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            Manage Macros

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            Manage Macros

            You can clone a macro to create a macro with slightly different instructions. You can also share macros with other users. However, sharing works differently in Salesforce Classic and Lightning Experience.

            Required Editions

            View supported editions.
            • Clone Macros
              You can quickly copy a macro by cloning it. Cloning a macro is useful when you want to create a macro that is a variant of the source macro.
            • Share Macros
              You can share macros with users, public groups, and more. In Salesforce Classic, you can share individual macros. In Lightning Experience, you share macros using folders.
            • Search All Text Fields in Macros
              Expand the scope of macros search so that support reps can quickly find macros by searching for keywords contained in a macro’s text fields.
             
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