In Salesforce, we have a flow automation feature that allows us to automate processes such as record updates, task assignments, creation of related records, and sending automated emails. However, we can use Salesforce Apex when the logic is complex or when working with a large number of records. Triggers are written in code, which provides … Read more >>>
When you are working as a support user and a high-priority case is created in Salesforce, we can automate the process of sending an email using a flow. Now, what if we also want to send an SMS from Salesforce when any condition is met to defined criteria? Therefore, we need to use a third-party … Read more >>>
We have all been in the situation where we are uploading a file or reloading a page, then during that time frame, a spinner is rotating on the page, till the page or file loads. This spinner indicates that the load process is running in the background and disappears after the page has loaded. In … Read more >>>
Have you ever wanted to let users upload a profile picture in Salesforce with an easy cropping experience? This is similar to what we get when uploading profile pictures on social media apps. There, we see the option to crop the image before uploading. We can create an image cropper in Salesforce with Lightning Web … Read more >>>
As a customer service agent, you receive a number of cases, emails, and chats every day. Now, to manage all these things, you keep jumping between different screens and tabs. Isn’t it feel unorganized and stressful, right? Want to make your customer service better with Salesforce? Then you should know about Agentforce. It’s an AI … Read more >>>
In Salesforce, we need a calendar to manage events, meetings, deadlines, and tasks directly within the platform. Instead of switching between external tools like Google Calendar or Outlook, users can track everything in one place using a custom reusable LWC calender, where it can be deployed on any lightning page. The most efficient way to … Read more >>>
As a support user, you have a query regarding any object record, and to resolve that query, you have to go through all the fields of that record to analyze it. It would be better if there were a field that summarizes all the important information. By looking at that field, we can get a … Read more >>>
In Salesforce Lightning pages, we can use image sliders to make them more attractive and interactive. An image slider allows us to display images with transitions and add captions. In Salesforce, we can display image sliders using different methods, such as: In this tutorial, I will show you how to create an image slider in … Read more >>>
Usually, when we retrieve data from Salesforce org, we use the Apex class where we write the SOQL query. However, this can also be done without using the Apex class. Instead of Apex, we can use Lightning Data Service and Wire Adapters to get data from the Salesforce org. Using the above methods, let me … Read more >>>
In Salesforce, overriding the standard buttons like New, Edit, and View helps us to customize the form that appears as we click on this action button. For example, you want to edit a record and on clicking the Edit button you want the fields other than those available in the standard Edit form. Let’s learn … Read more >>>
We will show demo on the complete process of building your first AI Agent in Salesforce using Agentforce. You’ll learn how agents work and how to connect your agent to Salesforce data to deliver intelligent business outcomes.
Start with AgentForce in Salesforce. Create your first agent and deploy to your Salesforce Org.