how to include submit action in macro salesforce

How do you include the email submit action in your macro instructions?

Click Edit InstructionsOn the canvas, select a quick action.On the canvas, click a field to add instruction.In the Instructions tab, enter your field updates.Optionally, on the canvas, select a submit action to tell the macro to execute these instructions.Click Save.

How do I use quick actions in Salesforce macros?

These actions are available when you click Select Name of Quick Action in the macro instructions. You can create and run macros to perform custom quick actions in the Salesforce Console for Service.

How do I add a case to 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.

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 update a macro in Salesforce?

Edit, insert or delete Macro instructionsOpen the Macro Widget. ... 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.

What are the types of macro in Salesforce?

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. Single clicks not only save time but also help achieving a consistent process.

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 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 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...

How do I add quick text to macros in Salesforce?

Create Quick Text to Save Time Sending MessagesFrom the Service Console app, select Quick Text in the navigation item menu.Click New Quick Text in the Quick Text list view.Give your quick text a name. ... Enter your quick text message. ... Select a category. ... Select the channels in which you want the message to be available.More items...

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 do you write a macro?

Record a macro with a buttonClick View > Macros > Record Macro.Type a name for the macro.To use this macro in any new documents you make, be sure the Store macro in box says All Documents (Normal. ... To run your macro when you click a button, click Button.Click the new macro (it's named something like Normal.More items...