How Salesforce Macros Can Boost Your Productivity and Improve Customer Experience?

To add Macros in the utility bar for an app, Open the App from the app manager. Click on the dropdown menu to proceed to Edit. Now go to Utility Items and click Add Utility Item. Search for Macros and add. Save and now you will find the Macro added into the Utility bar.

Permission for Macros:

To view Macros, the users must have read the Permission on Macros object and to create Macro, the user must have create Permission on Macros object.

For Bulk Macros, that is to run Macros on multiple records, Users must have “Run Macros on Multiple Records” permission.

To create Irreversible macros, users must have “Manage Macros Users Can’t Undo” permission.

Macros Use Case:

Consider a scenario where the user has to input the same set of information for a child case description. The description is quite long in the form of questions and one-word answers. It would be good if there was a mechanism where the user needs to provide only the one-word answer instead of writing all the descriptive questions. Here is where the Regular macros come in handy.

Creating Macros: From the utility bar, click on Macros, and then Create Macro

Add the Macro name, optionally add a description and then select the object the Macro will be applied to

Adding Instructions:

To add new instructions, click on Edit Instruction. This will open the Macro builder in a new tab. Click on the plus icon that appears while hovering over the quick action tabs.

For our scenario, we are selecting the new child case action and selecting the description field to auto-populate with some text questions.

Save the Macro

Run Macros: To run a macro, open a case record, click on Macros in the utility bar, select the Macro which you would like to run, click on Run Macro.

Here we selected the Update Child Case Description macro, and then on clicking Run Macro the child case description field was populated as per the instruction added by us.

Benefits of Incorporating Macros:

Increased efficiency – Macros can automate repetitive tasks. This reduces their time consumed in doing manual actions, improving overall efficiency.
Reduced training time – Macros are easy to use and understand. It can also be accessed easily making it user-friendly.
Customization – Macros can be customized to meet the specific needs of each user. This makes them a flexible tool.