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Create a Bulk Macro

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Create a Bulk Macro

This example shows you how to create a bulk macro that sends an email to the contact person for the selected customer cases.

Required Editions

View supported 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
To run bulk macros: Run Macros on Multiple Records

For example, suppose that your company has a service outage and lots of customers have contacted customer support. Support reps can send an email to customers who have opened cases about the outage that tells them when the service outage is expected to end.

These steps show you how to create a bulk macro that sends an email to the contact person on the selected cases. To implement this example in your org, enable the Email Publisher.

  1. Create a macro.
  2. Add the instructions for the macro.
    1. Select a context for the macro. The context specifies the object that the macro interacts with.
      Selecting Select Active Tab tells the macro that it’s performing an action on the active case tab in the Case Feed.
    2. Click Done. After every instruction, click Done to move to the next line.
    3. Select the publisher that the macro interacts with.
      Selecting Select Email Action tells the macro to interact with the Email Publisher in Case Feed.
    4. Select the action that you want the macro to perform.
    5. Finally, select Submit Action to tell the macro to perform these instructions.
  3. Save the macro.
    You’ve created a macro that creates and sends an email to the contact person for the selected cases. This macro can be run as a bulk macro because it meets all the criteria for a bulk macro. It interacts with the Email Publisher, it uses a supported instruction, and it includes a Submit Action instruction. You can run this macro as a bulk macro on multiple records at the same time. You also can run it on a single record at a time.

When you look at the macros list, an icon showing a green lightning bolt with two underlines (Lightning bolt) appears next to bulk macros. Make sure that this icon appears next to your macro.

 
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