Process Automation Specialist Superbadge
Hi Folks,
This superbadge is all about to test one's automation skill using superb automation tools which salesforce provide.
So, here i'm going to discuss every problem statements / business requirements of Process Automation Specialist superbadge and convert them into a problem solving flow. I would rather say read twice or thrice unless you are not clear with problem statement /requirement to every challenges of this superbadge, doing so, will give you a clear picture of problem statement.
Challenge-1 : Automate Leads
Step-1 :
Validation rule on Lead to verify Country and State field. Lead Country must be either US, USA or United State or it can be blank. Lead State must be valid 2-digit US state.
Steps-2 :
Create Two Queues
1. Rainbow Sales.
2. Assembly System Sales.
2. Assembly System Sales.
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).
If(LeadSource == 'Web'){
Assign lead to Rainbow Sales Queue;
}
else if(LeadSource == 'Partner' || LeadSource == 'Purchased List'){
Assign lead to Assembly System Sales Queue.
}
Assign lead to Rainbow Sales Queue;
}
else if(LeadSource == 'Partner' || LeadSource == 'Purchased List'){
Assign lead to Assembly System Sales Queue.
}
Challenge-2 (Automate Accounts)
Step-1
Validation rule on ShippingCountry and BillingCountry i.e. Shipping and Billing Country must be either US, USA, United State or it can be blank.
NOT (OR ( BillingCountry = 'US', BillingCountry = 'USA', BillingCountry = 'United State', ISBLANK (BillingCountry ),
ShippingCountry = 'US', ShippingCountry = 'USA', ShippingCountry = 'United State', ISBLANK(ShippingCountry) )
)
Step-2
Validation rule on ShippingState and BillingState i.e. ShippingState and BillingSTate must be a valid 2-digit US 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)
) )
Step-3
Validation Rule on Name and Type Field i.e. Restrict user to change Account Name if Account Type picklist field value is either Customer - Direct or Customer - Channel.
IF(AND
(OR( ISPICKVAL(Type, 'Customer - Direct'), ISPICKVAL(Type, 'Customer - Channel')),
NOT(ISNEW())
), ISCHANGED(Name), null
)
Step-4
Create some Roll-up Summary and formula field on Account Object.
Note:- Roll-up summary fields can created on master side of master-detail relationship.
Number of deals This field display number of all deals(Opportunities) under an account. Count(Opportunities).
Number of won deals This field display number of opportunities with stage as Closed Won under an account.Count(Opportunities) with criteria as StageName equals to 'Closed Won'.
Last won deal date This field display date of last won opportunity
MAX(ClosedDate) with criteria as StageName = 'Closed Won'.
Deal win percent Formula Field (Number of won deals / Number of deals)
Amount of won deals This field display sum of all won opportunities.
SUM (Amount) with criteria as StageName = 'Closed Won'.
Call for Service Formula (Text) display Yes/No based on formula.
Return 'Yes', if last won date is 2 year ago otherwise 'No'.
IF( (TODAY() - Last_won_deal_date__c) / 365 <=2 , 'No', 'Yes')
Challenge-3 (Create Robot Setup Object)
This challenge is all about setting-up Robot Setup Object and create some fields on it.
Name :- ROBOT SETUP-{0000} Starts with 0
Date :- Date type field
Notes :- TextArea (255)
Day of the Week :- Formula (Text)
Opportunity :- Master-Detail Relationship with Opportunity.
Challenge-4 (Sales Process and Validate Opportunities)
Steps-1
Configure Stage Picklist field :-
Prospecting
Qualification
Proposal/Price Quote
Negotiation/Review
Awaiting Approval
Closed Won
Closed Lost
Step-2
Validation rule on Amount and Approved__c i.e. prevent opportunity record being saved if amount is greater than $10,00,00 and approved is set to false.
AND( Amount > 100000, ISPICKVAL(StageName, 'Closed Won'), Approved__c = false )
Step-3
New record type RB Robotics Process RT
New Sales Process RB Robotics Sales Process
Challenge-5 (Automate Opportunities)
Whenever an opportunity is created for Prospect type account
- Send Email alert to Finance Group. (Integration User)
- Create a Task for Account Owner.
Whenever an Opportunity is created for Customer type account
- Send an Email alert to Finance Group. (Integration User)
Create an approval process with entry criteria as followed :-
- Opportunity.Amount > 100000
- Email Template :- SALES: Opportunity Needs Approval
- Create Initial Submission Actions (Field Update) => Set Opportunity Stage to Waiting Approval.
- Create Final Approval Actions (Field Update) => Set Opportunity Stage to Closed Won
Whenever Opportunity is in Negotiation/Review Stage
- Submit opportunity for Approval
When deal is won i.e Opportunity stage is Closed Won
- Create Robot Setup Record
- Email Alert to Finance Group
Note :- Use Process Builder(PB) to setup all these automation and obviously in one PB.
Challenge-6 (Create Flow for Opportunities)
In this part of challenge, we gonna create a flow which takes some input from user and will return list of Product record.
Create a User-Guided Lightning Flow.
- Create three Choice type Resources and use them into Flow Screen
Choice Value:-
RainbowBot
CloudyBot
Assembly System
CloudyBot
Assembly System
- Use Get Record data element to get all products where name contains the options which you have selected from flow screen.
Challenge-7 (Automate Setups)
In this part of challenge we need to setup Robot Setup Date
If Robot Setup Date / Day Of Week is either on Saturday or Sunday, then make it to Monday.
Robot Setup Date +2, for Saturday
Robot Setup Date +1, for Sunday
Challenge-5 (Automate Opportunities)
ReplyDeleteI am unable to get Robot setup as Record type to create a record. What am i suppose to do ??
ReplyDeleteThis post is so helpfull and informative.keep updating with more information...
Python Programming Basics
Python Programming
I am facing this error : The Robot Setup Day of the Week formula does not seem to be working properly.
ReplyDeleteI am unable to edit the Custom field 'Day of the Week' datatype to formula. Not sure this is affecting the challenge. Appreciate your inputs.