- 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.
Full Answer
How do I show Quick Text in Salesforce lightning experience?
In Setup, add quick text to your app to let your users view the quick text list view. Open Quick Text in your app. In Salesforce Classic, click the Quick Text tab. In Lightning Experience, select Quick Text from the item picker.
How do I create a quick text message in Salesforce?
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.
How do I create quick text?
Quick text can include merge fields, line breaks, and special characters. Click on New to create Quick Text (You can create record type for Quick Text) Enter a message name (Use a name that helps users identify when to use this message)
Is the quick text field required in Salesforce classic?
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. In orgs created after Spring ’18, this field isn’t required. Click Save.
How do I use quick text in Salesforce chat?
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 quick text to Salesforce lightning?
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 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 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.
What can quick text folders help you do?
For example, create separate folders of quick text for your service and sales divisions, and then share each folder with the users in that division. Folders help you organize your quick text and give users a tailored list of quick text messages to work with.
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.
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.
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 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.
Create an Irreversible Macro
Maria arrives at work bright and early, eager to try out her new tools. Before she can even log in, Sita stops by her desk. More cases about broken solar panels arrived today. Yikes! Sita wants to know when the tools will roll out to agents. Maria has good news—she plans to have the tools ready by tomorrow, or maybe even today.
Create Quick Text
To save more clicks, Maria dives into setting up quick text. She wants to create a few samples to show her agents just how powerful they can be. She decides to make one with an apology that can be sent to customers about the broken panel. Here’s how she does it.
Understand How Sharing Works
By default, sharing settings for macros and quick text are set to private. That means agents can’t see the macro or quick text that Maria created until it’s shared with them. To share macros and quick text, you have a few options.
Open and Close the Modal Window
A screen quick action opens a Lightning web component in a modal window. To close the modal window programmatically, for example, to create a Cancel button, build UI that dispatches the custom event CloseActionScreenEvent. Import the event from the lightning / actions module.
Use lightning-quick-action-panel for a Consistent UI
To provide a consistent Salesforce UI, wrap your Lightning web component in a lightning-quick-action-panel component, which provides a header, body, and footer consistent with the modal blueprint in the Salesforce Lightning Design System.
Create a Form in the Modal Body
One way to create the modal body is to use the lightning-record-edit-form component with field values populated by lightning-input-field components. The cancel and submit buttons must be nested within the lightning-record-edit-form component, so with this approach the footer slot isn't needed.
Create a Custom Form with Buttons in the Footer
You can create a form in the modal body using lightning-input and lightning-button components. With this approach, use the lightning-quick-action-panel component's footer slot to contain the buttons.
Get Information about the Page
You can use standard LWC features to get information about the current page, including a page reference from the navigation service, the record ID, and the object API name of the current record.
