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            Bulk Macros

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            Bulk Macros

            A bulk macro is a macro that runs on multiple records at the same time. Bulk macros let support reps quickly address spikes in customer cases involving the same issue. Macros must meet certain criteria to run as bulk macros.

            Required Editions

            View supported editions.

            Bulk macros are supported in:

            • Email Publisher in Case Feed on the Salesforce Console for Service
            • All Quick Actions except for Social Quick Actions

            Bulk macros aren't supported in:

            • Salesforce Knowledge actions
            • Experience Cloud actions
            • Social post actions
            • Email templates, attachments, and merge fields in Lightning Experience
            • “Add” and “Insert” instructions (such as the Add to Subject instruction, Add Logic, or the Insert into HTML Body instruction for the Email Publisher)
            • “Close Tab” instruction

            If the bulk macro interacts with the Email Publisher, it can contain only use one Email Publisher action. Bulk Macros run only from the case record home page and list view for SendEmail type quick actions, and don't run at all on a split list view. Bulk macros are restricted to 200 cases when run from the list view.

            If a quick action targeted by the bulk macro contains a read-only field, the macro fails. This failure occurs even if none of the instructions target the read-only field.

            A bulk macro must contain at least one Submit Action instruction.

            Bulk macros aren’t supported for Date fields set to a relative date.

            • Create a Bulk Macro
              This example shows you how to create a bulk macro that sends an email to the contact person for the selected customer cases.
            • Tips for Creating Bulk Macros
              The key to successfully using bulk macros is to select the right records to run the macro on. Support reps can filter the list views to identify which records to select.
            • Run a Bulk Macro on Multiple Records
              You can run a bulk macro on only one record at a time, or you can run it on multiple records at the same time. Use bulk macros to quickly address similar customer cases or records.
             
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