Macro Examples

 We have already discussed about Macro and its best practice to use. Lets check out few implementation of macro.

Add and Replace Field Values in a Case Using Macros

lets assume our support agent always need to repeat a task such as updating/replacing a  field value in a record. instead of click on edit button then change the field value and then save which need so much interactions with systems and obviously it consumes some time.

 Lets write a small macro for this which will perform all task on a single click with peace of mind.

Steps:
1. Create a macro
2. Add instructions  as below
 - click on Add instruction 
- first instruction tells on which object this macro to work on, select Active case tab
- next instruction tells the macros which action in case feed publisher to interact with, select "Select Email actions"
-  next what to do with Email actions, Select replace subject , and in text field write the subject line.
- add another instruction to add a specific email in CC address.
- add one instruction to replace BCC address.
 - select submit action and save macro 

Now you can open the case for which you want to execute this macro and go to macro widget select this macro click on run .

Bulk Macro in Salesforce

Bulk Macro

We have already posted about basic on Macro and step by step guide for creating and managing  macro on @ Macros in Salesforce

Lets discuss on bulk macro, what is it and how it will be helpful for support agent.


A bulk macro is a macro that can run on multiple records at a same time. One macro performing same action on multiple record at a time on a single click of a support agent. Like, if a support agent want to send a notification to all customers having opened case.

Prerequisites  for bulk macro

Bulk macros are supported for the 
 - Email publisher in case feed on the saelsforce console for services
 - All quick actions except for social quick actions

Bulk actions are not supported for the 
 - salesforce knowledge actions
 - community actions
 - social post actions
 - Add and insert instructions 

If bulk macro interacts with the email publisher, it can contain only one email publisher action.
A bulk macro must contain at least one submit action instruction.

Create a bulk Macro 

lets consider an example, support agent need to send a notification to all all customers who have opened a case.

lets create a bulk macro to perform the same action on multiple case records.

1. Create a macro

    - Go to your service console  Application from app    menu. 

  - click on Macro on the bottom of the page and then click on "Create a Macro" 

 2. Enter Macro name, description and add instructions to this macro to execute. Select the context for the macro then select object that macro interacts with and then select the action that want to be performed by macro.

This created macro creates and sends an email to the contact person for the selected cases. This macro can be run as simple macro and bulk macro because it meets all criteria for a bulk macro.

To identify a macro as a bulk macro, please check if your macro comes with a green lightning bolt icon.

 Run a Bulk Macro on Multiple Records

To run bulk macros, the Enable Enhanced Lists setting must be enabled in your org.

you can run a bulk macro only on records in one object list view at a time.

Bulk macros are processed in increments of 10 macros at a time. You can run a bulk macro on more than 10 cases, but the system

processes the macro in groups of 10 at a time.

- create a list view for the records you want to run macro on

- open macro widget

- select the macro with green lightning bolt icon in widget and click on run.

Once macro ran successfully, you will get macro status in list view as below

Tips:

Keyboard Shortcuts for macro

M - Open Macro widhet

S - highlight searchbar

E - Edit selected macro

V - view macro details page

ENTER - Run selected Macro

Space Bar - Expand/collapse selected macro instruction

UP Arrow - scroll up macro list

Down Arrow - scroll down macro list 

Next post coming soon for few more working examples/implementation on Macro. Stay tuned.. 

Macros in Salesforce

What is Macro in salesforce?

If you have tasks in Microsoft Excel that you do repeatedly, you can record a macro to automate those tasks. A macro is an action or a set of actions that you can run as many times as you want. It is a set of instruction which instructs system how to complete  task.

Same way salesforce has this macro capability and this is applied for all standard and custom feed based object from Spring-16 release.

Example:
Support agents who use Case Feed now can run macros to automatically complete repetitive
tasks—such as selecting an email template, sending an email to a customer, and updating the case status—all in a single click. Sounds so cool? 

Prerequisites for using macros 

1. Feed tracking must be enabled on the object that you want to run macros on.

2. Use a feed-based page layout on the object that you want to run macros on.

3. The publisher actions that you want to use in macros must be available on the page          layout.      

4. If you want to use quick actions in macros, the quick actions must be available on the page layout
5. The macros widget must be added to the console
6. Users must have the appropriate user permissions to create macros and run macros.

Add the macros browser to the Salesforce Console

1. Navigate to Setup-->Apps-> select console app want to add macro browser 

2. Click on Edit , Add Macros Browser in choose custom console components section and set    align this to left or right

user permissions to create macros or run macros

1.  Assign appropriate permission for Macro object

2. To allow users to run irreversible macros( Macro actions that cant be undone) , assign permission “Manage Macros Users Can’t Undo.”

Allow Search in Macro

suppose that an agent wants to find a macro where the description is “ License Penalty 90 days” The agent could search for “Penalty” and see all macros that contain that phrase. If this setting isn’t enabled, agents can search for keywords only in the macro’s title and description

fields.

1. Navigate to Setup->Macros-> Macro Settings  and include macro text field search

Create Macros

1. Go to your service console  Application from app menu.

2. click on Macro on the bottom of the page and then click on "Create a Macro"

3. Enter Macro name, description and add instructions to this macro to execute. Select the context for the macro then select object that macro interacts with and then select the action that want to be performed by macro. 

After creation of macro with few instruction it looks like 

Run a Macro

Macros automate a series of repetitive keystrokes that support agents make in the Salesforce Console for Service. You can quickly complete repetitive tasks, such as updating the case status, by running a macro.

1. Open Macro widget

2. Search for a Macro and select it from the Macro list

3. click RUN/PLAY ICON to start the Macro, a message displays indicating whether the macro ran successfully.  

Managing Macro

We can clone, delete and share macro easily.

We can quickly copy macros by cloning them 

open the macro which one u want clone by click on view details icon and then click on clone 

Macros use the same sharing model as other objects in Salesforce. You can share macros with public groups and other users, allowing other support agents to increase their  efficiency with macros. 

Open macro with click on view details button and click on sharing button and in the sharing page search for a username or public group with whom want to share the macro.

We will discuss about bulk macro and few examples in next Post. stay Tuned.

Summer 17 Release highlights