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 >>>
While working on the Tableau reports, I noticed that the calculations I had applied were changing according to the dimensions I had added to the view. For example, I added a calculation to display total sales by customer. When adding another field, such as Region or Category, the results changed, making it difficult to display … Read more >>>
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 >>>
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