In Salesforce, when the sales team needs to log calls, create tasks, or add new contacts while working on any record, such as any standard or custom object. For example, a user working on the account object needs to create a task for a different object. To do this, they need to navigate to that … Read more >>>
While working as a System Administrator in a company that uses Salesforce to provide services to customers, we recently hired some new support agents. These agents currently lack sufficient knowledge to address many questions raised by customers through queries or support tickets. To help them, we decided to enable Salesforce knowledge. To enable users to … Read more >>>
As a Salesforce administrator, it’s my responsibility to manage the record’s access for users in our Salesforce org. Recently, I had to give multiple people access to the same account record. Instead of sharing details manually, I created a group and assigned those users to the group using the Salesforce Account Teams. In this Salesforce … Read more >>>
In Salesforce lead management, it is crucial to identify the source of leads. With the lead source, we can know whether the lead is coming through ads, referrals, events, or social media. Recently, we got a requirement to add one more value to the Lead Source picklist field. The sales team wanted to track leads … Read more >>>
In Salesforce, the system admin needs to connect Salesforce with a third-party data integration tool like Data Loader or Tableau. For example, when we want to import a large amount of data from an external system into the Salesforce org, we use Data Loader. When users try to log in using their Salesforce username and … Read more >>>
While working as a Salesforce developer, I got a requirement to create a custom search page using a Visualforce Page. This page should allow users to search records by entering multiple input field values. The search results should display in a table format on the same page, so users can quickly find and view the … Read more >>>
In our Salesforce org, initially, we used to create quotes manually for every single opportunity. In that process, we had to pick the products, enter prices, apply discounts, and then prepare the quote document separately before sending it to the customer. Later, we integrated Salesforce CPQ (Configure, Price, Quote). With CPQ, we can automate the … Read more >>>
As a data analyst, I was working with a dataset that recorded values at different points in a day. The data includes the opening value, the highest point, the lowest point, and the closing value. Over a three-month period, I wanted to visualize how these values changed and identify trends or fluctuations. For this data … Read more >>>
In Salesforce, we usually create new Lead records from the Lead object. We also have a Web-to-Lead feature, which lets us put an HTML form on a website so external people can submit their details, and those details get saved as Leads in Salesforce. For the Case object, Salesforce provides a feature called Email-to-Case, which automatically … Read more >>>
As a sales analyst, I analyzed the sales data in my company. In the data, I wanted to compare monthly sales trends for different product sub-categories across five years. To visualize this data, I created a trellis chart in Tableau for an easy data comparison. In this chart, each panel in the grid represents a … Read more >>>
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