• Connie Sintos
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Stuck on Module 2 Trailhead - Create a flow to streamline entry of new accounts, contacts, and opportunities.Please help!  I am stuck on creating flows.  Can't seem to work.  I keep on re-doing my work and not sure if I am doing it right.  The challlenge as follows:

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.The Flow will need to be called 'New Customer Flow'.
The Flow should have a screen with fields for First Name, Last Name, Company Name, Opportunity Amount, and Opportunity Stage.
The Flow needs to have steps to create an account, a contact, and an opportunity from the data entered.
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'.
The Flow should be invoked from a Visualforce page.
The Visualforce page should be called FlowPage.
The Visualforce page will need a component to reference the 'New Customer Flow' process.

If possible, if you can provide a snapshot.
==============================================================================================================
HELLO SANDEEP SANKHLA,

I slightly edited what I had to look at what you have provided (great snapshot, btw!).  Now, I got an error: Challenge not yet complete... here's what's wrong: A Visualforce page named 'FlowPage' was not found.

This is for the last 3 bullets in the challenge:
1)The Flow should be invoked from a Visualforce page.
2)The Visualforce page should be called FlowPage.
3)The Visualforce page will need a component to reference the 'New Customer Flow' process.

I tried to do the steps from the module, but I don't understand.  Can you please help again?

Thanks.
Connie Sintos
Please help!  I am stuck on creating flows.  Can't seem to work.  I keep on re-doing my work and not sure if I am doing it right.  The challlenge as follows:

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.The Flow will need to be called 'New Customer Flow'.
The Flow should have a screen with fields for First Name, Last Name, Company Name, Opportunity Amount, and Opportunity Stage.
The Flow needs to have steps to create an account, a contact, and an opportunity from the data entered.
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'.
The Flow should be invoked from a Visualforce page.
The Visualforce page should be called FlowPage.
The Visualforce page will need a component to reference the 'New Customer Flow' process.

If possible, if you can provide a snapshot.

Thank you.
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: 
The process did not set the correct Type value on submitting for approval

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
Select Assigned Approver - myself
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.
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.
Stuck on Module 2 Trailhead - Create a flow to streamline entry of new accounts, contacts, and opportunities.Please help!  I am stuck on creating flows.  Can't seem to work.  I keep on re-doing my work and not sure if I am doing it right.  The challlenge as follows:

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.The Flow will need to be called 'New Customer Flow'.
The Flow should have a screen with fields for First Name, Last Name, Company Name, Opportunity Amount, and Opportunity Stage.
The Flow needs to have steps to create an account, a contact, and an opportunity from the data entered.
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'.
The Flow should be invoked from a Visualforce page.
The Visualforce page should be called FlowPage.
The Visualforce page will need a component to reference the 'New Customer Flow' process.

If possible, if you can provide a snapshot.
==============================================================================================================
HELLO SANDEEP SANKHLA,

I slightly edited what I had to look at what you have provided (great snapshot, btw!).  Now, I got an error: Challenge not yet complete... here's what's wrong: A Visualforce page named 'FlowPage' was not found.

This is for the last 3 bullets in the challenge:
1)The Flow should be invoked from a Visualforce page.
2)The Visualforce page should be called FlowPage.
3)The Visualforce page will need a component to reference the 'New Customer Flow' process.

I tried to do the steps from the module, but I don't understand.  Can you please help again?

Thanks.
Connie Sintos
Please help!  I am stuck on creating flows.  Can't seem to work.  I keep on re-doing my work and not sure if I am doing it right.  The challlenge as follows:

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.The Flow will need to be called 'New Customer Flow'.
The Flow should have a screen with fields for First Name, Last Name, Company Name, Opportunity Amount, and Opportunity Stage.
The Flow needs to have steps to create an account, a contact, and an opportunity from the data entered.
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'.
The Flow should be invoked from a Visualforce page.
The Visualforce page should be called FlowPage.
The Visualforce page will need a component to reference the 'New Customer Flow' process.

If possible, if you can provide a snapshot.

Thank you.
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: 
The process did not set the correct Type value on submitting for approval

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
Select Assigned Approver - myself
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.
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.