As a Salesforce admin, while working on reports, I created a report on account records in Salesforce. In that report, I had to display the account records created by me, but when the report was generated, it displayed all the created records, including the one created by another user. I have added the show me … Read more >>>
Recently, a salesforce sales manager asked me to create a report to monitor customer accounts. The manager wanted to review the number of accounts whose account rating is Hot. For that, I created a simple tabular report in Salesforce. Here, I will explain reports and their types. Then, I will show you how to create reports in … Read more >>>
The sales team in our Salesforce org required a record page that contained all necessary information and actions in one place, improving their efficiency in managing sales opportunities. As a system admin, I created that custom Lightning record page for the Opportunity object according to the sales team’s requirements. In this Salesforce tutorial, I will … Read more >>>
While working as a Salesforce system admin, the support team asked me to create a report on notes logged by them in the previous quarter. The support team frequently logs notes in Salesforce to document interactions with clients, feedback, and follow-up actions. For this requirement, I had to create a report that provides insights into … Read more >>>
I am working as a Salesforce system admin, and in our Org, we have the Create Opportunity button removed / disabled from almost everywhere. We only want the users to create a new Opportunity from the Contact records. For this, we have two options: to create opportunities from the New button in the Opportunity section … Read more >>>
As a Salesforce admin I was working on a lead conversion report. The manager wanted to review the number of leads generated from the web and the conversion of those leads to customers over the last quarter. To create this type of report in Salesforce, we have a matrix report. Here, I will explain matrix … Read more >>>
As a system admin, I worked on Salesforce reports. Recently, the sales manager asked me to create the account’s annual revenue report. However, some account records fields are blank and include null values in the “Annual Revenue” field. To ensure the correct analysis, I need to create a Salesforce report with only records with non-null … Read more >>>
I recently created a sales performance report, which contains specific information about quarterly sales activities. The sales manager asked me to share this report with the sales team and upper management to discuss future plans. In Salesforce, we cannot share a single report directly. However, there are other ways to share a single report. In … Read more >>>
While working as a system admin in an organization that uses Salesforce, I configured a custom app named Bank_CRM created specifically for finance. This app contains sensitive financial data, so it was required to add privacy to make it available only for the “manager” and system administrator profiles. For that reason, we decided to disable … Read more >>>
Recently, while working as a Salesforce system admin, I was tasked with creating Web tabs for an external website, a Salesforce tutorial website. The company wants users to be able to navigate to the tab without exiting from the org environment, so whenever they face issues related to data management or want to learn about … Read more >>>
Build a Smart AI-Powered CRM Assistant with Agentforce in Just 4 Hours—Hands-On, Live, and Ready for Real-World Use!
27 August 2026 | 7 PM to 11 PM IST | 9:30 AM to 1:30 PM EST
Early Bird: $9 – First 15 Seats
Start with AgentForce in Salesforce. Create your first agent and deploy to your Salesforce Org.