Shubham 
In Salesforce, the Agentforce (Default) agent, which is a type of Employee, is going to retire soon because of system changes. For that, Salesforce has provided a new Agentforce Employee Agent, which we can set up and use. At our company, we create our own Employee Agents and assign them to the appropriate users. After creating the … Read more >>>
In Salesforce, the Agentforce (Default) agent, which is a type of Employee, is going to retire soon because of system changes. For that, Salesforce has provided a new Employee Agent, which we can set up and use. At our company, we create our own Employee Agents and assign them to the appropriate users. In this … Read more >>>
After creating a service agent in Salesforce Agentforce, when a user asks a query or question to an agent, the agent understands and processes information, takes action to perform tasks, and responds to the user. These actions enable agents to process queries and provide accurate responses. I have created a service agent and deployed it to the community … Read more >>>
While creating the job application form in Salesforce, I need to add a validation so that if the applicant selects the “Certification Done” checkbox, they must also provide details in the “Certificate” field. This ensures that applicants who have completed a certification must enter the certificate name or details before saving the record. The validation … Read more >>>
Usually, when we write Apex Triggers, we write the trigger and implement the logic in the same place. Let’s say you created a trigger to automate the process of updating fields on the Account object when a specific condition is met, such as when account revenue exceeds a certain amount, then the account priority is … Read more >>>
In Salesforce, users can sometimes create duplicate or invalid records. This can cause data duplication and confusion. To prevent this, we need to add a Before Insert Validation using a Salesforce Trigger, so that the record is checked before it is saved in the database. For example, when a new Account record is created, we … Read more >>>
While working as a Salesforce developer, I was required to write a trigger to restrict record deletion, as sometimes we need to prevent users from deleting important records. For example, An Account should not be deleted if it has active Opportunities. Salesforce does not provide this restriction by default, so we need a trigger to … Read more >>>
Our organization uses Salesforce as its primary CRM tool, and in that, we use it to create lead records manually from the Lead object. The sales team struggled to create multiple lead records daily, which distracted them from focusing on important leads and related tasks. Later, we decided to allow our customers to fill in the lead fields … Read more >>>
To create a package in Salesforce, we use the package manager that adds components and generates an installation URL after uploading the package. This is a very easy way to create and deploy a package in Salesforce, allowing others to install it directly. The issue arises when the created package is deleted from the source … Read more >>>
When we create the records using screen flow in Salesforce, there is no option to preview the provided details. Without the preview, there is a chance that the record is getting saved with the wrong information. As a solution for this issue, I added a preview screen that displays the entered details before creating the … Read more >>>
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