Using Tableau, we were analyzing sales performance for our product in each region. I wanted to compare the sales of different product categories in each region. To visualize this data, I created a stacked bar chart in Tableau that displays the total sales for each region, which are Central, East, South, and West, and stacks … Read more >>>
While analyzing the performance of different product sub-categories in our retail dataset, I created a dual-axis chart in Tableau to compare Sales and Profit side by side. The bars in the chart represent total sales for each sub-category, while the lines show the profit. This visualization in a dual-axis chart helped us identify categories that … Read more >>>
In Salesforce CRM, we have a flexible permission management system to customize user access, and assigning Permission Sets is a key aspect of this process. In this Salesforce tutorial, we will explore the method to assign permission sets using Data Loader. Data Loader for Assigning Permission Sets In Salesforce, a Data loader is used to … Read more >>>
While working on a project management application, I realized that keeping track of tasks can be challenging. When employees work on multiple tasks, they may not be able to complete some tasks on time. Now, instead of sending an email for each expired task separately, we can add all expired tasks to a single email … Read more >>>
I created a screen flow that includes fields to collect user input and shared that form on a public site, allowing anyone to fill it out. To achieve this, I created a digital experience public site and added a flow screen component to it. However, when I shared the site link with another user, they … Read more >>>
While working as a sales analyst for a retail company, I have to create a data visualization to display different product categories and their subcategories, which contribute to overall sales. Using Tableau, I created a Sunburst chart to visualize this data. In this chart, the inner ring represents the three main product categories: Furniture, Office … Read more >>>
In Salesforce user management, we cannot delete a user once it is created, so we deactivate the user account to refrain the user from having access to the organization. We can automate the process of user deactivation using the flows, and in this Salesforce tutorial, we will learn to Auto-Deactivate Users with Schedule-Triggered Flow in … Read more >>>
In Salesforce, we can automate the processes to freeze the users by using flows. We can automate this process in different ways. In this Salesforce tutorial, we will see what is meant by Freeze Useres in Salesforce and How to Freeze User’s Account Using Salesforce Flow using real-time scenarios and explanations. What are freeze or … Read more >>>
While working on Salesforce Flow, we often need to access the ID of the currently opened record. This record ID helps us to run the flow on that specific record. When we pass the record ID, the flow can determine which record we are working with, allowing us to perform operations such as displaying the … Read more >>>
Our company uses a custom object called “Project__c” to manage client projects. We want to send a “Project Completion Email” to the client upon project completion. However, we do not want to send this email automatically for every project. If we create a record-triggered flow, it will send an email every time a project is … Read more >>>