Click Away—Insert Quick Text into Your Emails with a Button

Inserting predefined messages is now just a click away. A new button in the Email action toolbar visually reminds users of this time-saving tool. Previously, you could only insert quick text using a keyboard shortcut.

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.Screen shot of the case email publisher with a callout for the quick text button.

Tip

Tip

Sales reps also see the quick text button when emailing accounts and contacts.

The quick text button is also available for List Email.Screen shot of the quick text button on the List View email action.

Note

Note

  • Quick text works with the Salesforce Merge Language (SML) used in Salesforce Classic email templates. It does not work with the Handlebars Merge Language (HML) used in Lightning Experience email templates.
  • In email actions that use a text body, the quick text popup button displays instead.