In this Salesforce Tutorial, we will learn how to add year-to-date in Salesforce. Moreover, we will go through the steps to add the Year-to-Date Field in Salesforce. In addition, we will go through a special case based on the user’s requirements. The special case is “Salesforce Formula Add Year To Date, where the End Date should be … Read more >>>
As a Salesforce admin, I was required to streamline the process of approving employee reimbursement expenses. Employees submit expenses, and their manager must approve any expense exceeding $5,000. If the cost is over $8,000, approval from HR is also required. We have a feature called the approval process in Salesforce to fulfill this requirement. Here, … Read more >>>
I worked in an organization that uses Salesforce CRM. Recently, we hired new employees for our team, and I was assigned the task of creating a workflow to create multiple employee account records for onboarding new candidates. I decided to create a Screen flow. With this flow, the hiring team will be able to create … Read more >>>
While working as a Salesforce Admin, I faced an issue where different users were seeing different record pages for the campaign object. Some users are seeing the new record page I created, but others are still seeing the old page layout. This created confusion because everyone should get the same page design. To understand why … Read more >>>
In Salesforce, Leads are the persons or organizations to whom we are trying to sell our product or services. It simply means every person to whom you advertise your product or service is a lead, it doesn’t matter whether he/she buys it or not. In Salesforce, Leads are potential customers or organizations to whom you … Read more >>>
In our Salesforce org, we previously created and deployed agents on Salesforce’s internal platform, Agentforce (Default), which helped users with their daily work and could be accessed from anywhere within the Salesforce org. Next, we also have the Service Agent, which can be deeply embedded on the external site and helps your customers with common questions and passes complex … Read more >>>
A sales team is working on an opportunity to close a deal. But important customer details, such as Account Type, Industry, Phone, and Billing Address, are stored on the Account record. Every time, the user has to open the Account in a new tab to check this information. To solve this, I display Account fields … Read more >>>
Earlier, we saw that the AI Agent could retrieve data from different Salesforce objects to answer customer questions, and that the data was structured in a tabular format with fields. Now, how can we store unstructured data in Salesforce so agents can access it based on customer requests? So, for that, we can upload any … Read more >>>
In our Salesforce org, we previously created and deployed agents on Salesforce’s internal platform, Agentforce (Default), which helped users with their daily work and can be accessed from anywhere within the Salesforce org. Next, we also have the Service Agent, which can be deeply embedded on the external site and helps your customers with common questions and … Read more >>>
While working as a Salesforce admin, I received a requirement from our client. They have two profiles: sales executives and sales managers, and both use the same Salesforce object. Sales executives need to see and fill only the basic fields, but sales managers need additional fields such as discount, approval status, and internal notes. Instead … Read more >>>