Bijay Kumar

I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.

Assign Record Summary Prompt Template to AI Agent in Salesforce Agentforce

November 12, 2025 by Bijay Kumar

In Salesforce Agentforce, a default Record Summary Prompt Template is already available, which helps the AI Agent summarize record information, such as account details, case information, or Opportunity data. However, sometimes you may want to add custom functionality, for example, displaying only key details such as Account Priority, Last Interaction Date, and Open Opportunities.To do this, you … Read more >>>

How to Delete Custom Home page in Salesforce Lightning

May 12, 2026November 11, 2025 by Bijay Kumar

As a Salesforce admin, I created a custom Home page called “Sales Dashboard Home” for the Sales app last year. Now, our company has introduced a new and improved version of “Sales Performance Home”. To avoid confusion and ensure users see the latest layout, I decided to delete the old custom Home page from Salesforce … Read more >>>

How to Merge Accounts in Salesforce

November 11, 2025 by Bijay Kumar

I was working in a company that used Salesforce CRM to manage its business. Recently, we discovered that multiple duplicate accounts exist for the same customers, as different users entered similar accounts without checking whether they already existed. To fix this, I decided to merge duplicate accounts in Salesforce to keep all customer information clean … Read more >>>

How to Activate a Record Page in Salesforce Lightning

November 11, 2025 by Bijay Kumar

Record Page Activation in Salesforce Lightning app

Activating a record page in Salesforce Lightning means deploying a record page on Salesforce Lightning. By deploying this custom record page on Salesforce, we can access the functionality of standard components on a single page. In this tutorial, we learn to activate the record page in Salesforce Lightning. Activate a Record Page in Salesforce Lightning … Read more >>>

Where is Recycle Bin in Salesforce

November 11, 2025 by Bijay Kumar

I recently joined a company that uses the powerful customer relationship management system “Salesforce” to deal with its clients. And during the training session, I unintentionally deleted the record while exploring the Salesforce platform. Therefore, it is now necessary for me to make amends for my error. I discovered that Salesforce provides us with the … Read more >>>

Assignee Does Not Have Permission to View Cases or Leads in Salesforce

November 11, 2025November 11, 2025 by Bijay Kumar

In Salesforce, to automatically assign a Case or Lead to users, we create an Assignment Rule. Using a rule, the system successfully assigns the Case or Lead to the selected user. However, sometimes when assigning a user to a lead record in the Lead or Case Assignment Rule, an error appears: ‘Assignee does not have permission … Read more >>>

How to Create Routing Configuration in Salesforce

November 9, 2025 by Bijay Kumar

Create routing configuration in Salesforce Classic

I worked as an administrator in a company that uses Salesforce CRM to manage its sales and services. Every day, customers raise queries through email, chat, and the company website. To reduce this manual work, the company first used case assignment rules. However, even with case assignment rules, there was still a problem that Salesforce … Read more >>>

Create Apex Class & LWC Component in Salesforce from Agentforce Vibe

January 16, 2026November 6, 2025 by Bijay Kumar

Deploy LWC Component using Agentforce Vibe

Salesforce has Agentforce agents, which assist users on the Salesforce platform, and we also have a Service agent that helps customers on the community site, among other services. But what if a developer needs help while writing code, creating Apex classes, or building flows within Salesforce? For Salesforce developers, enabling Agentforce Vibe helps them build various solutions. Using Agentforce Vibes, the … Read more >>>

How to Create Salesforce Report Group by Month and Year

November 5, 2025 by Bijay Kumar

Group a Report by Month in Salesforce Classic

The sales team generated many leads in a recent campaign conducted by our company, which works with Salesforce CRM. The campaign lasted a couple of months, and the sales team requested that the generated leads be grouped in a monthly format to analyze performance on a month-by-month basis throughout the campaign. As a solution, I … Read more >>>

Edit Page Option Missing in Salesforce Lightning

November 4, 2025November 4, 2025 by Bijay Kumar

Edit page option visible in Salesforce Lightning

As a Salesforce Admin, our Sales Manager requests the addition of a new field on the Account record page. As I open Account record, and click the gear icon to customize the page. Usually, you expect to see the Edit Page option, which allows you to open the Lightning App Builder. But this time, the … Read more >>>

Salesforce Data Cloud with Agentforce Data Library

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