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Watch videos on a variety of topics that range from beginner to advanced.
Watch videos on a variety of topics that range from beginner to advanced.
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Introduction to Building Macros

Director, Customer Enablement
Director, Customer Enablement

Experience Level: Beginner

Course Description: Do you find you commonly use the same series of tools in many workflows? Need to encapsulate core business logic or best practices? This session shows you how to turn a repeatable process into a tool which can be inserted into any workflow.

You’ll Learn How to:

  • Turn a series of tools into a tool which can be added to a toolset and used in any workflow
  • Design the user interface to collect the required parameters
  • Create standard macros

Date: 2017-04-04

Version: 10

Presented by@JoeM



Great presentation yesterday. Just one followup question about macros that I cannot seem to find an answer for in the community. How do I put a Macro with Salesforce connectors in the middle of a workflow, I cannot seem to map the Macro input. I would have asked the knowledge group, but I figured the proximity to the presentation that this might be the best forum.