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 >>>
Our company uses Salesforce CRM to manage its business. To manage the customer support, I created an Agentforce Service Agent for order-related support and deployed it on the Salesforce Experience (Community) Site. We have stored all order information in Salesforce objects, so the AI agent can easily read it and provide the correct answer to … Read more >>>
Whenever you ask an agent a question, the prompts are how you communicate with the large language model (LLM). AgentForce responds to queries and requests in a language inspired by human speech, providing relevant responses. When we provide a clear and effective prompt, the generative AI gives better results. In this tutorial, we will learn … Read more >>>
While working as system administrator in an organization that uses Salesforce for customer management, I was tasked with printing basic contract details. But there is one twist: each detail must be a new line. So, I have found that Salesforce provides a function named “BR” that inserts a new line. In this tutorial, we will … Read more >>>
In Salesforce Agentforce, when configuring an Employee Agent, there is no option to select a specific user. This agent automatically acts as the logged-in Salesforce employee and performs actions based on their permissions. But when we create the Agentforce Service Agent, we deploy it on a customer-facing site or Community site, and it interacts with … Read more >>>
We utilise Salesforce CRM to track our marketing campaigns. Each campaign stores a cosine similarity score between customer interests and product categories in a custom number field called Similarity_Score__c. This score is always between -1 and 1. As a Salesforce Admin, I needed to calculate the angle value of this score for advanced analytics. To … Read more >>>
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