Process Automation Specialist Superbadge

Process Automation Specialist - Superbadge - Techforce Services

The Process Automation Specialist Superbadge will help you master the process of business automation without writing a line of code.

Why Should You Do The Process Automation Specialist Superbadge?

The Process Automation Specialist Badge will help to types of Salesforce users:

Salesforce Admin

As a Salesforce Admin, the Superbadge will help you understand better ways of automating processes in your organisation. In addition to learning how you can use the Salesforce platform to automate processes, you will also be able to communicate better with the team on the business side as well. (Sometimes, as an admin, you may have to prepare a business case for initiating business process automation).

Salesforce Partner

The Process Automation Specialist badge aims to help you understand the process of implementing automated processes without writing a line of code. As Salesforce continues to double down on the Lightning platform, this superbadge by your consultants will provide the Salesforce Partner valuable points with Salesforce indicating your readiness to implementing Lighting projects.

So, let’s start.

STEP 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.

STEP 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.

STEP 3

This is the easiest step in this Superbadge.

  • 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

STEP 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)

STEP 5

Approval Process Definition Detail: See the screenshot below for details

Process Definition Detail - Process Automation Specialist Superbadge - Techforce Services

All Actions: See the screenshot below for details

All Actions - Process Automation Specialist Superbadge - Techforce Services

Process Builder: See the screenshot below and the node details below

Process Builder - Process Automation Specialist Superbadge - Techforce Services

a) Node 1:

Node 1 - Process Automation Specialist Superbadge - Techforce Services

b) Node 2:

Node 2 - Process Automation Specialist Superbadge - Techforce Services

c) Node 3:

Node 3 - Process Automation Specialist Superbadge - Techforce Services

d) Node 4:

Node 4 - Process Automation Specialist Superbadge - Techforce Services

STEP 6

Flow:

Flow - Process Automation Specialist Superbadge - Techforce Services

  • Screen with 3 choices and store the result in screen choice fields : ProductType (RainbowBot,Assembly System, CloudyBot)

Screen 3 - Process Automation Specialist Superbadge - Techforce Services

  • Lookup to find records in product2 with contains ProductType and store them as variables (Id={ProductId} + name={ProductName})

Record LookUp - Process Automation Specialist Superbadge - Techforce Services

  • Screen to display variables

Screen to Display Variables - Process Automation Specialist Superbadge - Techforce Services

  • Activate the flow
  • Add the flow to the opportunity screen using app builder.

Lightning Page:

  • Create a record page on Opportunity object.
  • Add the component on newly created Opportunity Record Page.
  • Please don’t forgot to Activate the page.

STEP 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”)

  • Create a process builder with following condition update the Date__c

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

Step 7 - Process Automation Specialist Superbadge - Techforce Services

Complete challenge and you can see the destination as below:

Success - Process Automation Specialist Superbadge - Techforce Services

Good Luck!

Please share your experiences or comments in the comments section below.

3 comments

  1. Hello-

    Thanks for posting. The section I’m struggling with the lookup of the records, and more specifically assigning them to the two variables. As you know, flow builder is now totally different. With the ‘Get Records’ component, I do not see a choice for assigning the records to variables. Your assistance is much appreciated.

  2. I am trying to complete this task but I am stuck at step 5 and having following error
    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.NullPointerException: Argument cannot be null.

    Please let me know what is wrong

    Thanks in advance

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