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 >>>
A company needs to calculate the delivery date of an order. The standard delivery time is 5 business days (excluding weekends). If an order is placed on Wednesday, Salesforce should automatically calculate and show the delivery date as the following Wednesday (skipping Saturday and Sunday). In this article, we learn about how to calculate business … Read more >>>
While working as a Salesforce Admin in a company that uses Salesforce to manage customer support cases, when a new high-priority case is created in Salesforce, we want to immediately notify an external system, such as a third-party ticketing tool or an internal application. Using Workflow with Outbound Message, Salesforce can automatically send case details such as Case ID, … Read more >>>
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