- 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 ...
- Select the Macro record that you would like to modify or delete and click on EDIT.
- Under Macro Instructions, you will see the step-by-step instructions that you have setup. ...
- Select the required action and Save.
- From Admin, click Engagement Macros.
- Click the macro, and click Edit.
- Click Delete Macro.
How do I create a macro in Salesforce?
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.
How to use email action in macros in Salesforce?
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.
How to use macros for opportunities object in Salesforce Lightning?
Once the above tasks are completed we are all set to use Macros for the Opportunities object. Now in order to set up Macros, go to the Lightning App where the Macros tool was added to its Utility Item. In that Lightning App, you will notice a Macros button located at the footer of the page.
How do I create and edit 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.
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 move a macro to a directory in Salesforce?
To share a macro, complete the following steps.Open macros in your app. ... In the macros folder list view, select All Folders, Created by Me, or Shared with Me to review the folders you have access to.Click the dropdown menu next to a folder in the list, and select Share. ... Enter the sharing details. ... Click Share.More items...
How do I view macros in Salesforce?
1:385:04Intro to Salesforce Macros - YouTubeYouTubeStart of suggested clipEnd of suggested clipLet's take a step back and walk through how you can take advantage of this powerful tool. First youMoreLet's take a step back and walk through how you can take advantage of this powerful tool. First you need to add the macros button to the utility bar go to setup. Select app manager in the quick. Find.
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 give access to a macro 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.
How do I create a macro 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 is case macro in Salesforce?
A macro is a set of instructions that complete a task that a support agent can otherwise do manually. For example, an agent can change status of a case by going into the console, opening the case, navigating to the case status field, selecting a status, and clicking save.
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.
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.
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.
How do you make a macro for 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 change the utility bar in Salesforce?
You can add or edit a utility bar at any time.From 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.