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.
- 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 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 can I send text messages from Salesforce?
A fairly common request that I get is, “how can I send my users/customers’ text messages from Salesforce?” There are apps on the app exchange that can do this, as well as Apex solutions too. Both of those approaches typically come with an additional cost, though.
What is input-rich-text in Salesforce Lightning?
lightning-input-rich-text implements the rich text editor blueprint in the Salesforce Lightning Design System (SLDS). To apply additional styling, use the SLDS utility classes with the class attribute.
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 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.
Is SMS price low?
SMS prices are low. Cons : If you want to send SMS to different countries Integration is not a good option because International SMS gateway can not give SMS at local Price. You have to put your development efforts for dynamic message creation in triggers.
Can you use Slack to show open leads?
You can use a slack command to show you a list of open leads assigned to you within Slack. After selecting a lead you can create a new Slack channel and send templetized SMS or email to the Salesforce lead, merging in data from Salesforce.
Can Salesforce send SMS?
Although there is no default functionality in Salesforce to send SMS, there are some apps in the appexchange which can send SMS. Just search for the keyword 'SMS' in the appexchange. https://appexchange.salesforce.com.
What is lightning input rich text?
A lightning-input-rich-text component creates a rich text editor based on the Quill JS library, enabling you to add, edit, format, and delete rich text. You can create rich text editors with different toolbar configurations.
Does lightning input rich text have validation?
lightning-input-rich-text doesn't provide built-in validation but you can wire up your own validation logic. Set the valid attribute to false to change the border color of the rich text editor to red. Set the required and label-visible attributes to display the asterisk near the label.
Can you edit HTML tags in Rich Text Editor?
The rich text editor provides a WYSIWYG interface only. You can't edit HTML tags using the editor, but you can set the HTML tags via the value attribute. When you copy content from a web page or another source and paste it into the editor, unsupported tags are removed. Only formatting that corresponds to an enabled toolbar button or menu is preserved.
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
What is target in Salesforce?
The target corresponds to the link’s target attribute in the source HTML. This target determineshow links open in Salesforce Classic and outside Salesforce, like in your Salesforce and ExperienceCloud sites.
How many versions of Salesforce Knowledge are there?
Every Salesforce Knowledge article can have several versions: one draft, one published, and several archived versions, and each ofthese versions can have multiple translations. Thus, the total number of article versions in an org can be much higher than the numberof articles. When scaling your org, pay attention to both the total number of article versions and edition-specific limits on articles.
What is Lightning App Builder?
Use the Lightning App Builder to configure the default record page to match your users' workflow. Your Lightning page consists ofarticle page layouts and the components you choose for your users.
What is sharing for Lightning Knowledge?
Sharing for Lightning Knowledge lets you take advantage of the features you already know, such as organization-wide defaults,access by owner role hierarchies, and criteria-based rules. When you make the switch to sharing for Lightning Knowledge, you canmanage article access based on fields within the article instead of data categories.
Can agents share articles in Salesforce?
Agents can insert links to articles from a Salesforce Site or Experience Cloud sites into the case feed .In Lightning Experience, your agents can share article URLs in email, social posts, and chat andmessaging conversations. In Salesforce Classic, your team can send article URLs in the email, social,and Experience Cloud publishers.
Is there a knowledge footer in Lightning?
The Knowledge footer is not in the Lightning Service Console. Instead, add the Knowledge component to any object's record homepage. You can also create a global action or an object-specific quick action to create a knowledge article from any object. However,suggested articles and related actions are available only with cases.
Can you have multiple languages in Salesforce?
With multiple languages for Salesforce Knowledge, you can lower support costs by translatingarticles into the languages your audience prefers. After selecting your language settings, twotranslation methods are available: translating articles in-house using the editing tool in the knowledgebase, or sending articles to a localization vendor. Different languages can use different methods.For example, you may want to export articles to a vendor for French translations, but assign articlesto an internal Knowledge user for Spanish translations.
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 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 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 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.
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…