I work in a mid-size organization that uses Salesforce CRM. Recently, we launched a new software product aimed at small businesses. To successfully introduce this product to the market, we need to arrange a campaign that will generate leads and educate potential customers. Here, I will explain the campaign object in Salesforce and then show you how … Read more >>>
I was working as a Salesforce admin. Recently, the support manager asked me to automate the process for cases generated from the phone (origin). If the case remains unresolved within 10 hours after it is created, it should automatically escalate to the support manager. To automate this process in Salesforce, we have a case escalation … Read more >>>
I created a custom object in Salesforce to create new employee records. In that form, the employee needs to select the country and state of their native place. However, the requirement was that I needed to modify the country and state fields so that when an employee selects a country, only the related state should … Read more >>>
I was working as a Salesforce admin. Recently, the sales manager asked me to create a lead conversion report with the record count of each sales representative who converted leads to understand which sales representatives are converting the most leads. To achieve this requirement, I created a report that sorts the number of leads by … Read more >>>
I worked for an organization that uses Salesforce CRM to manage the employee management application. Recently, HR asked me to update the application to include an employee field for reimbursement applications. When the employee clicks that field, it shows all employees in the list, and without filling that field, the record should not get saved. … Read more >>>
As a Salesforce admin, I need to generate an account report to display accounts with the type of ‘account=customer-direct.’ The account rating should be hot, or the account should be from the apparel industry. To create this type of report, first, we need to apply a filter to each field, and then we can use … Read more >>>
As a Salesforce admin, I worked on the case report. Recently, the manager wanted to calculate the open cases by the number of days since a customer’s case was created until today in a Salesforce report so that they could track the progress of customer support cases. I created a case report to achieve this … Read more >>>
I was working as a Salesforce admin on lead records. Recently, the sales manager asked me to create a separate list view of lead records to monitor leads generated from the web. To fulfill this requirement, I created a custom list view to display all leads from the web source. Here, I will explain the … Read more >>>
The Sales team in our Salesforce org was conducting a performance review, so I created a detailed report to calculate the “Year-to-Date Sales” for each opportunity directly in the report. In that report, using the row-level formula, I add a row-level formula field that calculates the “Year-to-Date Sales” by checking if the “Close Date” is … Read more >>>
In our Salesforce org, I recently added products so that the Sales team can add them to Opportunities. Here, we faced one issue while adding the Products to the Opportunity, which was that the products were not appearing in the Opportunity Products related list. While fixing the issue, I came to know that in Salesforce, … Read more >>>