Trailhead Superbadge Series: Process Automation Specialist – Automate Opportunities

Trailhead Superbadge Series: Process Automation Specialist Part 5

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

Process Automation Specialist: Automate Opportunities

Requirements:

  • New Opportunity Created for Account Type = Prospect OR Customer, send Email to Finance Team, create Task for Account Owner ONLY for Prospect.

  • Send Welcome Packet Email, when the Opportunity is Closed Won.
  • Negotiation Stage & Amount > 100 000, automatically submit for approval.
  • Manager of Opportunity Owner for Approval; Lock Record and move stage to Awaiting Approval.
  • Manager Approved -> Stage = Closed/won
  • Manager Reject -> Stage = Negotiation / Review and Unlock Record.
  • Create Setup Record and Setup Date = 180 days + close date.

 

Note:  you need to install the unmanaged package for the email templates.

1.Process Builder

New Opportunity Created for Account Type = Prospect OR Customer, send Email to Finance Team, create Task for Account Owner ONLY for Prospect.

Opportunity Stage = Prospecting and Account Type = Prospect

Create Task – Send Marketing Materials

Create Email Alert Templates

Create Email Alert – Process Builder

Your Process Builder Step should look like below

Opportunity Amount > 100k and Stage is Negotiation

Process Builder

Call Approval Process

Approval Process Configuration

 

Opportunity Closed Won and Create Record in Robot Setup Object

Create Record in Robot Setup

CASE(MOD([Opportunity].CloseDate + 180 – DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180)
Adding the rest of the event in the process builder.

Validate Result

One thought on “Trailhead Superbadge Series: Process Automation Specialist – Automate Opportunities”

  1. 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: Insert failed. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can’t save this record because the “Automate Opportunities” process failed. Give your Salesforce admin these details. An unhandled fault has occurred in this flow
    An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information. Error ID: 479743514-108618 (-370455525): []

    5.Automate Opportunities

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