At our company, we reviewed sales reports using Tableau stacked bar charts. This chart shows us the total sales for each category, but bigger categories like Technology always take up most of the space. As a result, it becomes difficult to see how smaller categories or their subcategories are performing. Along with the total sales … Read more >>>
As a Salesforce system admin, I handle data management in our Salesforce org. In data transfers, we often have to transfer records from one user to another. In this, the ownership of records had to be reassigned, such as when a sales representative left the company or when leads needed to be assigned to a … Read more >>>
In Salesforce, to automate processes such as updating records, sending emails, or assigning tasks, we use Salesforce Flows. However, there are sometimes complex requirements that Flows cannot handle directly, such as making multiple record updates in bulk, performing complex validations, or working with related records. In such cases, we use Apex Triggers to write custom … Read more >>>
Recently, we have migrated our Salesforce org to the Lightning experience, and the management wanted all sales and service users to stay in Lightning. However, some users were still switching back to Salesforce Classic, which created problems. For example, the sales operations team began building dashboards using Lightning-only features. However, a few sales representatives continued to … Read more >>>
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 >>>
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