How to use 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.

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.

1. A macro is a set of instructions that tells the system how to complete a task.
2. 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.
3. When a user runs a macro, the system performs each instruction.
4. Macros help your team save time and add consistency.

Prerequisite for Macros in Salesforce

1. Make sure that the record page you want to use macros with includes a publisher, like the Chatter component, and the actions you want to use, like Email or Log a Call.
2. Add the Macros widget or utility to the app.
3. In Salesforce Classic, add the Macros widget to the app from the Apps page in Setup. Look for the Choose Custom Console Components section and add the widget there.
4. In Lightning Experience, add the Macros utility to the app from the App Manager in Setup.

Irreversible Macros

Some macros perform actions that can’t be undone, such as sending outbound emails to customers or updating a case status. A macro that contains a Submit Action instruction is irreversible.

To help you identify irreversible macros, look for these icons.

Step1 – Enabling Macros in Salesforce

Setup -> Feature Settings -> Service -> Macro Settings & Enable the Macros

Step2 – Edit the Macro Page Layout

Setup -> Object Manager -> Page Layouts -> Macro Layout

Setp3 – Create Folders for Macros

Click on App Launcher -> Macros -> New Folder

Step4 – Create Macros

Resources –

1. https://help.salesforce.com/articleView?id=sf.macros_def.htm&type=5
2. https://trailhead.salesforce.com/en/content/learn/modules/service-cloud-agent-productivity/create-a-macro-and-quick-text
3. https://help.salesforce.com/articleView?id=sf.macros_create_lightning.htm&type=5
4. https://help.salesforce.com/articleView?id=sf.macros_getting_started.htm&type=5

Thanks for reading 🙂 #HappyLearning #SharingIsCaring #AwesomeAdmin #ServiceCloud