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 >>>
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 >>>
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 >>>
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 >>>
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 >>>
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 >>>
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 >>>
Recently, I was working on a Salesforce flow to automate the process of sending an email based on a specific condition, such as the Account is Active and the Account Priority is either High or Medium. When I was trying to add a condition in Flow, it did not allow me to use both ‘AND’ … Read more >>>
Recently, we set up Omni-Channel for one of our E-commerce clients. They were using Omni-Channel primarily for queries raised after post-sales. To address small queries, such as “my order is delayed,” customers have to send an email that creates a case later. In this setup, responses were delayed. The client wants to add a chat … Read more >>>
We use a scheduled trigger flow when we want to perform an action for multiple records at a fixed time, such as sending daily reminder emails for all unpaid invoices. But what if we want to wait 3 days after one specific invoice is created before taking any action? In that case, we need to … Read more >>>
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