While analyzing our company’s sales data, I wanted to compare sales by region to see the contribution of each product Category (Furniture, Office Supplies, Technology). For this, I created a stacked bar chart where each bar represented the sales of a region and was divided into different categories. Through this Stacked chart, the sales team … Read more >>>
In Salesforce, DateTime fields always include both the date and the time, for example: 28-Aug-2025 3:45 PM. However, in many business scenarios, users only need the date. For example, we want formulas that require comparison with TODAY(), such as checking if a follow-up DateTime matches today’s date. Since TODAY() only returns the date, you need to convert … Read more >>>
When I was working with the sales team in my Salesforce org, they came up with a requirement to sell products at different prices for different types of customers. For example, while the standard price of a product was set at $7500, our clients needed a discounted price of $7000. Similarly, some other product accessories … Read more >>>
I was working as a system admin for a company that uses Salesforce to handle customer support cases. Every time a new case is created, the support team must follow up within 3 days after the case is created. Instead of manually calculating the follow-up date, we can create a formula field in Salesforce that … Read more >>>
While working on Tableau, I received a requirement to analyze how different measures, such as Sales, Discount, and Profit, contribute to overall performance. A regular bar chart or line chart couldn’t show the impact of each measure in a single view. For this data visualization, I used a Multi-Measure Waterfall Chart because it clearly shows … Read more >>>
In our Salesforce org, I added the products to the Standard price book. Later, we created a custom price book to set different pricing for different markets. In the price books, we wanted a few products to have standard pricing in all custom price books. In the solution, I came to know that we can … Read more >>>
Our organization uses Salesforce as its primary CRM tool, and in that, we use it to create lead records manually from the Lead object. The sales team struggled to create multiple lead records daily, which distracted them from focusing on important leads and related tasks. Later, we decided to allow our customers to fill in the lead fields … Read more >>>
While working with an organization that uses Salesforce, I was assigned the task of creating products in the Salesforce org. The sales team wanted to add different items to opportunities, but before that, we had to set them up as Products in Salesforce. In Salesforce, we can add products manually from the UI of the … Read more >>>
In Salesforce, Date fields always show in standard date format, like YYYY-MM-DD. But sometimes, we need the Date in Text format for emails or reports. Salesforce does not directly allow us to change Date to Text without using a formula. For example, if we are sending an email and want to include the Date field, … Read more >>>
In our Salesforce org, I recently added products so that the Sales team can add them to Opportunities. Here, we faced one issue while adding the Products to the Opportunity, which was that the products were not appearing in the Opportunity Products related list. While fixing the issue, I came to know that in Salesforce, … Read more >>>
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