Increase Your Efficiency with Quick Text
- In Lightning Experience, press Ctrl+. on Windows and Cmd+. on macOS.
- In Salesforce Classic, use ;; on both Windows and macOS.
If you used quick text in Salesforce Classic, your messages work in Lightning Experience. To keep things easy for you, we made sure that Lightning Experience inherits the permissions you gave to users in Salesforce Classic to create, read, update, and delete quick text. If you’ve never used quick text before, give your users create, update, and delete permission on quick text.
We recommend that you add the Quick Text item to your app so that your users can track and manage all their quick text in one place. To add it to your app, use the App Manager in Setup.
To create quick text, click New on the quick text list view.
When you create quick text you give it a name, specify the text you want to reuse, and choose a category and channel. The category groups common quick text and the channel determines where you can use it. For example, if you create a greeting for emails, select the Greetings category and the Email channel.
- When merge fields don’t apply to the record you’re working with, the merge field resolves blank. For example, quick text with the Case.CaseNumber merge field resolves correctly in a case’s Log a Call action. However, that same merge field resolves blank when inserting quick text on a work order’s Log a Call action.
- In Live Agent chats, you can only use merge fields for the following objects: account, case, contact, and lead.
To preview what a message with merge fields looks like, click Preview on the New Quick Text page or the record page for existing messages. Then select your specific records.
So are you ready to use quick text? Press Ctrl+. on Windows and Cmd+. on macOS. Then select the quick text you want to insert.
You can search your quick text to find exactly what you need. If your search results only find one item, simply press Enter to insert the message.