In Salesforce, using Surveys, we collect user data through a review or a feedback form. After setting up the survey, the next task is to send the surveys. In Salesforce, we can automate and send survey invitations using flow automation, specifically, a record trigger flow. In this Salesforce tutorial, I will explain how to automate … Read more >>>
In Salesforce, surveys are feedback or review forms that collect feedback from customers, users, and employees by having them fill out the survey form. The collected data is stored for further analysis and to improve products, services, and operations. The Survey feature is available in both Salesforce Lightning and Classic editions. For the developer org, … Read more >>>
In Salesforce, we can query records based on created or modified today or yesterday, as well as those with information related to tomorrow’s date, by appending TODAY, YESTERDAY, or TOMORROW to the WHERE clause in the SOQL query. In this Salesforce tutorial, I will explain how to query records of standard and custom objects using date literals such as ‘today’, ‘tomorrow’, … Read more >>>
In Salesforce, validation rules ensure data security by restricting certain data entries or specific business logic when users try to create or update records. In Salesforce, while working with validation rules, we often need to get the list of validation rules to clean up data or to fetch information regarding the validation rules. In this … Read more >>>
In Salesforce, activities are used to track all the actions and activities we have done with accounts, leads, and contacts related to them in our Salesforce org. In Salesforce, activities have a polymorphic relationship that allows them to relate to other database records, which use two ID fields, WHOID and WHATID. In this Salesforce tutorial, I will explain the … Read more >>>
In Salesforce, we use SOQL (Salesforce Object Query Language) and SOSL (Salesforce Object Search Language) to query, fetch, and search the data of the Salesforce org. To ensure better performance and avoid errors like hitting governor limits, Salesforce has enforced certain limits on SOQL and SOSL queries. In this Salesforce tutorial, I will explain the … Read more >>>
In Salesforce Apex, returning a Map from the SOQL query helps in accessing and handling the data in our Salesforce org. In Salesforce, Map is a data structure that allows you to store key-value pairs, making it easier to fetch records based on specific key values. In this Salesforce tutorial, I will explain all possible … Read more >>>
In Salesforce, we use SOQL to search an organization’s Salesforce data for specific information. Using the SOQL queries, we can also fetch the deleted records from the recycle bin. In this Salesforce tutorial, I will explain how to find deleted records in Salesforce using the SOQL query. Find Deleted Records using SOQL in Salesforce In … Read more >>>
In Salesforce Visualforce pages, we can embed the reports and dashboards to display the data of past activities in the org directly on the custom Visualforce pages. In this Salesforce tutorial, I will explain how to embed reports and dashboards on the custom Visualforce pages. Embedding a Report Chart in the Visualforce Page To embed … Read more >>>
In Salesforce Visualforce pages, we can enhance the UI of the app pages by displaying images on the visualforce pages. There are several methods to embed or add an image to the custom pages of visualforce, such as using a static image resource and referring to that in the page component. In this Salesforce tutorial, … Read more >>>
In this live webinar, we will showcase how Salesforce AI Agents use business data and documents to provide intelligent responses using Agentforce Data Library and Salesforce Data Cloud.
Start with AgentForce in Salesforce. Create your first agent and deploy to your Salesforce Org.