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            Share Macros

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            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.

            Required Editions

            View supported editions.
            User Permissions Needed
            To enable macro folders: Customize Application
            To create a macro folder: Create on macros
            To share a macro folder: Owner of the folder OR Manage access on the folder
            To manage and share all macro folders: View Setup and Configurations AND Modify All Records on macros
            To view macros in Salesforce Classic: Read on macros
            To share macros in Salesforce Classic: Create AND Edit on macros

            You can also change your org-wide default sharing setting for macros. Or you can limit access by creating sharing rules to specify which groups of users have access to macros.

            Share Macros Using a Folder in Lightning Experience

            You can share a folder of macros with other users in Lightning Experience. When you share a folder, all items in that folder are shared. Subfolders inherit the root folder’s settings.

            To get started, select Share and organize macros in folders on the Macro Settings page in Setup. Then, we recommend that you:

            • Move existing macros into folders, and share those folders with your users.
            • Verify that your macro page layout includes the Folder field.
            • Review the user experience in the macro utility and macro list view, which both now reflect folders.
            Important
            Important Sharing settings on folders override sharing settings on individual items. If you shared macros in Salesforce Classic, those settings are ignored after the Share and organize macros in folders setting is enabled and the macro is assigned to a folder. If you decide to disable this setting later, folder sharing is ignored, and individual sharing settings apply.

            To share a macro, complete these steps.

            1. Open macros in your app.
              In apps with standard navigation, click the Macros tab. In apps with console navigation, select Macros from the navigation item menu.
            2. In the macros folder list view, select All Folders, Created by Me, or Shared with Me to review the folders you have access to.
            3. Click the dropdown menu next to a folder in the list, and select Share. You can share only the folders that you created or that you have manage access on. You can share only the first-level folders, known as root folders. Subfolders inherit their root folder’s settings.
            4. Enter the sharing details.
              You can share with users, groups, roles, or other groupings using a combination. If a user is given access twice, their higher permission level is granted. For example, a group is added with View access, but a user in the group also has Edit and Manage permissions. In this case, the user receives the Edit and Manage permissions.
            5. Click Share.
              The sharing setting is applied to the Who Can Access list. To change an entry’s access level, select a new access level. To delete a Who Can Access entry, click X on the entry.
            6. When you’re done, close the dialog.

            You can also use the Analytics Folder API to create and manage folders.

            Share a Single Macro in Salesforce Classic

            You can share an individual macro record in Salesforce Classic with other users or groups.

            1. Open the Macros widget.
            2. Select the macro that you want to share.
            3. Click Eye icon.
            4. Click Sharing.
            5. Click Add.
              In the New Sharing page, search for a public group or a user by name.
            6. Share the macro by selecting a group or user from the Available list and clicking Add.
              To stop sharing a macro, select a group or user from the Share With list, and click Remove.
            7. Set the Access Level to either Read Only or Read/Write. Read Only allows users to view and run the macro. Read/Write allows users to edit, view, and run the macro. If you share a macro and give the user Read/Write access, the user can’t delete that macro. Only you can delete macros that you create.
            8. Click Save.
             
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