How to Clone Salesforce Flows

Clone Salesforce Flows

Our company used the Salesforce flow to automate the process of assigning account priority to account holders based on the annual revenue of each account. Now, we need a similar flow for the candidate selection process for job interviews, with minor changes. For instance, if the job application is for the Salesforce Developer position, then … Read more >>>

Stacked Bar Chart With Multiple Measures in Tableau

Add Label to measures in Tableau Stacked Bar Chart

Recently, we were analyzing the sales performance of our products in different regions. For this, we were using metrics (measures) such as Sales, Profit, and Quantity. To compare these measures side by side within each category, we created a stacked bar chart in Tableau using multiple measures. Our dimension was Region, and we used Sales, … Read more >>>

Stacked Bar Chart in Tableau

Stacked Bar Chart in Tableau

Using Tableau, we were analyzing sales performance for our product in each region. I wanted to compare the sales of different product categories in each region. To visualize this data, I created a stacked bar chart in Tableau that displays the total sales for each region, which are Central, East, South, and West, and stacks … Read more >>>

Donut Chart in Tableau

Tableau Donut Chart Circle

The sales team in our Salesforce org was analysing the leads’ status. They needed to visualize the data statistics of the lead status that can be used in a presentation. To visualize this data in Tableau, we can use a pie chart. However, we also wanted to display the total number of leads in the … Read more >>>

Call Approval Process From Salesforce Flow

Call approval process from Salesforce Flow

When we create the approval process on the Salesforce object to send the record for approval, we need to submit it manually by clicking the Submit for Approval button. I need to automate the process of sending a record for approval automatically, without requiring manual action. For that, I have an Approval process for reimbursement, … Read more >>>

How to Create Pie Chart in Tableau?

Create a dynamic Pie chart in Tableau

In our Salesforce organization, we were working on lead management and needed to visualize data statistics, such as lead status and lead source. The built-in charting features of Salesforce were helpful, but we wanted a more dynamic chart that allowed us to apply multiple filters and visualize data. For this, we used Tableau to create … Read more >>>

How to Connect Salesforce with Tableau?

Connect Tableau Desktop with Salesforce

In our Salesforce org, we were using the built-in reports and dashboard feature for data visualization. The inbound data visualization tools had limited features, and we were not able to achieve the expected output, so we required a better data visualization tool. Instead of using any other data visualization tool, we decided to use Tableau, … Read more >>>

Create and Use recordId Variable in Salesforce Flow

Create and Use recordId Variable in Salesforce Flow

While working on Salesforce Flow, we often need to access the ID of the currently opened record. This record ID helps us to run the flow on that specific record. When we pass the record ID, the flow can determine which record we are working with, allowing us to perform operations such as displaying the … Read more >>>

Check if Get Records Is Empty in Salesforce Flow

Check if Get Records Is Empty in Salesforce Flow

I was developing a Salesforce Flow to automate the process of sending an email to all contacts associated with the account. For that, I retrieved the record using the ‘Get Record’ element and then added a ‘Send Email’ action to send the email to the retrieved records. But what if the get record element doesn’t … Read more >>>

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