• #25919
     kapil #45

    How to insert Quick Text in Salesforce Lightning?

    How to insert Quick Text in Salesforce Lightning?

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    Salesforce | PRANAV PRANAV #9

    Hi Kapil,

    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.
      In Lightning Experience, select Quick Text from the item picker.
    2. Click New.
      If you have more than one quick text record type, select a record type for the new message, and then click Continue.
    3. Enter a message name.
      Use a name that helps users identify when to use this message.
    4. Enter the message.
      The message can include line breaks, lists, special characters, merge fields, and up to 4,000 characters.
    5. Select the channels in which you want the message to be available.
      Depending on which features are enabled in your org, these channels might be available.Email—the Email action
      Live Agent—Live Agent in the Service Console
      Phone—the Log a Call action
      Portal—a community or a customer portal
      Internal—works with internal fields, like the Change Status action
    6. 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. In orgs created after Spring ’18, this field isn’t required.
    7. Click Save.

    Hope this helps you.

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