Overview of Macros in Salesforce
A macro is a set of instructions that tells the system how to complete a task. When a user runs a macro, the system performs each instruction. Macros help your team save time and add consistency.
A macro is a set of instructions that tells the system how to complete a task. When a user runs a macro, the system performs each instruction. Macros help your team save time and add consistency.
Use cross filters to include or exclude records in your report results based on related objects and their fields.Cross filters are available in both Lightning Experience and Salesforce Classic.
Chatter Access When Salesforce turns on Chatter profile-based [...]
These steps guide you through assigning the Pin Posts in Feeds permission through a user profile. Before you assign the Pin Posts in Feeds permission, enable post pinning for your org.
Emoticons let your users add expressions like a smiley face to their posts and comments by typing a character combination. Emoticons aren’t supported in the Salesforce app.
By default, all users who are assigned a profile that has the feed post editing permissions enabled can edit their posts and comments. If needed, you can disable feed post .
Salesforce lets you customize your object model with features like custom fields, page layouts, and validation rules. Most objects are available from the Object Manager in Setup.
As a Salesforce admin, you can customize the Recently Viewed list that appears on the home page for most standard and custom objects. Choose and order the fields to display.
Offline access is possible when caching and Offline Edit is enabled for users. When a user initially logs into Salesforce, the cache is empty as no records have been accessed yet from the app.
In Salesforce, you can specify which currencies your organization uses, and individual users can apply specific currencies to their settings based on where they do business.