When I was working as a Salesforce Admin in a company, they wanted to set a Payment Due Date on every Invoice record automatically. They wanted the Due Date to be 30 days after the Invoice Date. Instead of asking users to enter the due date manually each time, I created a formula field in Salesforce that calculated it … 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 >>>
I was working in a company that sells software. Our company website features a “Contact Us” form, allowing customers to submit their questions or requests. When a customer submitted a form saying, “I need help setting up my account.” This request automatically appeared in Salesforce as a customer contact request. Salesforce captured all his details, such as … Read more >>>
While working as a system administrator for an organization that uses Salesforce CRM, the sales manager informed me that they want to receive regular reports on sales performance via email. So that they can monitor progress for monthly targets. For that, in Salesforce reports, we have a feature that allows us to subscribe to reports, … Read more >>>
In Salesforce Agentforce, a default Record Summary Prompt Template is already available, which helps the AI Agent summarize record information, such as account details, case information, or Opportunity data. However, sometimes you may want to add custom functionality, for example, displaying only key details such as Account Priority, Last Interaction Date, and Open Opportunities.To do this, you … Read more >>>
As a Salesforce admin, I created a custom Home page called “Sales Dashboard Home” for the Sales app last year. Now, our company has introduced a new and improved version of “Sales Performance Home”. To avoid confusion and ensure users see the latest layout, I decided to delete the old custom Home page from Salesforce … Read more >>>
I was working in a company that used Salesforce CRM to manage its business. Recently, we discovered that multiple duplicate accounts exist for the same customers, as different users entered similar accounts without checking whether they already existed. To fix this, I decided to merge duplicate accounts in Salesforce to keep all customer information clean … Read more >>>
Activating a record page in Salesforce Lightning means deploying a record page on Salesforce Lightning. By deploying this custom record page on Salesforce, we can access the functionality of standard components on a single page. In this tutorial, we learn to activate the record page in Salesforce Lightning. Activate a Record Page in Salesforce Lightning … Read more >>>
I recently joined a company that uses the powerful customer relationship management system “Salesforce” to deal with its clients. And during the training session, I unintentionally deleted the record while exploring the Salesforce platform. Therefore, it is now necessary for me to make amends for my error. I discovered that Salesforce provides us with the … Read more >>>
In Salesforce, to automatically assign a Case or Lead to users, we create an Assignment Rule. Using a rule, the system successfully assigns the Case or Lead to the selected user. However, sometimes when assigning a user to a lead record in the Lead or Case Assignment Rule, an error appears: ‘Assignee does not have permission … Read more >>>
In this live webinar, we will showcase how Salesforce AI Agents use business data and documents to provide intelligent responses using Agentforce Data Library and Salesforce Data Cloud.
Start with AgentForce in Salesforce. Create your first agent and deploy to your Salesforce Org.