I was working as a Salesforce admin, and a Salesforce user forgot their login password and could not access their account. I received a request to reset the password. I need to find the user’s record and click “Reset Password“. The user then gets an email with a link to set a new password and can … Read more >>>
I worked as a Salesforce Administrator for an organization that was hiring employees across various departments. As part of creating profiles for these new employees, we needed a way to assign them to their respective departments easily. To do this, we wanted a field that would allow users to search for and select the appropriate … Read more >>>
Salesforce provides a default Employee Agent that we can set up and use. In our company, we also create custom Employee Agents and assign them to the right users based on their roles and needs. Unlike the Default Employee Agent, Salesforce does not give an option to assign it to a specific profile, user, or … Read more >>>
As a Salesforce Admin, I created a custom test home page in a sandbox, and by mistake, this test home page got assigned to all profiles in the org. When users saw an incomplete or blank Home page, they raised issues such as “My Home page looks wrong” or “I can’t find my dashboards.” To … Read more >>>
While working as a Salesforce admin, users report that they cannot see some important records on the Account object. I checked the issue, but everything was normal on my end, and I was unable to resolve it. To resolve this quickly, I opened a case with Salesforce support. When I opened a support case, I … Read more >>>
As a Salesforce Developer, I received a requirement to create a custom action for an Agentforce Service Agent that we deployed on the community site to help resolve customer queries. For example, when a customer buys any product and wants to track the status of their order, they can ask the query directly to the service agent on the … Read more >>>
While working as a system admin, I faced a situation where our sales team was using Salesforce to manage all customer details and Slack for daily communication. I want our team to receive a Slack message whenever something important happens in Salesforce, such as a new lead being created or a case being updated. By … Read more >>>
We recently conducted a campaign that generated multiple leads from various sources, including web forms, events, and email. After the campaign, we noticed that some individuals were added multiple times, with varying details. For example, one record contained only the phone number, while another included the email address. This created duplicate lead records in Salesforce, … Read more >>>
I got a task at work that required me to calculate the difference between the date and time fields using Salesforce. To fulfill this requirement, I define an advanced formula. In this Salesforce Tutorial, we will learn how to calculate DateTime field difference in Salesforce. Additionally, we will review how to use Salesforce Lightning to … Read more >>>
For one of our clients, I created an AI Agent in Salesforce and added an action to update the case owner. So whenever a user wanted to change the case owner, they had to type a prompt to the agent, who then updated the case owner. Later, the client wanted this to happen automatically. They … 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.