how to add quick text to a folder salesforce

• Open Quick Text in your app. 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.
• Enter a message name. Use a name that helps users identify when to use this message.
• Enter the message. The message can include line breaks, lists, special characters, merge fields, and up to 4,000 characters.
• Select the channels in which you want the message to be available. ...
• Select a category. In orgs created before Spring ’18 that enabled quick text in Salesforce Classic, this field is required and a default Category is provided for you. ...
• Click Save.

Full Answer

How do I create a quick text message in Salesforce?

The message can include line breaks, lists, special characters, merge fields, and up to 4,000 characters. Select the channels in which you want the message to be available. Select a category. In orgs created before Spring ’18 that enabled quick text in Salesforce Classic, this field is required and a default Category is provided for you.

Is the quick text field required in Salesforce classic?

In orgs created before Spring ’18 that enabled quick text in Salesforce Classic, this field is required and a default Category is provided for you. In orgs created after Spring ’18, this field isn’t required. Click Save.

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 do I show Quick Text in Salesforce lightning experience?

In Setup, add quick text to your app to let your users view the quick text list view. Open Quick Text in your app. In Salesforce Classic, click the Quick Text tab. In Lightning Experience, select Quick Text from the item picker.

How do I move quick text to a folder?

On the Quick Text Settings page in Setup, select Share and organize quick text in folders. This setting lets users see folders in the quick text browser and list view.

How do I add 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...

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...

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 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.

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.

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

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 Salesforce macros work?

Users can run macros to complete repetitive tasks—selecting an email template, sending an email to a customer, updating the case status—all in a single click. A macro is a set of instructions that tells the system how to complete a task. When a user runs a macro, the system performs each instruction.

How do I create a macro in Salesforce Classic?

Create a macro.In the Salesforce for Service Console, click the Macros widget.Click + Create Macros.For Macro Name, enter a name that makes it easy to understand what this macro does. For example, Replace email subject with “Steps for Resetting Your Password” .For Description, explain the purpose for this macro.

What are the types of macro in Salesforce?

A macro can include actions like sending email, updating status, selecting templates, and creating tasks. In a single click, multiple actions can be performed on single or multiple records. Single clicks not only save time but also help achieving a consistent process.

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.