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Help, I am stuck on a Challenge.....
I don't seem to understand the challenge. Do I create a picklist under Accounts?
Can someone help me get started? I am having trouble getting started. I appreciate any help.
Here's the challenge.
Create an approval process that validates when a Prospect Account becomes a Customer.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.
Can someone help me get started? I am having trouble getting started. I appreciate any help.
Here's the challenge.
Create an approval process that validates when a Prospect Account becomes a Customer.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.
All Answers
this is simple Approval challenge, you don't want to create any picklist field you have to use standard picklist named as Type in account.
1) Set the Standard Piclist Type values as Prospect, Customer and Pending.
2) Check there is number field in Account named as Customer or not(If not create 1 number field in Account).
3) While creating Approval process your's entry criteria should be value of type field as 'Prospect' and Employee field should have value greater than 500.
Please mark this as Best Answer if it helps you to solve your problem.
Let me know if you are finding any difficulty in this.
Please help.
This is what I am getting now. What field am I missing? I know this can't be to complicated.
Darren
Initially, I left Select Approver as "Let the submitter choose the approver manually" and this let to the latest error that you are seeing. However, if this does not fix the issue, then I'm not sure what may be wrong.
I've run into an issue on a couple modules where the org cannot have a Namespace assigned, otherwise Trailhead cannot check the challenge due to the API using the generic namespace. It's even more annoying since you cannot unregister a namespace once it is registered. There is an idea out there to allow this, but I believe it's been out there for 7 years!
The process did not set the correct Type value on submitting for approval.
This is killing me.
Thank you bryan.anderson.
Ok, losing my mind here: can someone please explain how to "add 'Prospect', 'Customer' and 'Pending' picklist values to the Account 'Type' field"
Need to finish Routing Records w/ Approvals and I have tried everything
Hey Wanda: I had 95% of this cahllenge locked in up until that snag.
Fortunately, Amit and Sandeep were amazing in assisting me with this.
You can find their response here, from start to finish:
https://developer.salesforce.com/forums/ForumsMain?id=906F0000000BPe5IAG
I m getting this error and all my steps are correct
Challenge Not yet complete... here's what's wrong:
The approval process entry criteria evaluated to true when they should have been false. Check to make sure you have set all entry criteria exactly as specified in the challenge
Thanks everyone for suggesting this.
@Priyanka Jain 8, you probably solved this already, but for everyone else, under "Final Approval Actions" you can select EDIT next to Record Lock, and unlock it, since the instructions say approved/rejected accounts end up unlocked.
please ckeck your criteria where you specified {Account:Emplooys greater than 300 instead of 500}. It might be the problem.
Here is my Screen Shot. Hope it will help you and others who is stuck in this challange. If my answer is helpful than please mark as the best answer. Thank you.
I'm getting an error - "Looks like something went wrong, please try again later."
All the setup was done as suggested. Error message doesnt tell me anything, please help