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 >>>
I work as a Salesforce developer in a company that uses Salesforce to manage its business. Our sales team creates business agreements with customers using the Contract object. When a contract expires, the sales team needs to renew it to continue the agreement. Usually, users have to open the contract record and click the Renew … Read more >>>
As a sales analyst, I was working on analyzing the monthly regional sales performance for the current year. I had to visualize the data in such a way that I could see the sales in the region month by month. Along with this, I also wanted to add one more data metric in the Tableau … Read more >>>
As a data analyst, I was analyzing our company’s sales data using Tableau. In the data, I wanted to know how much of our total sales came from the Furniture category. It could have been done by showing the sales percentage in a bar chart, but I wanted a chart that shows the sales share … Read more >>>
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