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Edit, insert or delete Macro instructions

게시 일자: Oct 13, 2022
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Please follow the instructions given below if you want to Edit, Insert and Delete Macro Instructions.

 

솔루션
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

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