While working as a Salesforce Administrator, you may need to assist the sales team in tracking inactive opportunities. For example, if an opportunity has no activity for more than 30 days, you can create a formula that compares the Last Activity Date with the TODAY() function. This will flag opportunities that need follow-up. In this … Read more >>>
When I was building a sales report in Tableau, I wanted to highlight the top-performing products in green and the low-performing ones in red. At first, I thought I had to create a calculation, but then I got the expected output using the conditional formatting in Tableau. In Tableau, conditional formatting allows us to highlight … Read more >>>
When we create an Account from a Lead, it is saved in Salesforce. But after that, some Accounts don’t get any sales calls, meetings, or follow-up activities. These Accounts remain inactive because no activities are added. The Sales Manager wants to review these accounts so the team can plan proper follow-up and not miss any … Read more >>>
When I was creating a sales dashboard for Tableau, the sales team told me the charts looked plain and were difficult to read. The numbers and sales figures were there on the chart, but it was difficult to figure out the different measures. As a solution, I added colors to the bar charts. By adding … Read more >>>
While working as a Salesforce Admin, we sometimes need to quickly identify records that meet specific conditions without creating any automation, such as a Flow or Process Builder. For example, the sales team wants to know if an opportunity’s Close Date is before TODAY() and the Stage is not “Closed Won” or “Closed Lost“. Instead of asking users to … Read more >>>
While analyzing sales performance across the country, our management team wanted to identify the Top 10 states contributing the highest sales. Instead of reviewing data for all 50 states in the USA, they only needed to focus on the states that generated the most revenue in sales. By creating a chart in Tableau that shows … Read more >>>
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 >>>
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