My Salesforce notes

Merge data within the same categories first before working on cross-type dups. For example: Client vs client, Partner vs Partner; Prospect vs Prospect, etc. It helps to narrow down the batch size and is probably safer when starting to merge dups. (save me a lot of headaches) Building Data Quality/Merging score: depends on your Salesforce and fields. It would help when merging cross-type dups (i.e Client vs Prospect). If you use the mass merge tool, make sure to analyze the data and data type first. Then adjust the merging rule behavior for each field if possible. For example, the tool I'm using allows me to concatenate the long text field if this field is populated in all dups. Or get the sum amount or max number depending on the fields.

  Quote Currency must match Opportunity Currency if Primary = True on the Quote. If the Products are included in the Opportunity as opportunity line items, the opportunity currency to be unchanged after the primary quote creation. Make sure to set the opportunity currency correctly when creating the opp and the quote. If you find you need to change the currency after quote creation, just uncheck the Primary box in the current primary one, edit the Opp’s currency and create a new primary quote. DO NOT DELETE THE PRIMARY QUOTE as it will not help the currency adjustment. If the Primary Quote is deleted, all of the related Opportunity Products must be deleted before changing the Opportunity currency.   To adjust the Opportunity amount, utilize Discount field in Opportunity Product to exclude a Product (Discount = 100%) out of the total Opp amount. Non-primary Quotes can have a different currency but those can never be made Primary for Closed/Won unless it matches Opty Cur...

Use case: some users get 'The link you followed wasnt valid for your session. Returned to the previous page, refresh it and try again' error  when they submit for approval or recall the quote using Advanced Approval buttons. Users follow the instruction (return to previous page and refresh) but still encounter the error. Workaround: Clear browsing data last 24h or open the quote in a different browser; and take action from there.

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...

 Use case: Platform license users have no visibility to view Opportunity and its child object's records (S object) and files. E object is a custom object that has look up fields to Scope and Opportunity.  Object structure:  1Oppt - mScope 1Scope - mE. The purpose is to get the urls of files in Scope object and update in a field of E object after those files were shared to Platform license user group.   1. Get parent record through input variable (if we use it in process builder)     2.  To get ContentDocmentLink in parent object (Oppty or Scope in this case), we check LinkedEntityId equals parent object id.  3. Check if there is any doc is found. If yes, loop and get all urls, otherwise exit the flow or notify user through screen. 4. Loop each element 5. Create a formula for document url and assign values   6. Add each element to a collection 7. Assign url to a field in a child object (E object) and create/update record of E object.

Answer 4 questions:  What happened? --> Descriptive Why it happened? --> Diagnostic What will happen? --> Predictive What to do about it? --> Prescriptive Einstein Discovery works on: Numeric outcomes (revenue) True/False - Yes/No question Einstein Discovery Lifecycle: Idea/ KPI value Define the problem Create story with Dataset of historical information Iterate/ Review analysis and model metrics/ take recommendation  Deploy and Predict Review story and enable prediction Monitor and maintain in Production