Macro for Closing Case with Case Comments in Salesforce
1. Create a Quick Action on Case object with the name Close Case and Action Type as "Update a Record". In the Predefined Field Values, set Status field value to ....
Tag: Macros in Salesforce
How to run Macros in Salesforce?
For implementing Macros, check the below linkhttps://www.infallibletechie.com/2015/07/implementing-macros-in-salesforce.html 1. Open the Case record. 2. Select the Macro and click run button.
Unable to choose any Macro Instructions when creating a New Macro in Salesforce
1. Enable Case Feed. 2. Create Global Action or Object Specific Action. To know about Actions in Salesforce, check the below link https://www.infallibletechie.com/2013/07/actions-in-salesforce.html 3. Edit the case layout and add ....
Implementing Macros in Salesforce
1. Edit your Console App. 2. Add the Macro Browswer. 3. Go to your Console app. 4. Select Case tabs. 5. Open a case record. 6. Select Macros. 7. Click ....
Macros in Salesforce
Macros in Salesforce are used to save repetitive works to run in future. Using macros, Support Agents can 1. Run bulk macros on multipel records at the same time. 2. ....