---
schema_version: "1"
id: 91d7d92d644981513fdac0119843cadf69864c666c225f4ea8975d46108d0b35
title: Run a Macro
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/macros_run.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.macros_run.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 75c3866374d01e3757805432738f87d711d12027c5a1d20f0f65aaedad5e2874
description: 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.
products:
  - Service Cloud
release: "264"
---
# Run a Macro

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.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d160889e58">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d160889e58 ">To view macros:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d160889e58 ">Read on macros</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d160889e58 ">To create and edit macros:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d160889e58 ">Create AND Edit on macros</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d160889e58 ">To create and run irreversible macros:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d160889e58 ">Manage Macros That Users Can’t Undo</td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/images/icon_note.png)

Note You need the Manage Macros That Users Can’t Undo permission only if you want to run irreversible macros, which contain a Submit Action instruction. Macros that send emails are an example of irreversible macros.

1. Open the record you want to perform the macro on.
2. Open the Macros widget or utility.
3. Search or navigate to a macro, and select it from the list.
4. Optionally, review the macro’s description and instructions to make sure that this macro does what you expect.
    
    The instructions show you the steps that the macro performs. Reviewing the instructions is helpful when running a macro for the first time.
5. Run the macro.
    
    - Salesforce Classic: Click ![Run icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/support/images/macros/macros_icon_run.png).
    - Lightning Experience: Click **Run Macro**. You can also double-click it or press **Enter** if it’s selected.
    
    If you don’t see the button to run the macro, make sure that you’re on a record that supports macros.
    
    A message displays indicating whether the macro ran successfully. A green dot appears next to each instruction that ran successfully. A red dot and an error message appear next to each instruction that could not be performed, so you can troubleshoot the issue.