As a data analyst, I was working with a dataset that recorded values at different points in a day. The data includes the opening value, the highest point, the lowest point, and the closing value. Over a three-month period, I wanted to visualize how these values changed and identify trends or fluctuations. For this data … Read more >>>
In Salesforce, when the sales team needs to log calls, create tasks, or add new contacts while working on any record, such as any standard or custom object. For example, a user working on the account object needs to create a task for a different object. To do this, they need to navigate to that … Read more >>>
As a Salesforce administrator, it’s my responsibility to manage the record’s access for users in our Salesforce org. Recently, I had to give multiple people access to the same account record. Instead of sharing details manually, I created a group and assigned those users to the group using the Salesforce Account Teams. In this Salesforce … Read more >>>
In Salesforce lead management, it is crucial to identify the source of leads. With the lead source, we can know whether the lead is coming through ads, referrals, events, or social media. Recently, we got a requirement to add one more value to the Lead Source picklist field. The sales team wanted to track leads … Read more >>>
In our Salesforce organization, we were working on lead management and needed to visualize data statistics, such as lead status and lead source. The built-in charting features of Salesforce were helpful, but we wanted a more dynamic chart that allowed us to apply multiple filters and visualize data. For this, we used Tableau to create … Read more >>>
Recently, while working as a Salesforce system admin, I was tasked with creating Web tabs for an external website, a Salesforce tutorial website. The company wants users to be able to navigate to the tab without exiting from the org environment, so whenever they face issues related to data management or want to learn about … Read more >>>
Recently, a client asked us to add custom tabs to their Salesforce org setup to manage project-related tasks, tracking project milestones, deadlines, assigned team members, and client communication. This custom tab will help project managers and team members view and update project-related information in a single tab. Now, we will discuss the process of adding … Read more >>>
In Salesforce, the system admin needs to connect Salesforce with a third-party data integration tool like Data Loader or Tableau. For example, when we want to import a large amount of data from an external system into the Salesforce org, we use Data Loader. When users try to log in using their Salesforce username and … Read more >>>
While working as a Salesforce developer, I got a requirement to create a custom search page using a Visualforce Page. This page should allow users to search records by entering multiple input field values. The search results should display in a table format on the same page, so users can quickly find and view the … Read more >>>
As a sales analyst, I analyzed the sales data in my company. In the data, I wanted to compare monthly sales trends for different product sub-categories across five years. To visualize this data, I created a trellis chart in Tableau for an easy data comparison. In this chart, each panel in the grid represents a … Read more >>>