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Our Salesforce org has a custom object, project, to track all the ongoing project activities. We had to link the Client(Account ) to the Project to track specific clients’ projects. On the client’s detail page, we could see the projects. A lookup relationship was needed with the Project object, so the project management team wanted to display the related … Read more >>>
I worked as a Salesforce admin for an organization that uses Salesforce CRM, and our sales team created opportunity records for converted leads. While creating opportunity records, they had to restrict the close date field so that it would not be less than today’s date. Whenever the sales rep enters the close date today or … Read more >>>
While working as a Salesforce admin, the sales manager asked me to send lead reports to all sales representatives. Since sending reports to each rep would be very time-consuming, I created a group of sales representatives to whom I wanted to send lead reports and then sent the report to the group so that it … Read more >>>
I worked as a Salesforce admin for an organization that manages multiple projects. The organization’s multiple teams often work on several projects at the same time. However, each project may involve many teams working on it. Recently, I was required to track the activity of teams that are currently working on a specific project. To … Read more >>>
While working as a Sales representative for an organization that uses Salesforce to manage its Sales and CRM processes, one potential customer reached out to me to discuss subscribing to our software solution, which includes both licenses and implementation services. After the discussion, I had to send him a quotation for how much the software … Read more >>>
I was working on Service Cloud in an organization that uses Salesforce CRM. Recently, our organization sought to enhance its case management process by streamlining the organization of support cases. To do this, they want to set up a queue in Salesforce to handle “High” priority cases. This will allow multiple support agents to work … Read more >>>
As a Salesforce admin, I worked on a banking management app. For that app, we created two profiles: employee and manager. As the manager holds a higher position, he has more access than employees. The requirement was that when the manager was on leave, we needed someone to be there on his behalf and manage … Read more >>>
I was working as a Salesforce admin recently. Our organization hired new employees for the sales representative position, and the sales manager asked me to give them access to Salesforce to manage the sales application. For that, I created a new account for new employees and gave them access to the Salesforce Org. Here, I … Read more >>>
I worked for an organization that uses Salesforce to manage data security. We set up the organization-wide default to be private so that no one could access other users’ data. But now, we need to give other users access to some records. To achieve this requirement, we have a sharing rule feature in Salesforce. Here, … 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 >>>
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