Process Automation Specialist Superbadge
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Process Automation Specialist Superbadge
Showcase your mastery of business process automation without writing a line of code.
Concepts we use to complete this Superbadge:
- Validations and Formulas
- Sales Process
- Process Builder
- Flow
Important Pre-works before you start doing this Superbadge:
- Create a new Trailhead Playground for this superbadge. Your new org will have all the special data you need. (Be sure to create a Trailhead Playground, and not a regular Developer Edition org. Only Trailhead Playgrounds have the correct data for these challenges.) Using this org for any other reason might create problems when validating the challenges.
- Use Lightning Experience.
- Install the Process Automation superbadge unmanaged package(package ID 04t46000001Zch4). If you have trouble installing a managed or unmanaged package or app from AppExchange, follow the steps in this article.
- Don’t use Workflow to solve any challenges.
These three are very important to avoid any error while doing challenges in the superbadge.
Challenge 1
Validation Rule
- Check the function for Length.
- Remember to check the NULL Values in Validation rule.
Queue Creation
- This is straightforward normal Queue creation
- Create Names with related to appropriate sales team.
Assignment Rule
- Create new Assignment rule for this scenario(Do not use the standard rule).
- Make sure that you rule is Active before you validate this step.
Tip: Create 2 public groups (Sales Team) and assign each one queue.
Challenge 2
Field Creations on Account Object
- Number of deals Field should be a Roll-Up Summary take count of COUNT Opportunities
- Number of won deals Field should be a Roll-Up Summary (COUNT Opportunity) with filter criteria of Closed Won
- Amount of won deals Field should be a Roll-Up Summary (SUM Opportunity) with filter criteria of Closed Won
- Last won deal date Field should be a Roll-Up Summary (MAX Opportunity)
- Deal win percent Field should be a Formula(Percentage field) IF Number_of_deals__c greater than 0 the , Number_of_won_deals__c /Number_of_deals__c otherwise Zero
- Call for Service Field should be a Formula (Date) IF(OR(TODAY() – 730 > Last_won_deal_date__c , TODAY() + 730 < Last_won_deal_date__c ), ‘Yes’,’No’)
Validation Rules on Account Object
- For Customer – Channel
ISCHANGED( Name ) && ISPICKVAL(Type, “Customer – Channel”)
- For Customer – Direct
ISCHANGED( Name ) && ISPICKVAL(Type, “Customer – Direct” )
- For Billing State/Province
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))
- For Billing Country
BillingCountry <> “US” && BillingCountry <> “USA” && BillingCountry <> “United States” && NOT( ISBLANK(BillingCountry ) )
- For Shipping State/Province and Shipping Country
Don’t forget replicate For Shipping State/Province and Shipping Country same as Billing State/Province and Billing Country validation which I have mentioned above.
Challenge 3
It can be done easily:
- Create a object and make sure the object name should be Robot_Setup__c
- Edit the Robot name(Standard field) switch the data type from Text to AutoNumber and make sure the display format should be ROBOT SETUP-{0000}
- Create following fields with correct data type:
Date——————–>Date__c————————->DATE
Notes——————-> Notes__c———————–>TEXT
Day of the Week——>Day_of_the_Week__c——–>TEXT
Challenge 4
- Create Sales Process in Opportunity; the name should be RB Robotics Sales Process.
- Create a record type; the name should be RB Robotics Process RT.
- Add Awaiting Approval value in opportunity Stage don’t forget to add RB Robotics Process RT record type.
- Create a Checkbox field and Name it Approved.
- Write a validation rule as below:
AND( Amount > 100000, Approved__c = False)
Challenge 5
Approval Process Definition Detail: See the screenshot below for details
It’s time to create Process Builder.
Name: Automate Opportunities
Note: If you have trouble in creating process builder, comment the errors you are getting, so that I will guide you to process it.
Challenge 6
Create the flow to display products.
Screen (Product Type Search) Properties:
Get Records (Product Name Lookup) Properties:
- Activate the flow
- Add the flow to the opportunity screen using app builder.
Create a Record Page on Opportunity Object:
Go to Lightning App Builder page and click new. Record Page Properties are as follows
- Add the component on newly created Opportunity Record Page.
- Please don’t forgot to Activate the page.
Challenge 7
- Change the datatype for “Day of the week” field from TEXT to Formula (TEXT) and use the following the formula to get Day of the week
CASE( MOD( Date__c – DATE(1900, 1, 7), 7), 0, “Sunday”, 1, “Monday”, 2, “Tuesday”, 3, “Wednesday”, 4, “Thursday”, 5, “Friday”, 6, “Saturday”,”Error”)
Or You can use this formula also instead of above formula
CASE(WEEKDAY( Date__c ),
1, “Sunday”,
2, “Monday”,
3, “Tuesday”,
4, “Wednesday”,
5, “Thursday”,
6, “Friday”,
7, “Saturday”,
Text(WEEKDAY( Date__c )))
Create Another Process Builder (Name: Robot Setup)
Conditions are as below:
- If Day of the week is Saturday , change [Robot_Setup__c].Date__c +2
- If Day of the week is Saturday , change [Robot_Setup__c].Date__c +1
Activate the Process and you are done!
Hooray.. Done the Superbadge Successfully..
Note: If you face any trouble in any of the challenge, comment below. I will make sure to reply you within short time and help you to complete the Superbadge.
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