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            Search All Text Fields in Macros

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            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.

            Required Editions

            View supported editions.
            User Permissions Needed
            To create, edit, and delete page layouts: Customize Application

            For example, suppose that a support rep wants to find a macro where the description is “Return Policy - 30 days.” The support rep could search for “return policy” and see all macros that contain that phrase.

            If this setting is enabled, support reps can search for macros across all text fields in the macro instructions. If this setting isn’t enabled, support reps can search for keywords only in the macro’s title and description fields.

            To let support reps search all text fields:

            1. From Setup, enter Macros in the Quick Find box, then select Macro Settings.
            2. Click Edit.
            3. Select Search all macro text fields.
            4. Click Save.
             
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            Salesforce Help | Article