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Monday, May 25, 2026
Architecture Email Sent from Salesforce and Account Engagement
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1. Account Engagement Emails & Account Engagement Email Templates datasets In this blog , we discussed Account Engagement Emails and the...
Saturday, May 16, 2026
CRM Analytics: Aging between Status
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Requirement : to get aging across the record status using object history data. Status is enabled for tracking. In this example, I'll use...
CRM Analytics: date_to_epoch
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In this blog , we shared in detail to use daysBetween(start date, end date) and date_diff(datepart, start date, end date) functions to comp...
Tuesday, May 12, 2026
CRM Analytics: Simple Binding
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Scenario : Instead of creating 2 widgets for Count of Opportunity and Sum of Amount, we need a toggle that lets the user switch between coun...
Wednesday, May 6, 2026
Salesforce: Report export and open in Excel
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Scenario : Computer locale setting is English (Singapore) → uses DD/MM/YYYY Salesforce user account locale is English (United States) → us...
Monday, May 4, 2026
Salesforce: CURRENCYRATE()
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There are 2 types of currency exchange rates in Salesforce: the default/standard exchange rate and the dated exchange rate, but Dated Exchan...
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