Create Macros in Lightning Experience

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Macros give you the power to automate common repetitive tasks and resolve issues with a single click. To create macros in Lightning Experience, use the Macro Builder—an easy to use point-and-click builder.


User Permissions Needed

To view macros:  “Read” on Macros
To create and edit macros: “Create” and “Edit” on Macros
To create and run irreversible macros:  “Manage Macros That Users Can’t Undo”
 

Important: Before you create a macro, make sure that your org meets the prerequisites. To create macros, your admin must add the Macro utility to your Lightning app. In Lightning Experience, macros are supported on standard and custom objects that allow quick actions and have a customizable page layout.

  Follow these steps to create a macro in Lightning Experience.
  1. Create a macro.
    • From your Lightning app, open a record.
    • Click Macros in the utility bar.
    • Click + or Create Macro.
    • Note: If you see the message "This page doesn't support macros" in the utility, double check that you’re on the record page for a supported object. You can’t run macros on list views.
    • Enter a name, description, and select the object that the macro applies to.

      For Macro Name, use a name that makes it easy to understand what this macro does. For example, for a macro that replaces the email subject with a critical update, enter “Replace Email Subject with Critical Update.”

      For Description, explain the purpose for this macro. This optional field helps other agents understand what this macro does and distinguishes it from similar macros.

      The Apply To value defaults to the object you were viewing before. Change this default to create a macro for a different object.
    • Click Save

  2. Add instructions for the macro. The first instruction is automatically added based on the object you selected from the Apply To field.
    • Click Edit Instructions. The Macro Builder page opens. The left side of the page displays a canvas with a sample record page for the object you selected (1). The right side of the page includes an Instructions tab and Details tab for your macro (2).




    •  
    • On the canvas, select a quick action. Selectable items are highlighted on the canvas. For example, on a case record, you can click Log A Call in the publisher.
    • On the canvas, click a field to add instructions. In the Instructions tab, enter your field updates. Tip: You can insert quick text, use email templates, add email attachments, and more. Continue to add instructions as necessary.
    • Optionally, on the canvas, select a submit action to tell the macro to execute these instructions. For example, to have your macro submit your Log a Call comments, click Save in the publisher.

     
  3. When you’re done with your macro, click Save. To return to the app, close the Macro Builder tab.


Tip: After you create a macro, it’s a good idea to run it to make sure that it works the way you want. Open the Macro utility to execute your new macro.