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The Macro Library is a curated collection of pre-configured tools designed to simplify and standardize Salesforce data management. From correcting typos and cleaning URLs to leveraging AI for insights, these macros save time, improve accuracy, and ensure consistent, actionable data.

Do you have any feedback or suggestions for the library? Do not hesitate to contact us.

Email Domain Typo Corrector

Object: Lead, Field: Email

DataQuality

Lead

Marketing

This macro is designed to correct common typos in email domains specifically for the Email field on Lead objects in Salesforce. It identifies and fixes frequent errors like…

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Website URL Corrector (Account)

Object: Account, Field: Website

Standardisation

DataQuality

Account

This macro cleans and standardizes website URLs in the Website field on Account objects in Salesforce.

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AI Powered Spam Detection in Cases

Object: Case, Field: Status

CaseManagement

Service

This macro leverages AI to evaluate the Subject and Description fields of a case to identify potential spam messages.

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Country Converter: ISO 3166-1 Alpha-2 to Full Name (Lead)

Object: Lead, Field: Country

Standardisation

DataQuality

Lead

This macro transforms ISO 3166-1 alpha-2 country codes into their corresponding full country names within the Country field on Lead objects in Salesforce.

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Country Converter: Full Name to ISO 3166-1 Alpha-2 (Lead)

Object: Lead, Field: Country

Standardisation

DataQuality

Lead

This macro converts full country names in the Country field on Lead objects in Salesforce into their corresponding ISO 3166-1 alpha-2 codes.

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Let AI Set Case Priority

Object: Case, Field: Priority

CaseManagement

Service

This macro utilizes AI to analyze the Subject and Description fields of a case and determine its priority level in real-time.

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Summarize all EmailMessages related to Case with AI

Object: Case, EmailMessages, Field: Description

CaseManagement

Service

This macro utilizes AI to summarize all related email messages for a customer case into a clear and concise bullet-point format.

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NAICS Code to NAICS Description

Object: Account, Field: NAICS Code, NAICS Description

Standardisation

Account

Enrichment

This macro updates the NAICS Description field in the Account object using the six-digit NAICS Code, provided that the corresponding code exists in the database.

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NAICS Description to NAICS Code

Object: Account, Field: NAICS Description, NAICS Code

Standardisation

Account

Enrichment

This macro updates the NAICS Code field in the Account object using the NAICS Description, provided that the corresponding description exists in the database.

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AI Case Summary

Object: Case, Fields: Description

CaseManagement

Service

This macro compiles a concise summary of customer cases in bullet-point format, focusing on critical details such as the issue, impact, and customer context.

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Website URL Corrector (Lead)

Object: Lead, Fields: Website

Standardisation

DataQuality

Lead

This macro ensures clean and valid website URLs in the Website field on the Lead objects in Salesforce by automatically correcting common formatting issues.

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MailingCountry Converter: Full Name to ISO 3166-1 Alpha-2

Object: Contact, Field: MailingCountry

Standardisation

DataQuality

Contact

This macro standardizes country data in the MailingCountry field on Contact objects by converting full country names into their corresponding ISO 3166-1 alpha-2 codes.

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