The sales team generated many leads in a recent campaign conducted by our company, which works with Salesforce CRM. The campaign lasted a couple of months, and the sales team requested that the generated leads be grouped in a monthly format to analyze performance on a month-by-month basis throughout the campaign. As a solution, I … Read more >>>
While working as a Salesforce admin in a company that uses Salesforce to manage its business, our sales manager wants to review the monthly sales performance of their team. To achieve this, I created a report in Salesforce that displays the sales team’s performance. Now the manager wants to analyze the report by applying filters and also … Read more >>>
In Salesforce, to find the records, we use the global search based on the field values. As a result, global search displays the records from Salesforce objects that match the search text. The displayed records also show some fields and their values, allowing the user to easily find records with the necessary fields without needing … Read more >>>
As a Salesforce Admin, our Sales Manager requests the addition of a new field on the Account record page. As I open Account record, and click the gear icon to customize the page. Usually, you expect to see the Edit Page option, which allows you to open the Lightning App Builder. But this time, the … Read more >>>
I created a custom object called ‘Project’ and linked it to another object called ‘Task’ using a Master-Detail relationship. When we create MDR between two objects, the child record cannot exist without a parent. Later, we decided that tasks should not be completely dependent on projects. Instead, tasks should exist on their own even if the project … Read more >>>
We are using Salesforce CRM to manage customer visits for our sales team. Each customer’s address is stored with Latitude and Longitude fields in Salesforce. As a Salesforce Admin, I created a Formula Field that uses the DISTANCE() function to calculate the distance between the customer’s location and the Sales Office location. The result is shown … Read more >>>
I recently worked in a multinational company that manages its Customer Relationship Management and sales data, using Salesforce. One day, I was tasked with calculating the lead’s age squared to determine the lead’s experience level. As a solution, I discovered that this Salesforce tool provides us with the function named “SQRT”, which helps calculate any … Read more >>>
While working as a Salesforce Administrator, I was assigned the task of assigning an urgency rating to cases based on the case source’s first character. So, as a solution, I found that Salesforce provides a function named BEGINS, which helped me assign ratings to cases based on the case source’s first character. In this tutorial, … Read more >>>
While working as a Salesforce administrator, I was tasked with assigning ratings to leads based on their lead score. As a solution, I found that Salesforce provides a function named ASCII, which helped me assign ratings to leads based on their lead score. In this tutorial, we will learn how to use the ASCII() function in … Read more >>>
Recently, I worked at a company that used Salesforce as its CRM application. One day, I was tasked with displaying a message showing the number of days left until the subscription expires. As a solution, I found that Salesforce provides a function named TEXT, which helped me display this text message. If you want to … Read more >>>