Bijay Kumar 
I worked as a Salesforce Administrator for an organization that was hiring employees across various departments. As part of creating profiles for these new employees, we needed a way to assign them to their respective departments easily. To do this, we wanted a field that would allow users to search for and select the appropriate … Read more >>>
As a Salesforce Admin, I created a custom test home page in a sandbox, and by mistake, this test home page got assigned to all profiles in the org. When users saw an incomplete or blank Home page, they raised issues such as “My Home page looks wrong” or “I can’t find my dashboards.” To … Read more >>>
While working as a Salesforce admin, users report that they cannot see some important records on the Account object. I checked the issue, but everything was normal on my end, and I was unable to resolve it. To resolve this quickly, I opened a case with Salesforce support. When I opened a support case, I … Read more >>>
As a Salesforce Developer, I received a requirement to create a custom action for an Agentforce Service Agent that we deployed on the community site to help resolve customer queries. For example, when a customer buys any product and wants to track the status of their order, they can ask the query directly to the service agent on the … Read more >>>
While working as a system admin, I faced a situation where our sales team was using Salesforce to manage all customer details and Slack for daily communication. I want our team to receive a Slack message whenever something important happens in Salesforce, such as a new lead being created or a case being updated. By … Read more >>>
We recently conducted a campaign that generated multiple leads from various sources, including web forms, events, and email. After the campaign, we noticed that some individuals were added multiple times, with varying details. For example, one record contained only the phone number, while another included the email address. This created duplicate lead records in Salesforce, … Read more >>>
I got a task at work that required me to calculate the difference between the date and time fields using Salesforce. To fulfill this requirement, I define an advanced formula. In this Salesforce Tutorial, we will learn how to calculate DateTime field difference in Salesforce. Additionally, we will review how to use Salesforce Lightning to … Read more >>>
Whenever you ask an agent a question, the prompts are how you communicate with the large language model (LLM). AgentForce responds to queries and requests in a language inspired by human speech, providing relevant responses. When we provide a clear and effective prompt, the generative AI gives better results. In this tutorial, we will learn … Read more >>>
While working as system administrator in an organization that uses Salesforce for customer management, I was tasked with printing basic contract details. But there is one twist: each detail must be a new line. So, I have found that Salesforce provides a function named “BR” that inserts a new line. In this tutorial, we will … Read more >>>
We utilise Salesforce CRM to track our marketing campaigns. Each campaign stores a cosine similarity score between customer interests and product categories in a custom number field called Similarity_Score__c. This score is always between -1 and 1. As a Salesforce Admin, I needed to calculate the angle value of this score for advanced analytics. 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.
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