Another question from me: I am still working on the admin module within Trailheads and I cant finish it, because in the Create object specific quick actions-part I can't seem to find Properties under Tabs. I did create Property/Properties as an object, but then I have to do this:
Enter Tab in the Quick Find box, then select Tabs.
In the Custom Object Tabs list, click New.
In the Object dropdown list, select Property.
And in that object dropdown list, there is no Property. Can someone tell me what to do here, please? Thanks! :)
There was an unhandled exception. Please reference ID: GFXKWRGA. Error: Faraday::ClientError. Message: BAD_REQUEST: Specify a valid value for the source parameter.
I don't see what wrong in my approval process. Can anybody help ?
So, I'm doing the third unit "Automate Sets of Delayed Actions with Workflow" from the module "Process Automation" (Admin Intermediate) and the challeng is to set a workflow rule, I set the rule and the actions with the name that was asked, unfortunately it didn't work out and whenever I tried to check if the challenge was done, basically what it said was "rule cannot execute". I tried to go around it, changed some stuff and still nothing and then I had the great idea of just deleting the rule and do it from scratch and now both actions - 'Set Case to Escalated' & 'Follow Up on Escalated Case' - when I try to create them displays the error message on the title. I tried to add a "1" in the end but when I check the challenge it doesn't find it.
Is there any solution around this? How can I make it work? Or I just won't be able to finish this unit now?
Sorry for the english and I express myself too confusingly, and also for my lack of knowledge.
Opportunities with the stage of 'Awaiting Approval' and a Discount > 0, did not kick off an approval process named 'Approval for Package Deal'.
Here is what I submitted:
Start Process when created or edit
Conditions are met
[Opportunity].StageName Is Changed True
[Opportunity].StageName= Awaiting Approval
[Opportunity].Discount > 0
All conditions are met (And)
Approval Proccess: Specific Approval Process- Approval for Package Deal
Submitter: User field from a record- [Opportunity].Owner.Id
Criteria: updated records meet all conditions
Filter: Discount Is null= true
New field: Stage=Scheduled
[Opportunity].StageName = Deposit Made
Status= paid deposit
Thank you in advanced!
Stuck on Challenge Module 2: 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.
I am getting error message: Challenge not yet complete... here's what's wrong:
There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Process failed. First exception on row 0; first error: REQUIRED_FIELD_MISSING, missing required field: [nextApproverIds]: [nextApproverIds]
This are the steps I did:
Created approval process called Approve New Account
Criteria Account Type field equals Prospect and Account Employees field greater than 500
Final Approval Actions - Update Type field to Customer
Final Rejection Actions - Update Type field to Prospect
What am I missing that I received the error message? Please help.