When I was working on a Tableau report, I needed to highlight customers who spent more than $10,000 in purchases. I tried using filters, but it was not possible to create custom categories and categorize the customers in specific groups using filters. As a solution for this, I used the IF statement in Tableau. With … Read more >>>
As a Salesforce administrator, I need to automate a process so that whenever a new high-priority account is created, an email is sent to the account owner. We also need to dynamically provide a CC recipient address list so that whenever we want to change CC email addresses, we will not be required to make … Read more >>>
A company needs to calculate the delivery date of an order. The standard delivery time is 5 business days (excluding weekends). If an order is placed on Wednesday, Salesforce should automatically calculate and show the delivery date as the following Wednesday (skipping Saturday and Sunday). In this article, we learn about how to calculate business … Read more >>>
While working as a Salesforce Admin in a company that uses Salesforce to manage customer support cases, when a new high-priority case is created in Salesforce, we want to immediately notify an external system, such as a third-party ticketing tool or an internal application. Using Workflow with Outbound Message, Salesforce can automatically send case details such as Case ID, … Read more >>>
When I was building a Tableau dashboard for sales analysis, I faced a situation where the Sub-Category field had too many detailed values, such as Chairs, Tables, Bookcases, and Furnishings, etc. As a solution for this, I used a CASE statement to group them into simple categories like Seating, Storage, and Other. By using the … Read more >>>
When I was working on a Tableau report, I had the row labels grouped instead of being repeated for every row. With this, it was difficult to read the table because users had to view each row to understand which row label applied to it. For example, instead of seeing the row header repeated on … Read more >>>
Recently, I was creating a sales report using Tableau. In this report, I needed a simple way to compare Sales, Profit, and Quantity across different product categories. Using a bar chart, it was possible to show the trends, but I would like to display the data with the dimension name and measure values, similar to … Read more >>>
While working with agents in Salesforce, there are various types of agents with distinct capabilities. We can only deploy some of them in the Salesforce org so that Salesforce users can use them, while others can be deployed on external sites, such as community sites, for external or end users. In this Salesforce tutorial, we … Read more >>>
While creating the job application form in Salesforce, I need to add a validation so that if the applicant selects the “Certification Done” checkbox, they must also provide details in the “Certificate” field. This ensures that applicants who have completed a certification must enter the certificate name or details before saving the record. The validation … Read more >>>
When working with Tableau dashboards, I created parameters to apply conditional filters on the Tableau worksheet data. The issue was that, using only one parameter, I was unable to add dynamic filters to Tableau charts. I wanted users to be able to select multiple values from parameters simultaneously, similar to how filters work. As a … Read more >>>
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