In Salesforce Agentforce, when configuring an Employee Agent, there is no option to select a specific user. This agent automatically acts as the logged-in Salesforce employee and performs actions based on their permissions. But when we create the Agentforce Service Agent, we deploy it on a customer-facing site or Community site, and it interacts with … Read more >>>
When we ask a query to a Salesforce agent, an AI agent can understand our intent, analyse the situation, and provide the best answers. Now, that’s exactly what the Atlas Reasoning Engine in Salesforce Agentforce does. It responds to human-like thought processes within the Salesforce Agentforce platform. In this Salesforce tutorial, we will learn about the Atlas reasoning … Read more >>>
We utilise Salesforce CRM to track our marketing campaigns. Each campaign stores a cosine similarity score between customer interests and product categories in a custom number field called Similarity_Score__c. This score is always between -1 and 1. As a Salesforce Admin, I needed to calculate the angle value of this score for advanced analytics. To … Read more >>>
While working at a company that uses Salesforce for customer relationship management, I needed to check whether a text field contained a specific substring. As a solution, I found that Salesforce provides a function called CONTAINS that checks whether a specific text value exists within another text field. In this tutorial, we will learn how … Read more >>>
While working as a Salesforce developer at Texas Customer Management Company. I was tasked with retrieving the user’s session ID using the Salesforce tool. And as a solution to this, I found that Salesforce provides us with the function named “GETSESSIONID”. In this tutorial, we will learn how to use the GETSESSIONID() Function in Salesforce. … Read more >>>
I was working as a Salesforce Admin for a software company. The sales manager asked me to find out how many opportunities are converting from one stage to another each month and which sales reps were performing best. To solve this, I created an opportunity-stage conversion report that clearly showed conversion rates at each stage and … Read more >>>
While working for an organization that uses Salesforce, I was assigned a task to find all opportunities that were created in the last 30 days. So, to fulfill this requirement, I define an advanced formula that checks the date range. Using a Date Range Formula, the user can automatically check if the opportunity creation date … Read more >>>
Recently, I worked for a company that uses Salesforce CRM to manage its business. While working, I was given the responsibility to display the shipping price of the product based on the customer’s and the warehouse’s location. As a solution, I discovered the GEOLOCATION() function. Let’s go into more detail and learn how to use Salesforce. … Read more >>>
While working at a company that uses Salesforce CRM, I was tasked with reviewing customer reviews and, based on them, handling urgent case situations. As a solution, I found the Salesforce FIND() function. So, if you want to know how to find the position of a search text string in the text or how to … Read more >>>
When I was working as a Salesforce Admin in a company, they wanted to set a Payment Due Date on every Invoice record automatically. They wanted the Due Date to be 30 days after the Invoice Date. Instead of asking users to enter the due date manually each time, I created a formula field in Salesforce that calculated it … Read more >>>