Recently, I worked at a company that used Salesforce as its CRM application. One day, I was tasked with displaying a message showing the number of days left until the subscription expires. As a solution, I found that Salesforce provides a function named TEXT, which helped me display this text message. If you want to … Read more >>>
We use Salesforce CRM to manage our sales business. We wanted to calculate and store the difference between the Target Sales and Actual Sales in a custom field. As a Salesforce Admin, I created a Formula Field on the opportunity object. In the formula, I used the ABS() function so that the result always shows … Read more >>>
Recently, I was working in the finance department of a multinational company that sells electronic gadgets. To manage their sales data, they use Salesforce. One day, I was tasked with calculating the total revenue for each sales transaction and rounding it to the nearest whole amount. As a solution, I discovered that this Salesforce tool … Read more >>>
Recently, I worked as a system administrator at a company that uses Salesforce to run its business efficiently. While working, I was assigned the task of calculating the number of leads required to meet the target. As a solution, I discovered that Salesforce gives us the “MCEILING” function that helps in calculating the round-off value … 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 >>>
When analysing sales performance in Tableau, I generally use the SUM() and AVG() functions to find the total and average values. But sometimes showing the average and sum is not sufficient for accuracy when the data includes values much higher or much lower than the rest. When the dataset has these outliers, we should prefer using the … 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 … Read more >>>
Recently, I was hired by a New York-based company that uses Salesforce CRM to manage its operations. I was given a job at work that required me to determine the overall amount of funds raised for the campaign. As a solution, I discovered that Salesforce gives us the function named “MOD”, which helps in determining … Read more >>>
I recently started working for a US-based IT company that manages its client relationships using the robust Salesforce system. I was assigned to determine the contact’s minimum age. As a solution, I discovered that Salesforce gives us the function named “MIN() Function”, which is used to calculate the minimum value of the field. In this … Read more >>>
I recently joined a USA-based IT company that uses the powerful customer relationship management system “Salesforce” to deal with the business world. One day, I was assigned the task of calculating the maximum lead score across all leads. As a solution, I discovered that Salesforce gives us the function named “Max() Function”, which is used to calculate … Read more >>>
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