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How do I set up quick text in Salesforce?

How do I set up quick text in Salesforce?

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).

What is a quick text 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 does quick text work salesforce?

Each quick text message in your org is associated with one or more communication channels, like Chat or Email. If a quick text message isn’t associated with a particular channel, you can’t use it in that channel. For example, only messages assigned to the Email channel can be inserted into emails.

Where can quick text be used Salesforce?

Quick text can be inserted in emails, chats, events, tasks and knowledge articles. Quick text option in Salesforce saves users’ time and increases standardization. With quick text, users can insert predefined messages like greetings, answers to common questions, and short notes.

How do I turn on quick text?

Turn on Quick Text. Following are the steps to enable quick text in your salesforce org:

  1. Go to setup, enter Quick Text Settings in the Quick Find box, then select Quick Text Settings.
  2. Click Enable Quick text. Remember once quick text is enabled it can’t be turn off.
  3. Click save.

How do you use quick text?

In Setup, add quick text to your app to let your users view the quick text list view.

  1. Open Quick Text in your app. In Salesforce Classic, click the Quick Text tab.
  2. Click New.
  3. Enter a message name.
  4. Enter the message.
  5. Select the channels in which you want the message to be available.
  6. Select a category.
  7. Click Save.

How do I edit quick text?

How to Setup QuickText in Salesforce?

  1. From Setup, in the Object Manager, select Quick Text.
  2. Click Fields & Relationships, then click Category.
  3. Customize the values listed in the Category Picklist Values section, and save your changes.

How do I test quick text in Salesforce?

  1. From the App Launcher, select Quick Text to open the quick text tab.
  2. 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.
  3. Click New Quick Text to create your first quick text message.

How do I get rid of quick text in Salesforce?

PRANAV

  1. Click on “Setup” button.
  2. Search “Quick Text Settings” under Quick Text option in “Quick Search/Find” box.
  3. Now you can disable it by unchecking the checkbox.
  4. Then click on “Save” button.

How do I get rid of quick text?

In addition to the above response, you can find this by following the bellow steps:

  1. Click on “Setup” button.
  2. Search “Quick Text Settings” under Quick Text option in “Quick Search/Find” box.
  3. Now you can disable it by unchecking the checkbox.
  4. Then click on “Save” button.

How do I make text faster?

How do you edit quick text?

Say Hello to the Reimagined Trailblazer Community Just search Quick Text in the App Launcher and go to the record and Edit or Delete.

How to enable quick text in Salesforce Org?

Following are the steps to enable quick text in your salesforce org: 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.

How can I use quick text in email?

You can insert quick text in emails, chats, and more. Giving users access to quick text lets them insert predefined messages in their emails, chats, events, tasks, Knowledge articles, and more. Service agents can respond to customers and update cases quickly and easily.

How do you create a macro in Salesforce?

Click Save. To return to the Service Console app, close the browser tab for the Macro Builder. With one macro under her belt, she creates a few more. To create more macros for a case, open the Macro utility and click the + button.