Automate Repetitive Tasks with Macros

You can create macros to perform multiple actions. For example, a macro can enter the subject line of an email and update the case status. A single macro can perform multiple actions on different parts of the case feed at the same time.

• Prerequisites for Macros
  Before you create and run macros, ensure that your org meets the prerequisites for using macros and then add the macros widget or utility to your app.
• Irreversible Macros
  Some macros perform actions that can’t be undone, such as sending outbound emails to customers or updating a case status. A macro that contains a Submit Action instruction is irreversible. You must have the Manage Macros Users Can’t Undo user permission to create, edit, and run macros that contain instructions for performing irreversible actions.
• Bulk Macros
  A bulk macro is a macro that runs on multiple records at the same time. Bulk macros let support reps quickly address spikes in customer cases involving the same issue. Macros must meet certain criteria to run as bulk macros.
• Create a Macro
  Macros give you the power to automate common repetitive tasks and resolve issues with a single click. You create a macro by specifying the instructions for actions that the macro performs. A macro is like a little computer program. You tell the macro each step that it performs.
• Run a Macro
  Run a macro to automate a series of repetitive keystrokes that you usually perform manually when working with records. You can quickly complete common tasks, such as updating the case status or sending an email with a survey link, by running a macro.
• Manage Macros
  You can clone a macro to create a macro with slightly different instructions. You can also share macros with other users. However, sharing works differently in Salesforce Classic and Lightning Experience.
• Things to Know About Macros
  Review the considerations and limits that could impact you and your users when working with macros.
• Keyboard Shortcuts for Macros
  Use keyboard shortcuts to work even more efficiently with macros.