In Salesforce data management, we frequently need to recover and restore deleted records. As we know, the deleted data gets stored in the recycle bin, so in the process of restoring the deleted data, we fetch it from the recycle bin. There is probably an easy option to restore the data manually from the Salesforce … Read more >>>
In Salesforce, to execute a process automatically after a specific time, we can either create a Scheduled-Triggered Flow or use a Wait Element in Salesforce Flows. The Wait Element can only be used in Scheduled-Triggered Flows and Autolaunched Flows. However, when we are working with a Record-Triggered Flow, which runs when a record is created … Read more >>>
While working as a data analyst for a retail office supply company, I was analyzing how profit was generated from each region for different categories. For this, I have to create a data visualization through which we can understand which categories are the most profitable within each region and figure out if any area is … Read more >>>
Recently, I was working with the regional sales team in my company to identify which states were contributing the most to our sales revenue. I had all the sales numbers in a table, but from the raw data, it was hard to tell which regions were performing well in sales. I wanted an easy visualization … Read more >>>
In Salesforce, we have a flow automation feature that allows us to automate processes such as record updates, task assignments, creation of related records, and sending automated emails. However, we can use Salesforce Apex when the logic is complex or when working with a large number of records. Triggers are written in code, which provides … Read more >>>
Using Salesforce Flow, we can automate adding users to public groups instead of manually assigning them. In this Salesforce tutorial, we will learn how to automatically add users to public group using Salesforce Flow, using real-time scenarios and explanations. What are public groups in Salesforce? In Salesforce, a public group is defined as a group … Read more >>>
While I was working on a sales analysis in a retail company, I needed to compare sales performance across different product sub-categories. Along with the sales total, I also wanted to see the sales difference within each category and understand the distribution. For this, I had to create a chart that could show the spread … Read more >>>
While working as a business analyst in a retail company, I was analyzing which product sub-categories were contributing the most to our overall sales in all regions. For this, I had to visualize data that could show the size of sales across multiple categories and regions in a single view, without going through long tables. … Read more >>>
As a Sales Analyst in a retail company, I analyzed the Sales performance of different product sub-categories to identify which ones generated the most revenue and profit. To visualize this data, I created a bubble chart in Tableau. In this chart, each bubble represents a sub-category of products. I used the size of the bubble … Read more >>>
I was working as a System Administrator in a company that uses Salesforce CRM to manage event registrations. The company wanted to automatically send a PDF to customers when they register for an event through a public site. A record gets created in the Event Registration__c object after each registration. I need to add the … Read more >>>