• Jessica Rector
  • NEWBIE
  • 20 Points
  • Member since 2015
  • Salesforce Administrator
  • Card-Monroe Corp.


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Thank you in advance for any assistance!  Within a specific quote record type, we "look up" to an existing custom object record and when the quote is closed "won", a new custom object record is created.  Let me paint the picture.  I create a new 'conversion" opportunity and then a "conversion" quote where I'm able to look up to machine number "1234".  The machine number field is an auto number that issues in sequence.  When I close a new conversion quote as won, a few things happen.  First, the existing machine (in this example "1234" switches to a "Converted" record type with matching page layout that locks down all fields and shows the converted date.  Second, the new machine record is created with updated specs from the quote.  The machine number is whatever is next in the sequence is and this is where I'm struggling.  

I need for the new record to reflect the old machine "1234" and then to show "C-1" for conversion 1.  If the old machine was "1234 C-1" then new one should be "1234 C-2".  I hope that this makes sense and that someone can point me in the right direction.
 

Thanks again,
 

Jessica

Help!  It is telling me the the group cannot be found, but I'm looking at it, lol.  I checked and am logged in through the proper Dev Org.  #can'tfailachallenge #trailhead #fail #wannabeawesome

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This Challenge is full of bugs and lacks instructions on how to complete it.

In the real world, the flow that passes the challenge would never work properly and would mess up a company's data. 

As reported elsewhere, the flow created can be total garbage, the challenge only checks to see if there is a VisualForce page named "Flow Page". That's it and you pass and get the points.

But the student learned nothing helpful in this instruction.

Here is where I found problems:

1) The flow I wrote creates an account and a contact, but they are not related. Nor where they validated to be new data.
2) It is impossible to use a formula to make the CloseDate equal {!$Flow.CurrentDate} + 30. Create a new Opportunity step cannot be saved with this formula.
3) It is not possible to default the stage to Prospecting in the Create An Opportunity Step. I used a PickList on the User Data Entry Screen that provides all the stages set up for the org, and Prospecting is the default. But there is nothing preventing the user from choosing a different stage and passing that stage to the Create A Record Opportunity step.
4) While the Opportunity Amount is collected at the User screen, it is never used in the challenge.
5) It never creates an Opportunity because it doesn't know what Account to associate with the Opportunity.
6) Worst of all, the whole flow setup is written to require Adobe Flash Player. Innovative for 1995.

Would someone at Salesforce please have an experienced trainer/developer go through this module and fix everything that is wrong with it.

What was supposed to take 20 minutes took me over two hours to finish.

P.S. In a real workflow, there would be a step that checks to see if the Account or the Contact was an existing record and create a new Opportunity in the existing account and leave the contact alone and not create a duplicate.

Thank you in advance for any assistance!  Within a specific quote record type, we "look up" to an existing custom object record and when the quote is closed "won", a new custom object record is created.  Let me paint the picture.  I create a new 'conversion" opportunity and then a "conversion" quote where I'm able to look up to machine number "1234".  The machine number field is an auto number that issues in sequence.  When I close a new conversion quote as won, a few things happen.  First, the existing machine (in this example "1234" switches to a "Converted" record type with matching page layout that locks down all fields and shows the converted date.  Second, the new machine record is created with updated specs from the quote.  The machine number is whatever is next in the sequence is and this is where I'm struggling.  

I need for the new record to reflect the old machine "1234" and then to show "C-1" for conversion 1.  If the old machine was "1234 C-1" then new one should be "1234 C-2".  I hope that this makes sense and that someone can point me in the right direction.
 

Thanks again,
 

Jessica

Help!  It is telling me the the group cannot be found, but I'm looking at it, lol.  I checked and am logged in through the proper Dev Org.  #can'tfailachallenge #trailhead #fail #wannabeawesome

User-added imageUser-added image
After importing all Contacts, it is still showing this error. I have tried many times but stuck with the same error. In other org it is working as expected but I am facing this issue in my org. Do not know what is happening here!