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Jennifer Laing
Trailhead Challenge - Visual Workflow
Hi, sorry to re-start this conversation, but I'm having similar problems to Andrew Eversley with regards to creating the visual workflow in the Trailhead Challenge. Can anyone advise where I'm going wrong please?
The error message is:
caused by element : FlowRecordCreate.Opportunity_Create
caused by: UPSERT --- UPSERT FAILED --- ERRORS : (REQUIRED_FIELD_MISSING) Required fields are missing: [StageName] --- for SFDC record with ID : null,
The error message is:
caused by element : FlowRecordCreate.Opportunity_Create
caused by: UPSERT --- UPSERT FAILED --- ERRORS : (REQUIRED_FIELD_MISSING) Required fields are missing: [StageName] --- for SFDC record with ID : null,
How did you define your choices?
For Prospecting, did you fill in the "stored value"
Stored value = "Prospecting"
Stored value = the actual value.
{!Prospect} is just the name, you need to assign it a value otherwise it is just a blank field/value.
Thx
All Answers
Also, when creating account and contacts why don't you fill in the information from the form?
account = {!company_name}
contact = use {!first_name} and {!last_name}
be sure to check that spelling matches your variable names.
Thx
caused by element : FlowRecordCreate.Opportunity_Create
caused by: UPSERT --- UPSERT FAILED --- ERRORS : (REQUIRED_FIELD_MISSING) Required fields are missing: [StageName] --- for SFDC record with ID : null,
As far as the error, can you provide the most recent screen print of the create opportunity screen.
How did you define your choices?
For Prospecting, did you fill in the "stored value"
Stored value = "Prospecting"
Stored value = the actual value.
{!Prospect} is just the name, you need to assign it a value otherwise it is just a blank field/value.
Thx
Also, as a common practice, if your question is answered, please choose 1 best answer.
But you can give every answer a thumb up if that answer is helpful to you.
Thanks
Opportunity name, close date and stage are required fields. Name the Opportunity '{Company Name} - {Last Name}', set the close date to one month from today and set the stage to 'Prospecting'.
How i can set '{Company Name} - {Last Name}' and close date to one month from today in create record window
Create a named formula "TODAY () +30" and assign to Close Date