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ankit kadam
Exception Occured in Approval Process
Hello All,
I am getting error into the trailhead 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.
Kindly, Please help me with this.....
Thanks
Regards
Er. Ankit Kadam
I am getting error into the trailhead 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.
Kindly, Please help me with this.....
Thanks
Regards
Er. Ankit Kadam
1) https://developer.salesforce.com/forums/?id=906F0000000BPUKIA4
2) https://developer.salesforce.com/forums/?id=906F0000000BNrpIAG
3) https://developer.salesforce.com/forums/?id=906F0000000BPe5IAG
You need to select approver in approval steps as shown in below screenshots
Please let us k now if this will help you.
Thanks
Amit Chaudhary