How do I get the salesforce icon on my desktop?
How do I get the salesforce icon on my desktop?
Click on the icon at the front of the https://www.salesforce.com/login address in the address bar of your browser. Hold the mouse button down. Drag to the desktop and let go of the mouse button. A shortcut should have been created for you on the desktop.
How do I pin salesforce to my taskbar?
Update from Salesforce
- In the navigation menu, select “Home”.
- Hold down the control key (on a PC) or the command key (on a Mac).
- While holding down control, click on “Home” at the top (the selected navigation item).
- Click the tab menu (dropdown arrow) on the “Home” workspace tab.
- Select “Pin Tab”.
How do I create a shortcut in Salesforce?
Click Edit next to a Salesforce console app. Click Customize keyboard shortcuts. Click Edit on the top of the page. Click Edit to customize an existing shortcut, or click +Add Keyboard Shortcut to create a new one.
How do I pin an app to my desktop?
Pin apps and folders to the desktop or taskbar
- Select Start , select the arrow next to All apps, right-click the app, then select More > Pin to taskbar.
- If the app is already open on the desktop, press and hold (or right click) the app’s taskbar icon, and then select Pin to taskbar.
How do I use keyboard shortcuts in Salesforce?
If Ctrl, Alt, or Shift is part of the shortcut, the sequence of the keys doesn’t matter. For example, Ctrl+Alt+A is the same as Alt+Ctrl+A. For shortcuts that specify “then,” release the first key, or key combo, before typing the next key.
How do I use quick text in Salesforce?
Quick text is automatically enabled in Salesforce Classic orgs where Chat is enabled.
- From Setup, in the Quick Find box, enter Quick Text Settings and select Quick Text Settings.
- Click Enable Quick Text.
- Optionally, select Share and organize quick text in folders (available only in Lightning Experience).
How do I put apps on my home screen?
Touch and hold the app, then lift your finger. If the app has shortcuts, you’ll get a list. Touch and hold the shortcut. Slide the shortcut to where you want it….Add to Home screens
- From the bottom of your Home screen, swipe up. Learn how to open apps.
- Touch and drag the app.
- Slide the app to where you want it.
How do I enable macros in Salesforce?
To grant the “Run Macros on multiple records” permission, go to Setup-> select Profile -> App Permissions -> Check the “Run Macros on multiple records” checkbox and save it. Once this permission has been granted you can select 10 records together and execute the macro.
Which of the following is a keyboard shortcut to open primary tabs on the console?
Required Editions
| Command | Description | Shortcut |
|---|---|---|
| Go to the primary tabs | Selects the row of primary tabs. | P |
| Go to the subtabs | Selects the row of subtabs on a primary tab. | S |
| Go to list view | Selects the list view. | N |
| Go to the first list view item | Selects the first item on the list view. | Shift+F |
Does salesforce have a texting feature?
Customers can send text messages to your company, and agents can reply from the Service Console. Use the guided setup flow to set up a text messaging channel. Use short code phone numbers to send recurring messages and one-time alerts to your US and Canadian customers.
What is macro 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.
