---
schema_version: "1"
id: c62df8ec01c493c822c0f4d7763fd81026972c6c72f0f9e7e836ebf66ee4d738
title: Share Macros
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/macros_sharing.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.macros_sharing.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e2703aeae8553c41d3ea96f3743bf7583cf5ecd452a7924ceec54eca4051f7a1
description: 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.
products:
  - Service Cloud
release: "264"
---
# 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.

### 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 permission">
        <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="d26638e59">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d26638e59 ">To enable macro folders:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d26638e59 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d26638e59 ">To create a macro folder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d26638e59 ">Create on macros</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d26638e59 ">To share a macro folder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d26638e59 ">Owner of the folder OR Manage access on the folder</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d26638e59 ">To manage and share all macro folders:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d26638e59 ">View Setup and Configurations AND Modify All Records on
              macros</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d26638e59 ">To view macros in Salesforce Classic:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d26638e59 ">Read on macros</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d26638e59 ">To share macros in Salesforce Classic:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d26638e59 ">Create AND Edit on macros</td>

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

You can also change your org-wide default sharing setting for macros. Or you can limit access by creating sharing rules to specify which groups of users have access to macros.

## Share Macros Using a Folder in Lightning Experience

You can share a folder of macros with other users in Lightning Experience. When you share a folder, all items in that folder are shared. Subfolders inherit the root folder’s settings.

To get started, select **Share and organize macros in folders** on the Macro Settings page in Setup. Then, we recommend that you:

- Move existing macros into folders, and share those folders with your users.
- Verify that your macro page layout includes the Folder field.
- Review the user experience in the macro utility and macro list view, which both now reflect folders.

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

Important Sharing settings on folders override sharing settings on individual items. If you shared macros in Salesforce Classic, those settings are ignored after the **Share and organize macros in folders** setting is enabled and the macro is assigned to a folder. If you decide to disable this setting later, folder sharing is ignored, and individual sharing settings apply.

To share a macro, complete these steps.

1. Open macros in your app.
    
    In apps with standard navigation, click the **Macros** tab. In apps with console navigation, select **Macros** from the navigation item menu.
2. In the macros folder list view, select **All Folders**, **Created by Me**, or **Shared with Me** to review the folders you have access to.
3. Click the dropdown menu next to a folder in the list, and select **Share**. You can share only the folders that you created or that you have manage access on. You can share only the first-level folders, known as root folders. Subfolders inherit their root folder’s settings.
4. Enter the sharing details.
    
    You can share with users, groups, roles, or other groupings using a combination. If a user is given access twice, their higher permission level is granted. For example, a group is added with View access, but a user in the group also has Edit and Manage permissions. In this case, the user receives the Edit and Manage permissions.
5. Click **Share**.
    
    The sharing setting is applied to the Who Can Access list. To change an entry’s access level, select a new access level. To delete a Who Can Access entry, click **X** on the entry.
6. When you’re done, close the dialog.

You can also use the [Analytics Folder API](https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/analytics_api_folders_reference_resource.htm) to create and manage folders.

## Share a Single Macro in Salesforce Classic

You can share an individual macro record in Salesforce Classic with other users or groups.

1. Open the Macros widget.
2. Select the macro that you want to share.
3. Click ![Eye 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_details.png).
4. Click **Sharing**.
5. Click **Add**.
    
    In the New Sharing page, search for a public group or a user by name.
6. Share the macro by selecting a group or user from the Available list and clicking **Add**.
    
    To stop sharing a macro, select a group or user from the Share With list, and click **Remove**.
7. Set the Access Level to either **Read Only** or **Read/Write**. Read Only allows users to view and run the macro. Read/Write allows users to edit, view, and run the macro. If you share a macro and give the user Read/Write access, the user can’t delete that macro. Only you can delete macros that you create.
8. Click **Save**.