What are Macros in Service Cloud and what are the different types?
Suggested answer
Macros automate repetitive tasks in the Service Console, allowing agents to perform multi-step sequences with a single click. The three types are:
1. User-Activated Macros — agents manually run these from the Macros widget or utility bar; they can include conditional logic.
2. Background Macros — run without displaying step-by-step actions to the agent; faster for non-interactive tasks like field updates or sending predefined emails.
3. Bulk Macros — applied to multiple selected cases simultaneously from a list view, ideal for mass updates or communications. Macros are built using the Macro Builder and can perform actions on cases, emails, chatter posts, and more.
Practice content for interview preparation; not an official vendor answer. Verify details against current product documentation.
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