How do I edit a macro in Salesforce?

How do I edit a macro in Salesforce?

Edit a Macro

1. Click the macro in the list.
2. Click. to edit the macro name or description.
3. Click Add Attributes to add or change attributes in the macro.
4. Click Save.

Where can I find Macros in Salesforce?

Where’s the Macros List View?

• From the Service Console app, open a case. Then click the navigation menu.
• Click Edit.
• Click Add More Items, and select Macros to add it to the menu.
• Click Save.

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.

1. In your Lightning app, open a record.
2. In the utility bar, click Macros.
3. Click + or Create Macro.

What can macros do in Salesforce?

Users can run macros to complete repetitive tasks—selecting an email template, sending an email to a customer, updating the case status—all in a single click. 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.

What is a type 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 can Macros do in Salesforce?

What happens when a user runs a macro?

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.

Can you create a macro for 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 share a macro in Salesforce?

To share a macro, complete the following steps.

1. Open macros in your app.
2. In the macros folder list view, select All Folders, Created by Me, or Shared with Me to review the folders you have access to.
3. Click the dropdown menu next to a folder in the list, and select Share.
4. Enter the sharing details.
5. Click Share.

How do you create a macro in Salesforce?

Click Save. To return to the Service Console app, close the browser tab for the Macro Builder. With one macro under her belt, she creates a few more. To create more macros for a case, open the Macro utility and click the + button.

What did Maria do with a macro in Salesforce?

Maria logs in and launches her Service Console app. She knows macros perform actions on records, so she opens one of the cases for a broken panel. She decides to create a macro that sends an email to customers who haven’t submitted photos of the broken panels.

How do you assign a macro to a power user?

If you created the Macros Power User permission set, you can assign it to yourself. If you didn’t create the permission set, follow along with Maria. From the Service Console app, open a case. Then click the navigation menu. Click Edit. Click Add More Items, and select Macros to add it to the menu.

How do you add macros to a case?

From the Service Console app, open a case. Then click the navigation menu. Click Edit. Click Add More Items, and select Macros to add it to the menu. Click Save. Maria’s excited to try out her macros on the new cases that have come in. She’s curious to see just how many clicks she saves her agents.