While working as a Salesforce developer, I got a requirement to create a custom search page using a Visualforce Page. This page should allow users to search records by entering multiple input field values. The search results should display in a table format on the same page, so users can quickly find and view the … Read more >>>
In our Salesforce org, initially, we used to create quotes manually for every single opportunity. In that process, we had to pick the products, enter prices, apply discounts, and then prepare the quote document separately before sending it to the customer. Later, we integrated Salesforce CPQ (Configure, Price, Quote). With CPQ, we can automate the … Read more >>>
As a data analyst, I was working with a dataset that recorded values at different points in a day. The data includes the opening value, the highest point, the lowest point, and the closing value. Over a three-month period, I wanted to visualize how these values changed and identify trends or fluctuations. For this data … Read more >>>
In Salesforce, we usually create new Lead records from the Lead object. We also have a Web-to-Lead feature, which lets us put an HTML form on a website so external people can submit their details, and those details get saved as Leads in Salesforce. For the Case object, Salesforce provides a feature called Email-to-Case, which automatically … Read more >>>
As a sales analyst, I analyzed the sales data in my company. In the data, I wanted to compare monthly sales trends for different product sub-categories across five years. To visualize this data, I created a trellis chart in Tableau for an easy data comparison. In this chart, each panel in the grid represents a … Read more >>>
I work as a Salesforce developer in a company that uses Salesforce to manage its business. Our sales team creates business agreements with customers using the Contract object. When a contract expires, the sales team needs to renew it to continue the agreement. Usually, users have to open the contract record and click the Renew … Read more >>>
As a sales analyst, I was working on analyzing the monthly regional sales performance for the current year. I had to visualize the data in such a way that I could see the sales in the region month by month. Along with this, I also wanted to add one more data metric in the Tableau … Read more >>>
As a data analyst, I was analyzing our company’s sales data using Tableau. In the data, I wanted to know how much of our total sales came from the Furniture category. It could have been done by showing the sales percentage in a bar chart, but I wanted a chart that shows the sales share … Read more >>>
In Salesforce, our service agents handle customer support cases. Sometimes, after replying to a customer, they wait for the customer to respond. However, if the customer doesn’t reply, the case remains open for an extended period. To avoid keeping these cases open for too long, the service manager wants to automate the process of closing … Read more >>>
As a business analyst at a retail company, I was working on analyzing the data of sales profit of different product sub-categories using Tableau. For this, I need to visualize the data in a way that shows the profit and ranking of products according to their sales profit. To display the profit and profit rank … Read more >>>
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