Our Salesforce org has an app event management system storing events with start and end times (Datetime fields). However, the user needs to view all events that occur on a particular date, regardless of when the event starts or ends. To implement this, we need to filter the Datetime field by converting it to Date. … 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 >>>
In our Salesforce org, each product order has a sales tax calculated as a decimal. The finance department requires that the sales tax be reported as an integer (i.e., rounded to the nearest whole number) for better reporting and accounting. For this requirement, we had to convert the values of calculated sales tax from Decimal … Read more >>>
In this tutorial, I will explain logical and looping statements in Salesforce Apex Programming. We will explore the logical and looping statements available in Salesforce Apex and learn how to declare and utilize them to implement complex business logic, automate processes, and handle bulk operations. Logical Statements in Salesforce Apex In Salesforce Apex, a logical … 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 >>>
As a Salesforce admin, I was required to streamline the process of approving employee reimbursement expenses. Employees submit expenses, and their manager must approve any expense exceeding $5,000. If the cost is over $8,000, approval from HR is also required. We have a feature called the approval process in Salesforce to fulfill this requirement. Here, … Read more >>>
We will show demo on the complete process of building your first AI Agent in Salesforce using Agentforce. You’ll learn how agents work and how to connect your agent to Salesforce data to deliver intelligent business outcomes.
Start with AgentForce in Salesforce. Create your first agent and deploy to your Salesforce Org.