---
schema_version: "1"
id: 6282cdb53e7767c83d9d99838505a5b2f69c52ca6b46812e525e40b0b3629b62
title: Automate Repetitive Tasks with Macros
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/macros_def.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.macros_def.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ac3f41d0c66a26137fbc628da1967fbf128ba3f63c3e7a127e032fc3efa53e09
description: Users can run macros to complete repetitive tasks—selecting an email template, sending an email to a customer, updating the case status—all in a single click. A macro is a set of instructions that tells the system how to complete a task. When a user runs a macro, the system performs each instruction. Macros help your team save time and add consistency.
products:
  - Service Cloud
release: "264"
---
# Automate Repetitive Tasks with Macros

Users can run macros to complete repetitive tasks—selecting an email template, sending an email to a customer, updating the case status—all in a single click. A macro is a set of instructions that tells the system how to complete a task. When a user runs a macro, the system performs each instruction. Macros help your team save time and add consistency.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.service_editions_reference.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

You can create macros to perform multiple actions. For example, a macro can enter the subject line of an email and update the case status. A single macro can perform multiple actions on different parts of the case feed at the same time.

- **[Prerequisites for Macros](https://help.salesforce.com/s/articleView?id=service.macros_getting_started.htm&release=264.0.0&type=5)**  
    Before you create and run macros, ensure that your org meets the prerequisites for using macros and then add the macros widget or utility to your app.
- **[Irreversible Macros](https://help.salesforce.com/s/articleView?id=service.macros_irreversible_macros.htm&release=264.0.0&type=5)**  
    Some macros perform actions that can’t be undone, such as sending outbound emails to customers or updating a case status. A macro that contains a Submit Action instruction is irreversible. You must have the Manage Macros Users Can’t Undo user permission to create, edit, and run macros that contain instructions for performing irreversible actions.
- **[Bulk Macros](https://help.salesforce.com/s/articleView?id=service.macros_def_bulk_macros.htm&release=264.0.0&type=5)**  
    A bulk macro is a macro that runs on multiple records at the same time. Bulk macros let support reps quickly address spikes in customer cases involving the same issue. Macros must meet certain criteria to run as bulk macros.
- **[Create a Macro](https://help.salesforce.com/s/articleView?id=service.macros_create_parent.htm&release=264.0.0&type=5)**  
    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.
- **[Run a Macro](https://help.salesforce.com/s/articleView?id=service.macros_run.htm&release=264.0.0&type=5)**  
    Run a macro to automate a series of repetitive keystrokes that you usually perform manually when working with records. You can quickly complete common tasks, such as updating the case status or sending an email with a survey link, by running a macro.
- **[Manage Macros](https://help.salesforce.com/s/articleView?id=service.macros_manage.htm&release=264.0.0&type=5)**  
    You can clone a macro to create a macro with slightly different instructions. You can also share macros with other users. However, sharing works differently in Salesforce Classic and Lightning Experience.
- **[Things to Know About Macros](https://help.salesforce.com/s/articleView?id=service.macros_considerations_parent.htm&release=264.0.0&type=5)**  
    Review the considerations and limits that could impact you and your users when working with macros.
- **[Keyboard Shortcuts for Macros](https://help.salesforce.com/s/articleView?id=service.macros_shortcuts.htm&release=264.0.0&type=5)**  
    Use keyboard shortcuts to work even more efficiently with macros.