When you enable folders for macros and quick text, you also allow your users to share them with other people. Previously, you could only share macros and quick text in Salesforce Classic. Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions.
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How to share quick text and macros in Salesforce?
Let users share quick text and macros individually. To share an item, users click the Share button on the quick text or macro record details. To use this model, you don’t have to enable anything because it’s the default behavior in Salesforce Classic. Let users see all quick text and macros in your org.
How do I Share my macros with my co-workers?
Basically you need to place all of your macros you want to share into a template and then share that template with your co-workers. Your co-workers can load the template manually or automatically:
How do I share an item in Salesforce?
To share an item, users click the Share button on the quick text or macro record details. To use this model, you don’t have to enable anything because it’s the default behavior in Salesforce Classic.
How do I share macros and quick text with agents?
By default, sharing settings for macros and quick text are set to private. That means agents can’t see the macro or quick text that Maria created until it’s shared with them. To share macros and quick text, you have a few options. Let users organize and share quick text and macros in folders.
How do I share a macro in Salesforce?
In the macros folder list view, select All Folders, Created by Me, or Shared with Me to review the folders you have access to. Click the dropdown menu next to a folder in the list, and select Share. You can share only the folders that you created or that you have manage access on.
What can you do with Salesforce macros?
Users can run macros to complete repetitive tasks—selecting an email template, sending an email to a customer, updating the case status—all in a single click. A macro is a set of instructions that tells the system how to complete a task.
Can you create macros in Salesforce?
Create a macro. In the Salesforce for Service Console, click the Macros widget. Click + Create Macros. For Macro Name, enter a name that makes it easy to understand what this macro does.
How do I send an email from a macro in Salesforce?
Please follow the below-mentioned steps in Lightning:Click on Setup.Select Object Manager tab.Search for Case Object and Click on it.Click on “Buttons, Links, and Actions”Search for Email (Name: SendEmail) action and click on it.More items…•
Can you use macros in case feed?
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.
Why are macros used?
Macros are used to make a sequence of computing instructions available to the programmer as a single program statement, making the programming task less tedious and less error-prone. (Thus, they are called “macros” because a “big” block of code can be expanded from a “small” sequence of characters.)
How do I view macros in Salesforce?
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.
What are the types of macros in Salesforce?
A macro can include actions like sending email, updating status, selecting templates, and creating tasks. In a single click, multiple actions can be performed on single or multiple records. Single clicks not only save time but also help achieving a consistent process.
How do you include the email submit action in your macro instructions?
Click Edit InstructionsOn the canvas, select a quick action.On the canvas, click a field to add instruction.In the Instructions tab, enter your field updates.Optionally, on the canvas, select a submit action to tell the macro to execute these instructions.Click Save.
How do I set up Marcos?
How do I create macros?Using the mouse that you want to configure, start Microsoft Mouse and Keyboard Center.In the list under the button that you want to reassign, select Macro.Click Create a new Macro. … In the Name box, type the name of the new macro.Click in Editor, and enter your macro.More items…
What are the two formats of the macros?
The answer to this question depends on the format in which you are reading this book. WordTips: The Macros is available in two formats: PDF and Word document.
How to copy a macro in VBA?
If you want to copy macro code lines from the PDF file and place them in the VBA Editor, follow these steps: 1. Display the page containing the code lines that you want to copy. 2. On the Acrobat toolbar, click the Text Select Tool. 3.
Can you use macros in Word?
WordTips: The Macros is available in two formats: PDF and Word document. If you have the Microsoft Word version of this book , then you can use Word’s capabilities to simply select and copy the macro code lines, and then paste them into the desired place in the VBA Editor.
