- 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.
- 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.
How do I enable quick text in Salesforce classic?
Available in Salesforce Classic in Enterprise, Performance, Unlimited, and Developer Editions. 1. 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. 2. Create a Quick Text Message.
How to create quick text message in outlook?
1. 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. 2. Create a Quick Text Message. Following are the steps to create quick text message : 3. Inserting Quick text .Let’s insert quick text in an email reply.
How do I create a quick text in Salesforce Lightning?
In Setup, add quick text to your app to let your users view the quick text list view. 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.
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 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 I deploy quick text in Salesforce?
In Platform Tools->User Interface->Quick Text Settings. Select Option "Share and organize quick text in folders" in Other Settings. Enter Folder Label and Unique Name. Go To Setup->Outbound Change Set.
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.
Where can quick text be used?
Use quick text to insert predefined messages on any standard or custom objects in Knowledge articles, Chats, Log a Call actions, emails, events, tasks, and social posts. After inserting a quick text message into a message field, you have the chance to tailor the text to your situation before sending it.
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.
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 create a lightning email template?
Click New Email Template.Enter the template's name.Add a subject. ... If you want, select an item from the Related Entity Type dropdown list. ... If you want, select a letterhead from the Enhanced Letterhead dropdown list.Click Save.Click Edit.In the HTML Value field, compose the email to use as your template.More items...
What is merge field in Quick Text?
Tip: Merge fields within quick text can supercharge agent productivity. They let you insert the value of a field for a specific record. With merge fields, quick text becomes record-aware, letting agents avoid the dreaded copy and paste from the record’s details. Select a category. Maria selects Closings.
How to create a macro in Service Console?
You can’t create macros from the list view. From the Service Console app, open a case. Then click Macros in the utility bar to launch it. Click Create Macro to get started. Give the macro a name and description, then select the object the macro applies to.
What is quick text?
Quick text allows users to insert a standard comment or note on a record to answer common questions or record quick comments. Similar to email templates, they allow a company to standardize on the wording used to help maintain consistent messaging across the team.
How to organize text messages?
How To Organize Your Quick Text Messages 1 Click on the New Folder button 2 Type “Support Responses” in the Folder Label 3 Click Save
How many levels of folders can you create?
Folders help you organize and share quick text. You can create up to four levels of folders: one root folder and up to three subfolders.
Can you add quick text in Winter 19?
With Winter ’19, quick text can now be added to tasks and events in addition to other objects. Also added is the ability to organize quick texts into folders, making them easier to share with users.
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.