What is a Macro?

What is a Macro?

Macros are sequences of actions that you want to automate. You can do this by creating a VBA macro or record a macro. 

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    • Record a macro

      To record a macro: Click Tools > VBA Macros > Record. Name the macro and continue recording. Note that the macro name can only consist of alphabets, numbers and underscore characters. Click on the box near Use Relative Reference if you want the cell ...
    • Create a VBA macro in sheet

      To create a macro: Click Tools > VBA Macros > Create.  The Create Macros menu is displayed. Name the macro that you wish to create. You can also describe the functioning of the macro. Note that the macro name can only consist of alphabets, numbers ...
    • Run a macro in a sheet

      To run a macro: Click Tools > VBA Macros > Manage > Run the macro you want from the list of macros you've created for the sheet. You can also assign a macro to a button and run the macro just by clicking the button. ​
    • How many emails, tasks and field updates can I configure in a Macro?

      You can add 1 email, 3 tasks, and 3 field updates in a Macro.
    • Why am I not able to see the 'Run Macro' button?

      The Macros features and the 'Run Macro' button will be available only if you have all the three profile permissions mentioned below: Mass Email Mass Update Create ActivitiesRelated Topic Managing Profiles