Stop retyping the same message over and over, and save time. Use quick text to insert predefined messages 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.
Enable quick text for your org so that your users can insert predefined messages. Quick text streamlines work for service agents and sales reps.
With the latest salesforce release, you can use prebuilt quick texts. New prebuilt Quick Texts enhance agents’ workflow with instant productivity. Agents can resolve cases, request more information from customers, and follow up via email after closed cases or to troubleshoot with only a few clicks.
How to use pre-built Quick Texts?
You need to share the folder Sample Quick Texts 1, and give read access to the service agents you want to access Quick Texts.
Atul Gupta is CloudVandana’s founder, an 8X Salesforce Certified, working with globally situated businesses in creating Custom Salesforce Solutions.
A strong, dynamic, and accomplished leader, as Director at Atul Gupta, guides all the aspects of CloudVandana Salesforce Implementation Team, Analytics, and Information Technology functions.