Service and Support

Question 1

Bulk Macros

Answer 1

-Can only be run on records of Account, Contact, Case and Lead objects
-Can only be run on records in one object list view at a time
-Can send emails or update field values for multiple records
-Macros need to be added to the utility bar

Question 2

Pre Built Macros

Answer 2

-Close Case
-Escalate Case
-Request More Info
–there’s a prebuilt macro that will change the case status to “On Hold” and send an email to the listed email in the case

Question 3

Macros

Answer 3

-individual macros cannot be run on list views
-macro instructions allow using email templates and adding email attachments
-standard objects, except “Campaign” and custom objects that allow quick actions and have customizable page layout support macros
-Macro Builder