Questions tagged [macros]

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Salesforce Macros for “Force.com - App Subscription” License?

Can a 'Force.com - Application Subscription' license user run Macros? I must be missing something...because I can't see where Macros are excluded in the notes for : - Prerequisites for Macros - ...
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16 views

Can a macro update a case and populate fields with defined values from a pick list

I need to improve efficiencies so i'm looking to macros. Can a macro update a case and populate fields with defined values from a pick list and then auto close the case? This will enable us to ...
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37 views

how to work with more actions in account object using macros

how to work with account object using macros where as we can work with more actions in case object(tried in). The trail head contains totally with case object and now I want to try with account, ...
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1answer
203 views

Run Macros in Lightning via javascript

We have used custom lightning component to categorize and show the macros on it. On selecting a macro, I need to run the macro from the component itself. Is there a way to run the macro from ...
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1answer
50 views

Macro instruction object not available in data loader in my DE. Why?

I had Created 1 macro with six instructions. In developer console I queried in query editor working fine see below.But in data loader there is not available Macro instruction object in Developer ...
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1answer
20 views

How can I get duplicate nongroupable fields values in Macroinstruction Object?

how can i query non grouped field values using soql. Example: Select Macro.name,count(MacroId),target,value from MacroInstruction GROUP BY Macro.name HAVING count(MacroId)>1 i need target and ...
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1answer
207 views

Service Cloud Macros - Lightning Experience

With Macros in Service Cloud Console for Lightning, how is one able to insert pre-defined text into an email send or reply? Within the Macro Builder I believe I can perform most tasks, but the body of ...
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1answer
95 views

How to select and run macro macro in one on click function using Javascript?

How to select and run macro macro in one on click function using Javascript? i am using these two values "sforce.console.selectMacro(id); and sforce.console.runSelectedMacro(id);" with two buttons and ...
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364 views

How to run a macro using apex class?

How can I run a macro using apex class? I have used a Visualforce Page to run the macro with standard method "sforce.console.runmacro" in javascript. Similarly, I need to call it in an apex class ...
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1answer
59 views

Select relevant marco from VF page and Execute

In Console, I'm having a custom component where I have to show all relevant Macro based on the primary tab record (Case(Sobject)) Subject (Sobject field). For example : When I select a Case, I ...
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0answers
163 views

Salesforce connector Excel Add in - auto refresh doesn't trigger a data connection download

I have an excel file which uses Salesforce connections (Salesforce Connector) to download the report file in csv format and updates the excel sheet with new data. When i use the option Refresh All ...
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1answer
55 views

need lastmodifydate date and count of records for fields in bulk

I have 500 fields for account object and I have below requirements. 1)Lastmodifydate of Field 2)Count of records in which values is available for the fields. I have created a queries but those are ...
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28 views

How to hide quickactions but still use them in macros

I am using the Service Cloud Console and want to use the Macro feature. I have a specific quickaction with a number of fields that can be changed, but to be able to use these in the macro actions, the ...
2
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1answer
454 views

Macro Deployment?

We brought someone in to develop a couple Macros. They work great, now we want to go live, and I've hit some roadblocks. I needed to do some post-processing to data load the related data. Just a ...
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1answer
417 views

Initiate service cloud (console) macro using workflow/APEX

I'm trying to find a way to initiate service cloud (console) macro using workflow/process builder/APEX. The only documentation remotly related to macros and code i found is metadata related and not on ...
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1answer
106 views

Calling Email Service from Process builder

We have a requirement where we have to send an email to a case's related Contact. We are trying combination of Macros (Service Cloud) and process builder. 1) We have tried with process builder to ...