Hi,
I am stuck in Step 2 (Automate Accounts) . I am getting below error message.
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 have Created Custom Fields as below
Number of deals, Number_of_deals__c --> Roll-Up Summary (COUNT Opportunity)     
Number of won deals, Number_of_won_deals__c --> Roll-Up Summary (COUNT Opportunity) with filter criteria of Closed Won
Amount of won deals, Amount_of_Won_Deals__c --> Roll-Up Summary (SUM Opportunity) with filter criteria of Closed Won
Last won deal date, Last_won_deal_date__c --> Roll-Up Summary (MAX Opportunity)
Deal win percent, Deal_win_percent__c - Formula --> IF ( Number_of_deals__c > 0, (Number_of_deals__c / Number_of_won_deals__c ), 0))
Call for Service, Call_for_Service__c - Formula --> IF(OR(TODAY() - 730 > Last_won_deal_date__c , TODAY() + 730 < Last_won_deal_date__c ), 'Yes','No')

Also my Validation Rules are configured as :
For Account Name Edit Validation - Created 2 Validation Rules
ISCHANGED( Name ) && ISPICKVAL(Type, "Customer - Channel")
ISCHANGED( Name ) && ISPICKVAL(Type, "Customer - Direct" )

For Billing State/Province Validation Rule is
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))

For Billing Country Validation Rule is
BillingCountry <> "US" && BillingCountry <> "USA" && BillingCountry <> "United States" &&  NOT( ISBLANK(BillingCountry ) )

Same Validation rule are set for Shipping State/Province and Shipping Country (with correct field name).

Can anyone help me with this????

Hi,

I'm not able to complete #2 Automate Accounts. It give me the following error.
"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."

Can anyone tell me what went wrong? Thanks.

My Custom Fields configuration are as following:

• Number of deals (Roll-Up Summary field): Count Opportunity. No filter criteria
• Number of won deals (Roll-Up Summary field): Count Opportunity with filter criteria as "Stage equals Closed Won"
• Last won deal date (Roll-Up Summary field): MAX(Opportunity: Close Date) with filter criteria as "Stage equals Closed Won"
• Deal win % (Formula field): Number_of_won_deals__c / Number_of_deals__c
• Total amount of won deals (Roll-Up Summary field): SUM(Opportunity: Amount) with filter criteria as "Stage equals Closed Won"
• Call for Service (Formula field): IF( DATE( YEAR(Last_won_deal_date__c)+2 , MONTH(Last_won_deal_date__c) , DAY(Last_won_deal_date__c) ) <= TODAY(), 'YES', 'NO')