When someone sends you an Excel sheet and says, “Can you put this into Salesforce?” you don’t always want to spend time creating an object and every single field by hand. That’s exactly where Create a Custom Object from a Spreadsheet in Salesforce Lightning helps. You upload a spreadsheet, Salesforce builds the object, creates the fields, and … Read more >>>
Tableau’s RANK() function lets you sort your data and assign positions to each row, so you can quickly answer questions like “Who are my top 10 customers?” or “Which region is performing worst?” Sorting the data was helpful, but I wanted to automatically assign ranks to each region based on its sales values. In solution, … Read more >>>
When working with Salesforce objects, we often need to show how records are related within the same object. In companies, every employee reports to a manager, who is also an employee of the same company. This means we need to connect one Employee record to another Employee record. In Salesforce, both records are stored in the same … Read more >>>
In Agentforce, we have various types of prompt templates that can be invoked from AI Agent, Apex, Flows, or record pages in Salesforce. For example, I created a Field Generation Prompt Template on the Account object that summarizes information about a particular account and displays it in a custom field named Account Summary__c. Now this … Read more >>>
Suppose a company is still using Visualforce pages in Salesforce for some old features. Now the development team wants to use Lightning Web Components (LWC) to build modern and faster UI components. Instead of rewriting the entire Visualforce page, the developer decides to embed a Lightning Web Component inside the Visualforce page. For example, the … Read more >>>
As a Salesforce Admin, I created a Formula Field for a decimal value (for example, 7.3). I used the CEILING() function to ensure the result always rounds up to the next whole number (in this case, 8). In this article, we will learn about the CEILING() function in Salesforce and how to use it to calculate the rounded-up value of … Read more >>>
If you’ve been working with Salesforce Apex for any amount of time, you’ve almost certainly run into this error at least once: System.LimitException: Too many SOQL queries: 101 In this tutorial, I’ll walk you through what this error means, why Salesforce enforces it, what causes it in real code, and — most importantly — how … Read more >>>
Our company uses Salesforce CRM to manage its business. To manage the customer support, I created an Agentforce Service Agent for order-related support and deployed it on the Salesforce Experience (Community) Site. We have stored all order information in Salesforce objects, so the AI agent can easily read it and provide the correct answer to … Read more >>>
If you are learning Salesforce or working as an Admin, Consultant, or Developer, you will hear the term “Sales Cloud” again and again. But what exactly is Sales Cloud? Don’t worry In this article, I will explain everything about Sales Cloud in Salesforce. It’s key features, benefits, and how it helps businesses grow faster with … Read more >>>
In Salesforce, the Service Agent is one type of AI Agent available in Agentforce. After creating and deploying it to a Salesforce experience (community) site, end users or customers can easily interact with the agent to raise requests or get support. To route the request from the site to the service AI agent, we create an Inbound Omni-Channel … Read more >>>
We will show demo on the complete process of building your first AI Agent in Salesforce using Agentforce. You’ll learn how agents work and how to connect your agent to Salesforce data to deliver intelligent business outcomes.
Start with AgentForce in Salesforce. Create your first agent and deploy to your Salesforce Org.