In our company, I was working on a project tracking dashboard, and I got a requirement to display the timelines of different tasks. The sales team wanted to see when each task starts and ends so that they can track their progress. For such data visualizations in Tableau, it is better to use the Tableau … Read more >>>
While working at a company that uses Salesforce to manage business processes, our marketing team recently ran a campaign and generated a number of leads. Now, the manager wants to share this data with the marketing head, but the marketing head does not have access to Salesforce. In this case, we need to export the … Read more >>>
Usually, when we write Apex Triggers, we write the trigger and implement the logic in the same place. Let’s say you created a trigger to automate the process of updating fields on the Account object when a specific condition is met, such as when account revenue exceeds a certain amount, then the account priority is … Read more >>>
In our Salesforce org, I was working on a requirement for the sales team to customize record pages. They wanted to see the company logo on the account record page, and when clicked, it should redirect them to the company’s official website. In Salesforce, there are two ways to add a clickable image as a … Read more >>>
Recently, I created a stacked bar chart to compare the product sales across the regions. In that chart, I faced an issue where the segments within each bar followed the same global order. That meant every bar was sorted in descending order by its overall value, rather than by the values from each bar. For … Read more >>>
I create the custom object named Employee__c to store the employee records in Salesforce. For the Employee ID, create an Auto Number field that generates values in the following format: Later, the HR team wants to change the format of this Auto Number to include the year of joining. For example, they want it to … Read more >>>
In my Salesforce organization, I was setting up a new custom object to track service requests. Each request record required a status field with values such as New, In Progress, and Closed. Since every request should always start in the New stage, I didn’t want users to manually select the picklist value “New” each time they created … Read more >>>
In our Salesforce organization, every time we onboard a new client, we ensure that all their important documents are properly uploaded to the Salesforce database. For each Account, we need to upload files like agreements, contracts, and images to store the ID proofs. By uploading files directly to the Account or any other object record, … Read more >>>
While working on project tracking dashboards, I got a requirement to display task timelines with highlighted important checkpoints, such as planned start, planned finish, and actual milestones. Using a simple bar chart, we can only show the duration, but I also had to display milestone markers on the timeline. For this data visualization, I used … 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 create a Named … Read more >>>
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