While analyzing sales performance, we wanted to compare our company’s sales performance over the past four years. We tried to visualize this data using a bar chart, but only knowing the yearly totals wasn’t enough to understand the monthly sales changes. For this data visualization, I created a Year-over-Year (YoY) line chart in Tableau. Using … Read more >>>
Sometimes the Salesforce sales agent needs to visit a client site in a remote area where there is no internet connection. During the visit, the agent must verify customer details, contacts, and open opportunities. Now, the agent wants to access and update the client record, but without internet access, this is usually not possible. For … Read more >>>
In our company, the sales team regularly reviews quarterly performance reports using Tableau. The sales team wanted to compare Sales and Profit together in one chart. When they used a bar chart, it clearly showed the total sales, but did not explain how profit was changing. When using a line chart for profit, it showed … Read more >>>
While working as a Salesforce developer, I was required to write a trigger to restrict record deletion, as sometimes we need to prevent users from deleting important records. For example, An Account should not be deleted if it has active Opportunities. Salesforce does not provide this restriction by default, so we need a trigger to … Read more >>>
In our company, we used Salesforce Marketing Cloud to manage cases or the issues raised by customers. In these situations, we often encountered cases where a single customer raised multiple cases for the same problem. For example, they first log a case through the service portal and later send an email about the same problem. … Read more >>>
We use Workflow in Salesforce to automate business processes, such as sending reminders, updating fields, and creating tasks. However, sometimes we need these actions to occur at a specific time rather than immediately. To achieve this, Salesforce provides the Add Time Trigger feature in Workflow Rules. With this, we can schedule actions to run hours … Read more >>>
At our company, we reviewed sales reports using Tableau stacked bar charts. This chart shows us the total sales for each category, but bigger categories like Technology always take up most of the space. As a result, it becomes difficult to see how smaller categories or their subcategories are performing. Along with the total sales … Read more >>>
As a Salesforce system admin, I handle data management in our Salesforce org. In data transfers, we often have to transfer records from one user to another. In this, the ownership of records had to be reassigned, such as when a sales representative left the company or when leads needed to be assigned to a … Read more >>>
In Salesforce, to automate processes such as updating records, sending emails, or assigning tasks, we use Salesforce Flows. However, there are sometimes complex requirements that Flows cannot handle directly, such as making multiple record updates in bulk, performing complex validations, or working with related records. In such cases, we use Apex Triggers to write custom … Read more >>>
Recently, we have migrated our Salesforce org to the Lightning experience, and the management wanted all sales and service users to stay in Lightning. However, some users were still switching back to Salesforce Classic, which created problems. For example, the sales operations team began building dashboards using Lightning-only features. However, a few sales representatives continued to … Read more >>>
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