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 >>>
In Salesforce, our service agents handle customer support cases. Sometimes, after replying to a customer, they wait for the customer to respond. However, if the customer doesn’t reply, the case remains open for an extended period. To avoid keeping these cases open for too long, the service manager wants to automate the process of closing … Read more >>>
As a business analyst at a retail company, I was working on analyzing the data of sales profit of different product sub-categories using Tableau. For this, I need to visualize the data in a way that shows the profit and ranking of products according to their sales profit. To display the profit and profit rank … Read more >>>
I was recently analyzing our company’s sales data and wanted to know the total sales by product sub-category. In this, I need to identify which categories contribute the most to the revenue. It was required to visualize the sales data in such a way that it displays both sales numbers and the share of sales … Read more >>>
While analyzing regional sales performance for our retail business, I wanted to understand how two customer segments, Consumer and Corporate, performed across different sub-categories in terms of total sales. To compare the sales data for these two segments, I created a Butterfly Chart that displays Consumer sales on one side and Corporate sales on the … Read more >>>
As a retail analyst, I was working with the marketing team to help identify which product categories were performing well in sales. We had the sales data in table format, but only using the raw data wasn’t enough to analyze the sales performance. To visualize this data, I created a radial chart in Tableau to … Read more >>>
We recently hired new employees, and as part of their onboarding process, they need to upload important documents, such as ID proofs, offer letters, and signed agreements, into Salesforce. However, we don’t want these documents to be visible or officially stored until they have been reviewed and approved by a manager. So, I created an … Read more >>>
In Salesforce, to execute a process automatically after a specific time, we can either create a Scheduled-Triggered Flow or use a Wait Element in Salesforce Flows. The Wait Element can only be used in Scheduled-Triggered Flows and Autolaunched Flows. However, when we are working with a Record-Triggered Flow, which runs when a record is created … Read more >>>
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