As a Salesforce Admin, our Sales Manager requests the addition of a new field on the Account record page. As I open Account record, and click the gear icon to customize the page. Usually, you expect to see the Edit Page option, which allows you to open the Lightning App Builder. But this time, the … Read more >>>
In Salesforce, to find the records, we use the global search based on the field values. As a result, global search displays the records from Salesforce objects that match the search text. The displayed records also show some fields and their values, allowing the user to easily find records with the necessary fields without needing … Read more >>>
In our Salesforce organisation, we created an Agentforce agent to help our support team and users. For daily communication, we use Slack and have connected it to our Salesforce organisation. Now, when communicating on Slack, our users need to obtain information from AI agents that are deployed in the Salesforce org. To use these AI … Read more >>>
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 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.