Layouts, permissions, record types, and validation rules can change the same page from one record to the next.
Start with Salesforce-native tools
Salesforce Flow, import tools, and APIs should handle data-driven automation; a recorder can assist with a small supervised interface routine.
Define a narrow visual task
Use MacroLoop only on a fixed list view and a reviewed batch, such as opening records for inspection or copying approved data to another tool. Stop before Save during initial tests.
Keep audited decisions explicit
Never blindly automate stage, ownership, activity logging, customer communication, or destructive changes. Preserve Salesforce audit requirements.
THE TAKEAWAY
Use Salesforce-native automation for business rules and visual replay for narrow support tasks.