While analysing the Sample Superstore dataset, I wanted to filter data by multiple related fields. For example, selecting a Region should automatically filter by States, and those States should further filter by Cities. Initially, I applied filters independently, but it didn’t update the records based on each other’s selection. As a solution, I used Tableau’s … Read more >>>
While creating dashboards in Tableau, I often need to add visuals like logos, icons, or background maps to make the reports easy to understand. By adding relevant images, we can make the dashboard more informative with clear visuals. In this Tableau tutorial, I’ll explain four different ways to add images in Tableau Desktop. In these … Read more >>>
Recently, while I was creating a report on sales data in Tableau, I noticed that a few records were repeated and being counted multiple times. Due to this, the totals in the reports were also calculated with these duplicate values. As a solution for this, I came to know that in Tableau, there are various … Read more >>>
In Salesforce, the Service Agent is one type of AI Agent available in Agentforce. After creating the service agent in Agentforce, we need to deploy it to a Salesforce experience (community) site so that end users or customers can easily interact with the agent to raise requests or get support. Now, whenever an end user … Read more >>>
In Salesforce, the Agentforce (Default) agent, which is a type of Employee, is going to retire soon because of system changes. For that, Salesforce has provided a new Agentforce Employee Agent, which we can set up and use. At our company, we create our own Employee Agents and assign them to the appropriate users. After creating the … Read more >>>
Recently, I was building a Tableau dashboard to analyse customer data. In this, I faced a common requirement that instead of counting the total number of records, I needed to count the unique values in a field. For example, I wanted to see the number of unique customers who made purchases, not just the total … Read more >>>
While working on the product sales analysis, I created a report using Tableau. In this report, I also wanted to sort the records in increasing or decreasing order. The issue came when I tried to sort the calculated field using the sort button. In Tableau, it is easy to sort the fields like Profit and … Read more >>>
In Salesforce, the Agentforce (Default) agent, which is a type of Employee, is going to retire soon because of system changes. For that, Salesforce has provided a new Employee Agent, which we can set up and use. At our company, we create our own Employee Agents and assign them to the appropriate users. In this … Read more >>>
When I was building dashboards in Tableau for sales reporting, I faced an issue where the dataset didn’t always contain the exact fields I needed in the view. For example, sales amounts were there, but no profit margins were displayed. For these out-of-the-box values, we need to create calculated fields. In Tableau, calculated fields allow … Read more >>>
Recently, while analysing Sales data in Tableau, I wanted to see how many customers are in different purchase ranges, such as small buyers, medium buyers, and high-value customers. Initially, I attempted to filter and group them manually, using the calculated fields. Then, I discovered a straightforward solution to categorise the measures into equal-sized ranges using … Read more >>>
In this live webinar, we will showcase how Salesforce AI Agents use business data and documents to provide intelligent responses using Agentforce Data Library and Salesforce Data Cloud.
Start with AgentForce in Salesforce. Create your first agent and deploy to your Salesforce Org.