Trailhead Superbadge Series: Process Automation Specialist – Automate Accounts

Trailhead Superbadge Series: Process Automation Specialist Part 2`

Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation

Process Automation Specialist: Automate Account

  1. Validation Rule:
  •  All accounts have the standard 2-character US state abbreviation in the Shipping & Billing State/Province field.
  • All accounts have either US, USA, United States, or nothing in the Country field.
  • Account Type of “Customer – Direct” or “Customer – Channel”, don’t allow changing of Account Names

2. Roll Up Summary Field

  • Numbers of Deals
  • Number of Won Deals
  • Last won deal date
  • Deal win percent
  • Amount of won deals
  • Call For Service

1.Validation Rule:

Create 3 Validation Rule using the follow formula.

Billing Country & Shipping Country

NOT(OR(
BillingCountry =”US”,BillingCountry =”USA”,BillingCountry =”United States”, ISBLANK(BillingCountry),
ShippingCountry =”US”,ShippingCountry =”USA”,ShippingCountry =”United States”, ISBLANK(ShippingCountry)))

Customer Direct & Channel

IF(OR(ISPICKVAL(Type, “Customer – Direct”),ISPICKVAL(Type, “Customer – Channel”)),NOT(ISCHANGED(Name)),null)

Shipping State & Billing State

OR(AND(LEN(ShippingState) > 2, NOT(CONTAINS(“AL:AK:AZ:AR:CA:CO:CT:DE:DC:FL:GA:HI:ID:IL:IN:IA:KS:KY:LA:ME:MD:MA:MI:MN:MS:MO:MT:NE:NV:NH:NJ:NM:NY:NC:ND:OH:OK:OR:PA:RI:SC:SD:TN:TX:UT:VT:VA:WA:WV:WI:WY”, ShippingState ))),

AND(LEN(BillingState) > 2, NOT(CONTAINS(“AL:AK:AZ:AR:CA:CO:CT:DE:DC:FL:GA:HI:ID:IL:IN:IA:KS:KY:LA:ME:MD:MA:MI:MN:MS:MO:MT:NE:NV:NH:NJ:NM:NY:NC:ND:OH:OK:OR:PA:RI:SC:SD:TN:TX:UT:VT:VA:WA:WV:WI:WY”, BillingState))))

2. Roll Up Summary Field

  • Numbers of Deals
  • Number of Won Deals
  • Last won deal date
  • Deal win percent
    (Number_of_won_deals__c / Number_of_deals__c)
  • Amount of won deals
  • Call For Service
    IF((Today() – Last_won_deal_date__c) / 365 > 2, ‘Yes’, ‘No’)

Validate Result

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