Bijay Kumar 
In this Salesforce tutorial, I will explain how to Promote Existing Multi-select Picklist Field Values as Global Value Sets on Salesforce and discuss the method for doing so in Salesforce Lightning and Salesforce Classic. Use Global Value Set on Existing Multi-select Picklist Field in Salesforce Lightning For that login to your Salesforce account and follow … Read more >>>
In Salesforce automation, flows are widely used to automate data processes like creating, updating, and deleting records. In date fields, we have a standard last activity date field, but this date field gets updated even with small changes in the record, irrespective of the fields. For example, we have a custom date field, Customer review, … Read more >>>
Using Salesforce Flow, we can automate the process of sending emails to users or accounts on birthdays or anniversaries every year. In this Salesforce tutorial, we will learn about how to automate birthday or anniversary Email using Salesforce Flow using real-time scenarios and explanations. Let’s take a Scenario while working as a Salesforce Admin for a US-based … Read more >>>
Activity Timeline in Salesforce allows users to track their activities. In this Salesforce tutorial, I will explain about activity timeline in Salesforce. I will also explain how to enable activity timelines in Salesforce. Additionally, I will step-by-step guide you on how to customize the activity timeline in Salesforce. Activity Timeline in Salesforce The Salesforce activity … Read more >>>
In Salesforce, you need to close a case when the customer’s issue or inquiry is resolved; it is part of the case processing. In this Salesforce tutorial, I will explain the Salesforce close case with step-by-step guidance on how to close a case in Salesforce. I will also explain how to close multiple cases in … Read more >>>
Tab Visibility Salesforce defines which tabs can user access based on their profile and permission sets. In this Salesforce tutorial, I will explain tab visibility Salesforce. I will also explain the Salesforce tab default off vs hidden. Additionally, I will step-by-step guide on how to setup custom tab visibility in Salesforce. Tab Visibility Salesforce In … Read more >>>
In Salesforce, we can launch a flow from List View instead of going from one tab to another. In this Salesforce tutorial, we will learn to use Salesforce flow from list view, and we will also see how to use Salesforce flow in list view using real-time scenarios and step-by-step explanations. Let’s take a Scenario while working … Read more >>>
In Salesforce, creating a case related to an account is important for managing customer support effectively. With the help of Salesforce flow, we can automate the process of creating tasks for the accounts. In this Salesforce tutorial, we will learn to create a Case Related to an Account using Flow. Create a Case Related to … Read more >>>
List View Permissions Sets in Salesforce are used to filter the records of the permissions sets based on the specified filter criteria. In this Salesforce tutorial, I will explain the Salesforce list view permissions. I will also explain how to create and customize list view permission in Salesforce. Additionally, I will cover when you don’t … Read more >>>
External ID is defined as a custom field that has an external ID attribute, which means it holds different record identifiers outside the salesforce. The external IDs can be used to avoid duplicate records. What is the external ID in Salesforce? In Salesforce, the external ID is basically a custom field that we mark as … 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.