Run Your Macros from the Utility Bar

Create amazing macros in the context of your work by adding the macro utility to your Service Console utility bar.

Easily access, create, and run Macros in Lightning with the utility bar. Agents click the + or the create button to build a new Macro for the selected object. Double-click the macro name to run any macro. The tabbed design in the component enhances productivity. Commonly used macros can be accessed via the ‘Recent’ tab and the exhaustive list of all macros can be found in the ‘All’ tab. Clicking the info bubble next to a macro shows the details in a tooltip.

Macros utility bar component
Note

Note

Macros you've created in Salesforce Classic may be supported in Lightning. Check the field "Supports Lightning."