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Which three configurations must be made before Universal Containers can deploy macros? Universal Containers wants to provide a more consistent service experience to its customers and is evaluating the Service Cloud macro feature.



A. Case Feed must be enabled
B. Publisher Actions used in the macros must be in the page layout
C. The Run Macros Permission must be granted to users
D. The Macros widget or utility must be added to the console
E. Users must use the Lightning Experience

This question is part of Service Cloud Consultant (Exam Mode)
Asked by L_georgieva, Last updated: Feb 25, 2020

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4 Answers

The Right Guy

The Right Guy

Answered Jul 31, 2019

https://help.salesforce.com/articleView?id=macros_getting_started.htm&type=5

The Run Macros Permission must be granted to users

The Macros widget or utility must be added to the console

Publisher Actions used in the macros must be in the page layout

1
 

Yessica Alicia Quintana Palma

Yessica Alicia Quintana Palma

Answered Jul 23, 2019

The following prerequisites apply to Salesforce Classic and Lightning Experience:

  • Make sure that the record page you want to use macros with includes a publisher, like the Chatter component, and the actions you want to use, like Email or Log a Call. To customize the page layout, edit the page in Setup.
  • Add the Macros widget or utility to the app.

    In Salesforce Classic, add the Macros widget to the app from the Apps page in Setup. Look for the Choose Custom Console Components section and add the widget there.

    In Lightning Experience, add the Macros utility to the app from the App Manager in Setup.

  • Users must have the appropriate user permissions to create and run macros
1
 

amateur.exe

Amateur.exe

Answered Oct 26, 2018

A. Case Feed must be enabled

B. Publisher Actions used in the macros must be in the page layout
D. The Macros widget or utility must be added to the console

 

l_georgieva

L_georgieva

Answered Aug 06, 2018

Publisher Actions used in the macros must be in the page layout
The Run Macros Permission must be granted to users
Users must use the Lightning Experience

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