I often receive emails asking about a record in Salesforce by a keyword, such as Opportunity Name, without a link to the record.
My previous workflow involved:
- Highlighting the Opportunity Name in the email
- Using CTRL + C to copy what I've highlighted
- Navigating to Salesforce
- Putting my cursor in the search box
- Using CTRL + V to paste what I copied
- Using the ENTER key to execute the search
- View the search results to find what I'm looking for
I realized today that it would be a lot easier to automate steps 3-6 using TextExpander. So, I created a new snippet comprised of the url of the page after I do a search in Salesforce.
My new process is:
- Highlighting the Opportunity Name in the email
- Using CTRL + C to copy what I've highlighted
- Opening a new tab in my browser (CTRL + T)
- Typing the snippet abbreviation, in my case: s.sr
- Viewing the search results to find what I'm looking for
The snippet is made up of three parts: 1) the Salesforce search url, 2) the value I've copied to my clipboard, and 3) the [ENTER] keystroke
I never thought of doing this before! Great to see Jenna posted this a few years ago to help me out today! Thanks Jenna
ReplyDeleteGlad that you found this useful Jeff! Thanks for commenting. :)
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