Скачать или смотреть Salesforce Macros Tutorial: Introduction, Prerequisites and Permissions

Are you tired of performing the same repetitive tasks over and over in Salesforce? In this video, I will show you how to configure and use Salesforce Macros to boost your productivity.

A Macro is a powerful tool that allows you to automate a set of instructions—like selecting an email template, sending an email to a customer, or updating a case status—all in a single click from the utility bar.

In this video, we cover:
What are Macros: Understanding how they help maintain consistency and speed.
Prerequisites: The specific permissions and settings required before you start.
Configuration: How to enable Macro settings and set up the "Manage Macros Users Can't Undo" permission.

🔗 Helpful Resources:
https://help.salesforce.com/s/article...

⏱️ Timestamps:

0:00 Introduction
1:06 What is a Macro? (Tool Description)
2:04 Prerequisites
5:13 Permissions
5:58 Setup: Macro Settings
6:35 Conclusion

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