Home » salesforce services » Salesforce Macros Implementation | Automating your activities for active time management

Salesforce Macros Implementation | Automating your activities for active time management

by | Jun 24, 2020 | Blog

Imagine sending a report once. Done? That was easy! How about doing it again and again and again. In a word, that’s boring!  This rabbit hole travels deeper, as repetition isn’t just a mood kill, but also a time-consuming and anti-productive feat. Your staff can work a lot more and better and faster, if only they were not stuck sending Emails, doing data imports, and updating status all day long. Salesforce Macros Implementation can help your team rediscover the joy in working and completing daily activities by cutting short their mundane tasks with planned automation. It’s capable of sending bulk emails and selecting templates with just a single click by the user, who can then rewrite the instruction according to personal requirements. These features make Macros an essential tool for your Marketing and Sales team, so they can do their job without feeling the lull of repetition.

Salesforce Macros Implementation is not just a simple automation setup, but it is more flexible and feature-rich so that the user can easily define the needs with fewer efforts. Its click-based user interaction doesn’t require much to get the hang, and the outcomes are outstanding. Salesforce Macros only require feeds on specific field objects as an input to set your instructions straight and act accordingly. It’s equally effective on every custom or standard feed-based object.

Salesforce Macros Implementation help you go easy with the workload

Salesforce Macros Implementation is the masterstroke of automation that helps your staff save their precious time and gain faster outcomes. Macros Implementation is available for both Salesforce Classic and Salesforce Lightning Console. This makes macros highly accessible and adds consistency to the work whenever you switch to a different Salesforce version. But, to begin with, Salesforce macros set up, the user is required to have the following prerequisites:

  • Using feed-based input page layouts to run it on the macros for Salesforce classic
  • Enabling the feed tracker on the object to run it on macros
  • Select the Macros widget from the app manager to add it to the apps
  • Include a publisher on the Page layout over which you want to run the macros
  • Grant macros the appropriate permission and access to run smoothly

5 Amazing benefits of Using Macros

  • Salesforce Macros Implementation provides an easy user interface and effortless task execution capabilities that boost productivity
  • It saves your team’s time, cutting down on dull and drab activities like updating statuses, sending bulk emails, etc.
  • It is applicable over every custom and standard field object, which gives you a wide range of usage possibilities.
  • Salesforce Macros Implementation helps your team stay sharp in office hours and frees them up from the boring loop of repetition.
  • Salesforce Macros Implementation eliminates the possibility of human errors by reducing user interference in task completion.

Salesforce Macros Implementation automates your way to quality output:

Macros is a tool of automation that simplifies the quantity of work so you can deliver quality output. Salesforce Macros Implementation will forever change the way your team perceives the daily activities and status updates. Executing operations over every field object save time and money for your firm, in more than one way. Work smart with Salesforce Macros Implementation.

To learn more about leveraging the latest Salesforce Macros Implementation Features, talk to our team now!

[contact-form-7 404 "Not Found"]

Contact Our Experts Now!

Recent Posts

About DemandBlue

DemandBlue has been helping customers achieve success with Salesforce for over ten years. To learn more about DemandBlue’s unique on-demand services offering please reach out to one of our Salesforce experts. We look forward to helping you grow your business with DemandBlue!

Hello! We are
DemandBlue

Let’s Talk!
+1 909-402-3453

© 2021 DemandBlue. All rights reserved | Manage Privacy Consent