Slaesforce FAQ

how to text from salesforce lighting

by Dr. Emory Bahringer Published 2 years ago Updated 2 years ago
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select - Selects the inserted text. start - Moves the selection to just before the inserted text. end - Moves the selection to just after the inserted text.

Quick text is automatically enabled in Salesforce Classic orgs where Chat is enabled.
  1. From Setup, in the Quick Find box, enter Quick Text Settings and select Quick Text Settings.
  2. Click Enable Quick Text.
  3. Optionally, select Share and organize quick text in folders (available only in Lightning Experience).

Full Answer

How to format text in Salesforce Lightning-input-rich-text?

Once focus is on a formatting button, use arrow keys to navigate through the buttons. When you select a button, the cursor goes to the editor panel where you can type your formatted text. Press Shift+Tab to return to the toolbar. lightning-input-rich-text implements the rich text editor blueprint in the Salesforce Lightning Design System (SLDS).

What is Salesforce Lightning email templates?

Salesforce comes to the rescue with Lightning Email Templates. Using the Lightning email builder, built on the Salesforce platform, you are able to insert fields into email templates (mail merge) from a record in Salesforce to use across a range of use cases (e.g. for sales emails, renewals, case updates).

How do I use the rich text editor in Salesforce?

When you select a button, the cursor goes to the editor panel where you can type your formatted text. Press Shift+Tab to return to the toolbar. lightning-input-rich-text implements the rich text editor blueprint in the Salesforce Lightning Design System (SLDS).

What is Component Library in Salesforce Lightning?

lightning-formatted-text - example - Salesforce Lightning Component Library The Component Library is the Lightning components developer reference. Rapidly develop apps with our responsive, reusable building blocks. Loading ×Sorry to interrupt

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How do I give someone 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 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 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...

How do you update quick text in Salesforce lightning?

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.

How do I use quick text in Salesforce lightning?

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 email quick text in Salesforce?

0:4714:02Creating and Using Salesforce Quick Text - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo let's talk first a little bit about what is quick text out here uh quick text is ability ofMoreSo let's talk first a little bit about what is quick text out here uh quick text is ability of including anywhere from just a few words to multiple paragraphs of text that can be embedded. Into uh

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 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 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.

What is macro in Salesforce?

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. Macros help your team save time and add consistency.

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 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.

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 teams are batting for attention with competitors. Using SMS can help them cut through the noise, and help reach high response rates and provide an awesome end-to-end experience.

Setup

Not only is the Mogli SMS setup a breeze, but the Mogli team is available to support you every step of the way!

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 .

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.

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.

Audio to Text by Google Speech API in Salesforce Lightning

Recently we were having a requirement for getting text from audio or video file. These audios were majorly from customer calls with agents. Once we get text from audio files , we can review those conversions. We can check how agents are discussing with customers. This will increase customer happiness.

Prerequisite for this solution

Let us Authenticate Salesforce App and get access token from Google authentication service. Below steps will be used to get access token

Can you edit email templates in Content Builder?

You cannot edit classic email templates in the Content Builder; you have to create new Lightning email templates. However, updating an Email Alert is simply a matter of editing the Email Alert, pointing and clicking and selecting the new Lightning email template.

Can you use email templates in Salesforce?

As discussed, you can use these in an Email Alert or end users can use them directly within Salesforce when creating an email. At the bottom of the email screen, there’s the insert, create or update template button, which users can click to select the template that they want.

Can you edit Lightning email templates?

Lightning Email Template Limitations. You cannot edit classic email templates in the Content Builder; you have to create new Lightning email templates. However, updating an Email Alert is simply a matter of editing the Email Alert, pointing and clicking and selecting the new Lightning email template.

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Highlights

  1. SMS, MMS, WhatsApp, and voice messaging directly from Salesforce.
  2. Salesforce-native, EDA, NPSP, and Pardot compatible to optimize automated customer conversations.
  3. Automated SMS-based data intake capabilities for lead qualification and inbound marketing.
  4. Inbox-like interface to manage multiple conversations simultaneously.
See more on salesforceben.com

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.
See more on salesforceben.com

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. …
See more on salesforceben.com

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.
See more on salesforceben.com

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!
See more on salesforceben.com

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. …
See more on salesforceben.com

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…
See more on salesforceben.com

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