How to use Quick Text in Salesforce

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

Recently, I got a requirement where I need to share common responses with colleagues. To fulfill this requirement, I use Quick Text in Salesforce.

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

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

Use Quick Text in Salesforce
How to use Quick Text in Salesforce Lightning

Table of Contents

Use Quick Text in Salesforce

Quick Text is useful in Salesforce when we frequently send the same messages or templates to customers, prospects, or colleagues.

Following are the scenarios where Quick Text can be beneficial include:

Responding to frequently asked questions from customers or prospects
Sending appointment reminders to clients
Providing product or service information to leads
Sharing common responses with colleagues in Chatter or email
Following up with customers after a meeting or call

In conclusion, Quick Text is helpful for sending repetitive or templated messages because it can speed up and simplify communication with clients or teammates.

So, with this, we have understood the use of Quick Text in Salesforce. Next, we will learn to use Quick Text in Salesforce Lightning.

How to use Quick Text in Salesforce Lightning

To insert Quick Text in Salesforce Lightning, follow these steps. Let’s take the example of a contact item and learn to use Quick Text in Email.

Step 1: In the App Launcher search box, search for contacts and select the Contacts option.

Step 2: Open the record you want to add the Quick Text message to. Here, I open Eugena Luce.

Step 3: After we are in the contact record, scroll down and click Email in the activity component.

Step 4: Click on the Quick Text button, which looks like a lightning bolt icon, in the text editor. This will open the Quick Text menu.

Step 5: In the Quick Text menu, select the Quick Text message we want to insert by clicking on it. We can also search for a specific Quick Text message by typing its name in the search box.

Step 6: Click Insert to insert the Quick Text message into the text editor. The message will appear in the text editor, and you can make any additional changes or edits as needed.

Step 7: Click Send to send the email.

Quick Text in Salesforce lightning Example

So, with this, we have learned to use Quick Text in Salesforce Lightning.

Conclusion

With this, we have learned about Quick Text in Salesforce with its various use cases and benefits. In addition to this, we have also learned how to use it in Salesforce Lightning Component.

Moreover, the following are the topics that we have discussed:

Use Quick Text in Salesforce
How to use Quick Text in Salesforce Lightning