Productivity

Step By Step Guide On Getting Started With Macros in Salesforce

Macros in Salesforce

Macros can be a huge productivity booster for your end users and can provide a great user experience in using Salesforce. If you have used macros in Microsoft Excel, you already know what it is. Macros in Salesforce also works in the same manner. It helps users perform common, repetitive tasks in a single click. For example, with the click of a button, you can  

  • send an email to a lead or contact
  • update the status of one or more records
  • create a task for self and setup due date using relative dates
  • create an event (meeting) with Lead or Contact

You create a macro by specifying the instructions for actions that the macro performs. You tell the macro each step that it performs. New Macro Builder in Lightning Experience is an intuitive tool to build your Macros easily in no time. Supported actions are highlighted in blue on mouse hover so you know what actions you can take using Macro. Just follow the exact steps while configuring Macro instructions that you would otherwise perform manually.

There are two kinds of Macros in Salesforce

  • Irreversible Macros
  • Bulk Macros

Irreversible Macros

These refer to the actions once performed can’t be undone. e.g. If a Macro has an instruction to send an email then once that Macro is run successfully the send email action cannot be undone.

Bulk Macros

As the name suggests you can run Macro on multiple records at the same time so you can save even more time from your routine tasks an be more productive.

Macros Folders

You can also organize Macros in folders. Create separate folders for different divisions and then share the folder with a user or group of users in that division. Also, you can set the folder access level and delegate some of your responsibility to your users.

So let’s get started and within the next 30 minutes or so you will be in a better position to create your own Macro according to your business needs. Here is what we will be covering in this guide:

  1. Preparation Steps
  2. Add Macros Utility to Console App
  3. Enable Macros Folders
  4. Create & Share Macros Folder
  5. Create a Macro
  6. Run a Macro as End User

(In this guide we will be configuring Macros in an app with Console Navigation. If you are not familiar with Console navigation in Salesforce, here is another step-by-step guide on getting started with Salesforce Console. Macros + Salesforce Console = User’s Productivity on Steroids)

NOTE: Certain sections of the guide will appear as locked in the free preview. You can download the unlocked version of the guide in PDF format by subscribing to our “All Access” Pass through the link below.

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Here is a short video (approx 5 minutes) to bring macros to life for you

References & Useful URLs

  1. Salesforce help article – Set Up and Use Macros
  2. Blog Post – Step By Step Guide on Getting Started with Salesforce Console
  3. Blog Post – How To Set Up & Use Quick Text in Salesforce
  4. Blog Post – Step By Step Guide To Using Email Templates in Salesforce

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How To Create & Send Custom Desktop/Mobile Notification in Salesforce

A Step-by-Step Guide to Notify Users When Important Events Occur

Custom Desktop/Mobile Notification in Salesforce

Empower your users to stay on top of important events with Salesforce Custom Notifications, a powerful feature introduced in the Summer ’19 release. Unleash the ability to send tailored push notifications on mobile devices or desktop alerts, ensuring your users are always in the loop.

Salesforce Custom Notifications Setup

Setting up Custom Notifications is a breeze and follows a straightforward, declarative process. Begin by creating a custom notification type. Enable notifications for both Lightning Experience and the Salesforce Mobile App. And then create a Flow with ‘Send Custom Notification’ action, that was introduced in Winter ’20 release.

Better Alternative to Email Alerts

Custom Notifications emerge as a superior alternative to traditional email alerts. Consider scenarios like creating a Case for an Account – sending a custom notification to the Account owner with Case details proves more effective than an email. Why? Clicking on the notification allows direct access to the specific record, minimizing app-switching and enhancing user experience.

Enhance user engagement and streamline communication within your Salesforce environment by implementing Custom Notifications. Invest 15-20 minutes in this guide to unlock the full potential of this feature. Your users will appreciate the real-time updates, and you’ll witness a seamless, efficient workflow in your Salesforce org. Ready to revolutionize your notification strategy? Try it out today!

Here’s what this guide covers:

  1. Enable Notifications
  2. Create a Custom Notification Type
  3. Create a Flow to Send Notification
  4. Test Custom Notification

NOTE: Certain sections of the guide will appear as locked in the free preview. You can download the unlocked version of the guide in PDF format by subscribing to our “All Access” Pass through the link below.

Not an “All Access” Pass Member Yet?

Get Download Access to this & 150+ More Step-by-Step Guides with “All Access” Pass. A simple and single plan to access our entire library of courses, guides, workshops & masterclasses on Salesforce.

References & Useful URLs

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How To Set Up Mass Quick Action in Salesforce

Give a Boost to Your Users’ Productivity

Mass Quick Action in Salesforce

Want to give a boost to your users’ productivity by allowing them to perform multiple actions on multiple records in a list view? Meet the Mass Quick Action, a powerful feature of Quick Actions that could be the superhero of your efficiency efforts.

With Mass Quick Action, you can create or update up to a hundred records at once. All you have to do is to create the action and add it to the object’s list view button layout, and then you’re set! This means that your users can do things like creating tasks on multiple Lead records, or enabling support agents to add Case Comments to a plethora of Cases at the same time. It’s like having a personal productivity power-up!

You’ve been given the power, but always remember – with great power comes great responsibility! Changes performed by a mass quick action cannot be reverted.

Ready to take this power for a spin? Check out this simple step-by-step guide to help you wield this new superpower:

  • Create a Quick Action
  • Set Pre-defined Field Values
  • Add Quick Action to List View Button Layout
  • Test Mass Quick Action

Invest a mere 15-20 minutes of your time to set it up, and prepare to save hours of your users’ time. That’s an impressive return on investment if you ask us!

It’s time to step up your productivity game with Mass Quick Action. Happy power-boosting!

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References & Useful URLs

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AppExchange – Add Multiple Records to Junction Objects in One Go

#1MinuteTip Here is a app from Salesforce Labs that will enable you to add multiple records to any Junction object in one go!

Users can add multiple records in one go to any Junction object using this component. It can be used as a quick action on the Lightning record page. It can be added to any record page. This component can be configured for any object, given that there is a junction object connecting two objects with a Master-detail relationship.

Add Multiple Records to Junction Objects
Image Source: App Page on AppExchange (link below)

References & Useful URLs

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Bookmark Records by Adding to Favorites

#1MinuteTip Do you know that you can bookmark records in Salesforce by adding them to favorites. And then you can quickly navigate to those records from the favorite list. Just like you bookmark URLs on browser for future access.

How to add records to favorite?
  1. Navigate to the record.
  2. Click on ‘Star’ icon on the top right.
  3. Salesforce confirms that the record has been added to favorite.
Salesforce add record to favorite
How to navigate to a record from Favorite?
  1. Click on the down arrow key beside the star icon on top right corner.
  2. Just click on any record that you want to navigate to, and Salesforce will take you to that record.
  3. To edit the favorites list, click on ‘Edit Favorites’.
Salesforce navigate to a record from favorite
How to manage favorites?
  1. Use this icon to re-order records in favorite.
  2. Click on Pencil icon to rename the record in favorite. This will just rename in favorite and will not update the actual record.
  3. Click on cross icon to remove the record from favorite.
Salesforce manage favorites
How to remove a record from favorites?
  1. Navigate the record that has been added to favorites.
  2. The ‘Star’ icon on top right will be highlighted if this record is added to favorite. Click on the star icon again to remove it from favorites.
Salesforce remove record from favorites

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