I was working as a System Administrator in a company that uses Salesforce CRM to manage event registrations. The company wanted to automatically send a PDF to customers when they register for an event through a public site. A record gets created in the Event Registration__c object after each registration. I need to add the … Read more >>>
As a Sales Analyst in a retail company, I analyzed the Sales performance of different product sub-categories to identify which ones generated the most revenue and profit. To visualize this data, I created a bubble chart in Tableau. In this chart, each bubble represents a sub-category of products. I used the size of the bubble … Read more >>>
I created a screen flow that includes fields to collect user input and shared that form on a public site, allowing anyone to fill it out. To achieve this, I created a digital experience public site and added a flow screen component to it. However, when I shared the site link with another user, they … Read more >>>
While working as a business analyst for a retail company, I was comparing the product sales of 2024 and 2025. In that, we need to visualize the sales of each month for the years 2024 and 2025 so that it is easily comparable. To visualize this data, I created a Radar chart in Tableau. In … Read more >>>
While working on a project management application, I realized that keeping track of tasks can be challenging. When employees work on multiple tasks, they may not be able to complete some tasks on time. Now, instead of sending an email for each expired task separately, we can add all expired tasks to a single email … Read more >>>
While working as a sales analyst for a retail company, I have to create a data visualization to display different product categories and their subcategories, which contribute to overall sales. Using Tableau, I created a Sunburst chart to visualize this data. In this chart, the inner ring represents the three main product categories: Furniture, Office … Read more >>>
In our Salesforce org, we previously created and deployed agents on Salesforce’s internal platform, Agentforce (Default), which helped users with their daily work and can be accessed from anywhere within the Salesforce org. Next, we also have the Service Agent, which can be deeply embedded on the external site and helps your customers with common questions and … Read more >>>
In Salesforce, the record trigger flow executes when a record is created, updated, or deleted. Additionally, we need to select when we want to run the flow, whether before or after the DML operation happens. In this article, we will learn about the before-save and after-save in Salesforce Flow. In that, I will explain the … Read more >>>
While working as a data analyst for a retail office supply company, I was analyzing how profit was generated from each region for different categories. For this, I have to create a data visualization through which we can understand which categories are the most profitable within each region and figure out if any area is … Read more >>>
Our company uses a custom object called “Project__c” to manage client projects. We want to send a “Project Completion Email” to the client upon project completion. However, we do not want to send this email automatically for every project. If we create a record-triggered flow, it will send an email every time a project is … Read more >>>
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