1. Go to Quick Text Settings. 2. Enable Quick Text.
- 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).
How to use text in formulas in Salesforce?
Salesforce comes with many functions and operators that make it easy to work with Text in formulas. Using formulas, you can convert other data types to Text and concatenate Text values together or search for a specific string within a Text field. TEXT () converts a Percent, Number, Date, Date/Time, picklist, or Currency field into Text.
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 use text and date values together in Salesforce?
For example, a previous Salesforce administrator could have created a custom field that holds a date as a Text value. If that’s the case, you can use TEXT () or DATEVALUE () to work with Text and Date values in tandem.
How do I use the advanced formula editor in Salesforce?
In the Advanced Formula Editor, enter: This formula uses images that are built in to Salesforce, but you can use your own images by first uploading them from the Documents tab. This formula uses the Billing State/Province field of a U.S.-based account to classify it as North, South, East, West, or Central.
How does Boost Agent work?
Can agents send messages?
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How do I make quick text in Salesforce?
Steps to Insert Quick Text In SalesforceGo 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 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 add text to a folder quickly?
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 turn on quick text?
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 set up 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...
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 share 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 you insert a textbox in an email?
Click in the body of an open email message.On the Insert tab, in the Text group, click Text Box, and then click Draw Text Box.Click and drag in the message body to draw a text box the size that you want.To add text, click inside the box and type or paste your text. Notes:
How to send SMS using salesforce?
In 3 ways you can send SMS from Salesforce. In every option you have pros and cons and choose based on your criteria. 1. Salesforce default SMS sending A. Cost vise very expensive in case of messaging.
Set Up SMS Text Messaging - Salesforce
Reply Recommendations Key Concepts; Prepare for Einstein Reply Recommendations; Use Reply Recommendations in the Lightning Service Console; Activate Your Reply Recommendation Model
Step by Step Guide on Sending & Receiving SMS From / In Salesforce
An interesting step-by-step do-it-yourself (DIY) visual guide on how to send SMS from Salesforce and how to receive SMS in Salesforce. Since Salesforce does not provide any native capability to send SMS, we will use Twilio in this guide to build the capability to send and receive SMS.
Can Salesforce send Text Messages? - Roycon
Scott, Lead Technical Architect, is passionate about solving problems using the Salesforce platform. Scott created #MGPdoesTrailhead to teach LGBT Homeless youth Salesforce and is a current Salesforce MVP, Lightning Champion and Golden Hoddie recipient.
What is com.lge.livemessage in my google activity
We get this a lot about Google activities, its normal to see these things and its related to your lg message app. If you have futher questions ,I'll leave a Link to register so you can communicate here as a guest account you can only post questions but can't reply.
How does Boost Agent work?
Boost agent productivity with a solution that lets agents manage multiple text conversations at once — with all the context and intelligence they need to resolve cases and deliver an awesome customer experience every time.
Can agents send messages?
Be there for customers the way a good friend is — with mobile messaging. Agents can send messages while having instant access to the information they need to address customers — all within the Service Cloud Console.
How to make information readable at a glance?
Sometimes the easiest way to make information in your organization readable at a glance is to show it as text. Formulas that use the Text return type can concatenate Text values, convert numbers and dates to text, or display text conditionally.
Can you use text in Salesforce?
Salesforce comes with many functions and operators that make it easy to work with Text in formulas. Using formulas, you can convert other data types to Text and concatenate Text values together or search for a specific string within a Text field.
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.
How does Boost Agent work?
Boost agent productivity with a solution that lets agents manage multiple text conversations at once — with all the context and intelligence they need to resolve cases and deliver an awesome customer experience every time.
Can agents send messages?
Be there for customers the way a good friend is — with mobile messaging. Agents can send messages while having instant access to the information they need to address customers — all within the Service Cloud Console.
Highlights
- SMS, MMS, WhatsApp, and voice messaging directly from Salesforce.
- Salesforce-native, EDA, NPSP, and Pardot compatible to optimize automated customer conversations.
- Automated SMS-based data intake capabilities for lead qualification and inbound marketing.
- Inbox-like interface to manage multiple conversations simultaneously.
Features
- As a powerful two-way messaging tool, Mogli has identified text messages as a better, faster way to obtain a response from (or to simply alert) Leads, Contacts, Person Accounts, or any other standard/custom object.
Use Cases
- Sales and Support
Sales teams are batting for attention with competitors. Using SMS can help them cut through the noise, and help reach high response rates andprovide an awesome end-to-end experience. SMS and WhatsApp both reduce the hassle of emailing back and forth when a problem occurs (case … - Marketing and Customer Success
Following either an event (marketing), or after onboarding with a new product or service (customer success), tailor-made surveys or polls through SMS can increase the amount of feedback you receive. The responses can also be used to update or create Salesforce records. …
Setup
- Not only is the Mogli SMS setup a breeze, but the Mogli team is available to support you every step of the way! Similar to any other managed package, it only takes a few minutes to install from AppExchangeand go through the available components. Also, an implementation by Mogli’s Client Success Team is included with any license purchase.
Documentation
- Up-to-date documentation can be found either within the knowledge base or by accessing the most recent user guide published by Mogli in the AppExchange listing. On top of the old fashioned written documentation, Mogli also has a lot of insightful videos on their YouTube channel, which are sure to help along the way!
Pricing
- One of the unique advantages Mogli SMS brings to the table is being a site license – this means that all users in your org are included. This approach is sure to result in significant savings compared to a seat license model. Mogli also offers one of the most competitive per message prices around the world, along with discounts for nonprofit and higher education organizations. …
Summary
- Beyond a shadow of a doubt, Mogli SMS will increase your team’s productivity, regardless of which way the SMS, MMS, or WhatsApp functionalities are going to be used within your organization. From plain text messages to multiple-step surveys (all available at an accessible price), the experience is sure to be as pleasant for the recipients as it is for the internal teams us…