As a Salesforce admin, I’m responsible for managing user access, permissions, and organization security. In our organization, there are different roles such as Sales Employee, Manager, and HR. Now, according to the user role, I need to assign that user to the respective group. For example, if the user is in the Sales Employee role, … Read more >>>
I was analyzing customer purchase behavior for our online store using Tableau. I had a dataset that included the total amount each customer spent in a single transaction. I wanted to understand how frequently different spending amounts occurred, for example, how many customers typically spent $500–$1000, $1000–$1500, and so on. To visualize this, I created … Read more >>>
Recently, I was working with the regional sales team in my company to identify which states were contributing the most to our sales revenue. I had all the sales numbers in a table, but from the raw data, it was hard to tell which regions were performing well in sales. I wanted an easy visualization … Read more >>>
While working as a business analyst in a retail company, I was analyzing which product sub-categories were contributing the most to our overall sales in all regions. For this, I had to visualize data that could show the size of sales across multiple categories and regions in a single view, without going through long tables. … Read more >>>
When we create the records using screen flow in Salesforce, there is no option to preview the provided details. Without the preview, there is a chance that the record is getting saved with the wrong information. As a solution for this issue, I added a preview screen that displays the entered details before creating the … Read more >>>
As a system administrator in a company that uses Salesforce CRM to manage its sales data, I was working on a Flow automation. For the requirement, I had to create a flow to send a notification to the Opportunity owner whenever the Opportunity Amount reaches or crosses the target amount, so that the sales user … Read more >>>
While I was working on a sales analysis in a retail company, I needed to compare sales performance across different product sub-categories. Along with the sales total, I also wanted to see the sales difference within each category and understand the distribution. For this, I had to create a chart that could show the spread … Read more >>>
As a sales analyst in a retail company, I was working on analyzing daily profit trends across the entire year. In this, I had to visualize the data, in which we can see the yearly sales trends for each day in all months. For this data visualization, I created a heat map in Tableau to … Read more >>>
As a Salesforce admin, I’m responsible for managing user access, permissions, and organization security. In our organization, there is an Employee profile in which employees have different roles, such as junior and senior. In Salesforce, any permission assigned to a profile gets assigned to all users within that profile. I wanted to give the extra … Read more >>>
I was working as a System Administrator in a company that uses Salesforce CRM to manage event registrations. The company wanted to automatically send a PDF to customers when they register for an event through a public site. A record gets created in the Event Registration__c object after each registration. I need to add the … Read more >>>
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