Bulk Macro in Salesforce

Bulk Macro

We have already posted about basic on Macro and step by step guide for creating and managing  macro on @ Macros in Salesforce

Lets discuss on bulk macro, what is it and how it will be helpful for support agent.


A bulk macro is a macro that can run on multiple records at a same time. One macro performing same action on multiple record at a time on a single click of a support agent. Like, if a support agent want to send a notification to all customers having opened case.

Prerequisites  for bulk macro

Bulk macros are supported for the 
 - Email publisher in case feed on the saelsforce console for services
 - All quick actions except for social quick actions

Bulk actions are not supported for the 
 - salesforce knowledge actions
 - community actions
 - social post actions
 - Add and insert instructions 

If bulk macro interacts with the email publisher, it can contain only one email publisher action.
A bulk macro must contain at least one submit action instruction.

Create a bulk Macro 

lets consider an example, support agent need to send a notification to all all customers who have opened a case.

lets create a bulk macro to perform the same action on multiple case records.

1. Create a macro

    - Go to your service console  Application from app    menu. 

  - click on Macro on the bottom of the page and then click on "Create a Macro" 

 2. Enter Macro name, description and add instructions to this macro to execute. Select the context for the macro then select object that macro interacts with and then select the action that want to be performed by macro.

This created macro creates and sends an email to the contact person for the selected cases. This macro can be run as simple macro and bulk macro because it meets all criteria for a bulk macro.

To identify a macro as a bulk macro, please check if your macro comes with a green lightning bolt icon.

 Run a Bulk Macro on Multiple Records

To run bulk macros, the Enable Enhanced Lists setting must be enabled in your org.

you can run a bulk macro only on records in one object list view at a time.

Bulk macros are processed in increments of 10 macros at a time. You can run a bulk macro on more than 10 cases, but the system

processes the macro in groups of 10 at a time.

- create a list view for the records you want to run macro on

- open macro widget

- select the macro with green lightning bolt icon in widget and click on run.

Once macro ran successfully, you will get macro status in list view as below

Tips:

Keyboard Shortcuts for macro

M - Open Macro widhet

S - highlight searchbar

E - Edit selected macro

V - view macro details page

ENTER - Run selected Macro

Space Bar - Expand/collapse selected macro instruction

UP Arrow - scroll up macro list

Down Arrow - scroll down macro list 

Next post coming soon for few more working examples/implementation on Macro. Stay tuned..