In that Lightning App, you will notice a Macros button located at the footer of the page. To start creating a macro, open a record and click on that Macros button and then click on the Create Macro or “+” button provided in the window that pops up. Clicking on the Create Macro button will open a Macro edit page for configuring the macro.
Full Answer
How to create macros in Salesforce Lightning?
In that Lightning App, you will notice a Macros button located at the footer of the page. To start creating a macro, open a record and click on that Macros button and then click on the Create Macro or “+” button provided in the window that pops up.
How to run macros on multiple records in Salesforce?
To do this we need to grant permission to “Run Macros on multiple records” which is symbolized with a green bolt along with two lines. 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.
How do I run a macro in the Lightning app?
After updating the macro with one or more instructions, switch to the Lightning App and open an Opportunity record, or return to the record which was accessed earlier. Click on the Macros button again at page footer, select the macro that was updated in Macro Builder. Then, click on the Run Macro button provided inside the window.
How do I run a bulk macro?
In order to run a bulk macro, select a minimum of 10 Opportunities as bulk macros can be performed in increments of 10 only. Once selected open the macros widget and you should see the Green bolt with double lines under it. Just click on run and it is done.
How do I run bulk macros in Salesforce?
The key to successfully using bulk macros is to select the right records to run the macro on. Support agents can filter the list views to identify which records to select. You can run a bulk macro on only one record at a time, or you can run it on multiple records at the same time.
How do I make a bulk macro?
Select a context for the macro. The context specifies the object that the macro interacts with. Selecting Select Active Tab tells the macro that it's performing an action on the active case tab in the Case Feed. Click Done....Required Editions.User Permissions NeededTo run bulk macros:Run Macros on Multiple Records3 more rows
How do I create a macro 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...
Can you create macros 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.
How do I create a macro meal?
How to Build Meal Plans for Your Client with Macros & MoreStep 1: Enter Your Client into EatLove. ... Step 2: Determine Your Client's Goal. ... Step 3: Calculate Your Client's Energy Needs. ... Step 4: Review Your Client's Nutrient Recommendation. ... Step 5: Incorporate Your Client's Preferences. ... Step 6: Customize a Meal Plan.More items...•
How do you plan a macro?
The most important steps in counting macros are setting a calorie goal and macronutrient range for carbs, protein and fat that works best for you. Then, log your food intake and aim to stay within your macros by eating a diet rich in fresh produce, healthy fats, complex carbs and protein sources.
What are macros in Salesforce lightning?
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.
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 add macro utility to lightning app?
Adding Macro to Lightning App You can add this utility item to a Lightning App in Setup -> Apps -> App Manager. 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.
How do I run a macro in Salesforce?
Required Editions Open the record you want to perform the macro on. Open the Macros widget or utility. Search or navigate to a macro, and select it from the list. Optionally, review the macro's description and instructions to make sure that this macro does what you expect.
How do I add a macro utility bar in Salesforce?
How to Add Utility Item in SalesforceFrom the Home tab in Setup, enter App in the Quick Find box, then select App Manager.To edit or add a utility bar to an existing app, click Edit in the dropdown menu next to your app. ... Click the Utility Items tab and add the utilities you want(Like Recent Items,Macros,History etc.,)More items...•
How do I add quick text to macros in Salesforce?
Create Quick Text to Save Time Sending MessagesFrom the Service Console app, select Quick Text in the navigation item menu.Click New Quick Text in the Quick Text list view.Give your quick text a name. ... Enter your quick text message. ... Select a category. ... Select the channels in which you want the message to be available.More items...
Bulk Macro
Lets discuss on bulk macro, what is it and how it will be helpful for support agent.
Prerequisites for bulk macro
If bulk macro interacts with the email publisher, it can contain only one email publisher action.
2. Enter Macro name, description and add instructions to this macro to execute. Select the context for the macro then select object that macro interacts with and then select the action that want to be performed by macro
This created macro creates and sends an email to the contact person for the selected cases. This macro can be run as simple macro and bulk macro because it meets all criteria for a bulk macro.
Run a Bulk Macro on Multiple Records
you can run a bulk macro only on records in one object list view at a time.
Keyboard Shortcuts for macro
Next post coming soon for few more working examples/implementation on Macro. Stay tuned..