You can insert quick text, use email templates, add email attachments, and more. Tip: If you mess up and click something you don’t want in your macro, just click the X next to the instruction to remove it. In the canvas, click Email.
How do I create a mass email template in Salesforce?
Click New Email Template.Enter the template's name.Add a subject. ... If you want, select an item from the Related Entity Type dropdown list. ... If you want, select a letterhead from the Enhanced Letterhead dropdown list.Click Save.Click Edit.In the HTML Value field, compose the email to use as your template.More items...
What can bulk macros do Salesforce?
A bulk macro is a macro runs on multiple records at the same time. Bulk macros let support agents quickly address spikes in customer cases involving the same issue. Macros must meet certain criteria to run as bulk macros.
Where can email templates be used in Salesforce?
All users have their own, private, templates and can access templates in public folders. Manage who can create, edit, and delete public templates. This applies to Lightning and Email Template Builder email templates. Use folders and enhanced sharing to let users decide who can use which email templates.
How do you include the email submit action in your macro instructions?
Click Edit InstructionsOn the canvas, select a quick action.On the canvas, click a field to add instruction.In the Instructions tab, enter your field updates.Optionally, on the canvas, select a submit action to tell the macro to execute these instructions.Click Save.
What are the types of macros in Salesforce?
A single macro can perform multiple actions on different parts of the case feed at the same time.Prerequisites for Macros. ... Irreversible Macros. ... Bulk Macros. ... Create a Macro. ... Run a Macro. ... Manage Macros. ... Things to Know About Macros. ... Keyboard Shortcuts for Macros.
How do I run a macro in bulk?
You can run a bulk macro on more than 10 cases, but the system processes the macro in groups of 10 at a time.In the Case list view, select the cases that you want to run the macro on. ... Open the Macros widget.In the Macro widget, select a macro with the green lightning bolt icon (More items...
How do I manage email templates in Salesforce?
Click the name of any email template to go to the Classic Email Templates page.To edit or delete a template, click Edit or Del next to the template name in the list.Click New Template to create any type of Classic email template.More items...
Can we use email template in flow Salesforce?
Firstly go to Setup-> search template -> choose Classic Email Templates-> click on New Template button. After that, select Text option for 'type of email template'. Enter template name, keep the other defaults. For this example, we use Test Email.
Is email template an object in Salesforce?
EmailTemplate | Object Reference for Salesforce and Lightning Platform | Salesforce Developers.
How do I create an email macro in Salesforce?
To create this example macro, the Email Publisher must be enabled in your Salesforce org.Create a macro. In the Salesforce for Service Console, click the Macros widget. ... Add the instructions for the macro. Select a context for the macro. ... Save the macro.
How do I send an email from a macro in Salesforce?
Please follow the below-mentioned steps in Lightning:Click on Setup.Select Object Manager tab.Search for Case Object and Click on it.Click on "Buttons, Links, and Actions"Search for Email (Name: SendEmail) action and click on it.More items...•
How do I create a bulk macro in Salesforce lightning?
Add the instructions for the macro.Select a context for the macro. ... Click Done. ... Select the publisher that the macro interacts with. ... Select the action that you want the macro to perform.Finally, select Submit Action to tell the macro to perform these instructions.