Canvas GuidesCanvas Admin Guide Support InformationHow do I apply a macro to a case in Service Cloud?

How do I apply a macro to a case in Service Cloud?

Macros allow you to save a set of case settings and apply them to cases in Service Cloud. These changes include transferring a case to a specific user, case status, Canvas Component Affected, Canvas Component Issue, and case comments.

To apply a macro to multiple cases, use the Mass Update feature.

Open Case

From the Service Cloud home page, open a case by clicking the case number.

Select Macro

Select Macro

Under the Case Detail tab, select the macro you want to use.

Apply Macro

Apply Macro

Click the Apply Macro button.