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Process-Automation-Specialist-Solution

Prework

  • Create new playgrond
  • Install the Process Automation superbadge unmanaged package(package ID 04t46000001Zch4)

Challenges

Challenge 1

Automate Leads

  • setup->
  • Object Manager->
  • Leads->
  • Validation Rules->
  • New Rule->
  • Name = Aything you want
  • Set Active
  • Formula =
OR(AND(LEN(State) > 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", State )) ), NOT(OR(Country ="US",Country ="USA",Country ="United States", ISBLANK(Country))))
  • Error Message = Given value is not applicable
  • Save
  • setup->
  • Search and open queues in quick find box
  • New->
    • Label: Rainbow Sales
    • Selected Objects: Lead
  • Save and New
    • Label: Assembly System Sales
    • Selected Objects: Lead
  • Setup->
  • Lead Assignment Rules->
  • Name = Aything you want
  • Set active
  • Rule Entries->
  • New->
    • Sort Order: 1
    • Field: Lead: Lead Source
    • Operator: equals
    • Value: Web
    • Select the user or queue to assign the Lead to : Queue : Rainbow Sales
  • Save
  • New
    • Sort Order: 2
    • Field: Lead: Lead Source
    • Operator: not equal to
    • Value: Web
    • Select the user or queue to assign the Lead to : Queue : Assembly System Sales
  • Save

Check Challenge!!

Challenge 2

Automate Accounts

  • Object Manager->
  • Account->
  • Fields & Relationships->
  • New->
    • DataType: Roll-Up Summary
    • Label: Number of deals
    • Next->
    • Summarized Object: Opportunities
    • Summary Type: COUNT
    • Filter Criteria: All records should be included in the calculation
    • Next->
    • Field Level Security: Visible
  • Save and New
    • DataType: Roll-Up Summary
    • Label: Number of won deals
    • Next->
    • Summarized Object: Opportunities
    • Summary Type: COUNT
    • Filter Criteria: Only records meeting certain criteria should be included in the calculation
    • Stage EQUALS Closed Won
    • Field Level Security: Visible
    • Next->
  • Save and New
    • DataType: Roll-Up Summary
    • Label: Last won deal date
    • Summarized Object: Opportunities
    • Summary Type: MAX
    • Field to Aggregate: Close Date
    • Filter Criteria: Only records meeting certain criteria should be included in the calculation
    • Stage EQUALS Closed Won
    • Field Level Security: Visible
  • Save and New
    • DataType: Roll-Up Summary
    • Label: Amount of won deals
    • Summarized Object: Opportunities
    • Summary Type: SUM
    • Field to Aggregate: Amount
    • Filter Criteria: Only records meeting certain criteria should be included in the calculation
    • Stage EQUALS Closed Won
    • Field Level Security: Visible
  • Save and New
    • DataType: Formula
    • Label: Deal win percent
    • Return Type: Percent
    • Decimal Places: 2
    • Formula: (Number_of_won_deals__c / Number_of_deals__c)
    • Field Level Security: Visible
  • Save and New
    • DataType: Formula
    • Label: Call for Service
    • Return Type: Text
    • Formula: IF(DATE(YEAR( Last_won_deal_date__c )+2, MONTH( Last_won_deal_date__c ),DAY( Last_won_deal_date__c )) <= TODAY(), "Yes","No")
    • Field Level Security: Visible
  • Save
  • Validation Rules->
  • New->
    • Rule Name: US_Address
    • Error Condition Formula:
    OR(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 ))
),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))
),NOT(OR(BillingCountry ="US",BillingCountry ="USA",BillingCountry ="United States", ISBLANK(BillingCountry))),
NOT(OR(ShippingCountry ="US",ShippingCountry ="USA",ShippingCountry ="United States", ISBLANK(ShippingCountry))))
    • Error Message: Billing Address should be valid US state abbreviations
  • Save and New
    • Rule Name: Name_Change
    • Error Condition Formula:
    ISCHANGED( Name ) && ( OR( ISPICKVAL( Type ,'Customer - Direct') ,ISPICKVAL( Type ,'Customer - Channel') ))
    • Error Message: You can't change "Customer direct" or "Customer channel"
    • Error Location: Field: Account Name
  • Save

Check Challenge!!

Challenge 3

Create Robot Setup Object

  • Object Manager->
    • Create-> Custom Object
    • Label: Robot Setup
    • Record Name: Robot Setup Name
    • Data Type: Auto Number
    • Display Format: ROBOT SETUP-{0000}
    • Starting Number: 0
  • Save
  • Object Manager->
  • Robot Setup->
  • Fields & Relationships->
  • New->
    • DataType: Date
    • Label: Date
    • Field Level Security: Visible
  • Save and New
    • DataType: Text
    • Label: Notes
    • Length: 255
    • Field Level Security: Visible
  • Save and New
    • DataType: Formula
    • Label: Day of the Week
    • Formula Return Type: Text
    • Formula: CASE( WEEKDAY( Date__c ), 1,"Sunday", 2,"Monday", 3,"Tuesday", 4,"Wednesday", 5,"Thursday", 6,"Saturday", Text( WEEKDAY( Date__c ) ) )
    • Field Level Security: Visible
  • Save and New
    • DataType: Master-Detail Relationship
    • Related to: Opportunity
    • Label: Opportunity
    • Field Level Security: Visible
  • Save

Check Challenge!!

Challenge 4

Create Sales Process and Validate Opportunities

  • Object Manager->
  • Opportunity->
  • Field and Relationship->
  • Stage->
  • Opportunity Stages Picklist Values->
  • New->
  • Stage Name: Awaiting Approval
  • Probability: 20
  • Save
  • Search and select Sales Processes from Quick Find box
  • New->
  • Sales Process Name: RB Robotics Sales Process
  • Save
  • Remove (Needs Analysis, Value Proposition, Id. Decision Makers, Perception Analysis) from Selected Values
  • Save
  • Object Manager->
  • Opportunity->
  • Fields & Relationships->
  • Record Type->
  • New->
  • Record Type Label: RB Robotics Process RT
  • Sales Process: RB Robotics Sales Process
  • Next
  • Apply one layout to all profiles: Opportunity Layout
  • Save
  • Fields & Relationships->
  • DataType: Checkbox
  • Label: Approved
  • Field Level Security: Default
  • Save
  • Validation Rule->
  • New->
  • Rule Name: RB_High_Value_Opp
  • Error Condition Formula: IF(( Amount > 100000 && Approved__c <> True && ISPICKVAL( StageName,'Closed Won') ),True,False)
  • Error Message: Appropriate value should be given
  • Save

Check Challenge!!

Challenge 5

Automate Opportunities

  • Setup->
  • Users->
  • New->
  • Last Name: Nushi Davoud
  • Role: CEO
  • User License: Salesforce Platform
  • Profile: Standard Platform User
  • Others insert as you wish but don't change defaults.
  • Search and Select Email Alerts in Quick find Box
  • New Alert->
    • Description: Email Alert on Opportunity
    • Object: Opportunity
    • Email Template: Finance: Account Creation (from RB Robotics Templates)
    • Selected Recipients: User: Nushi Davoud
  • Save and New
    • Description: Sales Approval Email
    • Object: Opportunity
    • Email Template: SALES: Opportunity Needs Approval (from RB Robotics Templates)
    • Selected Recipients: User: Nushi Davoud
  • Save and New
    • Description: Sales: Opportunity Approval Request Mail
    • Object: Opportunity
    • Email Template: Sales: Opportunity Approval Status Email (from RB Robotics Templates)
    • Selected Recipients: User: Nushi Davoud
  • Save
  • Search and Select Approval Processes in Quick find Box
  • Manage Approval Processes For: Opportunity
  • Create New Approval Process-> Use Standard Setup Wizard
    • Process Name: Prospect Approval
    • next
    • Field: Opportunity: Stage
    • Operator: equals
    • Value: Negotation/Review
    • Field: Opportunity: Amount
    • Operator: greater than
    • Value: 100000
    • Next-> Next->
    • Email Template: Sales: Opportunity Approval Status Email
    • Next
    • Selected Fields: Opportunity Name, Opportunity Owner
    • Approval Page Fields: Select
    • Next-> Save
  • What Would You Like To Do Now? : 'll do this later. Take me to the approval detail page to review what I've just created.
  • Go
  • Initial Submission Actions: Add New
    • Field Update->
    • Name: Approval
    • Field to Update: Stage
    • Specify New Field Value: A specific value: Awaiting Approval
  • Save
    • Approval Steps: New Approval Step
    • Name: Approval for Prospect
    • Next-> Next->
    • Select Approver: Automatically assign to approver(s). : Nushi Davoud
    • Save
    • What Would You Like To Do Now? : No, I'll do this later. Take me to the approval process detail page to review what I've just created.
    • Go
  • Final Approval Actions: Add New
  • Field Update->
    • Name: Stage-Closed Won
    • Field to Update: Stage
    • Specify New Field Value: A specific value: Closed Won
  • Save and New
    • Name:Approved Check
    • Field to Update: Approved
    • Specify New Field Value: Checkbox Options: True
  • Save
  • Add Existing->
    • Choose Action Type: Email Alert
    • Add: Sales: Opportunity Approval Request Mail
  • Save
  • Final Rejection Actions: Add Existing
    • Choose Action Type: Email Alert
    • Add: Sales Approval Email
    • Save
  • Add New-> Field Update->
    • Name: State Nego
    • Field to Update: Stage
    • Specify New Field Value: A specific value: Negotiation/Review
  • Save
  • Recall Actions-> Add New
    • Name: approvedcheck
    • Field to Update: Approved
    • Specify New Field Value: Checkbox Options: True
  • Save and New
    • Name: StagesClosedWon
    • Field to Update: Stage
    • Specify New Field Value: A specific value: Closed Won
  • Save
  • Activate
  • Search and Select Process Builder in Quick find Box
  • New
    • Continue in Process Builder
    • Process Name: Automate Opportunity
    • The process starts when: A record changes
    • Save
      • Add Object
      • Opportunity
      • Save
      • Add Criteria
      • Criteria Name: Customer
      • Criteria for Executing Actions: Conditions are met
        • Field: Opportunity->Account ID->Account Type
        • Operator: Equals
        • Type: Picklist
        • Value: Customer Direct
        • Field: Opportunity->Account ID->Account Type
        • Operator: Equals
        • Type: Picklist
        • Value: Customer Channel
        • Field: Opportunity->Account ID
        • Operator: Does not equals
        • Type: Global Constant
        • Value: $GlobalConstant.Null
      • Conditions: Customize the logic
      • Logic: (1 OR 2) AND 3
      • Save
      • Add Action
        • Action Type: Email Alerts
        • Action Name: Alert to Finance
        • Email Alert: Email_Alert_on_Opportunity
      • Save
      • Add Criteria
      • Criteria Name: Prospect Account
      • Criteria for Executing Actions: Conditions are met
        • Field: Opportunity->Account ID->Account Type
        • Operator: Equals
        • Type: Picklist
        • Value: Prospect
        • Field: Opportunity->Account ID
        • Operator: Does not equals
        • Type: Global Constant
        • Value: $GlobalConstant.Null
        • Field: Opportunity->Stage
        • Operator: Equals
        • Type: Picklist
        • Value: Prospecting
      • Conditions: All of the conditions are met (AND)
      • Save
      • Add Action
        • Action Type: Create a Record
        • Action Name: Send Marketing Materials
        • Record Type: Task
          • Field: Due Date Only
          • Type: Formula
          • Value: TODAY()+7
          • Field: Assigned To ID
          • Type: Field Reference
          • Value: Opportunity->Account ID->Owner ID
          • Field: Priority
          • Type: Picklist
          • Value: High
          • Field: Status
          • Type: Picklist
          • Value: In Progress
          • Field: Subject
          • Type: String
          • Value: Send Marketing Materials
          • Field: Related To ID
          • Type: Field Reference
          • Value: Opportunity->Opportunity ID
      • Save
      • Add Action
        • Action Type: Email Alerts
        • Action Name: Alert
        • Email Alert: Email_Alert_on_Opportunity
      • Save
      • Add Criteria
      • Criteria Name: Negotiations or Review
      • Criteria for Executing Actions: Conditions are met
        • Field: Opportunity->Stage
        • Operator: Equals
        • Type: Picklist
        • Value: Negotiation/Review
        • Field: Opportunity->Amount
        • Operator: Greater than
        • Type: Currency
        • Value: 100000
      • Conditions: All of the conditions are met (AND)
      • Save
      • Add Action
        • Action Type: Submit for Approval
        • Action Name: Approval Pro
        • Approval Process: Specific approval process: Prospect Approval
        • Skip the entry criteria for this process? : Yes
        • Submitter: Current User
      • Save
      • Add Criteria
      • Criteria Name: Closed Won Deal
      • Criteria for Executing Actions: No criteria—just execute the actions!
      • Save
      • Add Action
        • Action Type: Create a Record
        • Action Name: Record for Robot
        • Record Type: Robot Setup
          • Field: Opportunity
          • Type: Field Reference
          • Value: Opportunity->Opportunity ID
          • Field: Date
          • Type: Formula
          • Value: CASE(MOD([Opportunity].CloseDate + 180- DATE(1900,1,7),7),0,[Opportunity].CloseDate + 181,6,[Opportunity].CloseDate + 182,[Opportunity].CloseDate + 180)
      • Save
      • Add Action
        • Action Type: Email Alerts
        • Action Name: Send for Closed Deal
        • Email Alert: Email_Alert_on_Opportunity
      • Save
      • In Cuustomer , Prospect Account Criteria
        • Click STOP
        • Select Evaluate the next criteria
        • Save
    • Activate
    • Confirm

Check Challenge!!

Challenge 6

Create Flow for Opportunities

  • Setup
  • Search Process Automation and select Flows
  • New Flow->
  • Screen Flow->
  • Create->
  • Change Auto-Layout to Free-Form
  • Drag and drop a Screen from Elements tab
  • Label: Product Quick Search
  • From components drag and drop radio buttons on the new screen layout
    • Label: Product Type
    • DataType: Text
    • Choice: New Choice Resource
      • Resource Type: Choice
      • API Name: RainbowBot
      • Choice Label: RainbowBot
      • Choice Value: RainbowBot
      • Done
    • Add Choice
    • Choice: New Choice Resource
      • Resource Type: Choice
      • API Name: CloudyBot
      • Choice Label: CloudyBot
      • Choice Value: CloudyBot
      • Done
    • Add Choice
    • Choice: New Choice Resource
      • Resource Type: Choice
      • API Name: AssemblySystem
      • Choice Label: Assembly System
      • Choice Value: AssemblySystem
      • Done
    • Done
  • Drag and drop a New Get Records from Elements tab
    • Label: Product
    • Object: Product
    • Field: Name
    • Operator: Equals
    • Value: Product Type
    • How Many Records to Store: Only the first record
    • How to Store Record Data: Choose fields and assign variables (advanced)
    • Where to Store Field Values: Together in a record variable
    • Record: New Record
      • Resource Type: Variable
      • API Name: FilterResult
      • Data Type: Record
      • Object: Product
      • Done
    • Field: Name
    • Done
  • Drag and drop a Screen from Elements tab
    • Label: Final Screen
    • Drag and drop a Display Text from Components tab
    • API Nme: Display
    • Insert a resource: {!FilterResult}
    • Done
  • Connect the Flow in order: Start-> Product Quick Search-> Product-> Final Screen
  • Save
  • Flow Label: Product Quick Search
  • Save
  • Activate
  • Setup->
  • Search and Select Lightning App Builder in Quick Find Box
  • New->
    • Record Page->
    • Next
    • Label: Product Quick Search
    • Object: Opportunity
    • Next
    • Select any template of your choice
    • Drag and drop Flow from components tab
    • Flow: Product Quick Search
    • Save
    • Activate
    • Close

Check Challenge!!

Challenge 7

Automate Setups

You have already completed the challenge earlier.

Check Challenge!!

Hope it helped you with the badge..... Thank You

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