A bulk macro is a macro that you can run 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 be run as bulk macros.
|Available in: Salesforce Classic|
|Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions|
Bulk macros are supported for the:
- Email Publisher in Case Feed on the Salesforce Console for Service
- All Quick Actions except for Social Quick Actions
Bulk macros are not supported for:
- Salesforce Knowledge actions
- Community actions
- Social post actions
- “Add” and “Insert” instructions (such as the Add to Subject instruction or the Insert into HTML Body instruction for the Email Publisher)
If the bulk macro interacts with the Email Publisher, it can contain only one Email Publisher action.
A bulk macro must contain at least one Submit Action instruction.
For example, suppose that your company has a service outage and lots of customers have contacted customer support. You want support agents to send an email to customers who have opened cases about the outage telling them when the service outage will end. You can create a bulk macro that uses an email template to create and send an email to these customers.