To view Macros: “Read” permission on macro object To create and edit Macros: “Create” and “Edit” permission on macro object These permissions are granted by going to Setup→Profiles→Select and select the profile for the user who can view, create or edit Macros.
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 do I enable lightning experience in Salesforce?
Enable Lightning Experience. Click Finish Enabling Lightning Experience. In the dropdown below your Salesforce username, click Switch to Lightning Experience. Unless noted otherwise, the remaining steps in this guide are provided for Lightning Experience.
Why can’t I run macros in lightning experience?
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. You can’t run macros on list views.
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 enable 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 share a macro 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...
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 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.
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 macro folder in Salesforce?
Click + or Create Macro. Enter a name, description, folder, and select the object that the macro applies to.
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.
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 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 set up macros?
How do I create macros?Using the mouse that you want to configure, start Microsoft Mouse and Keyboard Center.In the list under the button that you want to reassign, select Macro.Click Create a new Macro. ... In the Name box, type the name of the new macro.Click in Editor, and enter your macro.More items...
How do I enable utility bars 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.
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.
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.
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.
