Enable Quick Text #inSalesforce

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Enable Quick Text

This is to save users time and increase consistency with predefined quick text messages, such as greetings and answers to common questions. Quick text can be added to notes, chats, and more. This setting controls quick text in Lightning Experience only.

When enabled, you can insert predefined messages into customer conversations and records. Users can also customize the quick text categories as per need.

In Lightning Experience, quick text is automatically enabled. Any quick text settings that were configured in Salesforce Classic also apply in Lightning Experience.

Steps: Setup | Quick Text Settings | Click Enable Quick Text | Save

Note:

  • You can also select Share and organize quick text in folders.
  • You can also select Hide quick text button and pop-up.

You can customize the categories used to organize quick text messages. Categories help users find the right message more quickly. There are some default quick text categories like Greetings, FAQ, and Closings.

For Category set up:

Setup | Object Manager | Quick Text | Click Fields & Relationships | Click Category | Customize the values listed in the Category Picklist Values section, and save your changes.



Reference: https://help.salesforce.com/s/articleView?id=sf.quick_text_enable.htm&type=5

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