Import and export DAP Macros to seamlessly transfer Macros within or between Salesforce Orgs. Exported macros are saved as a file, which can then be shared or stored for later use. Import macros into your Action Library from a previously exported file.
Exporting a Macro
To export a Macro:
- Go to DAP Setup > Action Library.
- At the Macro you want to export, click Edit.
- At the top of the macro settings, click Export Macro
.
The macro is exported as a .json file, with the macro name included in the file title. Find it in the regular spot for your browser downloads.
Store the file as a backup of your macro, or import it into another org, e.g. from Sandbox into Production.
Importing a Macro
To import a Macro:
- Go to DAP Setup > Action Library.
- At top right, click Import Macro
. - In the Import Macro window, click Upload File
or drag and drop a file into the file box. - Review the macro details and click Import
.
The Macro appears in the Action Library between the other actions and macros. - Assign the macro to profiles and users, enable the macro for the different DAP processes, and edit the macro if needed.
- Make sure that the objects and fields used in the macro are present in the target Org, if you exported the macro from a different Org.
Overwrite Existing Macros
If the macro you want to import is already present in your library (meaning it has the same Macro API Name), you will see a notification. Click Overwrite 
if you still want to import the macro; the existing macro will be overwritten.
