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.

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.
}

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

• 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