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How to Edit, Insert, or Delete Macro Instructions in Salesforce

Fecha de publicación: Oct 13, 2022
Descripción

Salesforce Macros allow service agents to automate repetitive actions in the Salesforce, such as updating case fields or sending email templates with a single click. This article explains how to edit, insert, and delete individual instructions within an existing Salesforce Macro record.


 User Permissions Required:

  • To view macros: Read permission on Macros
  • To create and edit macros: Create and Edit permissions on Macros
Solución
  1. Open the Macro Widget:
    1. From the Service Console, click Macros in the lower right corner of the screen, or press M.
    2. From the Salesforce Console or the All Tabs page, click the Macros tab.
  2. Select the Macro record you would like to modify or delete, then click Edit.

  3. Under Macro Instructions, you see the step-by-step instructions configured for this macro. To modify or delete an instructions, hover your mouse to the step that you would like to modify or delete (this action is not applicable in LEX).

  4. A small pop-up window appears with the following action options:
    1. Move Instruction Up
    2. Move Instruction Down
    3. Insert Instructions Above
    4. Insert Instructions Below
    5. Delete
  5. Select the required action and click Save.
 

See Also:  Set Up and Use Macros

Número del artículo de conocimiento

000386783

 
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Salesforce Help | Article