how to insert quick text in salesforce support console

From the Service Console app, select Quick Text in the navigation item menu. Click New Quick Text in the Quick Text list view. Give your quick text a name.

Full Answer

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 insert quick text in the service console?

Following are the steps to insert Quick text :In the Service Console, open a case. Click the Feed tab to see the Case Feed. Click Email to write a reply email to the customer. Enter ;; in the email message field. Available quick text messages are shown. Select the quick text message that you want to use.

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 add quick text to 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 add to quick text?

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...

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.

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.

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 you edit quick text in Salesforce?

Just search Quick Text in the App Launcher and go to the record and Edit or Delete.

How do you insert quick text quizlet?

To insert quick text, users click a button or press a keyboard shortcut. a set of instructions that tells the system how to complete a task. 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.

How do you send a text in Salesforce?

Salesforce doesn't provide any standard feature to send SMS, but we can send SMS notifications to Leads, Accounts and to the records in custom objects. Customer follow-up can be done easily by sending SMS notifications with the help of 'SMS Magic Interact' app that is available in Salesforce AppExchange.

How do I use SMS in Salesforce?

Send SMS MessagesNavigate MobileConnect.Create keywords in MobileConnect.Import contacts into MobileConnect.Create an SMS message.Identify SMS campaign types.

How do I send an SMS in Salesforce?

Just search for the keyword 'SMS' in the appexchange. If you have a third party SMS subscription, then you would have to write your own code for apex callouts or outbound messaging, but first have a look at the appexchange apps.

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 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.