First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable approval process was found.
Initally i created a new custom object for "Account_Type" which was totally wrong. We do not need to create any new custom object. just head over to account > field and there will be "Type" field available to edit from there.
Since i had created "Account_type" earlier, in my process my field was "account: account_type" the right one is in my screenshot.
Not sure if any of u did similar to me but hey, hope this helps! :) and also rmb your approval steps need to be set to your name.
Hi All,
Having some issues with this module PLEASE HELP; here's my error:
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: [Account_Stge__c, Approval_Picklist__c]: [Account_Stge__c, Approval_Picklist__c]
I think it was self-inflicted since I started creating things I didn't have to :-(
System.DmlException: Insert failed. First exception on row 0; first error: REQUIRED_FIELD_MISSING, Required fields are missing: [Submit_for_Approval__c]: [Submit_for_Approval__c]
For those of you stuck with this task, go to Setup, Approval Processes
In the Initial Submission Actions, click Add New, then Field Update (repeat this process three times, one for Prospect, one for Customer, and one for Pending)
You need those fields for the, Approval Steps.....click on Show Actions then, on the gree dot where it reads Approval Actions, click on Add Existing, then on Select Existing Action, click the dropdown menu click on Field Update on the Available actions choose Field Update: Customers and Add.
Repeat the process for the red dot where it reads Rejection Actions and at the end choose Field Update: Prospect.
DONE!
Challenge Not yet complete... here's what's wrong:
The process did not set the correct Type value on submitting for approval
Any suggestions?
I am getting the below error on Create an approval process that validates when a Prospect Account becomes a Customer.
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: [Test__c]: [Test__c]
I used both the instert Field Update that I created, and the existing ones but neither work.
My settings are
And the "Account: Type" Field settings
Any help is appreciated... stuck for over an hour now.
Challenge not yet complete in My Trailhead Playground 1
When the approval request is approved, the approval process doesn't set the correct Type value.
Please help me where i am getting stuck....
While selecting the picklist values in Final Approval Actions, Final Rejection Actions, Initial Submission Actions. make sure this picklist values existed in Account Object, Type Field. In Final Approval Actions, select type picklist should be Customer only which is added to Type field. not Customer-Direct or Customer - Channel. and make unlock all Record lock..it will work
There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Process failed. First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable approval process was found.: []
Hi Guys can you help me on this i, got stuck in Trailmix3 "Customize How Records Get Approved with Approvals". i am not able to create "Account Type To Pending" in the Field Update Initial Submission Actions it is throwing "Error: This Unique Name already exists or has been previously used. Please choose a different name." how to delete existing Field Update Initial Submission Actions if t is duplicate i am not able to find. please find the screenshot for your refrence.
i
P.S-->i havetried by deactivationg the approval process .once i deactivate i couldnot created approval process with same Approval process name
Specify new Field Value doesn't have Pending options..
Verify that the Account object's Type field has the following picklist values: Prospect, Customer, Pending
1. Click the Object Manager Tab
2. Select Account
3. Select Fields and Relationships
4. Select Type
5. Click 'New' in the 'Account Type Picklist Values' section
6. Type 'Pending' and 'Customer' each on their own line and click save
All the necessary prerequisites and details are already given in the challenge. For the reference, check the image below for the solution.
IF YOU GET THIS ERROR- We submitted an account approval request that doesn't meet the entry criteria. We expected the request to be rejected, but it was approved. Make sure your entry criteria are Account:Type = 'Prospect' and Account:Employees is greater than '500'.
To successfully complete and verify the challenge, the testcase needs to run first. The org has Validation Rules created on the Account and Contact Object that are causing error.
Check Validation Rules on Account and Contact Object > Deactivate the rules >Uncheck the Active Checkbox to Deactivate
- Account_Number_8_Characters
- Contact_must_be_in_Account_ZIP_Code
ThanksPS: If my answer helps you to solve your problem please mark it as best answer. It will help other trailbalzers too.
I"m also de-activate all Validation Rules on Account and Contact Object but shown this error::--
""We submitted an account approval request that doesn't meet the entry criteria. We expected the request to be rejected, but it was approved. Make sure your entry criteria are Account: Type = 'Prospect' and Account:Employees is greater than '500'.""
but if anyone out there is facing the error as outlined below as i did inspite of doing as preescribed than there is some glitch i donno wats going on.....
The Solution is to use an new org
The Error
Failed on highlighted with above error did exactly same on the next one "hands on" and passed the challenge
PFB screenshot hoghlighting all my configurations:-
Receiving below mentioned error:
We submitted an account approval request that meets the entry criteria. We expected the request to be approved, but it was rejected. Make sure your entry criteria are Account: Type equal to 'Prospect' and Account: Employees is greater than '500'.
Any suggestions based on your experience ??