After creating a service agent in Salesforce Agentforce, when a user asks a query or question to an agent, the agent understands and processes information, takes action to perform tasks, and responds to the user. These actions enable agents to process queries and provide accurate responses. I have created a service agent and deployed it to the community … Read more >>>
When we want to send data from Salesforce to an external system like a Google API or a payment system, we need to provide authentication details (username, password, or access token). If we write these details directly in Apex code, it is not secure and difficult to maintain. To solve this, we set up External Credentials in Salesforce. It … Read more >>>
When working on Tableau reports, I wanted to change the field names and table names that are not appropriate for report columns. For example, columns were named like Cust_ID or Prod_Qty. These names were meaningful to the database but hard to understand for end users. In Tableau, we can easily rename these fields and tables … Read more >>>
While working on Tableau reports and charts, I often need to calculate percentages or running totals. We can perform these advanced calculations without creating a calculated field. In Tableau, there is a built-in Quick table calculation that allows us to perform advanced calculations like Running Total, Percent of Total, and Rank with clicks. In this … Read more >>>
While working for an organization that uses Salesforce, I was assigned the task of assigning the next available date to a client. To fulfill this requirement, I define an advanced formula that checks for null values in dates. In this Salesforce tutorial, I will demonstrate how to check for null values in dates within Salesforce. … Read more >>>
I logged in to Salesforce Lightning and opened an Account record. When I went to the Chatter section, I wanted to create a post, but the “Post” button was not visible. I could only see other options, such as Poll or Question. This made it difficult for me to share updates with my team. In … Read more >>>
Recently, while analyzing sales order data in Tableau, I needed to determine the number of working days it took for each order to be shipped. Subtracting the order date from the ship date wasn’t enough because it included weekends, which don’t count as business days. For this, I used calculated fields to remove weekend dates … Read more >>>
While creating a Sales performance report using Tableau, I wanted to show the Category and Subcategory of the product in the same column. For example, the category “Furniture” was in one column and “Chairs” in another. However, for the report, I wanted them to appear together as a single label, like ‘Furniture-Chairs’. To display both the … Read more >>>
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 >>>
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.