In Salesforce Classic, click the Quick Text tab. In Lightning Experience, select Quick Text from the item picker. Click New. If you have more than one quick text record type, select a record type for the new message, and then click Continue.
Full Answer
How do I use quick text in Salesforce?
You can insert quick text in emails, chats, and more. From Setup enter Quick Text Settings in the Quick Find box Giving users access to quick text lets them insert predefined messages in their emails, chats, events, tasks, Knowledge articles, and more. Service agents can respond to customers and update cases quickly and easily.
How to share quick text and macros in Salesforce?
Let users share quick text and macros individually. To share an item, users click the Share button on the quick text or macro record details. To use this model, you don’t have to enable anything because it’s the default behavior in Salesforce Classic. Let users see all quick text and macros in your org.
How to share quick text in Salesforce lightning experience?
In Salesforce Classic, you can share individual quick text. In Lightning Experience, you share quick text using folders. You can also change your org-wide default sharing setting for quick text. Or you can limit access by creating sharing rules to specify which groups of users have access to quick text.
What is the exact use of record name and type?
- Salesforce Developer Community What is the exact use of record name and type when creating a custom object? What is the exact use of record name and type when creating a custom object? The name used in page layouts, list views, related lists, and search results. Data Type :The type of field (text or auto-number) for the record name.
How does quick text work in Salesforce?
Quick text saves users time and helps you standardize your company messaging. With quick text, you can insert predefined messages, like greetings, answers to common questions, and short notes. You can insert quick text in emails, chats, events, tasks, Knowledge articles, and more.
How do I view quick text in Salesforce?
From the App Launcher, select Quick Text to open the quick text tab. From the list of folders, click Share in the folder's action menu. Select users or groups that need access to the folder, and choose an access level: View, Edit, or Manage.
How do I set up quick text in Salesforce?
Following are the steps to enable quick text in your salesforce org:Go to setup, enter Quick Text Settings in the Quick Find box, then select Quick Text Settings.Click Enable Quick text. ... Click save.Create a Quick Text Message. ... from the App menu and Click the Quick Text tab.Click New.More items...
Can you use quick text in Chatter Salesforce?
Note In Lightning Experience, quick text is available for Log a Call actions on various objects. In Salesforce Classic apps, quick text is supported with Case Feed Log a Call actions in console apps....Required Editions and User Permissions.Quick Text ChannelAssociated Object or ActionSupported FieldsTaskTaskComments8 more rows
How do I manage quick text in Salesforce?
Quick text is automatically enabled in Salesforce Classic orgs where Chat is enabled.From Setup, in the Quick Find box, enter Quick Text Settings and select Quick Text Settings.Click Enable Quick Text.Optionally, select Share and organize quick text in folders (available only in Lightning Experience).More items...
How do you use quick text?
For example, only messages assigned to the Email channel can be inserted into emails.Select the field where you want to insert a quick text message. ... Launch the quick text browser by clicking the quick text button in the toolbar . ... Find the message you want to insert.More items...
How do I add quick text to a folder in Salesforce?
From the App Launcher, select Quick Text to open the quick text tab.Optionally, create shareable folders to organize your quick text messages and create unique sets of messages for different business units or groups of users, like service and sales. ... Click New Quick Text to create your first quick text message.More items...
Does salesforce have a texting feature?
Customers can send text messages to your company, and agents can reply from the Service Console. Use the guided setup flow to set up a text messaging channel. Use short code phone numbers to send recurring messages and one-time alerts to your US and Canadian customers.
How do I paste text into quick?
Paste text with hotkey using QuickTextPaste. Enter the text you want to a hotkey for in the 'Text' pane, write a short menu text, and select a shortcut key. Click 'Add'. You can now paste this text whenever and wherever.
What can quick text folders help you do?
With quick text, users can insert predefined messages like greetings, answers to common questions, and short notes. Quick text can be inserted in emails, chats, events, tasks and knowledge articles. Enabling Share and organize quick text in folders check box enables users' access to folders with common quick text.
How do I enable macros in Salesforce?
To grant the “Run Macros on multiple records” permission, go to Setup-> select Profile -> App Permissions -> Check the “Run Macros on multiple records” checkbox and save it. Once this permission has been granted you can select 10 records together and execute the macro.
How do I add a canned response in Salesforce?
To enable Canned Comments, ensure that the Enable Canned Comments option is checked on. If you have specific files/attachments that you'd like to use in conjunction with Canned Comments, you'll want to ensure that the Enable Canned Comment Attachments option is checked on.
Usage
Use this object to create and manage the quick text messages available to users. You can categorize multiple quick text records into groups using the Category field. The Category field can also be a parent to multiple custom-dependent Picklist fields to create a hierarchical structure of categories.
Associated Objects
This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.
What is quick text in Salesforce?
Quick text is predefined messages, like greetings, answers to common questions, and short notes. One can insert quick text in the case feed publisher, emails, chats, and more. Available in Salesforce Classic in Enterprise, Performance, Unlimited, and Developer Editions.
How to make a quick text message?
Go to setup, enter Quick Text Settings in the Quick Find box, then select Quick Text Settings. Click Enable Quick text.Remember once quick text is enabled it can’t be turn off. Click save. Create a Quick Text Message. Following are the steps to create quick text message :Go to Service.
How to add quick text to Lightning app?
In Lightning Experience, select Quick Text from the item picker. Click New. If you have more than one quick text record type, select a record type for the new message, and then click Continue. Enter a message name.
How many characters can be in a quick text?
Your quick text messages can include line breaks, lists, and special characters and can be up to 4,096 characters. You can use the Merge Field Selector to insert merge fields into the quick text message. Select the channels in which you want the message to be available. Click Save.
Create an Irreversible Macro
Maria arrives at work bright and early, eager to try out her new tools. Before she can even log in, Sita stops by her desk. More cases about broken solar panels arrived today. Yikes! Sita wants to know when the tools will roll out to agents. Maria has good news—she plans to have the tools ready by tomorrow, or maybe even today.
Create Quick Text
To save more clicks, Maria dives into setting up quick text. She wants to create a few samples to show her agents just how powerful they can be. She decides to make one with an apology that can be sent to customers about the broken panel. Here’s how she does it.
Understand How Sharing Works
By default, sharing settings for macros and quick text are set to private. That means agents can’t see the macro or quick text that Maria created until it’s shared with them. To share macros and quick text, you have a few options.
