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Suchismita Mukherjee 7Suchismita Mukherjee 7 

superbadge: lightning experience specialist( challenge 4 )

Hi,

I have done the process builder but it is showing me error:
"The Fulfillment Creation Process does not appear to be working properly.Please check your task was created with all of the field values set appropriately"

My process builder is:
process builder

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Khan AnasKhan Anas (Salesforce Developers) 
Hi Suchismita,

Greetings to you!

Please refer to the below link and check the 'best answer' on that post, which might help you further with the above issue.

https://developer.salesforce.com/forums/?id=906F0000000kEDkIAM

I hope it helps you.

Kindly let me know if it helps you and close your query by marking it as solved so that it can help others in the future. It will help to keep this community clean.

Thanks and Regards,
Khan Anas
Suchismita Mukherjee 7Suchismita Mukherjee 7
Hi Anas,
Thanx for your reply but it is not working. It is still throwing the error. Please help me to resolve
ColbridgeColbridge
Not working for me either. Tried several ways, all confused and messed up now, LOL. Has anyone completed step 4 lately, thanks.
Jocelyn Cruz 8Jocelyn Cruz 8

Hello,
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)"

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,
Fulfillment Creation Criteria
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:

Immediate Action - Create New Fulfillment Record and map fields

Step 4. SECOND IMMEDIATE ACTION: Update the Adventure Package Fulfillment Creation field to true 
Process Builder - Fulfillment Creation_Step 4

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 5

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}


Step 7

Activate 

Hope you found this helpful!

Cheers,
Jocelyn Cruz
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