Custom Quick Actions Supported in Macros

These actions are available when you click Select Name of Quick Action in the macro instructions. You can create and run macros to perform custom quick actions in the Salesforce Console for Service.

Required Editions

View supported editions.

To use these actions, you must have Quick Actions defined in your Salesforce org and added to the case feed page layout.

Bulk macros are not supported on Quick Actions for social actions.

Custom Quick Actions Supported in Macros
Action Description Supported in Bulk Macros
Replace <text field> Clears the contents of the text field and replaces it with the specified text. Yes
Add to <text field> Adds the specified text to the end of the text field, but does not delete any existing text already there. The Text is inserted at the cursor position. No
Submit Action

Tells the macro to perform these instructions when someone runs this macro.

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.

A macro that contains a Submit Action instruction can be run as a bulk macro. You must have the Run Macros on Multiple Records user permission to run bulk macros.

Yes