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            Run a Macro

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            Run a Macro

            Run a macro to automate a series of repetitive keystrokes that you usually perform manually when working with records. You can quickly complete common tasks, such as updating the case status or sending an email with a survey link, by running a macro.

            Required Editions

            View supported editions.
            User Permissions Needed
            To view macros: Read on macros
            To create and edit macros: Create AND Edit on macros
            To create and run irreversible macros: Manage Macros That Users Can’t Undo
            Note
            Note You need the Manage Macros That Users Can’t Undo permission only if you want to run irreversible macros, which contain a Submit Action instruction. Macros that send emails are an example of irreversible macros.
            1. Open the record you want to perform the macro on.
            2. Open the Macros widget or utility.
            3. Search or navigate to a macro, and select it from the list.
            4. Optionally, review the macro’s description and instructions to make sure that this macro does what you expect.
              The instructions show you the steps that the macro performs. Reviewing the instructions is helpful when running a macro for the first time.
            5. Run the macro.
              • Salesforce Classic: Click Run icon.
              • Lightning Experience: Click Run Macro. You can also double-click it or press Enter if it’s selected.

              If you don’t see the button to run the macro, make sure that you’re on a record that supports macros.

              A message displays indicating whether the macro ran successfully. A green dot appears next to each instruction that ran successfully. A red dot and an error message appear next to each instruction that could not be performed, so you can troubleshoot the issue.

             
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