Macros in Salesforce

Macro is the tool that automates the repetitive task that a User is doing in Salesforce. The user needs to add the Macros to the Utility to use it.
Macros supported on objects that have feed-based layout and Quick Actions.

Actions that macros can do are:

1. Sending an Email (Including Templates and attachments)
2. Creates a task or event or logs a call.
3. Can edit the Case Status.


1. Appropriate Permissions on the Macros Object.
2. Adding the Macros to the Utility
3. For bulk macros, “Run macros on the multiple records” system permission is required.

Bulk Macros are helpful in doing the same task with multiple Records. The Bulk macros are supported in List View pages. We can select multiple records from the ListView and run the Macro. Bulk Macros are highlighted with a lightning icon on the list view page. In this way, the same task is done in multiple records within a single click.


Specific actions that are done by Macros cannot be undone. These Macros are called Irreversible Macros.
Irreversible actions that Macro does are:

  1. Sending an Email
  2. Creating an Event. 
  3.  The Actions that have the submit button on the Instructions.

Use Case:

For service users to close a case, they will be sending out an email and changing the status to “Closed”. If done manually, it will take a specific time. So, if the user is leveraging Macro on that use case, they can do that in the single click for all the instances manually every time for every case.


Permissions required for Macros:

  1. Read, edit, or create permission on the Macro Object. Delete if required.

2. Run Macros on Multiple Records for the bulk Macros.


To use Macro in any application, add the Macros to the Utility items for the selected app in App Manager.

Step 1: Navigate to the setup and open App Manager.

Step 2: Click on the edit option on the drop-down menu for which app the macros is required.

Step 3: Click on the Utility section. 

Step 4: In the search bar, type macros and select macros.

Step 5: After adding the Macros to the utility section, Click on save

Execution of above Macro [Example]:

Running Macro:

After Macro runs:

After the Macro runs, we can see that the email is sent to the case contact, status is updated to working and edited the description field.

Macro can also be used for Quick Text. Quick Text is a feature that can be used to save the text that the user is often using to reduce the time taken to enter the text manually.

The Macros and Quick Text combine, a great tool that reduces the time taken to complete the redundant task that a user is doing in Salesforce.

To watch the video on how to create Macros, Click Here.


Salesforce Help Link


Keyboard Shortcut to Open Macro Utility – Press “m”.

For More Shortcuts, Click Here!

About the author: Yogeeswaran




Salesforce Consultant

Leave a Reply

Your email address will not be published. Required fields are marked *


On Key

Related Posts

Tutorial: Basic introduction to LWC

Tutorial: Basic introduction to LWC Lightning Web Components is open source, empowering you to explore the source code, customize the behavior for your needs, and build enterprise-ready web components on any platform, not just Salesforce. Lightning Web Components (LWCs) are a user interface (UI) framework that Salesforce Developers use to create customized pages and functions on the Salesforce platform. Lightning Web Components are seriously becoming the “big thing” for Salesforce Developers, especially for front-end development. Two programming models are now available for creating Lightning components: Lightning Web Components and the original form, Aura Components. Custom HTML elements known as “Lightning

Everything you need to know about SSO (Single Sign-On) and its Importance

Everything you need to know about SSO (Single Sign-On) and its Importance One of the more tedious jobs as a Salesforce admin is resetting users’ passwords. Even though there’s a button on the Salesforce login screen that says “Forgot your password”, some people don’t notice it. If only there were an easier way! Single Sign-On (SSO) is a simple idea: you will instantly be signed into all the other applications you require after signing into one system. You’ll have fewer passwords, fewer headaches, and less redundancy, which should free you up to focus on your original goals rather than getting

Basics: everything to know about Composite API and its advantages

Basics: everything to know about Composite API and its advantages A potential architectural answer that can bundle multiple calls into a single API request. Salesforce has been helping organizations handle the customer database for over 2 decades. It provides users with the right mix of process automation and personalization and tailor services to the specific requirements of the clients. Salesforce integration is the process of merging the data and the functionality of salesforce with another application to provide users with a single unified experience. It allows you to provide your team with the ideal platform features. We have the word

Beginners Guide to MuleSoft and the Anypoint Platform

Beginners Guide to MuleSoft and the Anypoint Platform MuleSoft can connect any system, application, data, and device to unleash the power of Customer 360. The combined power of MuleSoft, the #1 integration platform, and Salesforce, the #1 CRM, enables customers to accelerate digital transformation What is Mulesoft? 1. MuleSoft is a vendor that provides an integration platform to help businesses connect data, applications, and devices across on-premises and cloud computing environments. 2. MuleSoft unifies data to deliver a single view of the customer, automates business processes, and builds connected experiences. Each integration becomes a reusable building block using a modern

San Francisco Headquarters

One Bay Plaza, 1350 Old Bayshore Hwy,#520 Burlingame, CA 94010

Bengaluru Office

IndiQube Edge 4th floor Bellandur, Bengaluru, Karnataka 560103

Pune Office

OYO Workspaces India Pvt. Ltd. Above Vijay Sales, 2nd floor, Pride Purple Accord, Baner road, Baner, Pune - 411045