| MacroId |
- Type
- reference
- Properties
- Create, Filter, Group, Sort
- Description
- ID of the macro that contains this instruction.
|
| Name |
- Type
- string
- Properties
- Autonumber, Defaulted on create, Filter, Sort
- Description
- Name of the instruction.
|
| Operation |
- Type
- picklist
- Properties
- Create, Filter, Group, Restricted picklist, Sort, Update
- Description
- The action that the macro instruction performs. Valid values are:
- Select
- Set
- Insert
- Submit
- Close
|
| SortOrder |
- Type
- int
- Properties
- Create, Filter, Group, Sort, Update
- Description
- Order of this instruction in the macro.
|
| Target |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description
- The object that’s the target of the operation. For
example, the target for the active case tab (Tab.Case)
or a quick action, like the Send Email action on the
case object (QuickAction.Case.SendEmail).
- In Lightning Experience, macros are supported on
standard and custom objects that allow quick actions and
have a customizable page layout.
- In Salesforce Classic, macros are supported on objects
with feed-based layouts and quick actions.
- You can specify relative dates and times for the
following targets.
- DateTime
- Date
- Time
- DueDate
- Birthday
|
| Value |
- Type
- string
- Properties
- Create, Filter, Nillable, Sort, Update
- Description
- Value of a field. If the operation is Select, then the
value is null, because the operation selects the object
on which the macro performs an action. An instruction
can contain both a Value field and
a ValueRecord field, but only one
of these fields can have a value. The other field value
must be null.
- To create relative dates and times, specify a valid
Salesforce formula, prefaced by MacroFormula. For
example, the following formula creates a date that is 1
day from now:
- MacroFormula:NOW() +
1
- You can’t edit custom relative formulas in the Macro
Builder.
|
| ValueRecord |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- ID of the value or record. The
ValueRecord can be either a
value or a record, but not both. An instruction can
contain both a Value field and a
ValueRecord field, but only one
of these fields can have a value. The other field value
must be null.
|