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Edit, insert or delete Macro instructions

公開日: Oct 13, 2022
説明

Please follow the instructions given below if you want to Edit, Insert and Delete Macro Instructions.

 

解決策
User Permissions Needed
To view macros:“Read” on Macros
To create and edit macros:“Create” and “Edit” on Macros
1. Open the Macro Widget.
  • From the Service Console, click Macros in the lower right corner of the screen or press M
  • From the Salesforce Console or the All Tabs page, click the Macros Tab.
2.  Select the Macro record that you would like to modify or delete and click on EDIT.

3.  Under Macro Instructions, you will see the step-by-step instructions that you have setup. 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).

A small window will pop-up with the following actions:
  • Move Instruction Up
  • Move Instruction Down
  • Insert Instructions Above 
  • Insert Instructions Below
  • Delete
4.  Select the required action and Save.
 

See Also:  Set Up and Use Macros

ナレッジ記事番号

000386783

 
読み込み中
Salesforce Help | Article