Abhijeet 
While creating a Sales performance report using Tableau, I wanted to show the Category and Subcategory of the product in the same column. For example, the category “Furniture” was in one column and “Chairs” in another. However, for the report, I wanted them to appear together as a single label, like ‘Furniture-Chairs’. To display both the … Read more >>>
When working with Tableau dashboards, I created parameters to apply conditional filters on the Tableau worksheet data. The issue was that, using only one parameter, I was unable to add dynamic filters to Tableau charts. I wanted users to be able to select multiple values from parameters simultaneously, similar to how filters work. As a … Read more >>>
When I was building a sales report in Tableau, I wanted to highlight the top-performing products in green and the low-performing ones in red. At first, I thought I had to create a calculation, but then I got the expected output using the conditional formatting in Tableau. In Tableau, conditional formatting allows us to highlight … Read more >>>
Recently, I created a stacked bar chart to compare the product sales across the regions. In that chart, I faced an issue where the segments within each bar followed the same global order. That meant every bar was sorted in descending order by its overall value, rather than by the values from each bar. For … Read more >>>
While working with the World Indicators dataset in Tableau, I wanted to compare multiple measures, including population, birth rate, mortality rate, etc. In this data visualization, I needed a single chart view that could show all these measures together. For this data visualization, I used the Tableau funnel chart because it arranges the measures step … Read more >>>
We recently set up skill-based routing using Omni-Channel Flow for an automotive client. Their support cases needed to be routed to agents based on skills like Billing, Technical, or language support. Instead of using Skills-Based Routing Rules, we built an Omni-Channel Flow that dynamically assigns cases to agents based on case fields like type and … Read more >>>
We had recently configured Salesforce Omni-Channel for one of our German-based automotive clients. In the setup, we have used the queue-based routing to assign work (case) to the agents. Later, for business requirements, they requested that the work be assigned to agents based on their skills, rather than randomly. For example, if a case requires … Read more >>>
In Salesforce Service Cloud, we have Omni-Channel that helps service agents in handling live chats, working on cases, and replying to emails. Omni-Channel in Salesforce helps us to assign work to the right agents automatically through routing, based on their availability, skills, or workload. For example, we can define the capacity of a case and … Read more >>>
To create similar records in Salesforce, we have an option to clone that specific object record using the Clone quick action. But it does not clone child records in a master-detail relationship, such as an Opportunity that has Opportunity Products and Quotes. In the Accounts object, you will get the option to clone the related … Read more >>>
In Salesforce, we need a calendar to manage events, meetings, deadlines, and tasks directly within the platform. Instead of switching between external tools like Google Calendar or Outlook, users can track everything in one place using a custom reusable LWC calender, where it can be deployed on any lightning page. The most efficient way to … 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.