While working as a Salesforce developer for a retail company with stores across various states. The company’s management team wants to evaluate the distribution of accounts (stores) across different geographic zones: North Zone, South Zone, East Zone, and West Zone. However, no existing field categorizes the accounts into these zones based on location. To solve … Read more >>>
While working as a Salesforce admin recently, we received a lead from the marketing campaign who expressed an interest in buying the product. So, our sales representative scheduled a call with that lead to better understand the requirements and budget. After contacting the lead, the sales rep decided to convert this lead. Here, I will … Read more >>>
I was working as a Salesforce admin on a sales application. Recently, the sales manager asked me to add a field to the contact object so that it would fetch the value of the amount field from the account object and display it on all related contacts of that particular account. To achieve this requirement, … Read more >>>
I work in a mid-size organization that uses Salesforce CRM. Recently, we launched a new software product aimed at small businesses. To successfully introduce this product to the market, we need to arrange a campaign that will generate leads and educate potential customers. Here, I will explain the campaign object in Salesforce and then show you how … Read more >>>
I was working as a Salesforce admin. Recently, the support manager asked me to automate the process for cases generated from the phone (origin). If the case remains unresolved within 10 hours after it is created, it should automatically escalate to the support manager. To automate this process in Salesforce, we have a case escalation … Read more >>>
I created a custom object in Salesforce to create new employee records. In that form, the employee needs to select the country and state of their native place. However, the requirement was that I needed to modify the country and state fields so that when an employee selects a country, only the related state should … Read more >>>
I was working as a Salesforce admin. Recently, the sales manager asked me to create a lead conversion report with the record count of each sales representative who converted leads to understand which sales representatives are converting the most leads. To achieve this requirement, I created a report that sorts the number of leads by … Read more >>>
I worked for an organization that uses Salesforce CRM to manage the employee management application. Recently, HR asked me to update the application to include an employee field for reimbursement applications. When the employee clicks that field, it shows all employees in the list, and without filling that field, the record should not get saved. … Read more >>>
As a Salesforce admin, I need to generate an account report to display accounts with the type of ‘account=customer-direct.’ The account rating should be hot, or the account should be from the apparel industry. To create this type of report, first, we need to apply a filter to each field, and then we can use … Read more >>>
As a Salesforce admin, I worked on the case report. Recently, the manager wanted to calculate the open cases by the number of days since a customer’s case was created until today in a Salesforce report so that they could track the progress of customer support cases. I created a case report to achieve this … Read more >>>
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