how to build macros in salesforce

• 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. The Apply To value defaults to the object you were viewing before.Here’s Maria’s macro.
• Click Save. The macro record view is displayed. This page shows you all the details of your macro.
• Click Edit Instructions to start telling the macro what to do.
• If prompted, click Open in the pop-up window to launch the Macro Builder. Now it’s time to add instructions for the macro. ...
In the instruction panel, click Add Instruction. Later, after you master creating a basic macro, you can click Add Logic and experiment with creating conditional macros. ...
In the canvas, click Email.
In the instruction panel, click Insert Email Template.
Select an email template.Maria has already set up an email template to handle the initial email response requesting photos. ...
To send the email, click Send in the canvas.The instruction panel is updated to include an irreversible action. Remember those from earlier? They’re actions that can’t be undone. ...
Click Save.
To return to the Service Console app, close the browser tab for the Macro Builder.

How to create macro instructions in Salesforce?

• From the Service Console app, open a case. ...
• Give the macro a name and description, then select the object the macro applies to. ...
• Click Save. ...
• Click Edit Instructions to start telling the macro what to do.
• If prompted, click Open in the pop-up window to launch the Macro Builder. ...
• In the instruction panel, click Add Instruction. ...
• In the canvas, click Email.

More items...

How to create custom formula in Salesforce?

creating Formula field in Salesforce ? Go to Setup => Build => Create => Object => Select object => Custom Fields & Relationships => Click new => Formula. Now we are creating Formula field for student object to calculate average of three subjects F = ( S1+ S2 + S3) /3. Go to detail view of the object.

What are macros in Salesforce case automation?

• Using feed-based input page layouts to run it on the macros for Salesforce classic
• Enabling the feed tracker on the object to run it on macros
• Select the Macros widget from the app manager to add it to the apps
• Include a publisher on the Page layout over which you want to run the macros
• Grant macros the appropriate permission and access to run smoothly

How to create a rollup summary in Salesforce?

• While still viewing the Job Application in Object Manager, click Page Layouts on the left navigation bar.
• Click next to Job Application Layout, and select Edit.
• Add a new section to the page layout, by dragging Section from the palette to below the information section.
• Fill in the section properties: For Section Name, enter Candidate Rating. ...
• Click OK.

More items...

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...

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.

Does salesforce have macros?

0:005:04Intro to Salesforce Macros - YouTubeYouTubeStart of suggested clipEnd of suggested clipHi I'm Xander Mittman I'm a product manager at Salesforce working on lightning console. We know yourMoreHi I'm Xander Mittman I'm a product manager at Salesforce working on lightning console. We know your agents and reps often do the same thing over and over again which is tedious and takes time macros

What is macro builder in Salesforce?

Macros give you the power to automate common repetitive tasks and resolve issues with a single click. You create a macro by specifying the instructions for actions that the macro performs. A macro is like a little computer program. You tell the macro each step that it performs.

What are types of macro in Salesforce?

Salesforce Macros can be of following three types: Irreversible Macros. Here irreversible means that there will be “Submit” instructions defined with the Macros and the user cannot Undo any of the defined permission. ... Regular Macros. ... Bulk Macros.

How do I create a bulk macro in Salesforce?

Create a Bulk MacroSelect a context for the macro. The context specifies the object that the macro interacts with. ... 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.

How do I view macros in Salesforce?

Open the Macro Widget.From the Service Console, click Macros in the lower right corner of the screen or press M.From the Salesforce Console or the All Tabs page, click the Macros Tab.

Why are macros used?

Macros are used to make a sequence of computing instructions available to the programmer as a single program statement, making the programming task less tedious and less error-prone. (Thus, they are called "macros" because a "big" block of code can be expanded from a "small" sequence of characters.)

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.

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 is merge field in Quick Text?

Tip: Merge fields within quick text can supercharge agent productivity. They let you insert the value of a field for a specific record. With merge fields, quick text becomes record-aware, letting agents avoid the dreaded copy and paste from the record’s details. Select a category. Maria selects Closings.

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.