Level of Detail Expressions in Tableau

Exclude field calculation in Tableau

In Tableau, I was working on the Sales reports. In this, I faced an issue where the calculations didn’t return the expected values. For example, I wanted to find the first order date for each customer, but when I applied a filter, the result didn’t change. In another case, I needed to compare discounts across … Read more >>>

Create a Service Channel in Salesforce

Create a Service Channel in Salesforce

I worked as a Salesforce administrator in a company that utilises Salesforce, providing support services to customers via email, web chat, and phone calls. When a customer sends an email about an issue, Salesforce needs to decide which agent should handle it. Here, I am required to set up the service channel in Salesforce to route … Read more >>>

Milestones in Salesforce: What They Are & How to Setup

Salesforce Milestones

As a Salesforce Administrator, I worked for a company that wanted to provide better support services by ensuring customers get a first response within 4 hours whenever they raise a support case. Therefore, in Salesforce, we have a feature that allows us to setup a milestone so that it automatically starts counting time when a … Read more >>>

How to Add Lightning Web Components as Custom Tabs in Salesforce?

How to add LWC tab on the Salesforce application

In Salesforce, the Lightning Web Components can be displayed as a custom tab; for that, we need to define the target as lightning_tab, so that the Lightning component will be enabled to be deployed as a tab on the Lightning pages. In this Salesforce tutorial, we will learn how to add Lightning web components as custom … Read more >>>

How to Concatenate Columns in LWC Lightning Datatable?

How to concatenate Lightning data table columns

In the Salesforce Lightning data table, there is no built-in support for concatenating table columns so that we can display the data of two or more columns in one column. For example, we could concatenate the “First Name” and “Last Name” fields from a list of contacts into a single “Full Name” column. In this … Read more >>>

Prompts and Prompt Builders in Salesforce Agentforce

Prompts and Prompt Builders in Salesforce Agentforce

Whenever you ask an agent a query or question, the prompts are how you communicate with the large language model(LLM). AgentForce responds to queries and requests in a language inspired by human speech and provides relevant responses. Designing an effective prompt is key to unlocking the benefits of generative AI. In this tutorial, we will … Read more >>>

How to Display Tooltip on Salesforce Lightning Data Table?

How to display tooltip in Salesforce Lightning web components

In Salesforce Lightning web components, we use the lightning-helptext tag with the content attribute to display the Tooltip Text. The tooltip text is similar to the help text we define for the object fields while creating them. In this Salesforce tutorial, we will learn about the Tooltip feature and how to display a tooltip in … Read more >>>

Display Picklist Values by Record Type in Salesforce Screen Flow

Salesforce Screen flows with Record type Picklists

In Salesforce, we use screen flow to create records. Meanwhile, we need to enter the required fields to create the records. Sometimes, it includes conditional field values, such as picklist values based on the selected record type of the object. In this Salesforce tutorial, I will explain how to display picklist values by record type … Read more >>>