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 >>>
While analyzing the performance of different product sub-categories in our retail dataset, I created a dual-axis chart in Tableau to compare Sales and Profit side by side. The bars in the chart represent total sales for each sub-category, while the lines show the profit. This visualization in a dual-axis chart helped us identify categories that … Read more >>>
We were analyzing the Sales performance of all product subcategories for the years 2024 and 2025. We wanted to compare the current year’s sales performance with the previous year to identify which subcategories were showing growth and which ones were behind compared to last year. To visualize this data, I created a Bullet Chart in … Read more >>>
Recently, we were analysing the order timeline of product shipment. We wanted to know how long it took for orders to be shipped after they were placed in different shipping modes. As a solution for this, we used the Gantt bar chart, in which we can show the duration of hours between the order and … Read more >>>
When I was working as a data analyst for an office supply company, I got a request to create a data visualization for product sales. The sales team wanted to know how each product sub-category was contributing to our overall sales. The data should display in order, starting from the least selling products to the … Read more >>>
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 >>>
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 >>>
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