• Phillip Front
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Hello

I have a requirement that asks me to show child opportunities and child tasks(activities) on the parent account.  I have created Parent/Child Hierarchy for the accounts.  What they want is anytime a sales person creates an opportunity or a task on a child, they see it in a related list on the parent.

I created 2 lookup fields.  One on Opportunity and one on activity custom fields.  

I then went to Process Builder and used the following:

For Opportunity -- 

Choose Object and Specify When to Start the Process
Object * Opportunity
Start Process* When record is created or edited

Define Criteria for this Action Group
*No criteria- just execute the actions

TRUE >Immediate Actions>Add actions>

Select and Define Action
Action type*Update Records

Record type > Select a record to update* Select the Opportunity record that started your process

Criteria for Updating Records* No criteria- just execute the actions

Set new field values for the records you update***
Field* Parent Account Lookup 
Type* Reference
Value* Account.ParentId

and for TASK --

Choose Object and Specify When to Start the Process
Object * Task
Start Process* When record is created or edited

Define Criteria for this Action Group
*No criteria- just execute the actions

TRUE >Immediate Actions>Add actions>

Select and Define Action
Action type*Update Records

Record type > Select a record to update* Select the Task record that started your process

Criteria for Updating Records* No criteria- just execute the actions

Set new field values for the records you update***
Field* Parent Account Lookup 
Type* Reference
Value* Account.ParentId 

What I am running into is that it works fine for the Opportunity.  They can create an opportunity on a child or the parent account with no problem.   It is when I use the Task it errors.  They cannot create a task on the parent account????  I get a Flow error.

Error element myRule_1_A1 (FlowRecordUpdate).
This error occurred when the flow tried to update records: The flow failed to access the value for myVariable_current.Account.ParentId because it hasn't been set or assigned.. For details, see API Exceptions.

Any ideas why or how I can fix this?

Thanks!!!!

 
Has anyone completed this trail? I am stomped on challenge number 3, regarding created the process for fulfillment. Any pointers or guidance would be appreciated.
 
I seem to have no clue what's wrong in the report which I created. As per the requirement - Summarize the report by Account Name, the contact’s Full Name, and show the Hobby Name." Here I do not understand Full Name, as in the report we only get First Name, Last Name.
The error says - 
Challenge Not yet complete... here's what's wrong: 
The 'Lightning Hobbies by Contact' report does not appear to have either the correct report type or (most likely) the correct columns.

I have summarized the report by Account Name, then by Last Name. Another column shown is Hobbies Name. The report filter is on Hobby Type (the bucket field) = Outdoor Activities and it is locked.

Does anyone know whats wrong?
I'm also having trouble with this challenge. With the logic below I get the error "The validation rule failed to enforce the business logic". But when I leave out the NOT (ISBLANK( checks for MailingPostalCode or Account.ShippingPostalCode I get a worse error "FIELD_CUSTOM_VALIDATION_EXCEPTION". Here's what my rule looks like:

User-added image
Hi Everyone,

I would like to install and test an app exchange application. I can install it from my Developer Edition or any other Salesforce Edition (Unlimited/Enterprise). Is it possible to directly install an applicaiton to any of the following sandbox instead of going through production / developer edition? 
  • Developer
  • Developer Pro
  • Partial Copy 
Hello,

I created the validation rule and checked that it worked in my org.
When I check it through trailhead, I get 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: Insert failed. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Zip Code does not match Account Shipping Zip Code: []

A different thread suggested deactivating the rule but when I do so I get this:
Challenge not yet complete... here's what's wrong: 
The validation rule failed to enforce the business logic


For reference, this is the validation rule.
(NOT (ISBLANK(Account.Name))) && (MailingPostalCode <> Account.ShippingPostalCode)
Looks good and works well. 

Any thought?