- Open the Macro selector and select a macro with Macro Instruction. - Observe the error message which displays in red. Workaround Re-saving the macro will help resolve the issue for the macro. If you have many macros with this issue and cannot update all of them manually, please contact Salesforce support by logging a case.
Full Answer
How to get started with macros in Salesforce?
Step By Step Guide On Getting Started With Macros in Salesforce 1 send an email to a lead or contact 2 update the status of one or more records 3 create a task for self and setup due date using relative dates 4 create an event (meeting) with Lead or Contact
Why are my macros and quick text settings not working in Salesforce?
If you shared macros or quick text in Salesforce Classic, those settings are ignored after folders are enabled. After you enable folders for quick text or macros, we recommend that you move all existing items into folders and share those folders with your users.
How do I create macros in the service console?
To create macros, use the Macros utility. You can’t create macros from the list view. From the Service Console app, open a case. Then click Macros in the utility bar to launch it. Click Create Macro to get started. Give the macro a name and description, then select the object the macro applies to.
Is there a macro capability in spring 2016?
There is a macro capability and from the Spring 16 release, it is available for all standard and custom feed based objects. A macro can include actions like sending email, updating status, selecting templates and creating tasks. In a single click multiple actions can be performed on single or multiple records.
Where can I find macros in Salesforce?
Then, in the App Settings -> Utility Items configuration tab of the Lightning App, click on the Add Utility Item button and search for “Macros” in the overlay search box provided. After selecting “Macros” in the search result, click on the Save button to finalize the change.
How do I enable macros in Salesforce?
1:515:04Intro to Salesforce Macros - YouTubeYouTubeStart of suggested clipEnd of suggested clipSelect app manager in the quick. Find. Find the app you want to it add the macros. Button to in thisMoreSelect app manager in the quick. Find. Find the app you want to it add the macros. Button to in this case will be sales console. Select edit from the right. Select utility bar on the left. And macros
How do I create a macro in Salesforce?
Create a macro.In the Salesforce for Service Console, click the Macros widget.Click + Create Macros.For Macro Name, enter a name that makes it easy to understand what this macro does. For example, Replace email subject with “Steps for Resetting Your Password” .For Description, explain the purpose for this macro.
How do I create macros in Salesforce lightning?
In Lightning Experience, macros are supported on all standard objects except Campaign, and on custom objects that allow quick actions and have a customizable page layout.In your Lightning app, open a record.In the utility bar, click Macros. ... Click + or Create Macro.More items...
Where is utility bar in Salesforce?
The utility bar is fixed at the footer of a standard or console lightning app, which users can access to open utilities. Utilities are time-saving tools which can be configured in any salesforce app using the App Manager.
How do I edit a macro in Salesforce?
Edit a MacroClick the macro in the list.Click. to edit the macro name or description.Click Add Attributes to add or change attributes in the macro.Click Save.
How do macros work in Salesforce?
Users can run macros to complete repetitive tasks—selecting an email template, sending an email to a customer, updating the case status—all in a single click. 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.
Macro instructions not executing as expected, can the scenario be performed manually?
A Macro is designed to automate a set of actions the user should be performing in the screen (s) they have in front of them. Macros cannot do more than what an end user could do by themselves.
Is there an Internal Server Error?
Then, like in the previous question, please try to reproduce the instructions manually. If an Internal Server Error is received manually, then investigate what is being done in that specific moment. It's not likely to be related to the Macro but to a specific scenario.
Getting a "The instruction is not available" error message?
If so, please review the article about "The instruction is not available" error message.
Getting a "The publisher action is not available" error message?
If so, please review our article that covers the action not available error message.
Getting a "This Macro can't be used on the current tab" error message?
If so, please make sure the work is being done in the Tab that the Macro Instruction has selected. For example, if the first instruction is "Select Active Case Tab" the Macro can't execute when the focus is in the Account Tab.
Getting any other generic error when in the Macro Browser?
Review possible recent changes to your Organization, changes on the Page Layout, changes to the access the Affected User has on certain Objects, changes to the Field Level Security, changes to Org Preferences or User Permissions. One or more of this changes could have impacted the Macro or its Instructions.
Is the spinner still visible but the Macro has stopped?
This could mean a Javascript error, it could be an error on the Macro engine or perhaps on some of the underlying functionality being invoked (Feeds, Knowledge...).
How to create a macro in Service Console?
You can’t create macros from the list view. From the Service Console app, open a case. Then click Macros in the utility bar to launch it. Click Create Macro to get started. Give the macro a name and description, then select the object the macro applies to.
What happens if an item isn't in a folder?
If an item isn’t in a folder, only the owner, creator, and admin have access. Also verify that your macro and quick text page layouts include the Folder field so that your agents can actually assign items to a folder. For detailed steps on enabling folders, see the previous unit. Salesforce Classic.
Can agents see Maria's macros?
By default, sharing settings for macros and quick text are set to private. That means agents can’t see the macro or quick text that Maria created until it’s shared with them. To share macros and quick text, you have a few options.
Why use macros in Salesforce?
Macros can be a huge productivity booster for your end users and can provide a great user experience in using Salesforce. If you have used macros in Microsoft Excel, you already know what it is. Macros in Salesforce also works in the same manner. It helps users perform common, repetitive tasks in a single click.
What is irreversible macro?
Irreversible Macros. These refer to the actions once performed can’t be undone. e.g. If a Macro has an instruction to send an email then once that Macro is run successfully the send email action cannot be undone.
Can you run macros on multiple records at the same time?
As the name suggests you can run Macro on multiple records at the same time so you can save even more time from your routine tasks an be more productive. Unfortunately, this feature is still in Classic and may soon get upgraded to Lightning Experience
Can you organize macros in folders?
Introduced in Winter ’19 release, you can now organize Macros in folders. Create separate folders for different divisions and then share the folder with a user or group of users in that division. Also, you can set the folder access level and delegate some of your responsibility to your users.