Salesforce Employee and Service Agent in Agentforce

Salesforce Employee and Service Agent in Agentforce

When working with agents in Salesforce, there are various types of agents with distinct capabilities. We can only deploy some of them in the Salesforce org so that Salesforce users can utilise them, while others can be deployed on external sites, such as community sites, for external or end users. In this Salesforce tutorial, we … Read more >>>

Create and Deploy Agentforce For Service in Salesforce

Create and Deploy Agentforce For Service in Salesforce

To enable Agentforce in the Salesforce Developer Edition, when you search for Agents in the setup and don’t see them, you may not have a license for the feature. Even if you wanted to enable Agentforce for practice, we would need to set up Agentforce in a Trailhead Playground to achieve this. In this tutorial, we will learn how to … Read more >>>

Object Oriented Programming in Salesforce Apex

Salesforce Apex Object Oriented Programming

Apex is an object-oriented programming language developed by Salesforce for building custom logic and automation. It is similar to Java and integrates with Salesforce’s database (SOQL, DML) to handle server-side logic. Here, I will explain the concept of object-oriented programming in Salesforce Apex, along with related concepts and examples in Apex. What is Object-Oriented Programming … Read more >>>

How to Create Junction Object in Salesforce

What is Junction Object in Salesforce

I worked as a Salesforce admin for an organization that manages multiple projects. The organization’s multiple teams often work on several projects at the same time. However, each project may involve many teams working on it. Recently, I was required to track the activity of teams that are currently working on a specific project. To … Read more >>>

How to Use Add Filter Logic in Salesforce Report?

How to Use Add Filter Logic in Salesforce Report

As a Salesforce admin, I need to generate an account report to display accounts with the type of ‘account=customer-direct.’ The account rating should be hot, or the account should be from the apparel industry. To create this type of report, first, we need to apply a filter to each field, and then we can use … Read more >>>

How to Create Dashboard and Add to Home Page in Salesforce

how to add dashboard to homepage in salesforce

As a system admin, I worked on dashboards in Salesforce. Recently, the sales manager asked me to create a dashboard that shows leads generated from different sources so that the sales team can easily track their progress and key numbers. To make it even more accessible, add the dashboard to the homepage in Salesforce. Here, … Read more >>>

How to Delete Custom App in Salesforce?

Delete Custom App in Salesforce

I was working as a Salesforce admin in an organization that has been using a custom sales application within Salesforce. We recently implemented a new, more efficient sales application that integrates more effectively with existing processes. The old custom sales application is no longer needed, and we want to delete it to avoid duplication and … Read more >>>

How to Deactivate the Salesforce Developer Edition Org

Deactivate the Salesforce Developer Edition Org

There are a few reasons why you might need to deactivate the Salesforce organization when it is restructuring, integrating with another organization, completing a project, or moving to a new platform. Here, I will explain how we can deactivate the Salesforce developer edition org and what we should take care of when we deactivate the … Read more >>>

How to Create Auto Response Rules in Salesforce

Auto Response Rules in Salesforce

I was working as a Salesforce Administrator for an organization. Their support team wanted to automate the process of sending a predefined email to customers when a case or lead is created with specific criteria. In Salesforce, we have a feature that automates the process of sending an email to customers after creating leads and … Read more >>>

How to Change Field Type in Salesforce?

How to convert text to number field type in Salesforce

Recently, while creating a feedback form for one of my clients, I was required to change the field type of some records. In Salesforce, we can easily change the field type by navigating the object manager. I will show you how to change field type in Salesforce. In Salesforce, the change field type is the … Read more >>>

Agentforce in Salesforce

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Start with AgentForce in Salesforce. Create your first agent and deploy to your Salesforce Org.

Salesforce flows complete guide

FREE SALESFORCE FLOW EBOOK

Learn how to work with flows in Salesforce with 5 different real time examples.