how to create a salesforce macros 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. Clicking on the Create Macro button will open a Macro edit page for configuring the macro.

Full Answer

How do you use macros in lightning experience?

Here’s how she does it. In Lightning Experience, macros are supported on standard and custom objects that allow quick actions and have a customizable page layout. If you see the message, “This page doesn’t support macros” in the utility, double-check that you’re on the record page for a supported object.

What are macros in Salesforce?

Macros in salesforce. Macros are a very powerful and interesting component of the salesforce. Macros are like a set of computer instructions that executes to automate some task that task can be to assign value in a field, to automatically send an email, to update any field, selecting an email template and more.

How to share quick text and macros in Salesforce?

Let users share quick text and macros individually. To share an item, users click the Share button on the quick text or macro record details. To use this model, you don’t have to enable anything because it’s the default behavior in Salesforce Classic. Let users see all quick text and macros in your org.

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.

How do 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. For example, Replace email subject with “Steps for Resetting Your Password” .For Description, explain the purpose for this macro.

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.

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.

Does salesforce have macros?

Well, there is! There is a macro capability and, 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.

How do I add a macro to the utility bar?

1:425:04Intro to Salesforce Macros - YouTubeYouTubeStart of suggested clipEnd of suggested clipFirst you need to add the macros button to the utility bar go to setup. Select app manager in theMoreFirst you need to add the macros button to the utility bar go to setup. Select 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.

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.

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 delete a macro in Salesforce?

Delete a Macro in Social StudioTo delete a publish macro: Click Publish and access the workspace settings by clicking. . Select Publish Macros. Select the macro, and click Delete Macro.To delete an engagement macro: From Admin, click Engagement Macros. Click the macro, and click Edit. Click Delete Macro.

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.

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.)

What is utility bar in Salesforce lightning?

The utility bar is a specialized type of Lightning page that gives your users quick access to common productivity tools, like Notes and Recent Items. It appears as a fixed footer that users can access to open utilities in docked panels. Some utilities support pop-out, which lets them open in a new browser window.

What is a macro in salesforce?

Macros in salesforce. Macros are a very powerful and interesting component of the salesforce. Macros are like a set of computer instructions that executes to automate some task that task can be to assign value in a field, to automatically send an email, to update any field, selecting an email template and more.

What is macro in email?

Macros are like a set of computer instructions that executes to automate some task that task can be to assign value in a field, to automatically send an email, to update any field, selecting an email template and more. All instructions that we create using macros get to execute on a single click. Macros are mostly used with case feed layout ...

Can you use macros in Salesforce?

You can easily find macros in salesforce standard objects. There is a limitation with macro which is macro can only be used with feed base layout and with the case, account, leads, and contact objects. So before using and creating macros you need to enable feed base layout for the required object. You also need to set your publisher’s actions ...

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.