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Troubleshoot a Macro not working as intended

게시 일자: May 1, 2024
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Macros are an amazing productivity tool that automate certain actions to quickly reuse them in the future saving time for users.

Get recommendations on how to troubleshoot a macro not working as intended, in order to resolve potential errors and also to gather information for Salesforce Support should a support case be required.

솔루션

Macro instructions not executing as expected, can the scenario be performed manually?

A Macro is designed to automate a set of actions the user should be performing in the screen(s) they have in front of them. Macros cannot do more than what an end user could do by themselves. So, if the action cannot be repeated manually then it's very unlikely that the problem will be in the Macro, however,  it can be related to the components the Macro is designed to interact with.

In such cases please analyze the instruction that cannot be performed and analyze why that instruction is failing. Some of the questions below might help with this.

Noticing that Macro Close action is being performed for pinned record tabs?

If yes, this is Working as Designed, as the Close action will be applied on the record tab irrespective of whether the record tab is pinned or not.
 

Is there an Internal Server Error?

Then, like in the previous question, please try to reproduce the instructions manually. If an Internal Server Error is received manually, then investigate what is being done in that specific moment. It's not likely to be related to the Macro but to a specific scenario.

If the manual steps result in the cause is unclear, please create a case with Salesforce Support and provide:

  • Org ID
  • Login access as the affected User
  • Information about the steps that caused the error
  • The Error ID you receive
  • A screenshot, to know if the affected user was operating on single or multiple monitors mode
  • The browser being used 

 

Getting a "The instruction is not available" error message?

If so, please review the article about "The instruction is not available" error message.

 

Getting a "The publisher action is not available" error message?

If so, please review our article that covers the action not available error message.

 

Getting a "This Macro can't be used on the current tab" error message?

If so, please make sure the work is being done in the Tab that the Macro Instruction has selected. For example, if the first instruction is "Select Active Case Tab"  the Macro can't execute when the focus is in the Account Tab.
 

Getting any other generic error when in the Macro Browser?

Review possible recent changes to your Organization, changes on the Page Layout, changes to the access the Affected User has on certain Objects, changes to the Field Level Security, changes to Org Preferences or User Permissions. One or more of this changes could have impacted the Macro or its Instructions.

For Bulk Macros, getting "This macro runs on one record at a time. Open a record and try again." error

Bulk Macros in Lightning Experience does not support Add and Insert instructions, this includes Insert Email template. Only the "Replace Existing Text" Action for macro instructions is supported for bulk macros containing an Email action. Selecting an instruction Action of Insert after/before existing text or at cursor will result in the "Run Macro" button being greyed out and unavailable on object list views. Insert Email Template for bulk macros is only available on Classic interface. Please refer to document Bulk Macros

Is the spinner still visible but the Macro has stopped?

This could mean a Javascript error, it could be an error on the Macro engine or perhaps on some of the underlying functionality being invoked (Feeds, Knowledge...).

If this is the case please try to use a separate browser and see if the issue still appears. If it does, it would be helpful to see if there's any Javascript error in the Browser's Developer Console.  The browser's console can be opened by pressing F12.

If the issue cannot be resolved, please create a case with Salesforce Support and provide:

  • Org Id
  • Login access as the affected User
  • Information about the steps taken to see the error and the Javascript logs if you captured them
  • A screenshot, to know if the affected user was operating on single or multiple monitors mode
  • The browser being used 
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