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Recently, we have migrated our Salesforce org to the Lightning experience, and the management wanted all sales and service users to stay in Lightning. However, some users were still switching back to Salesforce Classic, which created problems. For example, the sales operations team began building dashboards using Lightning-only features. However, a few sales representatives continued to … Read more >>>
When I was working with the sales team in my Salesforce org, they came up with a requirement to sell products at different prices for different types of customers. For example, while the standard price of a product was set at $7500, our clients needed a discounted price of $7000. Similarly, some other product accessories … Read more >>>
In our Salesforce org, I added the products to the Standard price book. Later, we created a custom price book to set different pricing for different markets. In the price books, we wanted a few products to have standard pricing in all custom price books. In the solution, I came to know that we can … Read more >>>
Our organization uses Salesforce as its primary CRM tool, and in that, we use it to create lead records manually from the Lead object. The sales team struggled to create multiple lead records daily, which distracted them from focusing on important leads and related tasks. Later, we decided to allow our customers to fill in the lead fields … Read more >>>
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 >>>
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