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
- 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’)