When I was working with the sales team in my Salesforce org, they came up with a requirement to sell products at different prices for different types of customers. For example, while the standard price of a product was set at $7500, our clients needed a discounted price of $7000. Similarly, some other product accessories … Read more >>>
I was working as a system admin for a company that uses Salesforce to handle customer support cases. Every time a new case is created, the support team must follow up within 3 days after the case is created. Instead of manually calculating the follow-up date, we can create a formula field in Salesforce that … Read more >>>
While working on Tableau, I received a requirement to analyze how different measures, such as Sales, Discount, and Profit, contribute to overall performance. A regular bar chart or line chart couldn’t show the impact of each measure in a single view. For this data visualization, I used a Multi-Measure Waterfall Chart because it clearly shows … Read more >>>
In our Salesforce org, I added the products to the Standard price book. Later, we created a custom price book to set different pricing for different markets. In the price books, we wanted a few products to have standard pricing in all custom price books. In the solution, I came to know that we can … Read more >>>
Our organization uses Salesforce as its primary CRM tool, and in that, we use it to create lead records manually from the Lead object. The sales team struggled to create multiple lead records daily, which distracted them from focusing on important leads and related tasks. Later, we decided to allow our customers to fill in the lead fields … Read more >>>
While working with an organization that uses Salesforce, I was assigned the task of creating products in the Salesforce org. The sales team wanted to add different items to opportunities, but before that, we had to set them up as Products in Salesforce. In Salesforce, we can add products manually from the UI of the … Read more >>>
In Salesforce, Date fields always show in standard date format, like YYYY-MM-DD. But sometimes, we need the Date in Text format for emails or reports. Salesforce does not directly allow us to change Date to Text without using a formula. For example, if we are sending an email and want to include the Date field, … Read more >>>
In our Salesforce org, I recently added products so that the Sales team can add them to Opportunities. Here, we faced one issue while adding the Products to the Opportunity, which was that the products were not appearing in the Opportunity Products related list. While fixing the issue, I came to know that in Salesforce, … Read more >>>
In Salesforce, we use the Visualforce pages to add custom features to the org’s user interface. We can also create custom forms using Visualforce pages, allowing us to capture user data in the input field and save it directly to Salesforce objects. In this Salesforce tutorial, I will explain how to create a user registration form … Read more >>>
In Salesforce, we sometimes need to determine the last day of a month based on a given date. For example, if a campaign has an End Date of 21st August 2025, we may want to know the 31st August 2025 (the last day of that month). Salesforce does not provide a standard field to display … Read more >>>
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