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Questions tagged [macros]

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Export and Import Macro & MacroInstructions

Can anyone please share how to export Macro & It's instructions together and import them in another org? I'm using Salesforce dataloader tool.
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I only want to give users edit and read permissions for macros object but using permission set only and not via profile

I have a requirement where I want to give edit permission to users using permission set.. and not via profile. I created one permission set and given read,edit and view all permission still after ...
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Migrating from Zendesk to Service Cloud - Rich Text Private/Internal Notes?

We are long time Zendesk Users and are working to migrate to Service Cloud. In Zendesk there are basically 2 types of Ticket Notes/Comments Public Reply - shared with Customer Internal Note - shared ...
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158 views

Macro Instruction - cannot select Record Details for Instruction Region

In the Macro Builder why can't I select the Record Detail component as a Region to add Instructions and update fields? I have configured the Page Layout as a Feed Layout. I can select fields from the ...
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33 views

Macros not running from VF Page

I have a macro, which replaces the HTML body of the email template. I'm trying to run that Macro from VF Page, but it seems to be not running. When I directly run the macro then it's working fine. ...
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Macros on related record(s)

Can macros be utilized to update related records as well? For example, i have a Case record and a macro on that case record which performs some actions (send email, create task, etc) What if i want to ...
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16 views

Macro Component not available in Classic Console

I'm trying to get the Macro utility available on my Cases page lay out in Salesforce Classic, but the component doesn't appear in the Console Components list. Does this component need to be custom ...
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409 views

Service Console (classic) macros with Select Email Action/Apply Email Template stopped working

Given Service Console (Classic) Macros that include instructions Select Email Action | Apply Email Template All were working When Some change made Then Macros stopped working with error The ...
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2 votes
1 answer
565 views

Can Macro Folders be deployed in a change set?

For a user story, I created several Macro folders. That is, I went to the standard list view of Macro, clicked "New Folder", and did this multiple times. Now I need to deploy them to other sandboxes. ...
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698 views

Quick Texts and Macros on Posts / CaseComments

Use Case: I'm trying to implement standard responses using Quick Text/Macros between internal teams for Cases to reduce time spent on manual writing. An example of this standard text would be, "We're ...
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44 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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1 vote
1 answer
560 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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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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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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1 vote
1 answer
259 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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211 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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4 votes
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813 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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1 answer
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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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2 votes
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592 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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1 answer
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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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  • 195
2 votes
0 answers
52 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 ...
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  • 1,074
2 votes
1 answer
1k 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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  • 142k
2 votes
1 answer
744 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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  • 379
1 vote
1 answer
133 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 ...
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  • 2,647