How to enable quick texts settings in Salesforce



Stop retyping the same message over and over, and save time. Use quick text to insert predefined messages on any standard or custom objects in the following quick actions or places: Knowledge articles, Chats, Log a Call actions, emails, and social posts. Lightning Experience users can also use quick texts on events and tasks.

Quick texts 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.

Enabling Quick text in our Salesforce Org :

To enable, Quick text for our organization, Follow the below steps.

Step-1 : Once Logged in, Go to Setup , search for the Quick text in the Search bar

Quick text

Step 2: Then Select Quick text from the Customize dropdown list

knowledge

Step3: Once selected we can see Enable Quick text. Then enable the checkbox as shown below,

knowledge

Step-4: click save

Note : Only quick text messages assigned to the channel for the action that we’re working with are available in that action. For example, only messages assigned to the Email channel are available in the Email action.

For more Blogs : How to Enable Separate Loading Related lists in Salesforce

Reference : Click here for reference articles


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