Click Away—Insert Quick Text into Your Emails with a Button
Where: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
Who: To insert quick text, users need Read permission on the quick text object. Optionally, you can also give users Create, Edit, and Delete access so that they can create and manage their own quick text.
In orgs created after Spring ’18, all user profiles include Read access by default. However, users with a Salesforce Platform user license can’t work with quick text. If you gave your users permission to create, read, update, and delete quick text in Salesforce Classic, that permission is honored in Lightning Experience.
Why: Agents often save predefined messages in Word or Notepad that they keep open alongside Salesforce. Quick text saves agents from context switching and keeps them in Salesforce where they can avoid the tedious copy, paste, and customize tasks they had to perform before.
How: Quick text in Lightning Experience is enabled by default in all orgs. If you enabled and created quick text in Salesforce Classic, your messages work in Lightning Experience.
When you create or edit a quick text, set the Channel field to Email. Then look for the new quick text button when creating your emails.
The quick text button is also available for List Email.