how to create macro 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.

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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.

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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...

How do I create a macro utility in Salesforce?

Add the Macros widget or utility to the app. In Salesforce Classic, add the Macros widget to the app from the Apps page in Setup. Look for the Choose Custom Console Components section and add the widget there. In Lightning Experience, add the Macros utility to the app from the App Manager in Setup.

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 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 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.

Can macros be used in sales cloud?

0:492:19Sales Cloud: Macros in Lightning Sales Console - YouTubeYouTubeStart of suggested clipEnd of suggested clipFrom this utility bar you can open up macros. And here we can see the macros that have already beenMoreFrom this utility bar you can open up macros. And here we can see the macros that have already been created if. I click on the information icon next to a macros.

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 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.

What is a bulk macro?

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.

What is quick text in Salesforce?

Quick text saves users time and helps you standardize your company messaging. With quick text, you can insert predefined messages, like greetings, answers to common questions, and short notes. You can insert quick text in emails, chats, events, tasks, Knowledge articles, and more.

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.

How to run bulk macros?

Go to Setup-> profiles -> Select the profile for the user who should be able to create and edit Macros . Once the profile is selected go to “Object settings” and search for Macros and grant the read, create, edit and delete permission as required. In order to run “Bulk Macros”, you should also enable the “Run Macros on multiple Records” option under the system permissions for the profile.

How to run macros on multiple records?

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 to add macros to Lightning app?

Macros can easily be created by using the Macros utility that is added in a 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. After selecting “Macros” in the search result, click on the Save button to finalize the change.

What is macro in Lightning?

Macros are more or less like a set of computer instructions which provide you functionality like sending email, updating field, creating tasks, etc. with a single click. Macros work with the feed based layout and to use it for any object, the feed needs to be enabled for that specific object. Macros, which can be added to any Lightning app in Lightning Experience, can be used on standard and custom objects that allow quick actions and have a customizable page layout.

How to create a feed based page layout?

If a feed based page layout has not already been created for the Opportunities object, this step is required. Feed based layout creates separate tabs for the feed view and detail view for the page. Open the Opportunity object in the Object Manager in Setup, and then create a new page layout via the Page Layouts tab. After clicking create new you will see the screen below: provide a name for the page layout and check the “Feed-based layout” checkbox, and click next and save.

How to add email action in macros?

If we need to use an Email action in macros, then we need to add Email action to the Opportunities page layout. Go to the page layout that has been created and add the quick actions by dragging and dropping to the quick actions section as in the screenshot below.

Is macros in the exam?

Hello, Atef! Thanks for taking the time to reach out to us. Macros is not specifically mentioned in the official exam outline but it could be under the Service and Support Application or Process Automation categories. Having the basic knowledge of bulk macros (such as when and how to use them) would be beneficial not only for the exam but also for real-life applications.

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.

How to create more macros in a case?

To create more macros for a case, open the Macro utility and click the + button.

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 you use macros in Lightning Experience?

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. You can’t run macros on list views. To create macros, use the Macros utility. You can’t create macros from the list view.

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.

Can you assign permissions to yourself in macros?

If you created the Macros Power User permission set , you can assign it to yourself. If you didn’t create the permission set, follow along with Maria.

Can Maria edit the macro tab?

Maria remembers specifying tab visibility for macros in the permission set she created yesterday, but she didn’t assign it to herself. By default, the macro tab isn’t visible—even for System Administrator profiles. She can either assign herself the permission set, or she can edit the navigation menu and add the Macros tab. She decides to edit the navigation menu.

How do macros help sales?

Macros make the work of salespeople easier by reducing the number of clicks and thus the time of customer service. It is worth considering introducing this solution to your organization in order to increase operational efficiency.

Can a task be saved when creating a macro?

Otherwise, the Task will not be saved when creating the Macro and will have to be done manually!