While creating reports in Tableau, I get the data that is divided into multiple columns, for example, separate columns for sales, profit, or different time periods. In Tableau, reports are better structured when the data is in a long format. In this format, one column defines the type, such as Month or Measure, and another … Read more >>>
While working as a Salesforce Developer, I received a client requirement. The client wanted a way to send a summary of a Salesforce record, such as Account details, invoice information, or other record data, to customers in PDF format. They wanted this process to happen directly from the record page without any manual work. Client Requirements: The client … Read more >>>
It is achievable to become a Salesforce Developer with no coding experience. The Salesforce ecosystem offers pathways for individuals to enter the field and build successful careers. Many people start as Salesforce Administrators, learning the platform’s core features before transitioning into development roles. Salesforce provides tools such as Lightning, a low-code platform that enables users to … Read more >>>
Deploying an Agentforce Service Agent to Slack sounds complicated at first, but once you understand the flow, it’s actually a straightforward, repeatable process. I was working as a System Administrator in a company that uses Salesforce CRM to manage their soft-drink orders from distributors and retail shops. The Agentforce Service Agent is typically deployed on … Read more >>>
If you’ve ever wanted a clean way to compare two values side by side (like 2023 vs 2024 sales by product), a barbell chart in Tableau is one of the nicest options. As a data analyst, I used Tableau to compare sales performance across product subcategories between the current and previous years. I wanted to … Read more >>>
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 >>>
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