Abhijeet 
Salesforce provides powerful tools for building custom user interfaces, and one of the most important technologies for this is Visualforce. Many developers create Visualforce pages to display custom data or build unique business solutions, but one common challenge is how to make these pages easily accessible to users inside Salesforce. This is where Visualforce Tabs … Read more >>>
In Salesforce, sending emails to users and customers is a very common requirement. Earlier, admins used Workflow Rules or Process Builder to send emails, but now Salesforce Flow is the most powerful and flexible tool for automation. Using Flow, you can automatically send emails based on record changes, user actions, or scheduled events. This helps … Read more >>>
In Tableau, filters play a very important role in analyzing and visualizing data. When working with dashboards, we often apply multiple filters to get specific results. However, the output may not be as expected because Tableau processes filters in a specific order. This is where context filters become very useful. A context filter in Tableau … Read more >>>
In data visualization, pie charts are among the most commonly used chart types to represent data as a whole. A pie chart displays data as slices, with each slice representing a percentage of the total. In Tableau, creating a simple pie chart using a single measure is easy. However, in real-world business scenarios, we often … Read more >>>
Tableau is one of the most popular data visualization tools used by businesses to analyze and present data in an easy-to-understand format. A Tableau dashboard helps users combine multiple charts, graphs, and reports into a single view, enabling better decision-making. Recently, I created multiple charts for my company’s data reports in Tableau. To view the … Read more >>>
In Salesforce reports, we sometimes need to understand how much each group contributes to the total. This is where calculating the percentage of the grand total becomes very useful. In this article, we will learn how to calculate the percentage of the grand total at the summary level in Salesforce reports with a simple step-by-step … Read more >>>
When someone sends you an Excel sheet and says, “Can you put this into Salesforce?” you don’t always want to spend time creating an object and every single field by hand. That’s exactly where Create a Custom Object from a Spreadsheet in Salesforce Lightning helps. You upload a spreadsheet, Salesforce builds the object, creates the fields, and … Read more >>>
When I was working on a Tableau dashboard to analyse sales performance, I noticed that the dataset had too many product sub-categories, like Accessories, Appliances, Chairs, Copiers and many more. From these multiple categories, we wanted to show the profit of the selected sub-categories only. For this, it was required to group those sub-category fields. … Read more >>>
In Tableau, I was working on the Sales reports. In this, I faced an issue where the calculations didn’t return the expected values. For example, I wanted to find the first order date for each customer, but when I applied a filter, the result didn’t change. In another case, I needed to compare discounts across … Read more >>>
Recently, while analyzing sales order data in Tableau, I needed to determine the number of working days it took for each order to be shipped. Subtracting the order date from the ship date wasn’t enough because it included weekends, which don’t count as business days. For this, I used calculated fields to remove weekend dates … Read more >>>
In this live webinar, we will showcase how Salesforce AI Agents use business data and documents to provide intelligent responses using Agentforce Data Library and Salesforce Data Cloud.
Start with AgentForce in Salesforce. Create your first agent and deploy to your Salesforce Org.