Status Based Capacity Model in Salesforce Omni Channel

Status based capacity in Omni Channel

We have configured Omni-Channel for our German-based client, an automotive company. They raised one concern with us that support Agents were exploiting the system by keeping tabs open even when they are not actively working on tasks. This resulted in inefficient allocation of resources and decreased overall productivity. Additionally, if an agent closes a tab … Read more >>>

Setup Skill Based Routing in Salesforce Omni Channel

Salesforce Omni Channel Agent Skills

We had recently configured Salesforce Omni-Channel for one of our German-based automotive clients. In the setup, we have used the queue-based routing to assign work (case) to the agents. Later, for business requirements, they requested that the work be assigned to agents based on their skills, rather than randomly. For example, if a case requires … Read more >>>

Count Records in Collection Using Salesforce Flow

Count Records in Collection Using Salesforce Flow

While creating a Salesforce Flow, you may sometimes need to count how many records are stored in a collection variable. This is a common requirement in many business scenarios. For example, you may want to send an alert if there are more than 5 cases related to an Account, or show a message if no … Read more >>>

50 Frequently Asked Salesforce Flow Interview Questions and Answers

50 Frequently Asked Salesforce Flow Interview Questions and Answers

If you’re preparing for a Salesforce job interview, knowing about Salesforce Flows is very important. Flows help automate business processes without writing code. In this article, we’ve listed 50 Frequently Asked Salesforce Flow Interview Questions and Answers. Whether you’re a beginner or have some experience, these questions will help you feel confident and ready for … Read more >>>

Bypass Duplicate Rules Using Salesforce Apex

Bypass Duplicate Rules Using Salesforce Apex

You may face a duplicate error when creating or updating records using Apex code in Salesforce. This happens when Duplicate Rules are active and detect a matching record. In some cases, you may want to bypass these duplicate rules, such as during data import, integration, or when implementing specific business logic. In this tutorial, we … Read more >>>

Create Modal Popup in Salesforce Lightning Web Component

Create popup using lightning modal in Salesforce LWC

Recently, I created a system management app in Salesforce using Lightning Web Component. In that, I got a requirement to display parent Account details on the contact record page using a pop-up modal. With this, users don’t need to navigate to the Account record page and can see the information in the modal popup. While … Read more >>>

Call Apex Method With Parameters in Lightning Web Component

Call Apex controller class with parameters in lwc

In Salesforce Apex classes, we can define class methods in two ways: one without parameters, where we simply want to fetch static data in the LWC component by calling the Apex method. The other method is with parameters, which are mapped with input fields in the Lightning web component and used in scenarios such as … Read more >>>

How to Setup Omni Channel in Salesforce?

Salesforce Service Cloud Omni Channel setup

In Salesforce Service Cloud, we have Omni-Channel that helps service agents in handling live chats, working on cases, and replying to emails. Omni-Channel in Salesforce helps us to assign work to the right agents automatically through routing, based on their availability, skills, or workload. For example, we can define the capacity of a case and … Read more >>>

How to Write a Test Class For an Apex Trigger in Salesforce

Test Class For an Apex Trigger in Salesforce

As a Salesforce Developer, I needed to automate a process using an Apex Trigger. The trigger automatically creates a contact record whenever the sales team creates a new account for a customer. I wrote a test class to ensure the trigger works as expected and the trigger code is error-free. This test class also verifies … Read more >>>

Reactive Screen Component in Salesforce Flow

Enable reactive components in Salesforce flow

I recently created a Salesforce screen flow to calculate discounts on a product. Initially, the flow had two screens, one for entering the price and selecting the discount percentage, and another to display the discount amount and final price. While this worked, I wanted to show all four fields on a single screen. That’s when … Read more >>>

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