Where are macros in Salesforce?


Where are macros in Salesforce?

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 I create a macro in Salesforce?

Go to Setup-> profiles -> Select the profile for the user who should be able to create and edit Macros. Once the profile is selected go to “Object settings” and search for Macros and grant the read, create, edit and delete permission as required.

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.

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.)

What can bulk macros do in Salesforce?

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 are the types of macros in Salesforce?

A single macro can perform multiple actions on different parts of the case feed at the same time.

  • Prerequisites for Macros.
  • Irreversible Macros.
  • Bulk Macros.
  • Create a Macro.
  • Run a Macro.
  • Manage Macros.
  • Things to Know About Macros.
  • Keyboard Shortcuts for Macros.

What are the disadvantages of macros?

A macro could produce inaccurate results because of errors or misunderstanding. Or, could inadvertently delete or damage critical data. Unprotected macros could also be changed by people with criminal or negative intentions.