To view Macros- “Read” permission on Macros object. To create and edit Macros- “Create” and “Edit” on Macros object. Go to Setup-> profiles -> Select the profile for the user who should be able to create and edit Macros.
How to get started with macros in Salesforce?
Step By Step Guide On Getting Started With Macros in Salesforce 1 send an email to a lead or contact 2 update the status of one or more records 3 create a task for self and setup due date using relative dates 4 create an event (meeting) with Lead or Contact
What are user permissions and access settings in Salesforce?
User permissions and access settings are specified in profiles and permission sets. To use them effectively, understand the differences between profiles and permission sets. The available permissions and settings vary according to which Salesforce edition you have.
Why are my macros and quick text settings not working in Salesforce?
If you shared macros or quick text in Salesforce Classic, those settings are ignored after folders are enabled. After you enable folders for quick text or macros, we recommend that you move all existing items into folders and share those folders with your users.
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 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.
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...
What happens when a user runs a macro in Salesforce?
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 can macros do in Salesforce?
0:005:04Intro to Salesforce Macros - YouTubeYouTubeStart of suggested clipEnd of suggested clipHi I'm Xander Mittman I'm a product manager at Salesforce working on lightning console. We know yourMoreHi I'm Xander Mittman I'm a product manager at Salesforce working on lightning console. We know your agents and reps often do the same thing over and over again which is tedious and takes time macros
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 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 you use macros in case feed?
You can create macros to perform multiple actions. For example, a macro can enter the subject line of an email and update the case status. A single macro can perform multiple actions on different parts of the case feed at the same time.
How do I set up Marcos?
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...
What happens when a user runs a macro quizlet?
When a user runs a macro, the system performs each instruction on the open record. Users run macros from the app's utility bar.
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?
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.
What is case feed in Salesforce?
Case Feed streamlines the way you create, manage, and view cases. It includes case actions like creating case notes, logging calls, changing the case status, and communicating with customers in a Chatter feed.
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.
What is a permission set in a profile?
In Profiles? In Permission Sets? Use profiles and permission sets to grant access but not to deny access. Permission granted from either a profile or permission set is honored. For example, if Transfer Record isn't enabled in a profile but is enabled in a permission set, she can transfer records regardless of whether she owns them.
Can a user have multiple permissions?
Every user is assigned only one profile, but can also have multiple permission sets. When determining access for your users, use profiles to assign the minimum permissions and access settings for specific groups of users. Then use permission sets to grant more permissions as needed. This table shows the types of permissions ...
How to apply macros to posts?
In Social Studio Engage, navigate to a post. Click the post to open post inspector. To view a list of macros, click Macros. To view the details of the macro, click next to the macro. Click a macro to apply it to the post.
How to use engagement macros in Social Studio?
You can use engagement macros in Social Studio to apply actions to multiple posts at the same time. Here are a few examples. Add a post to one or more workspaces. Apply a specified status, priority, assignment, sentiment, classification, or labels to a post. Hide a post that matches specified options in Social Studio.
What is a macro in social?
Meet the Macro. In Social Studio, macros are a great way to consistently apply publishing actions to posts you create. Macros allow you to configure instructions for commonly used actions and apply them to one post or multiple posts at the same time.
Can you use third party apps to access stock photos?
If you use third-party applications or sites to obtain content like stock photos for your posts, you can connect directly with applications to automatically access that content. If you’d like, you can also build your own content application and connect to it. These content apps are supported by Social Studio. FlashStock.
