I worked as an admin for a company that used Salesforce. The sales team wanted an easy way to search Google for information related to their accounts without having to open a new browser tab. To simplify their task, I decided to add a custom button to the account object that redirects to Google and … Read more >>>
In our Salesforce org, we have a custom form field where users manually enter the date and time for follow-up meetings. The input is captured as a string from a custom form field. We need to convert this string input into a Datetime format so that we can create a follow-up event in the system … Read more >>>
While working as a Salesforce developer, I recently converted data types for some object fields. There was a custom object called User_Activity_c. This object has a field Related_record_c to store the record’s ID associated with the activity. Since the Related_Record__c field is a text field, I had to convert the ID type to a string … Read more >>>
In Salesforce, Date fields always show in standard date format, like YYYY-MM-DD. But sometimes, we need the Date in Text format for emails or reports. Salesforce does not directly allow us to change Date to Text without using a formula. For example, if we are sending an email and want to include the Date field, … Read more >>>
We create validation rules in Salesforce to show errors on the record detail page. When a user enters incorrect data, the validation rule stops the save and displays an error message. But when working with Apex, sometimes validation rules are not enough. For example, we need to use Apex code to check complex conditions or … Read more >>>
When I was working with the sales team in my Salesforce org, they came up with a requirement to sell products at different prices for different types of customers. For example, while the standard price of a product was set at $7500, our clients needed a discounted price of $7000. Similarly, some other product accessories … Read more >>>
I was working as a system admin for a company that uses Salesforce to handle customer support cases. Every time a new case is created, the support team must follow up within 3 days after the case is created. Instead of manually calculating the follow-up date, we can create a formula field in Salesforce that … Read more >>>
While working as a Salesforce system admin, I got a requirement from the Sales team to automate task creation for potential clients (opportunity). The sales representative had a meeting with the client, and after the meeting, they needed to follow up every two weeks to check on the client’s progress in the decision-making process until … Read more >>>
While working as a Salesforce system admin, I received a request from the Sales team to enable the recurring tasks. The sales team managed opportunities, with each open opportunity requiring a follow-up call from the sales representative every week until the deal was closed. Instead of manually creating follow-up tasks, they opted for recurring tasks … Read more >>>
In Salesforce, the address field is disabled by default, so whenever we need to create an address field, we have to use a text or text area field. But when using a text field for an address, we don’t get address fields like street, city, postal code, and country. These fields are available only in … Read more >>>