While working as a Salesforce Admin, most of my daily work is related to records, fields, and page layouts. Many times, I need to check the API name of a field or understand why a field is not visible or editable to a user. Usually, I have to go to setup, then open the object … Read more >>>
While working as a Salesforce admin, recently, I got a client requirement to automatically display the company logo on the account record as soon as a new account is created or an updated account name. The client did not want users to upload logos manually. Instead, they wanted Salesforce to show the correct logo based … Read more >>>
While working as a Salesforce Admin, I received a requirement from the client who sells home automation products. They wanted their support team to quickly access the installation video for every product that a customer purchases. For example, when a customer buys a product like Wi-Fi or a camera, the support team should see a … Read more >>>
I was working in Salesforce Service Cloud, and customers were sending many cases about problems with different products. The support team wanted to see which case belonged to which product in one report. However, Salesforce did not provide a standard report that shows Cases along with their associated Products in a single view. To solve … Read more >>>
Recently, I worked at a multinational company that uses Salesforce to manage customer relationships. One day, I was assigned the task of converting a 15-record ID to a case-insensitive 18-record ID. So, I have searched a lot and found that Salesforce has a built-in function named “CASESAFEID” for these types of conversions. In this Salesforce … Read more >>>
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 >>>
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