Our company used the Salesforce flow to automate the process of assigning account priority to account holders based on the annual revenue of each account. Now, we need a similar flow for the candidate selection process for job interviews, with minor changes. For instance, if the job application is for the Salesforce Developer position, then … Read more >>>
The sales team in our Salesforce org was analysing the leads’ status. They needed to visualize the data statistics of the lead status that can be used in a presentation. To visualize this data in Tableau, we can use a pie chart. However, we also wanted to display the total number of leads in the … Read more >>>
While working in a Sales team of an organization that uses Salesforce CRM, we used to regularly review the quarterly sales performance report. Recently, we had to create a report for a specific product category, and we checked that we already had a report similar to that. So, we decided to clone that report instead … Read more >>>
To create similar records in Salesforce, we have an option to clone that specific object record using the Clone quick action. But it does not clone child records in a master-detail relationship, such as an Opportunity that has Opportunity Products and Quotes. In the Accounts object, you will get the option to clone the related … Read more >>>
In our Salesforce org, we were using the built-in reports and dashboard feature for data visualization. The inbound data visualization tools had limited features, and we were not able to achieve the expected output, so we required a better data visualization tool. Instead of using any other data visualization tool, we decided to use Tableau, … Read more >>>
We use a scheduled trigger flow when we want to perform an action for multiple records at a fixed time, such as sending daily reminder emails for all unpaid invoices. But what if we want to wait 3 days after one specific invoice is created before taking any action? In that case, we need to … Read more >>>
Salesforce is the leading CRM worldwide, providing a cloud-based solution for various business needs in automotive, communications, consumer goods, education, and other industries. Salesforce Developer Org is a platform for developers to create, test, and deploy applications using Salesforce. It provides a complete set of tools for building and customizing applications within the Salesforce environment. … Read more >>>
Recently, I was working on a Salesforce flow to automate the process of sending an email based on a specific condition, such as the Account is Active and the Account Priority is either High or Medium. When I was trying to add a condition in Flow, it did not allow me to use both ‘AND’ … Read more >>>
Recently, we set up Omni-Channel for one of our E-commerce clients. They were using Omni-Channel primarily for queries raised after post-sales. To address small queries, such as “my order is delayed,” customers have to send an email that creates a case later. In this setup, responses were delayed. The client wants to add a chat … Read more >>>
As a Salesforce administrator, I created a flow that allows employees to request leave through a screen flow in Salesforce. I add the flow to a button on the Employee record page. However, whenever the user clicked the button to apply the leave, they received an error. Additionally, when some users navigated to the flow … Read more >>>