解決策をご存知の方がいらっしゃれば教えてください。
任意のオブジェクトで以下のアクションを作成し、マクロの命令で実行を試みましたが、マクロビルダーでは選択不可の状況です。
・種別：レコードを作成
・オブジェクト名：契約
・対象オブジェクト：ToDo
・レコードタイプ：任意のレコードタイプを指定
一方で、グローバルアクションであれば、マクロビルダーでの選択が可能でした。
オブジェクトのアクションはマクロでの実行は不可ということなのでしょうか？
よろしくお願いいたします。
2 answers
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There are prebult macros (Close Case, Escalate Case and Request More Info) which came in in Winter '21 edition of salesforce. Presumably they are located in a folder called 'Basic Macros'. I am unable to locate this folder in my dev org. Any idea how to activate it?
5 answers
hello,
Please follow the steps below to generate the prebuilt macros in your org:
1. Click on Setup icon on the upper toolbar in your org and select Service Setup 2. Open the Service Setup Assistant by clicking on the “Go to Assistant” button 3. On the next screen, make sure the checkbox “Add sample service data” is set. 4. Set the “Service Setup Assistant” switch to ON 5. Service app building starts. Please check the status by clicking on the “Check Status” button from time to time. 6. Once the status is shown as “Ready”, you can go to the macros folder and find the prebuilt macros in the folder “Basic Macros”.
Here is the link for the module
#Trailhead Challenges #TrailblazerCommunity #TrailblazerCommunityHelp #Email Template #Macros #Trailhead
please tell me the step by step procedure for resolving that issue
5 answers
@Keiji Otsubo After creating macro I can't find a field to add instructions of email template as I mentioned in the image there is no option for email template...
When sending an email on a Case, there are records where the 'To' field is not defaulting to anything. It's happening because the case comes in via API from one of our software options and populates an email field but does not associate it with a Contact. Most of these people don't have contacts created because they're end-users vs. customer contacts. We need this filled in to allow for sending email via macro. My thought to resolve is, when the case comes in, to have Flow search for an email on a contact & fill in the look-up & if it doesn't find one, create a Contact (we would create a sort of catch-all Account). Any other/better approach?
I also would like to confirm the only way to default the 'To' value in the email action is to have the Contact look-up populated.
2 answers
Yes, your approach is correct. You can create a before trigger flow on the case object that will find the contact matching email and if it exists then populate the contact and account lookup fields. If the contact does not exist then create a new one and link it to the case.
Though there is a standard feature that works for the cases that are created via Email-to-Case. When an incoming email creates a Case in Salesforce via Email-to-Case, the logic looks to match the email address in the 'From' field to a Contact's email address in Salesforce. If a match is returned, the system associates the created Case to the related Contact record.
See more details about the standard feature.
Email-to-Case Matches an Email to a Contact
Cases from 'Email-to-Case' Don’t Relate to a Contact or Account
Dear Community,
Is it possible to trigger a macro from an object for another object? For example, when I am on an account, I would like the macro to be able to create a case, send an email and close the case just by clicking on run macro from the account.
#Macros #Service Cloud #Trailhead
Best Regards,
2 answers
Manoj Nambirajan (Dell Technologies) 
Forum Ambassador
Hi Sacha,
I wonder if case creation can be done via Macros.
Macros are mostly used with case feed layout basically to update cases and to send a quick response to users about any update of the case raised by that user.
Here you would like to create a case.. wonder if you can leverage Flow automation technique. sample usecase below
https://trailhead.salesforce.com/en/content/learn/projects/flow_calculate/flow_calculate_implement
I could not able to find the 'email' tab on the Challenge, though I use Incognito mode,
Could any one assist on this.
4 answers
1 answer
Hi,
Please check this article.
https://trailhead.salesforce.com/ja/trailblazer-community/feed/0D54S00000A8ax2SAB
Happy Monday everyone! Can anyone share killer MACROS use case for a Contact Center Associate that they are currently using? I love the flexibility of macros - but want to launch them with a well baked idea. Hoping this community can help!
1 comment
I'm in the same boat looking for ideas. For now, I've created a few for us to quickly document a task in a pre-defined format. We use tasks to manage a lot of our contact center activity so I have started a few macros that will automatically create a completed task with some preformatted picklists/comments. But beyond that, also looking to find areas to use these to help the team.
I have created 2 macros for use on support cases.
- One Selects the active case tab, Updates the STATUS to "Solution", then presents an email template. When the rep sends the email, the status updates to Solution.
- The other Selects the active case tab, Updates the PRIORITY to "High", then presents an email template. In this macro, when the rep sends the email, the priority does NOT update. It goes through the steps, says it is successful, but it really isn't.
Why, if the macros are set up identically, would the second one not update the priority to high when the email is sent? If I add a hard submit after the priority change action, it works. But I would prefer both changes happen when they send the email in case they change their mind for some reason.
Any ideas what to look at or is this a bug?