How to add Quick Text in Salesforce

In this Salesforce tutorial, we will learn how to add Quick Text in Salesforce.

Recently, I got a requirement where I need to share common responses with colleagues in Chatter or email. To fulfill this requirement, I add Quick Text.

So, if you want to learn How to add Quick Text in Salesforce Lightning and Salesforce Classic step by step you’ve come to the right place.

The following are the topics that we will cover in this salesforce tutorial.

  • Quick Text in Salesforce
  • Advantages of Quick Text in Salesforce
  • Disadvantages of Quick Text in Salesforce
  • When we need Quick Text in Salesforce
  • How to add Quick Text in Salesforce Lightning
  • How to add Quick Text in Salesforce Classic

Quick Text in Salesforce

Quick Text is a tool in Salesforce that allows users to save and reuse previously prepared messages or responses. By eliminating the need to constantly type the same message in response to frequent inquiries or requests for general information, it helps users save time and effort.

Numerous Salesforce products, or objects, including email and Chatter, employ Quick Text. Even Salesforce Mobile allows us to use it. Additionally, users have the option of creating and saving custom Quick Text messages or using pre-existing ones from Salesforce.

Merge fields, which can be automatically filled with certain recipient-related data like their name, product, case, or company, are another feature of quick text messages.

Additionally, it has a number of benefits like quicker response times, more consistent message, and enhanced client and customer communication efficiency.

So we can say that Quick Text is a helpful tool in Salesforce if we frequently send the same messages or templates to customers, prospects, or teammates in our salesforce.

So, with this, we got an overview of Quick Text in Salesforce. Now, we will move ahead and understand its advantages.

Advantages of Quick Text in Salesforce

There are several advantages to using Quick Text in Salesforce which are as follows:

  1. Quick Text removes the need to repeatedly type the same response in order to give information or respond to general inquiries.
  2. Users can save an enormous amount of time using it, especially if they frequently interact with clients or team members.
  3. Because Quick Text messages can be prewritten and standardised, all communications delivered are trustworthy and correct. This can keep things simple and prevent confusion.
  4. In Quick Text messages, merge fields can be utilised to automatically fill in recipient information such as name or organisation.
  5. Whatever Salesforce products are being used, users may simply access and use Quick Text messages.
  6. Users that interact with customers or team members regularly can benefit from Quick Text in Salesforce.

So, with this, we have learned the advantages of Quick Text in Salesforce. Now, we will move further and understand its disadvantages.

Disadvantages of Quick Text in Salesforce

While Quick Text in Salesforce has several advantages, there are also some potential disadvantages to consider which are as follows:

Lack of personalization: Although Quick Text messages are already composed, they may not always allow for message customization based on the recipient’s needs. Users might need to write additional messages to meet their own needs.


Flexibility: Because Quick Text messages are pre-written, it’s not always possible to make changes or revisions. This could be a problem if the message’s data needs to be updated.


Overuse: Avoid replacing personal communication, especially when working with clients, with Quick Text.

So, with this, we have learned the disadvantages of Quick Text in Salesforce. Now, we will move ahead and understand its need in Salesforce.

When we need Quick Text in Salesforce

Quick Text in Salesforce can be used in various situations where users need to respond quickly and efficiently to common inquiries or provide basic information. Here are some specific examples of when to use Quick Text:

  • Customer service: Quick Text can be used to send fast responses to frequently asked queries or to confirm receiving requests from customer service.
  • Sales outreach: Quick Text can be used to follow up with specific clients after a meeting or phone call or to send basic introductory messages to a new client.
  • Collaboration within the team: Quick Text can be used to communicate common information to team members, such as rules for a project or instructions for a new project.
  • Marketing campaigns: Quick Text can be used to tell clients about new products or services or to send them regular promotional messages.

In general, Quick Text in Salesforce works best when users need to rapidly and effectively communicate typical information.

So, with this, we have learned when we need the Quick Text in Salesforce. Now, we will move ahead and understand how to add Quick Text in Salesforce Lightning.

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How to add Quick Text in Salesforce Lightning

To add Quick Text in Salesforce Lightning, follow these steps:

  • Log in to your Salesforce account and navigate to Setup.
  • In the App Launcher search box, search for quick text and select the Quick Text option.
How to add Quick Text in Salesforce Lightning
Quick Text in Salesforce Lightning
  • Click on the New Quick Text button to create a new Quick Text message.
How to add Quick Text in Salesforce Lightning Example
New Quick Text in Salesforce Lightning
  • Enter a name for the Quick Text message.
  • Enter the message text in the Message field.
  • Optionally, we can add merge fields to personalize the message for the recipient.
  • In addition to this, we can also select a category and channel for the Quick Text.
  • Click the Save button to save the Quick Text message.
How to add Quick Text in Salesforce Lightning
Set up New Quick Text in Salesforce Lightning

So, with this, we have learned how to add Quick Text in Salesforce Lightning. Next, we will learn how to add Quick Text in Salesforce Classic.

How to add Quick Text in Salesforce Classic

To add Quick Text in Salesforce Classic, follow these steps:

Step 1: Log in to your Salesforce Classic account. Click on Avtar and then select Switch to Salesforce Classic.

How to add Quick Text in Salesforce Classic
Switch to Salesforce Classic

Step 2: Look at the tabs and select the ➕ icon.

How to add Quick Text in Salesforce Classic Example
Add Quick Text in Salesforce Classic

Step 3: Scroll down and click on Quick Text under Promotion Segments.

add Quick Text in Salesforce Classic
Add Quick Text in Salesforce Classic

Step 4: Click on the New button to create a new Quick Text message.

add Quick Text in Salesforce Classic Example
Add New Quick Text in Salesforce Classic

Step 5: Enter a name for the Quick Text message in the Quick Text Name field.

Step 6: Enter the message text in the Message field.

Step 7: Optionally, we can add merge fields to personalize the message for the recipient by clicking on the Available Merge Fields button.

Step 8: In addition to this, we can also select a category and channel for the Quick Text.

Step 9: Click the Save button to save the Quick Text message.

add Quick Text in Salesforce Classic
Set Up New Quick Text in Salesforce Classic

So, with this, we have learned how to add Quick Text in Salesforce Classic.

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Conclusion

In conclusion, Quick Text is a great feature in Salesforce that allows users to save time and increase productivity by inserting already-written messages, and templates, or merging fields into various records with just a few clicks and less time.

It is available in both Salesforce Lightning and Salesforce Classic and can be used in a variety of Salesforce tools, including email, Chatter, and tasks.

  • Quick Text in Salesforce
  • Advantages of Quick Text in Salesforce
  • Disadvantages of Quick Text in Salesforce
  • When we need Quick Text in Salesforce
  • How to add Quick Text in Salesforce Lightning
  • How to add Quick Text in Salesforce Classic