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 "Create Macros".


8. Create a new Macro.


If you are unable to select any instructions, check the below link

http://www.infallibletechie.com/2015/07/unable-to-choose-any-macro-instructions.html

To run the Macros, Check the below link

http://www.infallibletechie.com/2015/07/how-to-run-macros-in-salesforce.html

Cheers!!!

1 comment:

  1. Do you have any experience working with the https://docs.releasenotes.salesforce.com/en-us/spring16/release-notes/rn_macros_api_program.htm
    If yes then can you please share it on your blog

    ReplyDelete