In Salesforce Service Cloud or Sales Cloud, support users talk to customers every day over the phone. These calls may be about customer queries, support issues, product failures, or follow-ups. Now imagine a support agent just finished a call with a customer. The customer explained their problem. The agent provided a solution and promised a … Read more >>>
If your company talks to customers every day through calls, emails, chat, or cases, managing all those conversations can be difficult. This is where Salesforce Service Cloud helps. Service Cloud is part of Salesforce and is specifically designed for customer support and service teams. It helps companies manage customer issues, track cases, and give faster … Read more >>>
Once I created a Lightning Web Component (LWC) form to create a new contact record in Salesforce and placed that component on the contact record page. But when I enter values in the contact fields and click the Save Contact button, I don’t get any response, so I’m not sure whether the record was saved … Read more >>>
In Salesforce, sometimes a requirement is that a Text or Number field must always be stored in a fixed-length format. However, users do not always follow this rule while entering data. For example, there is a field called Account Number where users must enter a 6-digit number, but a user enters only 4154 (4 digits). To solve this problem, we … Read more >>>
A Sales Manager wants to track all important closing dates of opportunities for the sales team. The standard Salesforce calendar shows only events and tasks, but the manager also wants to see custom opportunity fields, such as Expected Close Date or Discount Approval Date, in the calendar view. So, the Salesforce admin creates a custom calendar in Salesforce, providing … Read more >>>
When we build Lightning Web Components, getting the recordId is very important. We need it to fetch data, call Apex, show forms, or know which record the user is viewing. For example, imagine you add a Lightning Web Component to the Account record page. When a user opens any Account, the LWC should automatically show … Read more >>>
In a company, order numbers are stored in a format like ORD-458921. The manager wants to create a short tracking code using only the last three digits of the order number. However, Salesforce formulas cannot directly read text from right to left. To solve this, you can use the REVERSE() function. First, reverse the order … Read more >>>
I was assigned a task at work that required me to calculate the number of days between two dates in Salesforce. To fulfill this requirement, I created a formula field and used an advanced formula to display the number of days. In this Salesforce Tutorial, we will learn the formula to calculate the number of … Read more >>>
A sales manager wants to know when their team last contacted each customer. They need a field that displays the most recent activity, such as a call, meeting, or email, on the account. This helps them quickly find which customers have not been contacted recently and take follow-up action. I was assigned the task of … Read more >>>
I worked at a company that used Salesforce CRM to provide support their customers. Whenever customers faced any issue, they raised support cases in Salesforce. The client wanted customers to be able to check case updates, reply to the support team, and share screenshots or files related to their issues. At the same time, the … Read more >>>
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