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?

Salesforce Inspector – Data migration

Previously, we showed how to migrate data using Dataloader IO , in this article we will introduce You to a completely free browser plugin – Salesforce Inspector. Plugin link for Chrome (It is also available for other browsers): https://chrome.google.com/webstore/detail/salesforce-inspector/aodjmnfhjibkcdimpodiifdjnnncaafh It is a very good tool for people managing salesforce organization, but not only. The simplicity… Continue reading Salesforce Inspector – Data migration

Data migration w Dataloader.io

Import, export, and data update in Salesforce are very important issues that improve the data migration process. There are plenty of solutions in the market for Salesforce helping to throw large batches of information into the organization at once. One such solution is  Dataloader.io allowing you to perform simple and more complex data migration operations… Continue reading Data migration w Dataloader.io