Tag: Productivity
Top 10 Ways Slack Can Increase Your Productivity
#1MinuteTip Came across this interesting Video on "Top 10 Ways Slack Can Increase Your Productivity & Collaboration".
#SalesforceSummer21 – Send Multiple Emails with Unique Templates in a Single Macro
#1MinuteTip #SalesforceSummer21 Bulk Macros now support Classic and Lightning Experience email templates. Use more complex macros to automatically handle repetitive emails
Duplicate Records including Child Records with Record Clone
#1MinuteTip In Salesforce, you can now clone a record includng its child records using this AppExchange package from Force.com Labs.
Clone with Related Action Clones Objects Along with Their Related Records
The Clone with Related action clones objects along with their related records, hence the original object’s related records are also added to the cloned one.
#Hashtag Records in Salesforce
You don't need to create custom fields every time to capture information, instead, #Hashtag records in Salesforce with a feature called ‘Topics’.
Run Through Related List with Quick Filter
With Related List Quick Filter, you can quickly narrow down the data that you are looking for in an object's related list.
How to Search on Number Fields?
Salesforce Global Search does not work on number fields. But you can still filter global search results by number range
Use Salesforce Keyboard Shortcuts to Increase Productivity
Press '/' for Global Search, 'e' to edit current record & 'Command' + 's' to save. Use Salesforce keyboard shortcuts to become a power user
Find Records Faster with Search Report Table Feature
The report table search makes it easy for you to search for records in a report so that you spend less time looking for the ...