If you’ve ever needed to show an important message to all Salesforce users, such as a system maintenance update, compliance reminder, or deadline notification, you may have noticed that Salesforce does not provide a single button to display alerts across the entire UI. Instead, Salesforce offers different notification options, each designed for a specific use … Read more >>>
Salesforce Flow is one of the most powerful automation tools available in Salesforce. Among all flow types, Screen Flow is widely used because it allows users to interact with a custom user interface without writing code. When we create a Screen Flow, all fields are usually displayed in a single column by default. However, in … Read more >>>
A common requirement in Salesforce is displaying the logged-in user’s information in the Lightning interface. For example, you may want to show the current user’s name, department, or role in a custom Lightning component, app page, or internal portal. Salesforce offers multiple ways to achieve this, depending on your requirements. In this tutorial, we will … Read more >>>
If you have ever logged in to a new Salesforce org and felt that it doesn’t match the company’s branding, you are not alone. By default, Salesforce uses the standard blue Lightning header, Salesforce cloud logo, and its default color theme. While it works perfectly, it may not reflect your company’s brand identity. The good … Read more >>>
In Salesforce, managing customer relationships is not just about closing deals. It is also about maintaining long-term business relationships. One of the most important parts of this process is handling renewals. A renewal opportunity helps organizations track future sales from existing customers. Instead of creating a new deal from scratch, Salesforce allows you to create … Read more >>>
If you’ve ever tried to connect Salesforce to an external API, whether it’s a payment gateway or your company’s internal system, you’ll need to provide an API key, a Bearer token, or a custom header such as X-Calling-User or X-Billing-Code. That “something extra” is what we call a custom header, and in this tutorial, you will understand exactly how … Read more >>>
In Salesforce, we use Flows and Triggers to automate any process. To define when the flow should execute, we can select a flow execution condition, such as record creation, update, or deletion. If you have a complex process and want to automate it, you should use an Apex trigger. Here, also, we need to define … Read more >>>
In Salesforce, file upload is a very important feature used in almost every business process. For example, companies may need to collect resumes, documents, invoices, or customer files. Salesforce provides a standard file upload option, but it is mainly useful for internal users who already have access to the system. However, in many real-world scenarios, … Read more >>>
In data analysis, comparing values across different categories is very important. When working with tools like Tableau, simple tables are not enough to clearly understand patterns and trends. That is where visualizations become useful. One of the most effective charts for comparison is the Side-by-Side Bar Chart, also known as a grouped bar chart. This … Read more >>>
Salesforce is one of the most popular Customer Relationship Management (CRM) platforms used by companies worldwide. It helps businesses manage customers, sales, services, and data in one place. A Salesforce Administrator plays a very important role in managing this system. They ensure that everything in Salesforce works properly and users can do their work without … 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.