As a data analyst, I was analyzing our company’s sales data using Tableau. In the data, I wanted to know how much of our total sales came from the Furniture category. It could have been done by showing the sales percentage in a bar chart, but I wanted a chart that shows the sales share … Read more >>>
In this Salesforce tutorial, we will learn how to deactivate and remove the Global Picklist Value in Salesforce. In that, we will see the following topics: Deactivating Or Inactive Global Picklist Value in Salesforce Example: How to Deactivate Or Inactivate a Global Picklist Value in Salesforce Using the following steps, we can deactivate or inactive the … Read more >>>
In Salesforce, when we create the lookup relationship between the Objects, but later on, sometimes when we need characteristics like MDR, then we can convert the lookup relationship into a master-detail relationship. In this Salesforce tutorial, we will learn to convert a Lookup to a Master-Detail in Salesforce. We will explore the Lookup Relationship and MDR … Read more >>>
We recently hired new employees, and as part of their onboarding process, they need to upload important documents, such as ID proofs, offer letters, and signed agreements, into Salesforce. However, we don’t want these documents to be visible or officially stored until they have been reviewed and approved by a manager. So, I created an … Read more >>>
In Salesforce, we usually need to use the AND and OR conditions in the validation rule or formula. In this Salesforce tutorial, we will learn how to use OR and AND Conditions in a Validation Rule in Salesforce. In that, we will see the following topics: OR condition in Salesforce In Salesforce, the OR condition … Read more >>>
While working for a Non-profit organization using Salesforce as a CRM tool, the marketing team was creating a fundraising campaign. However, the New button was not visible on the Campaigns tab, so creating a new campaign was impossible. Then, I checked the configurations and discovered that the marketing team didn’t have the required permissions to … Read more >>>
The Salesforce Email Templates enable us to create predefined text with Salesforce fields, serving as placeholders for specific details. In this Salesforce tutorial, we will learn about Email Templates in Salesforce. In that, we will discuss the following points: Email Templates in Salesforce In Salesforce, email templates are pre-designed text layouts for sending the same … Read more >>>
I was working as a system admin for an organization that uses Salesforce CRM. Recently, I was tasked with creating an account report that displays account records owned by specific users, along with their record criteria, in either report or list views within Salesforce. In Salesforce, we have the feature “Filter by Scope,” which allows … Read more >>>
While analyzing regional sales performance for our retail business, I wanted to understand how two customer segments, Consumer and Corporate, performed across different sub-categories in terms of total sales. To compare the sales data for these two segments, I created a Butterfly Chart that displays Consumer sales on one side and Corporate sales on the … Read more >>>
I work as a Salesforce developer in a company that uses Salesforce to manage its business. Our sales team creates business agreements with customers using the Contract object. When a contract expires, the sales team needs to renew it to continue the agreement. Usually, users have to open the contract record and click the Renew … Read more >>>