I created a custom object called ‘Project’ and linked it to another object called ‘Task’ using a Master-Detail relationship. When we create MDR between two objects, the child record cannot exist without a parent. Later, we decided that tasks should not be completely dependent on projects. Instead, tasks should exist on their own even if the project … Read more >>>
When we ask a query to a Salesforce agent, an AI agent can understand our intent, analyse the situation, and provide the best answers. Now, that’s exactly what the Atlas Reasoning Engine in Salesforce Agentforce does. It responds to human-like thought processes within the Salesforce Agentforce platform. In this Salesforce tutorial, we will learn about the Atlas reasoning … Read more >>>
We are using Salesforce CRM to manage customer visits for our sales team. Each customer’s address is stored with Latitude and Longitude fields in Salesforce. As a Salesforce Admin, I created a Formula Field that uses the DISTANCE() function to calculate the distance between the customer’s location and the Sales Office location. The result is shown … Read more >>>
I recently worked in a multinational company that manages its Customer Relationship Management and sales data, using Salesforce. One day, I was tasked with calculating the lead’s age squared to determine the lead’s experience level. As a solution, I discovered that this Salesforce tool provides us with the function named “SQRT”, which helps calculate any … Read more >>>
I recently worked in a multinational company that manages its Customer Relationship Management and sales data, using Salesforce. One day, I was tasked with calculating the lead age in whole days. As a solution, I discovered that this Salesforce tool provides us with the function named “TRUNC”, which helps to remove the decimal part of the … Read more >>>
While working as a Salesforce Administrator, I was assigned the task of assigning an urgency rating to cases based on the case source’s first character. So, as a solution, I found that Salesforce provides a function named BEGINS, which helped me assign ratings to cases based on the case source’s first character. In this tutorial, … Read more >>>
While working as a Salesforce administrator, I was tasked with assigning ratings to leads based on their lead score. As a solution, I found that Salesforce provides a function named ASCII, which helped me assign ratings to leads based on their lead score. In this tutorial, we will learn how to use the ASCII() function in … Read more >>>
We enabled the Agentforce default agent and created the Service Agent and the Employee Agent. These agents help Salesforce users and external customers. But what if a developer wants to get help while writing code, creating Apex classes, or building flows inside Salesforce? So Salesforce has just released Agentforce vibes or vibe coding, which is a Salesforce AI assistant … Read more >>>
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 >>>
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