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While working with an organization that uses Salesforce, I was assigned the task of creating products in the Salesforce org. The sales team wanted to add different items to opportunities, but before that, we had to set them up as Products in Salesforce. In Salesforce, we can add products manually from the UI of the … Read more >>>
In our Salesforce org, I recently added products so that the Sales team can add them to Opportunities. Here, we faced one issue while adding the Products to the Opportunity, which was that the products were not appearing in the Opportunity Products related list. While fixing the issue, I came to know that in Salesforce, … Read more >>>
In our Salesforce org the Account management team needs to keep customer details up to date regularly. The team wanted an edit layout to update important fields such as Account Industry, phone, and website. So that, instead of opening the record in full edit mode, they can update information from this layout. As a solution for this … Read more >>>
To create a package in Salesforce, we use the package manager that adds components and generates an installation URL after uploading the package. This is a very easy way to create and deploy a package in Salesforce, allowing others to install it directly. The issue arises when the created package is deleted from the source … Read more >>>
In Salesforce, when the sales team needs to log calls, create tasks, or add new contacts while working on any record, such as any standard or custom object. For example, a user working on the account object needs to create a task for a different object. To do this, they need to navigate to that … Read more >>>
While working as a System Administrator in a company that uses Salesforce to provide services to customers, we recently hired some new support agents. These agents currently lack sufficient knowledge to address many questions raised by customers through queries or support tickets. To help them, we decided to enable Salesforce knowledge. To enable users to … Read more >>>
As a Salesforce administrator, it’s my responsibility to manage the record’s access for users in our Salesforce org. Recently, I had to give multiple people access to the same account record. Instead of sharing details manually, I created a group and assigned those users to the group using the Salesforce Account Teams. In this Salesforce … Read more >>>
In Salesforce lead management, it is crucial to identify the source of leads. With the lead source, we can know whether the lead is coming through ads, referrals, events, or social media. Recently, we got a requirement to add one more value to the Lead Source picklist field. The sales team wanted to track leads … Read more >>>
In Salesforce, the system admin needs to connect Salesforce with a third-party data integration tool like Data Loader or Tableau. For example, when we want to import a large amount of data from an external system into the Salesforce org, we use Data Loader. When users try to log in using their Salesforce username and … Read more >>>
In our Salesforce org, initially, we used to create quotes manually for every single opportunity. In that process, we had to pick the products, enter prices, apply discounts, and then prepare the quote document separately before sending it to the customer. Later, we integrated Salesforce CPQ (Configure, Price, Quote). With CPQ, we can automate the … Read more >>>
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Learn how to work with flows in Salesforce with 5 different real time examples.