You can insert quick text, use email templates, add email attachments, and more. Then use the instruction panel to enter your updates. To help you out, the supported regions and actions that you can update are highlighted on hover. Click the actions and fields just like you would for a regular record. Conditional macros contain IF and ELSE statements that control when to take action.įor now, all you have to do is click the canvas and perform whatever actions you want the macro to run, kind of like making a video recording of all your actions. Later, after you master creating a basic macro, you can click Add Logic and experiment with creating conditional macros. In the instruction panel, click Add Instruction.The instruction panel keeps track of all your updates (2). Since this isn’t the “real” record, we call this area the canvas (1). The Macro Builder displays the record page that you started from. Now it’s time to add instructions for the macro. If prompted, click Open in the pop-up window to launch the Macro Builder.Click Edit Instructions to start telling the macro what to do.This page shows you all the details of your macro. Description: Sends the customer an email requesting photos in order to process the replacement.Macro Name: Solar Panel - Send Email Request for Photo.The Apply To value defaults to the object you were viewing before.Here’s Maria’s macro. Give the macro a name and description, then select the object the macro applies to.Then click Macros in the utility bar to launch it. From the Service Console app, open a case.You can’t create macros from the list view.

To create macros, use the Macros utility.

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. In Lightning Experience, macros are supported on standard and custom objects that allow quick actions and have a customizable page layout.

Quick text paste utility