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jingzo
Superbadge: Process Automation Specialist #2 Challenge
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:
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')
I just solved this one, in your case what's wrong is the 'Call for Service' field, you should use 'Yes' and 'No' as values, instead of 'YES' and 'NO'. The formula should work fine, but just in case, this is mine:
IF(TODAY() + 730 < Last_won_deal_date__c , "Yes", "No")
https://developer.salesforce.com/forums/ForumsMain?id=9060G000000BgNxQAK
Please check that the Deal win %(Formula) has a return type Percent not Number
For Call for Service (Formula) - IF(TODAY() + 730 < Last_won_deal_date__c , "Yes", "No")
http://faizanaz90.blogspot.com/2017/08/salesforce-trailhead-process-automation.html
Anyone else having issues? Manual testing indicates everything is good?
My Call for Service Formula is:
IF( DATE( YEAR(Last_Won_deal_date__c)+2 , MONTH(Last_Won_deal_date__c) , DAY(Last_Won_deal_date__c) ) <= TODAY(), "Yes", "No")
I'm thinking about creating a new Sbox and starting over. This challenge was done in a brand new playground/Sbox, so I dont think it's a conflict with existing stuff.
My account screen/data looks correct too?
I'm wondering if I should contact Sforce support? Not sure if they monitor this forum.
Thanks for any advice/ideas!
-Steve
I removed the multiple currencies option from the "Company Information" section at Setup, and after that, I updated the "Amount of won deals" but this time, selecting the Amount field from the opportunity.
I have gone through and checked each and every formula at least 5 times. My custom fields and validation rules look correct. I even went around and copy/pasted answers I found on the web (SFDC don't hate me for doing that, I was just testing to see if it was passable at all) I have even started new trailhead playgrounds and recreated steps 1 and 2 from scratch (now 4 times).
I still receive the:
"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."
Does anyone know if there is some sort of issue with this step? Does it have to do with anything from Step 1 maybe? I don't even know where to look or what other bits of info to provide.
The below formula worked for me for Call for Service:
IF( DATE( YEAR(Last_Won_deal_date__c)+2 , MONTH(Last_Won_deal_date__c) , DAY(Last_Won_deal_date__c) ) <= TODAY(), "Yes", "No")
IF(Last_won_deal_date__c < TODAY()-730 , "Yes", "No")
I am facing the below issue, tried all trobleshooting, Have all the field with correcty API Names.
Has anyone faced this error. Please help to resolve
Regarding the field "Call for Service", I suggest a more simple and accurate solution (instead of using umber of days as it can vary in leap years):
IF(ADDMONTHS(Last_won_deal_date__c,24) < TODAY(), "YES", "NO")
For the Deal win percent formula field, your answer was Deal win % (Formula field): Number_of_won_deals__c / Number_of_deals__c.
You need to multiply this with 100 to get the percentage.
(Number_of_won_deals__c / Number_of_deals__c) * 100
Please check the custom fields on the Account object. Not all custom fields were found." ......Then someone told me to correct formula in field in Call for service but then again I am getting Syntax Error
"Error: Field Last_won_deal_date__c may not be used in this type of formula" ....I donno what to do..Please give me solution..
Please check the custom fields on the Account object. Not all custom fields were found." ......Then someone told me to correct formula in field in Call for service but then again I am getting Syntax Error
"Error: Field Last_won_deal_date__c may not be used in this type of formula" ....I donno what to do..Please give me solution..
IF(Last_won_deal_date__c < DATE((YEAR(TODAY())-2), MONTH(TODAY()), DAY(TODAY())),"Yes","No")
Last_won_deal_date__c details shown in image
1. This must be a formula field (Text)
2. Formula - IF( DATE( YEAR(Last_Won_deal_date__c)+2 , MONTH(Last_Won_deal_date__c) , DAY(Last_Won_deal_date__c) ) <= TODAY(), "Yes", "No")
3. Save.
Thank you.
If you are getting below error in this challenge:
Please check the configuration of the custom fields on the Account object. The formulas, rollup summaries, etc. did not produce the expected outcome.
Then there could be multiple reason for it and you must get debug logs for it. I got this error two times and solved through debug logs,
10:50:29.16 (288931707)|EXCEPTION_THROWN|[11]|System.AssertException: Assertion Failed: Expected: 50, Actual: 5000.00
10:50:29.16 (289035778)|HEAP_ALLOCATE|[11]|Bytes:51
10:50:29.16 (289169014)|FATAL_ERROR|System.AssertException: Assertion Failed: Expected: 50, Actual: 5000.00
In fact i also multiplied percent field by 100 which is not required. And you can pass this challenge.
Regards,
Dax
1. Deal_win_percent__c while creating this formula field make sure your are choosing percent as formula return type and don't add 100 in formula. I have used Number_of_won_deals__c/ Number_of_deals__c and it worked perfectly.
2. Call_for_Service__c while creating this formula field make sure your are choosing text as formula return type, I had used following
IF( DATE( YEAR(Last_won_deal_date__c)+2 , MONTH(Last_won_deal_date__c) , DAY(Last_won_deal_date__c) ) <= TODAY(), "Yes", "No")
I hope my answer will help you.
IF(OR(TODAY() - 730 > Last_won_deal_date__c,TODAY() + 730 < Last_won_deal_date__c) ,'Yes','No')
IF( DATE( YEAR(Last_won_deal_date__c)+2 , MONTH(Last_won_deal_date__c) , DAY(Last_won_deal_date__c) ) <= TODAY(), "Yes", "No")
IF(Last_won_deal_date__c < TODAY()-730 , "Yes", "No")
Perfect Solution ;-)
formula :- Number_of_won_deals__c/ Number_of_deals__c
2. Call_for_Service__c :- while creating this formula field make sure your are choosing text as formula return type,
formula :- IF( DATE( YEAR(Last_won_deal_date__c)+2 , MONTH(Last_won_deal_date__c) , DAY(Last_won_deal_date__c) ) <= TODAY(), "Yes", "No")
Just know i complete this challenge, same error i got more than 3 days, today finally i completed this challenge,
1.check the field level security access give tick mark visible to all the fields, each field they will ask the tick for visible r read only, click visible.
2.Call on service apply this formula :
IF(OR(TODAY() - 730> Last_won_deal_date__c,TODAY()+730 < Last_won_deal_date__c ) ,'Yes','No')
3.Deal with %- check data type after formula assign choose percentage.
4.very very important in ur field u have total won deals, delete that field, otherwise error can through.
5.Last very important check each and every field criteria CLOSED WON,
I am doing thing challenge right now. I followed the same procedure (text as formula return type....). I tried many times but I still get unreasonably the same error. Please help guide !!
Error: Incorrect parameter type for function 'YEAR()'. Expected Date, received Number
While Performing a Challenge 3 at Process Automation Specialist Super badge, when i am trying to create a Custom Field "Amount of won deals with the (Roll-Up Summary field): SUM(Opportunity: Amount) with filter criteria as "Stage equals Closed Won".
While i chose SUM(Opportunity) in the "Field to Aggregate" dropdown list the "Amount" option is not available to chose.
Please look into this and provide me a solution to this.
Please find the picture of the issue mentioned above.
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