WebMar 24, 2024 · Steps for creating macros: 4.1 Select macro object. Click on new. 4.2 Give a name to macro. Fill the mandatory fields which is macro name only, you can give description for macro... WebDec 2, 2015 · Steps for creating macros: 4.1 Select a macro object. Click on new. 4.2 Give a name to the macro. Fill the mandatory fields which is macro name only, you can give …
Set Up Service Console Productivity Tools - Salesforce
WebOct 29, 2024 · Step 1: Configure Macros Before you start making Macros for your users, make sure you have a way to share them. First, in Macro Settings make sure the Share and organize macros in folders checkbox is checked. Then, in Object Manager, make sure you add the Folder field to the layout. Step 2: Add Macros to the Utility Bar to Give Users … WebFrom the Service Console app, open a case. Click Macros in the utility bar to launch it, and click Create Macro to get started. Give the macro a name and description. Select the … owen leather chair
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WebMay 15, 2016 · I am trying to play with Macros in service console. I was able to update the settings and get the macro created but having difficulty with the instructions. I am unable … WebDec 6, 2024 · Trailhead module: Create a Macro and Quick Text - can't select convas Hi, I am having troubles with following instrtuctions on ' Create a Macro and Quick Text ' module. After creating a mactros and "Edit Instructions" it is not possible to select any area in the convas other than 'case details'. WebOct 13, 2024 · Service Cloud Macros - Create and Run Macros - Can't complete I followed the instructions to create a macro, create a Case with subject "Design issue with … rangeland derby tarp auction