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.
Required Editions
- 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.
- Share Macros
You can share macros with users, public groups, and more. In Salesforce Classic, you can share individual macros. In Lightning Experience, you share macros using folders.
- Search All Text Fields in Macros
Expand the scope of macros search so that support reps can quickly find macros by searching for keywords contained in a macro’s text fields.
