While working as a Salesforce Administrator, I created a custom field to store the Account Number in the format ACC-IND-000123. Now, the sales team has requested a new field that displays only the last 6 digits (000123) of the account number for reporting and reference purposes. To meet this requirement, I created a formula field and … Read more >>>
I was a Salesforce Administrator at a company that used Salesforce CRM to manage customer cases and resolve customer queries. The service team informed me that they handle two different types of support processes: Each support process follows different case status stages. Because of this, the team wanted Salesforce to display different status values based on the selected support type for the case. … Read more >>>
We enabled the Agentforce default agent and created the Service Agent and the Employee Agent. These agents help Salesforce users and external customers. But what if a developer wants help while writing code, creating Apex classes, or building flows in Salesforce? So Salesforce has just released Agentforce Vibe, or Vibe Coding, a Salesforce AI assistant platform for developers. Using Agentforce Vibes, the developer asks, “Write an Apex class … Read more >>>
Earlier, we saw that the AI Agent could retrieve data from different Salesforce objects to answer customer questions, and that the data was structured in a tabular format with fields. Now, how can we store unstructured data in Salesforce so agents can access it based on customer requests? So, for that, we can upload any … Read more >>>
In this Salesforce Tutorial, we will learn how to add year-to-date in Salesforce. Moreover, we will go through the steps to add the Year-to-Date Field in Salesforce. In addition, we will go through a special case based on the user’s requirements. The special case is “Salesforce Formula Add Year To Date, where the End Date should be … Read more >>>
While working as a Salesforce Admin, I faced an issue where different users were seeing different record pages for the campaign object. Some users are seeing the new record page I created, but others are still seeing the old page layout. This created confusion because everyone should get the same page design. To understand why … Read more >>>
In our Salesforce org, we previously created and deployed agents on Salesforce’s internal platform, Agentforce (Default), which helped users with their daily work and could be accessed from anywhere within the Salesforce org. Next, we also have the Service Agent, which can be deeply embedded on the external site and helps your customers with common questions and passes complex … Read more >>>
A sales team is working on an opportunity to close a deal. But important customer details, such as Account Type, Industry, Phone, and Billing Address, are stored on the Account record. Every time, the user has to open the Account in a new tab to check this information. To solve this, I display Account fields … Read more >>>
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 >>>
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