Sometimes the Salesforce sales agent needs to visit a client site in a remote area where there is no internet connection. During the visit, the agent must verify customer details, contacts, and open opportunities. Now, the agent wants to access and update the client record, but without internet access, this is usually not possible. For … Read more >>>
I worked as a Salesforce administrator. Recently, the sales manager has sought to automate the process of updating the opportunity stage, which is automatically set to ‘Closed Won’ when the amount exceeds $ 100,000. To do so, we utilize Salesforce Flow, a powerful automation tool. In this Salesforce tutorial, we will learn how to create a record trigger flow in … Read more >>>
I was working as a Salesforce admin and part of a team working on a new project. Everyone needed an easy way to communicate and share updates, so I was assigned the task of creating a Chatter group in Salesforce for the project. Here, I will explain what a chatter group in Salesforce is, its … Read more >>>
I recently worked on customer support cases in our Salesforce org. To manage case tracking and ensure each case has a unique identifier, we have to generate a random alphanumeric reference code for each new case. Customers will use this code to reference their case in communications. To solve this, I created an apex class … Read more >>>
Our Salesforce org has an application that logs user login events, including a Unix timestamp indicating the exact time each login occurred. These logs are sent to the org to analyze user activity and track engagement over time. We had to convert the Unix timestamp for each login event into a DateTime format for reports … Read more >>>
I created a custom logging feature to track changes to records in any object, such as an account, contact, or custom object. The method should accept the SObject type to work with any object in Salesforce. For that, we need to declare a SObject in Salesforce Apex. Here, I will explain what an SObject is … Read more >>>
In our Salesforce org, we were working on integrating our Salesforce instance with a third-party ticketing system for managing customer support cases. The goal was to sync the status of support cases between Salesforce and this external system using an API. We need to send the current case status to the third-party system via API. … Read more >>>
While working as a Salesforce developer, I was required to write a trigger to restrict record deletion, as sometimes we need to prevent users from deleting important records. For example, An Account should not be deleted if it has active Opportunities. Salesforce does not provide this restriction by default, so we need a trigger to … Read more >>>
In our company, we used Salesforce Marketing Cloud to manage cases or the issues raised by customers. In these situations, we often encountered cases where a single customer raised multiple cases for the same problem. For example, they first log a case through the service portal and later send an email about the same problem. … Read more >>>
We use Workflow in Salesforce to automate business processes, such as sending reminders, updating fields, and creating tasks. However, sometimes we need these actions to occur at a specific time rather than immediately. To achieve this, Salesforce provides the Add Time Trigger feature in Workflow Rules. With this, we can schedule actions to run hours … Read more >>>