In Salesforce, generating PDFs allows users to create professional documents from their organization’s data, making it easier to share the data with others. The feature of rendering a document in PDF is useful for reports, invoices, contracts, and other documents that need to be shared with customers. In this Salesforce tutorial, we will learn how … Read more >>>
In Salesforce, Apex triggers are used to automate processes and apply custom logic during specific database operations, such as insert, update, delete, and undelete. In that, we use this Trigger.New, which is one of the types of context variables, is used to return a list of the new version of sObject records. In this Salesforce … Read more >>>
In Salesforce, Visualforce is a framework that allows us to build and deploy custom user interfaces on the Salesforce Lightning Platform. By using the controllers in the Visualforce pages, we can control user interaction, such as data access and component behavior, and also execute complex business logic. In this Salesforce tutorial, we will learn how … Read more >>>
After creating an application in Salesforce, when you want to deploy it from one Salesforce org to another, you first need to create and upload the application package. Then, you can share the generated link with the different orgs where you want to deploy the package. In this Salesforce tutorial, we will learn about unmanaged packages in … Read more >>>
In Salesforce, Async SOQL means Asynchronous SOQL. It is an asynchronous process in which we run the SOQL queries over the Salesforce entity data, including subjects, BigObjects, and external objects. In this Salesforce tutorial, I will explain asynchronous SOQL and how to query large objects using asynchronous SOQL in Salesforce. What is Async SOQL in Salesforce? In … Read more >>>
A company needs to calculate the delivery date of an order. The standard delivery time is 5 business days (excluding weekends). If an order is placed on Wednesday, Salesforce should automatically calculate and show the delivery date as the following Wednesday (skipping Saturday and Sunday). In this article, we learn about how to calculate business … Read more >>>
While working as a Salesforce Admin in a company that uses Salesforce to manage customer support cases, when a new high-priority case is created in Salesforce, we want to immediately notify an external system, such as a third-party ticketing tool or an internal application. Using Workflow with Outbound Message, Salesforce can automatically send case details such as Case ID, … Read more >>>
When I was working on a Tableau report, I had the row labels grouped instead of being repeated for every row. With this, it was difficult to read the table because users had to view each row to understand which row label applied to it. For example, instead of seeing the row header repeated on … Read more >>>
When I was building a Tableau dashboard for sales analysis, I faced a situation where the Sub-Category field had too many detailed values, such as Chairs, Tables, Bookcases, and Furnishings, etc. As a solution for this, I used a CASE statement to group them into simple categories like Seating, Storage, and Other. By using the … Read more >>>
In Salesforce, while working with SOQL queries, we need to write the queries correctly to retrieve the data and make it understandable to the user. In Salesforce, we have the feature of “aliasing” names; for example, the user name John Smith will appear as jsmith in the alias name. We can also use the alias … Read more >>>