While working as a Salesforce admin, I received a requirement from our client. They have two profiles: sales executives and sales managers, and both use the same Salesforce object. Sales executives need to see and fill only the basic fields, but sales managers need additional fields such as discount, approval status, and internal notes. Instead … Read more >>>
I worked in an organization that uses Salesforce CRM. Recently, we launched a new product and ran a campaign to promote it. From this campaign, we got 10000 new leads, which we stored in an Excel file. Now, to follow up on all those leads, the sales team wants to store them in a single Salesforce lead … Read more >>>
I created an Agentforce Agent for one of our clients who uses Salesforce to manage their business operations. After creating the agent, the next step was to decide what tasks the AI agent should perform automatically. For this, we created Agentforce Actions and connected them with Salesforce Flows and logic. These actions allow the agent … Read more >>>
In Salesforce, we set the Organization-Wide Defaults (OWD) to Private to control record-level security. This means users can see only the records and files they own or that are shared with them. By default, other users do not have access. Sometimes, there is a business requirement to grant access to a specific record or file to users … Read more >>>
Salesforce provides the Standard Fiscal Year feature, which runs from January to December. Suppose the company wants to customize its Fiscal Year because its financial cycle does not follow the standard January-to-December calendar. In that case, Salesforce provides the option to use a Custom Fiscal Year. While working as a system admin for a Salesforce consulting company, … Read more >>>
While working as a Salesforce Admin, our client wanted a form that collects customer information during record creation. They asked us to keep the form simple because sales users found long forms difficult to complete. Initially, when I created the form using Screen Flow, all input fields were displayed in a single column, which looked … 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 a particular account and displays it in a custom field named Account Summary__c. Now this prompt template … Read more >>>
While working as a Salesforce Admin, the sales manager wants the sales team to stay updated on important Account and Opportunity changes without having to open each record individually. To solve this, I create Chatter Streams that automatically show updates when an Opportunity stage changes, a comment is added on an Account, or a sales … Read more >>>
While working as a Salesforce Admin, our client wanted to track customer interest in buying a product using a multi-select picklist field called Interested Products on the Lead object. The client wanted to check whether a lead selected Mobile from a list of options, such as Laptop, Mobile, and Accessories. Based on this condition, the … Read more >>>
While working as a Salesforce admin, I got a requirement from our client. Basically, they wanted to ensure that users enter the resolution details before closing a customer’s case. Many users were directly changing the case status picklist to ‘closed’ without adding a resolution. To solve this, I used the ISPICKVAL() function in a validation … Read more >>>
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