Apex Code Development You need to sign in to do that
Don't have an account?
Create a flow to streamline entry of new accounts, contacts, and opportunities. UPSERT --- UPSERT FAILED --- ERRORS : (REQUIRED_FIELD_MISSING) Required fields are missing: [StageName] --- for SFDC record with ID : null,
Trailhead chhalendge:
Create a flow to streamline entry of new accounts, contacts, and opportunities.
error:
UPSERT --- UPSERT FAILED --- ERRORS : (REQUIRED_FIELD_MISSING) Required fields are missing: [StageName] --- for SFDC record with ID : null,
Create a flow to streamline entry of new accounts, contacts, and opportunities.
error:
UPSERT --- UPSERT FAILED --- ERRORS : (REQUIRED_FIELD_MISSING) Required fields are missing: [StageName] --- for SFDC record with ID : null,
The Trick to complete the challenge is, first check the required fields in Account, Contact and Opportunity Objects.
Required Fields::
Account Object : Account Name
Contact Object : Last Name
Opportunity Object : Opportunity Name, Close Date, Stage and Amount
The fields we are taking from the user inputs are First Name, Last Name, Company Name, Opportunity Amount and Stage.
So in the canvas we need
1. Screen - Collecting data from the user (First Name, Last Name, Company Name, Opportunity Amount and Stage)
in this set Company Name as Required and Stage in Dropdown List
2. Record Create for Account
3. Record Create for Contact
4. Record Create for Opportunity
1)The Flow should be invoked from a Visualforce page.
Setup ==> Build ==> Develop ==> Pages ==> New
2)The Visualforce page should be called FlowPage.
Label Name = FlowPage and save it.
3)The Visualforce page will need a component to reference the 'New Customer Flow' process.
Setup ==> Build ==> Create ==> Tabs ==> Visualforce Tabs ==> New
Hope This helps all.
In the Accounts Record create box, I added the variable capture as shown here.
Then in the opportunity Record create, I assigned that variable to the Account ID.
Hello Everyone ..
This is the solution For above question.
1. For Account
AccountName = 'Company Name '
2. For Contact
LastName = 'Last Name' Form Screen input Variable
3. For Opportunity
Name = ' Company Name'
Stage = ' Prospecting' I created screen input variable stage with default value ' Prospecting'.
CloseDate = ' Select Next Month Date From Today'.
Amount = ' $2000' i creted screen input variable with deafult value ' $2000'.
At the last call you flow in visualforce page with " <flow:interview name="New_Customer_Flow"/>".
I hope this example will solve your issue.
Could You please share the Screen shots of your variable creation tab for your variable named(acc_IDENT2)
Challenge Not yet complete... here's what's wrong:
The 'FlowPage' Visualforce page does not have a flow:interview component.
Someone could help me please?
1.I checked each object has the required fields
2.I created a new flow with the following fields (Text fields:First Name (required),Last Name,Company Name,Currency field: Opportunity Amount (required), Choice:Opportunity Stage (prospecting is a picklist field))
3.I created three record
4.I added the connector and save as New Custom Flow.Then I tried to run and I verified there weren't errors
5.I created the visualforce page and then the related visualforce tab
Your visualforce page is showing an error because it is trying to reference a Flow with the name "New_Customer_Flow" - then in your second screenshot, you show that your flow is incorrectly named "FlowPage." I suggest opening your flow and clicking "Save As" - Selecting the option "New Flow" and naming it "New Customer Flow"
See below:
I hope this be usefull for you (each image has two screenshots).
After saving and activating the Workflow:
Question: To pass this challenge you will need to create a flow that implements the business process of Account, Contact, and Opportunity data entry and place it on a Visualforce page.
1) Flow Design looks as below:
Please note we use 2 Assignment Elements
2) Use Screen Element to Capture Data:
Screen Element with fields for First Name (Text), Last Name(Text), Company Name (Text), Opportunity Amount (Number), and Opportunity Stage(Choice with at least 2 values)
3) Create Account:
Create an Account with Record Create Element, Capture created Account's ID to be later used to Associate with Contact & Opportunity
4) Create Contact
Create an Contact with Record Create Element, Capture created Contacts ID if you wish to use it in future flow elements (not necessary)
4) Create Variable "TodaysDate" to capture todays date {!$Flow.CurrentDate}
Please Note : You cant create formulas using dates or set values so this is the way out (use a variable and then use assignment element to increment date)
5) Create Variable "OpportunityNameStartsWith_CompanyName" to Initially hold first part of the opportunity name to be "Company_Name"
6) Use Assignment Element to assign a future date to "TodaysDate" that is 30 or 31 days ahead
By use of Assignment Element you change the variable through the flow life cycle.
7) Use Assignment Element to Concatinate "Last name" of contact to variable "OpportunityNameStartsWith_CompanyName" as we need to have OpportunityName ----------- "{Company Name} - {Last Name}'"
8) Create Opportunity
Use Record Create Element to create the opportunity
9) Create a simple VF Page called "FlowPage"
<apex:page > <flow:interview name="New_Customer_Flow" /> </apex:page>
10) Create a VF Tab to call the page
https://www.youtube.com/watch?v=iV3ckG-lz4k