Clone Macros

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.

  1. In your app, open the Macros widget or utility.
  2. Click the macro that you want to clone.
  3. Open the macro details.
    Salesforce Classic: Click View Details icon.

    Lightning Experience: Click View Detail.

  4. 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.

  5. Modify the instructions for the macro.
    You can also modify the instructions at another time.
  6. Click Save.