Tag: Productivity

1 Minute Tips

#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
1 Minute Tips

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.
1 Minute Tips

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.
1 Minute Tips

#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’.
1 Minute Tips

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.
1 Minute Tips

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
1 Minute Tips

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
1 Minute Tips

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 ...
Blog Posts

How to #Hashtag Records in Salesforce

Do you know that you can #hashtag records in Salesforce using a feature called 'Topics'? Learn how to enable, configure, use and search topics in ...
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