---
schema_version: "1"
id: 062e9990cf91d4812112ac3fe879eb3b5e98addeb78ecdd6f742cf646eaeb103
title: Create Macros for the Lightning Sales Console
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/einstein_high_velocity_sales_create_macro.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.einstein_high_velocity_sales_create_macro.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0ecbec0530687b569879fbe2d6e699c0e34f71dadd787f9d6e4d56be1116e781
description: Macros make automating repetitive tasks possible so reps can focus less on busy work and more on selling. We provide an example of a macro that, after the sales rep leaves a voicemail for a lead, logs the call, sends an email to the lead, and creates a follow-up task for the rep. Use this guide when you’re creating your own macro.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Create Macros for the Lightning Sales Console

Macros make automating repetitive tasks possible so reps can focus less on busy work and more on selling. We provide an example of a macro that, after the sales rep leaves a voicemail for a lead, logs the call, sends an email to the lead, and creates a follow-up task for the rep. Use this guide when you’re creating your own macro.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d95356e37">User Permissions
              Needed</th>
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        </thead>
        <tbody>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d95356e37 ">To view macros:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d95356e37 ">Read on Macros</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d95356e37 ">To create and edit macros</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d95356e37 ">Create and Edit on Macros</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d95356e37 ">To create and run irreversible macros</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d95356e37 ">Manage Macros That Users Can’t Undo</td>

          </tr>
        </tbody>
      </table>

For the basic steps for creating macros, see [Create Macros in Lightning Experience](https://help.salesforce.com/articleView?id=macros_create_lightning.htm&type=5&language=en_US).

1. From a lead record, create a macro from the utility bar. Then fill in the details as follows.
    1. Macro Name: Voicemail: Log, Email, Task
    2. Description: When voicemail is left with new lead: log call, send introductory email, create a follow-up task.
    3. Apply To: Lead
2. Add instructions to log the call.
    1. Click **Edit Instructions**.
    2. From the sample page on the left side, click the **Activity** tab, and then click the **Log a Call** subtab.
    3. Click the **Subject** field. In the Instructions tab, enter Intro Call LVM as the subject.
    4. Click the **Comments** field. In the Instructions tab, enter Attempted contact. Left intro message. as the comment.
    5. Click **Save**. The Instructions tab shows Submit Action.
3. Add instructions to send an email.
    1. Click the **Email** subtab.
    2. Click the **Subject** field. In the Instructions tab, enter Introduction to Best Tech as the subject.
    3. Click the body. In the Instructions tab, for the HTML body, enter Attention {!Lead.FirstName}, Thanks for reaching out to us regarding our company and products. I'm excited to discuss opportunities to give you the products that you are looking for. Please let me know the best time to contact you.
    4. Click **Save**. The Instructions tab shows Submit Action.
4. Add instructions to create a follow-up task.
    1. Click the **New Task** subtab.
    2. Click the **Subject** field. In the Instructions tab, enter Follow-up with customer: Left Message as the subject.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)
        
        Note
        
        The macro doesn’t allow you to set a due date for the task. The sales rep must enter the due date when they’re assigned the task.
5. Save the macro.

![Macro example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/high_velocity_sales/sales_einstein_high_velocity_macro_example.png)

#### See Also

- [https://help.salesforce.com/s/articleView?id=service.macros\_create\_lightning.htm.](https://help.salesforce.com/s/articleView?id=service.macros_create_lightning.htm.&language=en_US)