My Salesforce notes

Use case:  There are 3 approval levels that the quote has to go through for discount: Step 1: Direct managers (discount =< 3% and margin >=50%) Step 2: VP (discount > 3% and margin >=50%) Step 3: SVP (discount >0 and margin <50%) In quote 02613, the discount is 5% but margin is above 50%, the quote needs approval from Direct Manager (step 1) and VP (step 2). After the direct manager approves the request, the quote get approved automatically and the VP approval request is deleted. Solution: Check the Excluded Statuses field in the Approval Rule and make sure the Pending status is removed.  Based on salesforce documentation, Salesforce CPQ does not apply this rule to approvals with any of the chosen statuses, which was not quite clear to me. After testing and fail several times, searching on the internet, I even tumble across the same question on CPQ community without no answer. Finally I got on the call with a CPQ support and they recommended me to check...

I'm sure not every Salesforce Admin role is the same, depends on workload, company size and industry. During my journey, I'm fortunate to work on a few Salesforce integration projects with some app-exchange and usually have great experience with them. A Salesforce admin sometime has to play a another role as a business analyst, project manager, tester, QC, data analyst or even sales enablement manager in  integration projects. Some projects only take a couple days or weeks from the beginning to the end but some might take sevaral months to complete. Here are just some takeaway when working with the stakeholders: Supporting/ consulting team from 3rd party vendor: It's better to ask to be involve in bidding meetings before company make purchasing decision. Salesforce admin is the one having the best idea on how Salesforce, data and business process operate. Always look at provider website or demo to have the better idea on their product and it's helpful to have the instru...