Recently, I created a stacked bar chart to compare the product sales across the regions. In that chart, I faced an issue where the segments within each bar followed the same global order. That meant every bar was sorted in descending order by its overall value, rather than by the values from each bar. For … Read more >>>
In my Salesforce organization, I was setting up a new custom object to track service requests. Each request record required a status field with values such as New, In Progress, and Closed. Since every request should always start in the New stage, I didn’t want users to manually select the picklist value “New” each time they created … Read more >>>
In our Salesforce organization, every time we onboard a new client, we ensure that all their important documents are properly uploaded to the Salesforce database. For each Account, we need to upload files like agreements, contracts, and images to store the ID proofs. By uploading files directly to the Account or any other object record, … Read more >>>
While working on project tracking dashboards, I got a requirement to display task timelines with highlighted important checkpoints, such as planned start, planned finish, and actual milestones. Using a simple bar chart, we can only show the duration, but I also had to display milestone markers on the timeline. For this data visualization, I used … Read more >>>
When we want to send data from Salesforce to an external system like a Google API or a payment system, we need to provide authentication details (username, password, or access token). If we write these details directly in Apex code, it is not secure and difficult to maintain. To solve this, we create a Named … Read more >>>
While working with the World Indicators dataset in Tableau, I wanted to compare multiple measures, including population, birth rate, mortality rate, etc. In this data visualization, I needed a single chart view that could show all these measures together. For this data visualization, I used the Tableau funnel chart because it arranges the measures step … Read more >>>
While working as a Salesforce admin, if any user in the company reports that they are facing an issue while updating a record, or if buttons and fields are not visible, or they don’t have access. Then, instead of asking them to share screenshots or explain step by step, as an admin, we can directly … Read more >>>
In Salesforce, users can sometimes create duplicate or invalid records. This can cause data duplication and confusion. To prevent this, we need to add a Before Insert Validation using a Salesforce Trigger, so that the record is checked before it is saved in the database. For example, when a new Account record is created, we … Read more >>>
While analyzing sales performance, we wanted to compare our company’s sales performance over the past four years. We tried to visualize this data using a bar chart, but only knowing the yearly totals wasn’t enough to understand the monthly sales changes. For this data visualization, I created a Year-over-Year (YoY) line chart in Tableau. Using … Read more >>>
Sometimes the Salesforce sales agent needs to visit a client site in a remote area where there is no internet connection. During the visit, the agent must verify customer details, contacts, and open opportunities. Now, the agent wants to access and update the client record, but without internet access, this is usually not possible. For … Read more >>>
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