process automation specialist superbadge step 6

I had two. I really liked this badge because of the way it was structured; youre given a set of videos to watch that deliver the requirements you need. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We cant save this record because the Opportunity Status Change process failed. (Note: for the purpose of this superbadge, pretend Integration User is the finance group.) I am glad that you have this set up as the second node. Even the subject. https://trailhead.salesforce.com/help?article=Installing-a-package-or-app-to-complete-a-Trailhead-challenge, Process Automation Challenge #5 Automate Opportunities: There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Do you have your own manager set up in the profile? Hi Kona, Can you double check that you emailed:rebecca@capstorm.com ? Give your Salesforce admin these details. How were you able to get around this? You know Santa! Criteria for prospects accounts opportunity created:[Opportunity].Account.Type Equals Picklist Prospect[Opportunity].AccountID Doesn't Equal Global Constant $GlobalConstantNull[Opportunity].Stage Equals Picklist Prospectingaction:Due Date Only = Today() +7Assigned To ID = Opportunity.Account.OwnerIdPriority = HighSubject = Send Marketing MaterialsRelated To ID = Opportunity.AccountId. Delete all other pages. Thanks again for your help, https://help.salesforce.com/articleView?id=user_fields.htm&type=5On profile .scroll to the bottom. Hello Rajendra,I am happy to help. Make sure it's "active." Do you want me to take a look at the process? This error occurred when the flow tried to create records: FIELD_INTEGRITY_EXCEPTION: Assigned To ID: id value of incorrect type, #Salesforce Admin #Trailhead Challenges #Trailhead #Automation #Process AutomationSpecialistSuperbadge, Approval Process.2 failed.The approval request requires the next approver to be determined by the Manager field. 0, "Sunday", Regarding the AutoNumber field for this challenge, I created the field and forgot to tell it to start counting at 0; I told it to count from 1. R&D. The superbadge covers: Assignment rules Sales processes and record types Roll-up summary fields Validation rules Process Builder Approval processes A Flow to conditionally collect data and display in a screen Adding a flow component to your Lightning record page Thank you so much for all the help :). However I stuck with the step 5 challenge Challenge Not yet complete here's what's wrong: A new Opportunity with a 'Prospecting' stage for a 'Prospect' Account did not successfully create a Task for the Account owner with the Subject 'Send Marketing Materials'.It seems like I went through all the steps and criteria but still fail. If you would email a few screenshots, I am happy to take a look at them. The free lemonade offer worked! Now it's working :)But I've caught a little problem with the next step - there are no such products in my Playground. Please contact your system administrator for more information. hmmmm. Executive Report Tips: SolarBot Loyalty Revenue This report is tricky, but I don't want to give away the solution! Struggling with the last step for 2 days now. Thank you again!!!! May I ask a question, please? I am happy to help. Where are you in the process? Hint: Carefully read / listen to the 1st line of the "Automate Opportunities" video/transcript. Add New Resource Loop : Variable Type as below. I based my formula on the formula field I created earlier (to calculate the day of the week). {!myVariable_current.Account.Type} (Customer - Channel) Equals Customer - Direct3. . Please help!! Ask your administrator for help. Notify the opportunity owner when an opportunity is approved or rejected.Upon Activating the process I am getting followoing error messageChallenge 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. I've been working on this step for a few weeks now and I am now getting this error:Challenge Not yet complete here's what's wrong: A new Opportunity with a 'Prospecting' stage for a 'Prospect' Account did not successfully create a Task for the Account owner with the Subject 'Send Marketing Materials'.I was originally getting this error:Challenge Not yet complete here's what's wrong:An Opportunity with the Stage 'Negotiation/Review' and the Amount greater than $100,000 was not rejected successfully by your manager or the Opportunity Stage was not updated to 'Negotiation/Review'. Could you please share? Also- Make sure that the "evaluate next criteria" verbiage shows on the node above.And - Make sure the process is activated.Still stuck? Determining various development & t. Make sure you have successfully logged in to your Hi again,This was actually my second node. For some areas where I was finding it difficult to figure the approach I needed to take, the guide here came in handy. help I tried creating a new field but then this new field isnt showing in the Process builder when I lookup. Showcase your mastery of business process automation without writing a line of code. Testing this uncovered a few issues: it was originally an auto-launched flow (wrong!) a) Number of deals=> If you like what I write and it has been ever helpful to you. Please debug the issue via debug logthere is an issue when the approval process is inserting record. Everything worked when I tested before checking the step but I kept getting this error:Challenge Not yet complete here's what's wrong: A new Opportunity with a 'Prospecting' stage for a 'Prospect' Account did not successfully create a Task for the Account owner with the Subject 'Send Marketing Materials'.I ranted, I changed my process to call invokable processes, I tried again. be auto filled as Rainbow_Sales. Thank you in advance for your help! Create Sales Process and Validate OpportunitiesCreate a sales process with the required stages and name it RB Robotics Sales Process. I'll post a few of them here as well, since they may help others:* You select your "manager" for an approval process within your own profile. can you pleas help me in this, In challenge 2 Im getting error like Challenge Not yet complete heres whats wrong: Watching videos is easy these days than Im not getting a option for RB Robotics templetes in lookup. Lead Country must be either US , USA or United State or it can be blank. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Hello,while executing i am getting this error.Challenge Not yet complete here's what's wrong: A new Opportunity with a 'Prospecting' stage for a 'Prospect' Account did not successfully create a Task for the Account owner with the Subject 'Send Marketing Materials'.I have created task as shown in screenshot and its active as well. class , new WarehouseCalloutServiceMock ()); String jobID = System . Were you able to figure it out? The "duh" question- probably not what is wrong! Step 1 : Create a new Trailhead Playground for the Superbadge and customize the name for easy reference. ISPICKVAL( Type , 'Customer - Channel') This is one sales process, but youll need a record type. Please help to overcome from the Problem. I fixed that by deactivating that validation.Then I got an error message:A Closed Won Opportunity did not successfully either create an Robot Setup record and if it did, then the Date__c was not 180 date from the Opportunity Close Date. Email alert for a newly created opportunity. Finally we are ready to verify the challenge !!! Go to action on the last node where we set up robo record. The criteria look good to me. One the end of each node, have selected to "evaluate the next criteria" (default value is "stop") ? There was an unexpected error in your org which is preventing this assessment check from completing: System.DmlException: Insert failed. Hello! Not sure where to go next, This afternoon, I added a genius wig in an attempt to look a little older and more experienced. Thank You for any assistance :), I see the screenshots you emailed- Could you share a bit more about your process-- the information from the first two nodes- criteria and action information. Did you figure this out I am also getting the same error stuck on this challenge since 2 days. Error: Restforce::ErrorCode::MalformedQuery. Lead State must be valid 2-digit US state. Otherwise, it looks good.Add that first node and the immediate action, then you should be set to continue the challenge. Salesforce Error ID: 354599625-54567 (2080501154)I'm thinking that is something related to the approval processCan you help me? I have tried different order of decisions and whether to continue evaluating or stop after the action. Stuck on Superbadge Process Automation specialistStep 1? Any idea how this can be accomplished ? . trailhead playground and have installed the package: Package Name: This morning I check again, without changing anything. or am i making mistake here? The first three Superbadges can be taken in any order, and completing all three unlocks the fourth Superbadge, Advanced Apex Specialist. Hi Bareera,I emailed some suggestions. criteria. 466,992process automation specialist superbadge step 7jobs found, pricing in USD First1234NextLast Node.js code for Pipedream 6 days left I have an established Pipedream workflow with an incoming webhook data.data and we do forward some of the data via POST to another API system. You want to send the email to finance for 3 specific account types, and there will be logic involved with the conditions. Check out all badges on Top Trailblazers! Scroll to the bottom and change your manager to be Nushi. Make sure that the correct date range is selected. You can try it out yourself by entering a shipping state like TT which should throw the error but it wont. Pretty easy to build one more Process (3) that includes a formula to reset the Setup Date on Create. The good news- Using the criteria that you provided for the first criteria is perfect- if used as the second node! 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",State))&&, (NOT(Country ="US" The due date should not be a static date. Youre being a helping hand here I see. Remove any Validation rules on Opportunity Object, In process builder select the process which u created and check whether u select the stop button or evaluate the next criteria. Thanks for driving me to write better and more , You havent done the process correctly retry with the approach above. Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. There's the possibility of sorting by one column then the next - get to know the dropdown menus at the top of each column The report has to be a summary report. Can you help me to find out the problem. I checked and everything is totally fine. UPPER(ShippingCountry) =='' Share and grow together..!For more, we always have the back of the community and you can drop me a comment if it helps! formula ==>, NOT( Hey there! Im facing one problem. But I didnt understand the formula you changed in the last step for Date field in Robot Setup Object. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. The conditions for "which record" triggers the criteria are specified within the node. Hi, I finally managed to properly create a task, but now Robot Setup is stopping me. (Different criteria = different nodes. Configure your field level security for the given profiles so that your new Approved checkbox field is read only except for System Admin and Custom: Sales Profile. IF Closed - Won[Opportunity].StageName equals Closed WonCreate Robot SetupOpportunity = [Opportunity].Id Date formula CASE(MOD([Opportunity].CloseDate + 180 - DATE(1900, 1, 7),7), 0, [Opportunity].CloseDate + 181, 6, [Opportunity].CloseDate + 182, [Opportunity].CloseDate + 180)Alert finance group via finance account creation form. Error ID: 177298165-18684 (373317706): []I've redone this challenge multiple times but keep getting this result. Reports Accounts by Market To create the "Market" row grouping, use a bucket field. UPPER(BillingCountry) =='' The condition to check for billing and shipping states are inside AND. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Opportunity PB process failed. >>> Lead Assignment rule(search it in Quick Find Box) Automate record creation using Apex triggers 2. rev 2021.2.24.38653. If yes to these questions, let's take a deeper look! {!myVariable_current.StageName} (Negotiation/Review) Equals Negotiation/Review2. +2,000 points ~1 hr . I sent you an email with the detail Screen shots. 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, 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. This will need to be corrected. I also got the same error.How did you rectified it. I thought of using the 'Product Family' standard picklist field and build the values in it. That would be a lot of email! I'm happy to help you though if you would share some details about your process. Give your Salesforce admin these details. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Cannot change Account Name if Type is Customer Direct, Channel: [Name]. Email some screenshots or a video of your process to rebecca@capstorm.com. +1,500 points ~1 hr . In the end, I set all my variables to Input and Output to be safe, and it passed. This process involves 4 total nodes. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. I am facing this error while checking my challenge Automate Oppotunities on Process Automation Specialist. Could not fix that with any of the formulas. AutoNumber field - ROBOT SETUP-{0000}, c)Day of the Week Stuck on Step 5 of Process Automation Specialist? assign the lead to -. Please spend a few minutes to go through the following Flow diagram and understand it. type - formula (return type - percentage ) I'm happy to look at your screen shots- send them to my mom's email: rebecca@capstorm.com I usually spend the weekend with my mom and dad, so I will probably not look at them until Monday. what do you mean not occur on the weekends? Application Life cycle Management (ALM) - Application life cycle managementisan integrated system of people, processes, and tools that manages thelifecycle of anapplication or softwarefrom gathering requirements to delivery of the final product. Moreover it takes lot of your internet MB's to I'm looking forward to hearing that you passed the challenge! My formula field throws Error: Syntax error.Extra Amount for the following If you would like help, just leave a comment! 1. You wont need to go as far as deactivating any irrelevant Opportunity stages-just add the ones you need to the record type and leave the rest behind. The formulas, rollup summaries, etc. Trailhead SuperbadgeSeries: Process Automation Specialist Part 5, Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation. I dnt see an option for [Opportunity].Id in my process. Getting this error in 5th step ( Automate Opportunities) of Process Automation Specialist superbadge. You start as a prospect and end up as a closed/won customer. Give your Salesforce admin these details. Error Message: Home OR( (Just post the details as a reply). success. It looks like you are almost there! Complete the capstone assessment to earn the Approval Process Specialist Superbadge. Hii, Or the "email to finance"? Assigned to ID- [Opportunity].Account.OwnerID is correct.I just posted a full walk through of this process specially for you. An Opportunity with the Stage Negotiation/Review and the Amount greater than $100,000 was not successfully submitted for approval upon creation. This issue is not resolved for me how to resolve this issue? did you got solution. Good evening!I've got some problems with 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. Hi Still getting the error after all the tries..Here are my rules..Please help[Opportunity].Account.Type Equals Picklist Prospect[Opportunity].AccountID Doesn't Equal Global Constant $GlobalConstantNull[Opportunity].Stage Equals Picklist Prospectingand for the immediate actions i have done it exactly as we have in screen shot published above.Please help. Good evening!I've got some problems with 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. Rated Accounts by State The record count for state and account rating are automatically added. : Opportunity.Account Type = customer and Opportunity.account id not equal to null, Node 2 Criteria. Forgetting to activate is an easy oops. 8 . Any luck here? Great!! So I am getting stuck on the 6th step of the Salesforce Superbadge for Process Automation on step 6. Yes. Flows are not my strong suite. wow, thank you for such a quick reply! Would you mind sharing the formula that you are using to calculate the setup date? Win!On the first node, there are more criteria than just the accountID being null. Not, "create a record if" the "if" bit is contained within the node.- You could probably do this within one node by using the more general conditions for the node, then triggering a separate process which filters out the customers or doing something similar in visual workflow. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Create an lead assignment rule and make 2 rules entries and give order accordingly.Based on LeadSource value lead should be assign to correct sales team (Queue). Search for an answer or ask a question of the zone or Customer Support. It worked finally!! Open Support Cases You ma, I might complain about my brother sometimesespecially how he takes up so much of mom's timebut I've decided that he really is a nifty fellow. What does your current process look like? Business Administration Specialist Superbadge- 3 & 4 Lightning Experience Reports & Dashboards Specialist Superbadge - 5-6 There are multiple types of customers and you are missing one major condition.Node 2- Missing the same condition as node 1 Why would finance be notified two times? Criteria based on $ belong in the approval process only.- There are 2 entry criteria for the approval process. Process automation specialist superbadge step 8 how to cancel brandy melville order oreilly aito parts. Then add an Apex action to your process. billing specialist superbadge challenge 6. Salesforce Error ID: 1067837610-13774 (1684581515)Any assistance would be greatly appreciated. Would you like to share what you have so far, and I'll take a look? I breezed through the first 6 sections of the superbadge without any problems. I have carefully read all of this and other threads on this trail. Could you send a few screenshots of your process to rebecca@capstorm.com ? An unhandled fault has occurred while processing the flow. Step 2 : Install the managed package. The immediate action should trigger the approval process. When I made mistakes, I simply reverted to the last saved version. UPPER(ShippingCountry) =='US', Superbadges are proof of worthiness! Quite interesting I wont say any more than that, for fear of giving it away, but if youre stuck, feel free to tweet me @gemziebeth. This challenge is all about setting-up Robot Setup Object and create some fields on it. Hi Trailhead Baby, I have not been able to resolve error below. * Read the "challenge 5" instructions above the check challenge button very carefully. Im having a problem validatin a step in the Process Automation Specialist! Happy to take a look- rebecca@capstorm.com. in the step 1 you dont say that we need to activate the assignment rule. System.NullPointerException: Attempt to de-reference a null object in Process Automation Specialist, System.NullPointerException: Attempt to de-reference a null object in Process Automation Specialist Test Scheduling logic Hi Rangers , Great going !!! You can look up ExceptionCode values in the SOAP API Developer Guide. Dear Trailhead Baby:)And greetings from Finland where lives Santa himself, so I'd propose you to be kind to me and help me sort it out what's my issue regarding Superbadge Process Automation #5. Hey there! Criteria : (Opportunity: Stage EQUALS Negotiation/Review)AND(Opportunity: Amount GREATER THAN 100000)SALES: Opportunity Needs Approval->Template. This error i get while validating 5 step. Sales", Similarly, for assigning lead to Assembly System Sales -. I had to do some travel, so I parked this issue for a couple of days, hoping to clear the obstacle following the suggestions.I have cloned and modified the process, separating the criteria nodes:- First criteria (prospecting/customer) just making sure that account associated with opportunity not null, then send email to finance- Second criteria (prospecting) has 4 conditions, if these satisfied create task Send marketing Materialso Stage is prospectingo Account.ID not NULLo Owner ID not NULLo Account Type is PROSPECTAfter reactivating the process, still getting dreaded error:Challenge Not yet complete here's what's wrong: A new Opportunity with a 'Prospecting' stage for a 'Prospect' Account did not successfully create a Task for the Account owner with the Subject 'Send Marketing Materials'.I have attached the document with my screenshots and few notes, capturing the new flow. {!myVariable_current.Amount} (101,000) Greater than 100,000Logic: All conditions must be true (AND)SUBMIT FOR APPROVAL: myRule_6_A1Inputs:objectId = {!myVariable_current.Id} (0061I000004AdF9QAK)comment = nullprocessDefinitionNameOrId = Opp_100kskipEntryCriteria = falseError Occurred: No applicable approval process was found. : Opportunity Stage = Negotiation/Review and Opportunity Amount > 100,000, Node 4 Criteria. : Challenge 6. Error ID: 1111620186-41501 (992864084): []5Automate OpportunitiesFollowing the business requirements, create a process to alert the finance group and create tasks for account owners at appropriate times during the sales process. So close! {!myVariable_current.AccountId} (0011000001NUajWAAT) Is null falseLogic: All conditions must be true (AND)Executed the default outcomeDECISION: myDecision2Skipped this outcome because its conditions weren't met: myRule_3Outcome conditions: 1. This is crucial to earn this badge. (LogOut/ A few things to check:1) Is your formula configured to NOT allow robot setups on weekends?2) Does the setup record relate back to the opportunity? Challenge 5 , node 4. what am I suppose to do ?? setMock ( HttpCalloutMock . Under the Loop: Get products, I am supposed to add a new loop variable; however, I do not have the option select loop variable. Wondering how you were able to add that. Please try again. Before discussing the solution let me show you a diagram of a Process Flow at a high level. Read More: Salesforce Interview Questions and Answers We Swear By! I put on a pot of coffee and the world immediately becomes a mess of thoughts, feelings, and emotions. Superbadge . Business Administration Specialist Superbadge- 3 & 4, Lightning Experience Reports & Dashboards Specialist Superbadge - 5-6. Having 3+ years of working experience in Salesforce domain. Also, is there some sort of tutoring available or someone to chat with regarding questions on these challenges? I will send you an email - Thanks! Thanks! Ive used Flow a LOT in recent years, but I learnt a lot more about it from completing this exercise. If you are short on time, start around the 20 minute mark. Error ID: 1155961392-2800659 (157788690): [], Assigned To ID: id value of incorrect type: 0015f00000Ow7PGAAZ. Action for Node 1 Email Alert to mail notifies account creation : Finance: Account Creation. rebecca@capstorm.com. your effort will be highly appreciated by fellow readers. I couldn't figure out what I was doing wrong. Many thanks again! Save and Activate the flow.Now search Lightning App BuilderAdd New page: Select Record Type Label: Product_Quick_SearchObject: OpportunityPick any templateAnd Drag and drop Flows from Left palette, select the flow we made and Save! - criteria are met. * Finance needs to know about all opportunities, but marketing materials only need to be sent to a certain group of opportunities. label -Day of the Week With follow up questions, please respond to this post. Do you have the approval process set up so that the manager is the approver? Make sure that your processes schedule robot setup dates and submit opportunities for approval.For the purpose of approvals, assign Nushi Davoud as your manager and make sure your approval process automatically sends requests to the opportunity owners manager. Mail you all the screen shot too. LEN is your friend for the State validation. But in your logic, you are using LEN(BillingState)>2. An unhandled fault has occurred in this flowAn unhandled fault has occurred while processing the flow. Because in my case i have written only Material and not Materials so it throws error. Hi! ACADEMIC & STUDENT SERVICES. But I keep getting the following error even though the Robot Setup record is created with correct date.Challenge Not yet complete here's what's wrong: A Closed Won Opportunity did not successfully either create an Robot Setup record and if it did, then the Date__c was not 180 date from the Opportunity Close Date.Please can you help me in getting this error out of my way.Thank you in advance. Obviously, if youre reading this now, youll have unlocked the badge by completing the pre-requisites; you may also have started working on the superbadge. Then I felt a bit sheepish, thinking people who had seen that would think I was showing off!! type = rollup summary ( on opportunity function count criteria- stage=close won), c) Amount of won deals Thanks for your help. Challenge-6 (Create Flow for Opportunities), How to show or hide a particular section of Visualforce Page dependent upon picklistfield value, How to redirect to another Vf page after saving a record. Is there a validation rule on the opportunity object? hey Amar, Did this way back in time trying LWC these days. Would you mind posting the error message? i.e. Lead State must be valid 2-digit US state. Feel free to post another comment once the process is reconfigured! give your salesforce admin these details. Error ID: 2146461946-632512 (157788690): []. Challenge Not yet complete heres whats wrong: If you are still getting the error, send a few screenshots of your process my way and I will take a look- rebecca@capstorm.com. Step-1 : Validation rule on Lead to verify Country and State field. Automation Champion Approach I-do. Add the flow to the opportunity screen using app builder. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the Robot Setup process failed. But still facing the same error.Can anyone help me out here.Regards,Ashish. This is my journey- a normal kid by day- a Trailhead explorer by night. Plus I know that in real life I may have thought, Christ, how do I do this without code and would have lit the Developer signal. Priority Picklist High 4. Validation Rules >> New. Nov 21, 2022, 2:52 PM UTC snake lamp wall street restaurants mi fantasy 5 numbers home depot washers and dryers mature girls squirting 1986 international s1600 for sale. TIA, Challenge Not yet complete heres whats wrong: Please help me to solve my problem.An Error message is below. 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. "Related details:- (2nd node) Criteria Name: Opportunity = prospect; Set Conditions: 1. I set up a new playground and tried to restart but I am still having the same issues. I will provide you with all the information needed once you direct me to a potential spot of error. - essentially create a record of this type, with the field values set with whatever you choose. You dont have to rebuild the whole automation in another tool. {!myVariable_current.AccountId} (0012E00001pUftIQAS) Does not equal null3. It looks good on a resume to be a contributor. Is it possible that the problem is somehow in previous steps (they passed the challenge, but maybe affect this step) ? The issue was in validation rules. Process Automation Specialist Superbadge 5 October 03 2017 A project with Daddy. : []What I am getting from this error message It has something to do with my validation rule but I deactivate my validation rule I still got the error. object: From available objects, add Lead in the selected objects. Activate it and deactivate any others, in last step what is this Formula I set the Stage = ClosedWon under Approval Steps. Please contact your system administrator for more information. Hi Trailhead Baby!Thank you for your help. It's a tricky formula, but I'll get you started: CASE(MOD([Opportunity].CloseDateThis thread on the developer community should point you in the right direction:https://developer.salesforce.com/forums/?id=906F00000008vlZIAQ, Hello, I keep seeing this error message: A Closed Won Opportunity did not successfully either create an Robot Setup record and if it did, then the Date__c was not 180 date from the Opportunity Close Date.When I set field values for the new robot setup record I have opportunity as a field reference to Opportunity ID and a formula for the Date that is close date plus 180.

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