Increase Your Efficiency with Quick Text

Stop retyping the same message over and over, and save time. Use quick text to insert predefined messages, like greetings, answers to common questions, and short notes on any standard or custom objects in the following quick actions or places: Knowledge articles, Chats, Log a Call actions, emails, and social posts. Lightning Experience users can also use quick texts on events and tasks.

Quick text saves users time and increases standardization. It can include merge fields, line breaks, and special characters. Quick text is enabled by default in the Lightning Experience. You can also give users the ability to create and manage their own quick text messages.

Use these shortcuts to use quick text in Lightning Experience.

Press Ctrl+. On Windows and Cmd+. On macOS.

Note: It is being recommended to 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.

Screen shot of a list view with quick text

When you create the 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.

To personalize the quick text, you can add merge fields to the message. For example, create a greeting with the Contact.FirstName merge field to use a contact’s name. You can insert merge fields for the following objects: accounts, cases, contacts, custom objects, leads, opportunities, organization, users, and work orders. Keep these things in mind when adding merge fields to quick text.

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.

Screen shot of the preview function for quick text

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.

Screen shot of the quick text browser

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.

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Boost Productivity with Keyboard Shortcuts in Lightning Experience

Keyboard shortcuts are always handy while working on a desktop. Salesforce gives you the ability to make the best use of keyboard shortcuts. It will maximize your efficiency and speed while working in the Lightning Experience. You can search for, edit, save, and close a record—all without touching a mouse. 

Salesforce also got keyboard shortcuts to help you go to the publisher and post to a feed. So start planning what you want to do with all the time you’re going to save! By default, keyboard shortcuts work in all Lightning apps. 

To view the available keyboard shortcuts, press:

  • Windows: Ctrl+/
  • macOS: Cmd+/

Shortcuts that I use frequently:

For Global Search: /

Edit a record: e

Save a record: Ctrl + s

Points to Consider :

  • You can’t customize keyboard shortcuts in the Lightning Experience.
  • Keyboard shortcuts aren’t case-sensitive. For example, Shift+B is the same as Shift+b. If Ctrl, Alt, or Shift is part of the shortcut, the sequence of the keys doesn’t matter. For example, Ctrl+Alt+A is the same as Alt+Ctrl+A.
  • For shortcuts that specify “then,” release the first key, or key combo, before typing the next key. The comma isn’t part of the shortcut.

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Get better Insight with Lightning News

Get instant access to relevant, timely news about customers, partners, competitors, and industries you work with. The News component includes articles from the past 30 days and is available on business accounts, contacts, leads, and the Home page. Articles come from reputable, English-language news sources.

If you come across an interesting news article, easily share it on Chatter. When you share an article from a record’s detail page, it’s posted to that record’s Chatter feed. When you share an article from Home or the News app, it’s posted to your Chatter profile for all your followers to see.

Steps to Enable News

  1. Make sure you’ve allowed the network access needed for News to work.
  2. From Setup, enter Account Settings in the Quick Find box, then select Account Settings.
  3. Select Enable News.
  4. Make sure that the News component is on your page layouts.

Note:

  • To get the most relevant news, Be sure to include a website. Try to have the value in the Account Name field match the company name, so be aware of incorrect spellings, special characters, and other formatting.
  • Salesforce processes all news to ensure it’s relevant and free of spam and inappropriate content. If you see inappropriate or incorrect news items, flag them using the feedback options.

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Custom Redirects In Pardot

Do you want to track the links that you have shared on social media or any third party website? No worries, Pardot can give you the functionality to track each and every link that you have shared no matter if the link is on your website or any other third party website.

Pardot gives you the Custom Redirects option which can help you to track your link even if they are not on your websites, For example, newsletter links on Social Media.

The benefit of using the Custom redirects are:

  • You can set a completion action on the links when the prospect is associated with them.
  • Helpful in tracking the Banner Ads clicks.
  • Tracking the links on Social Media.
  • All link clicks will be tracked as an activity on a prospect record.

Some Consideration while using the Custom redirects:

  • If a prospect clicks on the Custom Redirects, that will be added in prospect activity after 30 minutes.
  • Completion actions on the Custom Redirects will work only for prospects. If a visitor clicks on the link and becomes a prospect later, in that case the links activity will not show up on the prospect activity tab.
  • Custom Redirects will work continuously even if they are archived in Pardot.

How to Create a Custom Redirects

  • Navigate to Marketing | Content | Custom Redirects.
  • Click +Add Custom Redirect.
  • Enter the Name. That name will appear in prospect activity and reporting.
  • Choose a Campaign
  • Enter the valid URL of the page, which you want to track after click.
  • (Optional) Add Google Analytics parameters. 
  • Add completion actions as per your needs. 
  • When finished, click Create Custom Redirect.

Here you can check the Screen Prompt of the Custom Redirects.

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Page Actions In Pardot

Having a problem with instantly taking action on prospects if they visit your price page or any other specific page on your website? Pardot Page Actions are here to the rescue, they can help you to take action on prospects if they view any of the specific pages that match as per the criteria defined by you.

Page Actions are completion actions that are triggered by a prospect’s page views. It helps you to find out the best set of prospects for your organization. You may choose to add them as prospects to a list, assign these prospects to users if they view your product pricing page or any page which you consider as a good match for the prospect to reach out.

With Page Actions you may also remove prospects from any list, For example: if any of your prospects visit a page that contains some free resources for download or any specific page which you consider not a good match for your prospects then you can take a completion action and remove them from the list.

Consideration for using the Page Actions 

  • You can apply Page Actions to any website page that contains your Pardot tracking code.
  • Page Actions do not retroactively. They work when one or more of your pages are viewed by prospects.
  • Page Actions works on the exact URL which needs to be matched with your website URL.

Completion Action are available for Page Actions

  • Assign to user
  • Add to List
  • Remove from List
  • Add to Salesforce Campaign
  • Set prospect’s Source Campaign

Let’s Create a Page Actions and set a completion action based on the prospect page views.

  • Navigate to Marketing | Automation | Page Actions.
  • Click + Add Page Action.
  • Enter the Name.
  • Enter the full URL of the page. It must be a valid URL, and the website page must contain a Pardot tracking code.
  • (Optional) Change the page’s score.
  • (Optional) Choose a scoring category.
  • (Optional) Select Priority Page.
  • Add completion actions as you want.
  • When finished, click Create Page Action.

Here you can check the Screen Prompt of the Page Action.

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Open Your Favorite Calendar View in One Click

Salesforce Calendar views to display your events in Salesforce. Calendar displays all events that you own in Salesforce on the My Events Calendar. Calendars that you create from a Salesforce object display data in date fields as calendar items. You can view, create, and edit your events in a day, week, or month view. You can also see any calendars shared by colleagues that you’ve added to your view.

You can access calendar views by:

  • Choosing the Calendar page from the navigation menu.
  • Opening a related event on a record’s activity timeline.

When you view a calendar in the availability, day, week, or month view and then leave the calendar page., you can see the calendar view that you used most recently without selecting a view from the dropdown when you return to the calendar. This helps you to start scheduling business even faster. 

Let’s take an example.

Lisa, a busy sales rep, often uses the calendar’s month view to schedule client meetings. Now when Lisa switches Salesforce tabs after scheduling a meeting, the month view is there waiting for her, every time. She doesn’t have to choose the month view each time she returns to her calendar.
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