If your Salesforce org is still using Process Builder automations, it’s important to migrate them to Flow Builder as soon as possible. Salesforce recommends using Flow Builder because it is more powerful, flexible, and the future of Salesforce automation. Salesforce ended support for Process Builder on December 31, 2025. This means Salesforce no longer provides … Read more >>>
So, you created an Auto-Number field in Salesforce some time ago, but now the format no longer matches your current business needs. Maybe the prefix has changed, maybe you need more digits, or your organization has introduced a new naming convention. Because of this, you want to update the Auto-Number field’s display format and understand … Read more >>>
If you want Salesforce to automatically generate a unique number or ID for records, such as CASE-0001, OPP-00023, or REQ-000100, you can use an Auto Number field. An Auto Number field is one of the most useful field types in Salesforce because Salesforce automatically creates a unique value for every new record. You don’t need … Read more >>>
Salesforce provides standard objects like Account, Contact, Lead, Opportunity, and Case to manage business data. But every business has different requirements. Sometimes the standard objects are not enough to store all the information your company needs. In that situation, Salesforce allows us to create Custom Objects and Custom Fields. Custom Objects help us create our … Read more >>>
If you have ever tried to calculate business days in Salesforce by simply subtracting two dates, you probably noticed one problem: Salesforce returns calendar days, not working days. That means the result also includes Saturdays, Sundays, and public holidays. But in real business scenarios, such as SLA tracking, employee leave management, or order processing timelines, … Read more >>>
Calculating business days in Salesforce using Flow is a great option when you want to keep the solution declarative and avoid using Apex code. It is useful for scenarios like calculating due dates, follow-up dates, SLA timelines, or any business process where weekends and holidays should not be counted. In this tutorial, I will show … Read more >>>
If you’ve been using Salesforce Process Builder to automate business processes, or you’re preparing for a Salesforce certification exam and came across this feature, there’s one important thing you should know. Salesforce officially retired Process Builder on December 31, 2025. This means Salesforce no longer provides new updates, bug fixes, or official support for Process … Read more >>>
If you’ve spent some time in Salesforce Setup, you’ve probably seen both Process Builder and Flow Builder. Many Salesforce Admins get confused about the differences between them and wonder when to use each. That’s a common question, especially because Salesforce has changed its automation strategy over the last few years. The simple answer is this: … Read more >>>
When users interact with an AI agent, they expect smart and human-like communication. One of the simplest but most powerful ways to achieve this is to greet users by name. In Salesforce, Agentforce agents can be configured to dynamically greet users based on their logged-in details. This creates a more engaging, professional, and personalized experience … Read more >>>
If you’ve worked in Salesforce Lightning Experience, you’ve probably seen the navigation bar at the top of the page. These tabs help users quickly open objects such as Accounts, Contacts, Opportunities, and other custom objects. Many Salesforce Admins and Developers don’t know that this navigation menu can be fully customized based on business needs. You … Read more >>>
We will show demo on the complete process of building your first AI Agent in Salesforce using Agentforce. You’ll learn how agents work and how to connect your agent to Salesforce data to deliver intelligent business outcomes.
Start with AgentForce in Salesforce. Create your first agent and deploy to your Salesforce Org.