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Warren Wade 15 Lightning Experience Specialist Superbadge - Challenge 4
I'm receiving the following error despite the successful creation of the task as assigned:
Assigned To ID - [OpportunityLineItem].Opportunity.OwnerId
Priority - Normal
Status - Not Started
Subject - Update Explorer
Related To ID - [OpportunityLineItem].Opportunity.Id
Description - double check the explorer data is properly mapped to the fulfillment record.
Here is the task description:
Create a task for the sales rep to review the fulfillment, and remind rep to double check the explorer data is properly mapped to the fulfillment record.
Challenge Not yet complete... here's what's wrong: The Fulfillment Creation process does not appear to be working properly. Please check that your task was created with all of the field values set appropriately.This is a really simple challenge and so I'm wondering if there's a problem with the check. Here are my values:
Assigned To ID - [OpportunityLineItem].Opportunity.OwnerId
Priority - Normal
Status - Not Started
Subject - Update Explorer
Related To ID - [OpportunityLineItem].Opportunity.Id
Description - double check the explorer data is properly mapped to the fulfillment record.
Here is the task description:
Create a task for the sales rep to review the fulfillment, and remind rep to double check the explorer data is properly mapped to the fulfillment record.
- Assign a task to the opportunity owner.
- Add this task to the opportunity with Priority = Normal, Status = Not Started, and Subject = any sentence you choose to explain the task.
Please refer below post for similar discussion.
https://developer.salesforce.com/forums/?id=906F0000000kEDkIAM
Hope this helps you!
Please mark it as BestAnswer if this helps you so that it will make available for others as a proper solution.
Thanks and Regards
Sandhya
It appears my issue is more of a technical problem than actually figuring out the Superbadge itself. I was confused as to why my PB was failing but I'm not receiving a new error that makes me believe there's something wrong on the back end.
i am getting the error on step 4 of the lightning specialist module
Challenge Not yet complete... here's what's wrong:
The Fulfillment Creation process does not appear to be working properly. Please check that your fulfillment was created with all of the proper field value specified in the requirements.
I am referencing the Adventure Pakage Object to Start my process so it it is:
Object - Adventure Package
Start Process- Only when a record is created
FIRST NODE
Define Criteria for this Action Group
Criteria for Executing Actions - Conditions are met
Set Conditions:
1. [OpportunityLineItem].Oppotunity.StageName Does not equal Cancelled
2. [OpportunityLineitem].Fulfillment_Created_c Equals False
Conditions - All of the conditions are met (AND)
IMMEDIATE ACTIONS
1. Create a Record
Record Type - Fulfillment
Set Field Values
AdventurePackageId - Reference -[OpportunityLineItem].Id
Adventure Package cost - Reference - [OpportunityLineItem].TotalPrice
Adventure - Reference - [OpportunityLineItem].Product2Id
Expedition Leader - Reference -[OpportunityLineItem].Product2.Expedition_Leader_c
Explorer - Reference - [OpportunityLineItem].Explorer_C
Fulfillment Name - Formula -[OpportunityLineItem].Product2.Name + [OpportunityLineItem].Id
Schedule Date -Reference - [OpportunityLineItem].ServiceDate
Status- Picklist - New
2. Update Records
Record - [OpportunityLineItem].Opportunity ID
No criteria just update records
Set new fields for the records you update
Needs Insurance - Reference- [OpportunityLineItem].Product2.Needs_Insurance_c
Needs waiver - Reference - [OpportunityLineItem].Product2.Needs_Waiver_c
3. Update Records
Record - [OpportunityLineItem]
Criteria for Updating Records - No criteria-just update records
Set new field values for the records you update
Fulfilment Created = True
Evaluate the Next Criteria
SECOND NODE
EVALUATE THE NEXT CRITERIA
Define Criteria for this Action Group
Criteria for Executing Actions - Conditions are met
Set Conditions:
1. [OpportunityLineItem].Explorer_c Is Null = True
Conditions - All of the conditions are met (AND)
IMMEDIATE ACTIONS
Create a Record - Task
Set Field Values
Assigned to ID - reference- [OpportunityLineItem].Opportunity.OwnerId
Related to ID - reference -[OpportunityLineItem].Opportunity.Id
Priority - Normal
Status - Not started
Subject- String - Update explorer
SCHEDULED ACTIONS
14 days from now
Post to Chatter
User - Select a user from a record - [OpportunityLineItem].Opportunity.Owner.Id
Message:
{![OpportunityLineItem].Opportunity.Name}
{![OpportunityLineItem].Product2.Name}
{![OpportunityLineItem].Id}
Can you advise if you have done differently
I hope this works for all who are having issues with "Lightning Experience Specialist Superbadge - Challenge 4 (https://trailhead.salesforce.com/en/content/learn/superbadges/superbadge_lex)"
TIP: If my screenshots are too small for you to see the details, try zooming in (CTRL +) or saving the image then zoom
Step 1. Create a process named Fulfillment Creation to automatically create a fulfillment record in Salesforce whenever an adventure package is created.
Set Up > Process Builder > New > Process Name: Fulfillment Creation
The Process Starts When: "A record changes"
Step 2. DEFINE CRITERIA FOR FIRST IMMEDIATE ACTION: As long as the opportunity stage is not Cancelled at the time an adventure is added and a fulfillment has not already been created for the adventure package,
Criteria for Executing Actions:
[OpportunityLineItem].Opportunity.StageName Does Not Equal (Picklist) Cancelled
[OpportunityLineItem].Fufillment_Created__c Equals (Boolean) False
Step 3. With the above criteria, create a new fulfillment record, and automatically populate several fields from the opportunity, adventure, and adventure package data. Map the fields as follows:
Step 4. SECOND IMMEDIATE ACTION: Update the Adventure Package Fulfillment Creation field to true
Step 5. THIRD IMMEDIATE ACTION: Update the related Opportunity to reflect the waiver and insurance needs on the Adventure.
Set the 'Needs Insurance' field on the Opportunity to match the 'Needs Insurance' field on the Adventure record.
Set the 'Needs Waiver' field on the Opportunity to match the 'Needs Waiver' field on the Adventure record.
Step 6. FOURTH IMMEDIATE ACTION: Create a task for the sales rep to review the fulfillment, and remind rep to double check the explorer data is properly mapped to the fulfillment record.
Assign a task to the opportunity owner.
Add this task to the opportunity with Priority = Normal, Status = Not Started, and Subject = any sentence you choose to explain the task.
Step 7. SCHEDULED ACTION: Schedule a chatter post for the opportunity owner for 14 days from today.
Step 8. Include the Adventure Name, Opportunity Name, and Adventure Package Id in the post
Mapping for Merge Fields:
Adventure Name (Product Name): {![OpportunityLineItem].Product2.Name}
Opportunity Name Opportunity (Name): {![OpportunityLineItem].Opportunity.Name}
Adventure Package ID (Opportunity Product ID):{![OpportunityLineItem].Product2.Id}
(see screenshot in separate answer below for steps 7 and 8)
Then click Activate
Hope you found this helpful!
Cheers,
Jocelyn Cruz
linkedin.com/in/jocelyncruzcrmconsulting
Salesforce Trailhead Profile: https://trailblazer.me/id/jocelyncruzcrmconsulting
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