Create Macros in Salesforce

We presented how to configure Macros in Salesforce settings in the previous post. Now we are creating Macros for records on the Lead object. To make the work of sellers easier, we will make Macros to create a new Task with one click and log information about contact with a potential customer. In the application… Continue reading Create Macros in Salesforce

How to enable Macros in Salesforce?

Macros in Salesforce are automations that we can use to reduce working time when entering repeating patterns of actions performed while working on records. One click allows you to send an email, log in a conversation, or create a new task for multiple records at once. This article will be dedicated to setting Macros in… Continue reading How to enable Macros in Salesforce?