Never Forget Quick Text Again Thanks to a Popup Button

Quick text is an appreciated time-saving tool. Agents can insert predefined messages into all sorts of text fields. To remind agents of this easier way to insert text, a popup button displays next to text fields that support quick text. Previously, you could insert quick text only 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.

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. The popup button is also enabled by default.

A quick text popup button appears when you put your cursor in a supported field for quick text on the following actions: Log a Call, Social, Email (with Text Body), Event, and Task.

Screen shot of the quick text popup button on the Comments field in the Log A Call action.
Note

Note

To disable this popup button, go to the Quick Text Settings page in Setup, and select Hide quick text button and popup.