Bijay Kumar 
While working as a Salesforce Admin, our client wanted to track customer interest in buying a product using a multi-select picklist field called Interested Products on the Lead object. The client wanted to check whether a lead selected Mobile from a list of options, such as Laptop, Mobile, and Accessories. Based on this condition, the … Read more >>>
While working as a Salesforce admin, I got a requirement from our client. Basically, they wanted to ensure that users enter the resolution details before closing a customer’s case. Many users were directly changing the case status picklist to ‘closed’ without adding a resolution. To solve this, I used the ISPICKVAL() function in a validation … Read more >>>
The client wanted all mobile numbers entered in Salesforce to be exactly 10 digits. They need this validation to ensure accurate communication with their customers. Any number shorter or longer than 10 digits should trigger an error message and prevent the record from being saved. As a Salesforce Admin, I used the LEN() function in … Read more >>>
While working as a Salesforce Admin, the client asked me to restrict access to Salesforce for security reasons. The client wanted users to log in only from the company office network and block access from home or public Wi-Fi. To meet this requirement, I whitelisted the office IP addresses in Salesforce using trusted IP ranges. … Read more >>>
While working as a Salesforce Admin, most of my daily work is related to records, fields, and page layouts. Many times, I need to check the API name of a field or understand why a field is not visible or editable to a user. Usually, I have to go to setup, then open the object … Read more >>>
While working as a Salesforce admin, recently, I got a client requirement to automatically display the company logo on the account record as soon as a new account is created or an updated account name. The client did not want users to upload logos manually. Instead, they wanted Salesforce to show the correct logo based … Read more >>>
While working as a Salesforce Admin, I received a requirement from the client who sells home automation products. They wanted their support team to quickly access the installation video for every product that a customer purchases. For example, when a customer buys a product like Wi-Fi or a camera, the support team should see a … Read more >>>
I was working in Salesforce Service Cloud, and customers were sending many cases about problems with different products. The support team wanted to see which case belonged to which product in one report. However, Salesforce did not provide a standard report that shows Cases along with their associated Products in a single view. To solve … Read more >>>
Recently, I worked at a multinational company that uses Salesforce to manage customer relationships. One day, I was assigned the task of converting a 15-record ID to a case-insensitive 18-record ID. So, I have searched a lot and found that Salesforce has a built-in function named “CASESAFEID” for these types of conversions. In this Salesforce … Read more >>>
I was working as a Salesforce admin, and a Salesforce user forgot their login password and could not access their account. I received a request to reset the password. I need to find the user’s record and click “Reset Password“. The user then gets an email with a link to set a new password and can … Read more >>>
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