Run a Macro in the Salesforce Console for Service
- Open the Macros widget.
- Search for a macro and select it from the macros list.To search for a macro, enter some letters from its name in the Search Macros box. Salesforce lists macros that contain the search keywords or letters in the results. If the Search Macros box is empty, the list displays your 25 most recently used macros. If you ran a macro or viewed its detail page, then it is considered to be recently used.
- Optionally, review the macro’s description and instructions to make sure that this macro does what you expect.The instructions show you the steps that the macro performs. Reviewing the instructions is helpful when running a macro for the first time.
- Click Run () to start the macro. A message displays indicating whether the macro ran successfully. A green dot appears next to each instruction that ran successfully. A red dot and an error message appear next to each instruction that could not be performed, so you can troubleshoot the issue.