In this Salesforce tutorial, we will learn how to enable 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 need to enable Quick Text.
So, if you want to learn How to enable 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.
- How to enable Quick Text in Salesforce Lightning
- How to enable Quick Text in Salesforce Classic
How to setup Quick Text in Salesforce Lightning
Quick Text is enabled by default in Salesforce Lightning. If we are unable to see the Quick Text feature in your Salesforce Lightning, we need to enable it first.
To enable Quick Text in Salesforce Lightning, follow these steps:
- Click on the gear icon (âš™) in the upper right corner of the Salesforce Lightning interface.
- Select Setup from the dropdown menu.
- In the left-hand Quick Find Search Box, search Quick Text.
- Click on Quick Text Settings.
- Ensure that Enable Quick Text is set to On.
- In addition to this, we can adjust other Quick Text settings, such as the Share and organize quick text in folders, Hide quick text button and pop-up.
- Click the Save button to save any changes.
Once Quick Text is enabled, we can access it from various Salesforce tools, including email, Chatter, log a call, cases, and tasks.
So, with this, we have learned to enable Quick Text in Salesforce Lightning. Next, we will learn to enable Quick Text in Salesforce Classic.
Read How to add Quick Text in Salesforce
How to enable Quick Text in Salesforce Classic
Quick Text is disabled by default in Salesforce Classic. However, if we are unable to see the Quick Text feature in your Salesforce Classic interface, we may need to enable it.
To enable Quick Text in Salesforce Classic, follow these steps:
- Log in to your Salesforce Classic account. Click on Avtar and then select Switch to Salesforce Classic.
- Click on the Setup link in the upper right corner of the Salesforce Classic page.
- In the left-hand Quick Find Search Box, search Quick Text.
- Click on Quick Text Settings.
- Ensure that Enable Quick Text checkbox is ticked.
- Click the Save button to save any changes.
Once Quick Text is enabled, it cannot be turned off in Salesforce Classic.
We can use Quick Text from various Salesforce services, such as email, Chatter, and Tasks after it has been enabled.
Conclusion
In conclusion, when we enable the Quick Text feature in salesforce, which allows us to save and reuse pre-written messages or responses.
It is available in both Salesforce Lightning and Salesforce Classic and can be used in various Salesforce tools, including email, Chatter, and Salesforce Mobile also.
- How to enable Quick Text in Salesforce Lightning
- How to enable Quick Text in Salesforce Classic
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