Macros – One Of The Most “Severely Underused” Salesforce Feature
Salesforce has a number of features. Some of them are useful and mostly used by the Salesforce users and developers, while a few features are rarely used by anyone. One of such feature of Salesforce is Macros. Though Macros are very useful feature in certain cases, but most of the Salesforce users are not using this feature, even a number of Salesforce users are not much aware of these features. This blog is all about this unavoidable and much useful feature of Salesforce, which is known as ‘Macros’.
Just like usual Macros, while using Salesforce one can also create and use the Macros. Macros are smaller functions, which can be created by Salesforce users, for any of the repetitive task and can be used directly later. Salesforce Macros can be of much use, if created and used by the Salesforce users properly.
Macros can be created for those tasks, which are performed in a number of steps, e.g. if any Salesforce agent open any case in the console, open and navigate the case, and after selecting the status of the case, saves it. Here, in such situation the user can easily create the Macros, clicking on which will help the user to perform all of these steps in a single click.
In another case, the marketing professionals can use the Macros to send the emails or to perform any of their repetitive tasks. For sending emails the steps like selecting an email template, sending it to customers and updating the case status can be done with the help of single Macro.
Use of pre-defined Macros can save much time of the user, just by a providing a single click event.
Working of Macros
Macros are basically a set of instructions, used to perform a set of tasks that are usually performed manually to complete that task. When the agent select the Macro, these, entire set of instructions, defined through Macros are performed by the system automatically. In this way they can provide the consistent working environment to the Sales reps or the users and as a result of which they can concentrate on their customer service in a better way. Salesforce Trailhead defined Macros as under:
“The Macros are those functions, which can speed up the productivity of the Sales reps and streamline the agent’s workflow, e.g. if Sales reps receive the similar mails from his clients about any complaint or grievance, then by running the macro, he can insert the reply text quickly, mentioning the policies of the company and send it to them. Here even there the chances of any mistake done by Sales reps, while mentioning company policies are also reduced up to great extent as the text is directly inserted by the Macros and so they do not need to be worried about any minute mistake, while inserting the text in emails.”
Types of Salesforce Macros
Salesforce Macros can be of following three types:
1) Irreversible Macros
Here irreversible means that there will be “Submit” instructions defined with the Macros and the user cannot Undo any of the defined permission. These Macros can do or perform the tasks, which the agents cannot do, like to update any of the case field or to send any outbound email.
2) Regular Macros
Regular Macros are just simple Macros defined to perform a set of tasks, which require a number of the mouse clicks and takes lot of time for completion.
3) Bulk Macros
These Macros are just Irreversible Macros and agents can use these Macros at a number of places at the same time, about same issue they can use them in bulk. Agents can choose the tasks in bulk, select the cases from the list view and run the bulk Macro, to send the emails to them .In this way they can save their time and perform bulk actions in minimum time.
Salesforce Macros are one of the most useful features of Salesforce application and are available in Performance, Developer, and Unlimited and Enterprise edition. The Macros of Salesforce can be used in number of cases by various department and employees. Using Macros can save the time to perform a number of tasks of the agents.
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