Which are prerequisites for using macros effectively?

Using macros effectively in Salesforce relies on specific requirements to ensure they function as intended. One of the key prerequisites is that quick actions utilized within macros must be available on the page layout. This is essential because if a quick action is not present on the page layout, the macro won't be able to execute that action. This connection allows users to automate routine tasks, enhancing their efficiency when interacting with customer service cases or records.

Having quick actions on the page layout means that as users trigger the macro, the required actions can be performed seamlessly and without interruption. This setup is critical for macros to deliver their full potential, streamlining processes and enhancing productivity.