Bijay Kumar 
While working at a company that uses Salesforce for customer relationship management, I needed to check whether a text field contained a specific substring. As a solution, I found that Salesforce provides a function called CONTAINS that checks whether a specific text value exists within another text field. In this tutorial, we will learn how … Read more >>>
While working as a Salesforce developer at Texas Customer Management Company. I was tasked with retrieving the user’s session ID using the Salesforce tool. And as a solution to this, I found that Salesforce provides us with the function named “GETSESSIONID”. In this tutorial, we will learn how to use the GETSESSIONID() Function in Salesforce. … Read more >>>
I was working as a Salesforce Admin for a software company. The sales manager asked me to find out how many opportunities are converting from one stage to another each month and which sales reps were performing best. To solve this, I created an opportunity-stage conversion report that clearly showed conversion rates at each stage and … Read more >>>
We are using Salesforce CRM to manage our product sales. Each Opportunity stores the Total Amount of the deal. As a Salesforce Admin, I wanted to create a field that displays the rounded-down whole number of the deal amount, removing any decimal values. This helps the finance team when they want to view amounts without considering cents … Read more >>>
Recently, I worked for a company that uses Salesforce CRM to manage its business. While working, I was given the responsibility to display the shipping price of the product based on the customer’s and the warehouse’s location. As a solution, I discovered the GEOLOCATION() function. Let’s go into more detail and learn how to use Salesforce. … Read more >>>
While working for an organization that uses Salesforce, I was assigned a task to find all opportunities that were created in the last 30 days. So, to fulfill this requirement, I define an advanced formula that checks the date range. Using a Date Range Formula, the user can automatically check if the opportunity creation date … Read more >>>
While working at a company that uses Salesforce CRM, I was tasked with reviewing customer reviews and, based on them, handling urgent case situations. As a solution, I found the Salesforce FIND() function. So, if you want to know how to find the position of a search text string in the text or how to … Read more >>>
When I was working as a Salesforce Admin in a company, they wanted to set a Payment Due Date on every Invoice record automatically. They wanted the Due Date to be 30 days after the Invoice Date. Instead of asking users to enter the due date manually each time, I created a formula field in Salesforce that calculated it … Read more >>>
I was working in a company that sells software. Our company website features a “Contact Us” form, allowing customers to submit their questions or requests. When a customer submitted a form saying, “I need help setting up my account.” This request automatically appeared in Salesforce as a customer contact request. Salesforce captured all his details, such as … Read more >>>
While working as a system administrator for an organization that uses Salesforce CRM, the sales manager informed me that they want to receive regular reports on sales performance via email. So that they can monitor progress for monthly targets. For that, in Salesforce reports, we have a feature that allows us to subscribe to reports, … 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.