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            Create Macros for the Lightning Sales Console

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            Create Macros for the Lightning Sales Console

            Macros make automating repetitive tasks possible so reps can focus less on busy work and more on selling. We provide an example of a macro that, after the sales rep leaves a voicemail for a lead, logs the call, sends an email to the lead, and creates a follow-up task for the rep. Use this guide when you’re creating your own macro.

            Required Editions

            User Permissions Needed
            To view macros: Read on Macros
            To create and edit macros Create and Edit on Macros
            To create and run irreversible macros Manage Macros That Users Can’t Undo

            For the basic steps for creating macros, see Create Macros in Lightning Experience.

            1. From a lead record, create a macro from the utility bar. Then fill in the details as follows.
              1. Macro Name: Voicemail: Log, Email, Task
              2. Description: When voicemail is left with new lead: log call, send introductory email, create a follow-up task.
              3. Apply To: Lead
            2. Add instructions to log the call.
              1. Click Edit Instructions.
              2. From the sample page on the left side, click the Activity tab, and then click the Log a Call subtab.
              3. Click the Subject field. In the Instructions tab, enter Intro Call LVM as the subject.
              4. Click the Comments field. In the Instructions tab, enter Attempted contact. Left intro message. as the comment.
              5. Click Save. The Instructions tab shows Submit Action.
            3. Add instructions to send an email.
              1. Click the Email subtab.
              2. Click the Subject field. In the Instructions tab, enter Introduction to Best Tech as the subject.
              3. Click the body. In the Instructions tab, for the HTML body, enter Attention {!Lead.FirstName}, Thanks for reaching out to us regarding our company and products. I'm excited to discuss opportunities to give you the products that you are looking for. Please let me know the best time to contact you.
              4. Click Save. The Instructions tab shows Submit Action.
            4. Add instructions to create a follow-up task.
              1. Click the New Task subtab.
              2. Click the Subject field. In the Instructions tab, enter Follow-up with customer: Left Message as the subject.
                Note
                Note

                The macro doesn’t allow you to set a due date for the task. The sales rep must enter the due date when they’re assigned the task.

            5. Save the macro.

            Macro example

            See Also

             
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