In Salesforce, we have objects with related lists displayed on the record page of each record. The related lists show a list of records linked to the current record through a lookup or master-detail relationship, to view related information without leaving the current record page. When it comes to the related field column in the … Read more >>>
To enable Agentforce in the Salesforce Developer Edition, when you search for Agents in the setup and don’t see them, you may not have a license for the feature. Even if you wanted to enable Agentforce for practice, we would need to set up Agentforce in a Trailhead Playground to achieve this. In this tutorial, we will learn how to … Read more >>>
We can enable and create an Agentforce org using our Trailhead account, and as our agent expired, we had to create another org using the Trailhead account. But now, with the Spring ’25 release, we can create an agent org using our normal Salesforce developer org by creating scratch orgs. In this tutorial, we will learn … Read more >>>
If you have this question in your mind that “Can we create a lightning web component using the Salesforce developer console?” the answer is “No”. Still, many developers who haven’t worked on the lightning web components assume that the developer console is the go-to tool for the LWC development like we do for Apex and … Read more >>>
When you are working as a support user and a high-priority case is created in Salesforce, we can automate the process of sending an email using a flow. Now, what if we also want to send an SMS from Salesforce when any condition is met to defined criteria? Therefore, we need to use a third-party … Read more >>>
Agentforce is the AI for Salesforce and a platform for users, partners, admins, and developers to build, test, and deploy AI agents in their Salesforce org or external website. When I learned about Agentforce, I realized that my team could do much better with the right tools and some training. The Agentforce specialist certification also … Read more >>>
In Salesforce, you may need to copy data from one object to another. For example, your company uses Salesforce to manage job applications. You have two custom objects: Job Application and Candidate Profile. When a recruiter marks a job application as “Shortlisted”, you want to automatically create a candidate profile record using relevant fields from … Read more >>>
While working as a business analyst for a retail company, I was comparing the product sales of 2024 and 2025. In that, we need to visualize the sales of each month for the years 2024 and 2025 so that it is easily comparable. To visualize this data, I created a Radar chart in Tableau. In … Read more >>>
In our Salesforce org, initially, we used to create quotes manually for every single opportunity. In that process, we had to pick the products, enter prices, apply discounts, and then prepare the quote document separately before sending it to the customer. Later, we integrated Salesforce CPQ (Configure, Price, Quote). With CPQ, we can automate the … Read more >>>
While working as a System Administrator in a company that uses Salesforce to provide services to customers, we recently hired some new support agents. These agents currently lack sufficient knowledge to address many questions raised by customers through queries or support tickets. To help them, we decided to enable Salesforce knowledge. To enable users to …