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.
- 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.
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.
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.
How to guides on Salesforce?
When considering where to get Salesforce benchmarks, you must consider some key factors such as:
- The age of the pricing benchmarks
- The company industries included in the benchmarks
- The size of the companies in the benchmarks
- The size of the deals and overall Salesforce investments
- The products and editions in the agreements
How good is Salesforce?
“Salesforce has done a fantastic job providing training material through its Trailhead, Pathfinder, and Talent Alliance programs. But too few job seekers are taking advantage of this training and even fewer employers are hiring new Salesforce developers or administrators without relevant work experience.
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 run a macro in Salesforce?
Required Editions Open the record you want to perform the macro on. Open the Macros widget or utility. Search or navigate to a macro, and select it from the list. Optionally, review the macro's description and instructions to make sure that this macro does what you expect.
What is macros 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.
Where is macro builder in Salesforce?
1:375:04Intro 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 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 run a macro in a case?
You can run a bulk macro on more than 10 cases, but the system processes the macro in groups of 10 at a time.In the Case list view, select the cases that you want to run the macro on. ... Open the Macros widget.In the Macro widget, select a macro with the green lightning bolt icon (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.
Why are macros used?
Macros are used to make a sequence of computing instructions available to the programmer as a single program statement, making the programming task less tedious and less error-prone. (Thus, they are called "macros" because a "big" block of code can be expanded from a "small" sequence of characters.)
Where is utility bar in Salesforce?
The utility bar is fixed at the footer of a standard or console lightning app, which users can access to open utilities. Utilities are time-saving tools which can be configured in any salesforce app using the App Manager.
How do I add a macro utility bar in Salesforce?
How to Add Utility Item in SalesforceFrom 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(Like Recent Items,Macros,History etc.,)More items...•
How do I delete a macro in Salesforce?
To delete engagement macros, you must be a super user or an admin only user.To delete a publish macro: Click Publish and access the workspace settings by clicking. . Select Publish Macros. ... To delete an engagement macro: From Admin, click Engagement Macros. Click the macro, and click Edit. Click Delete 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 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.
