Salesforce: Update Multiple Lead Fields with Macros скачать в хорошем качестве

Salesforce: Update Multiple Lead Fields with Macros

In this video, I am going to show you how you can create a macro in Salesforce. Macros are a powerful automation tool in Salesforce that allows you to record a series of actions and replay them later with a single click. They are especially useful for automating repetitive tasks, such as updating fields, sending emails, or creating records. Macros can significantly improve productivity and efficiency by automating routine tasks, reducing manual effort, and ensuring consistent actions across your team. Some things to note before building macro: Have a macro folder for organizing and storing macros. Provide permissions to the correct users. Add folder field on macro object page layout. Add macro to app's utility bar. If you would like users to create and manage macros you can apply CRUD permission on the object for the user in their profile or permission set. Resources: Macros Salesforce Help https://help.salesforce.com/s/article... Create Macro https://forcemedicdesign.com/how-to-c... Check out this awesome blog: https://definingaffect.com/ *Timestamp* 00:00 - Intro. What are Macros? 00:34 - Go to Macro Setting. 01:15 - Go to Macro Object. 01:58 - Lead Quick Action. 03:00 - Enable macros on Profile. 03:45 - Permission Set Macro User. 05:40 - Add macro to utility bar on app. 07:14 - Create a Macro folder. 08:33 - Creating the Macro on lead. 13:16 - Demo macro on regular app. 14:36 - Running a macro as a user on the console app. 16:23 - Outro