Does any of you can share a tip to prevent some of the users (based of profile as an example) to use this tool?
I'm pretty much concern by the security and safety of our company data and I would like to restrict usage
of this tool to the admin team only.
Thanks for any help on this topic
Map Your Workflow Actions to Process Actions - "Create contract for closed opportunity" isn't properly configured
Challenge Not yet complete... here's what's wrong: A Create a Record action for the Closed Won criteria node isn't properly configured. Make sure that it creates a draft contract according to the instructions in the ‘Create contract for closed opportunity’ task action. Make sure that Start Date is set by using a formula.
I've gone over all of the workflow tasks information to recreate the contact. If I activate the process and close an opportunity, it creates a contract with the expected information and the date is 1mo away with 12mo term. The workflow's task (which is the template for the actual contract) specifies the following:
Use the closed opportunity to create a contract for the associated account. Account: The account associated with this opportunity Status: Draft Contract Start Date: 1 month from today Contract Term: 12Here are my actions:
The Contract Start Date is set to the following formula:
DATE( YEAR(Today()) + FLOOR((1 + MONTH(Today())) / 12) - IF (MOD(MONTH(Today()) + 1, 12) = 0, 1, 0), MOD((1 + MONTH(Today()) - 1), 12) + 1, DAY(Today()) )
Again, for all practical purposes I'm passing this, as it functions and the contract is created. But I must be missing some small detail, named field, something that's tripping up the validation settings. Any help is appreciated!
Challenge not yet complete... here's what's wrong:
There was an unexpected error while verifying this challenge. Usually this is due to some pre-existing configuration or code in the challenge Org. We recommend using a new Developer Edition (DE) to check this challenge. If you're using a new DE and seeing this error, please post to the developer forums and reference error id: QVWBQHAG