Download a Dashboard Image to a File – Salesforce Summer’21 release.

Brief information about the new helpful solution used in Dashboards. The ability to download the Dashboard view in .PNG format has been added, which allows you to create a ‘screenshot’ without having to use an external screen capture tool. This option is available from the drop-down list of buttons in the upper right corner of… Continue reading Download a Dashboard Image to a File – Salesforce Summer’21 release.

Report Inline Editing – Salesforce summer’21 release

Another summer novelty that the Salesforce update brought us is the ability to edit fields in records directly in the Report. This saves time when you want to improve some value by reviewing the data with the report. Thanks to this improvement, we will not have to open each record separately in a new tab,… Continue reading Report Inline Editing – Salesforce summer’21 release

Sharing Hierarchy – Salesforce Summer’21 Release.

It’s time to get acquainted with the latest Summer’21 Release from Salesforce quarterly updates. A lot of interesting changes have been added, which we will try to present to you in the coming days by publishing articles with the most interesting changes, in our opinion. At this link… https://releasenotes.docs.salesforce.com/en-us/summer21/release-notes/salesforce_release_notes.htm …there are all the changes regarding… Continue reading Sharing Hierarchy – Salesforce Summer’21 Release.

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?