When I was working on a Tableau dashboard to analyse sales performance, I noticed that the dataset had too many product sub-categories, like Accessories, Appliances, Chairs, Copiers and many more. From these multiple categories, we wanted to show the profit of the selected sub-categories only. For this, it was required to group those sub-category fields. … Read more >>>
In Tableau, I was working on the Sales reports. In this, I faced an issue where the calculations didn’t return the expected values. For example, I wanted to find the first order date for each customer, but when I applied a filter, the result didn’t change. In another case, I needed to compare discounts across … Read more >>>
I worked as a Salesforce administrator in a company that utilises Salesforce, providing support services to customers via email, web chat, and phone calls. When a customer sends an email about an issue, Salesforce needs to decide which agent should handle it. Here, I am required to set up the service channel in Salesforce to route … Read more >>>
As a Salesforce Administrator, I worked for a company that wanted to provide better support services by ensuring customers get a first response within 4 hours whenever they raise a support case. Therefore, in Salesforce, we have a feature that allows us to setup a milestone so that it automatically starts counting time when a … Read more >>>
While using Tableau to create charts and tables, I got into situations where the filters just didn’t show records as expected. For example, I wanted to find the first order date for each customer using a Fixed LOD calculation. It worked fine at first, but when I applied a Category filter, nothing changed in the … Read more >>>
As a Salesforce Admin, I noticed that some users were trying to log in from outside the company network. To keep our data safe, I set up a login access policy that only allows logins from trusted IP ranges. Now, if anyone tries to log in from an unknown location, Salesforce blocks the attempt and … Read more >>>
While working on a Tableau report, I wanted to show the data at different levels without creating multiple sheets. For example, I wanted to see sales at the Category level first, and then drill down into Sub-Category, Region or even Product details, all in the same table. To create the table view according to this, … Read more >>>
I was working in a company where our support agents handled emails, cases, and live chats from customers. The problem was that some agents received too many requests, while others received very few. Customers had to wait longer, and agents were frustrated. To solve this, we enabled Omni-Channel in Salesforce. After setting it up, customer … Read more >>>
Imagine a company that sells mobile phones online. Customers often ask the same questions, like “Where is my order?”, “How can I return a phone?”, or “What are today’s offers?”. Instead of making customers wait for a support agent, the company sets up Einstein Bot in Salesforce. The bot answers common questions, helps customers track … Read more >>>
A company wants to know the exact age of its customers based on the Date of Birth stored in Salesforce. Instead of calculating it manually every time, they want a formula field that will automatically show the customer’s age in years on the record. In this article, we will learn how to use the Salesforce formula … Read more >>>
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