Create a Macro

Macros give you the power to automate common repetitive tasks and resolve issues with a single click. You create a macro by specifying the instructions for actions that the macro performs. A macro is like a little computer program. You tell the macro each step that it performs.

Required Editions

View supported editions.

Create Macros in Lightning Experience
To create a macro in Lightning Experience, use the Macro Builder—an easy-to-use point-and-click builder.
Create Macros in Salesforce Classic
To create macros in Salesforce Classic, use the macro widget.