You can quickly copy a macro by cloning it. Cloning a macro is useful when you want to create a macro that is a variant of the source macro.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To view macros: | Read on macros |
| To clone macros: | Create AND Edit on macros |
Both administrators and users can clone macros if they have the appropriate user permissions.
- In your app, open the Macros widget or utility.
- Click the macro that you want to clone.
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Open the macro details.
Salesforce Classic: Click
.Lightning Experience: Click View Detail.
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Click Clone.
In Salesforce Classic, you’re prompted to enter a unique name for the macro.
In Lightning Experience, the macro name is automatically saved with “Copy of” added to the name.
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Modify the instructions for the macro.
You can also modify the instructions at another time.
- Click Save.