How to create and use Quick Text (Internal)

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How to use Quick Text

At this point, it's configured to be used for email only. In the case email, use Quick Text shortcut in Lightening view "Ctrl+." (Note: Ctrl and dot, no plus), a list of available Quick Text objects will show up for you to search and select from.
The shortcut is ";;" in SFDC Classic view.

 


How to add or edit Quick Text

You can edit it in either Classic view or Lightening view.

Lightening View

From top left corner App Launcher: find and select "Quick Text":

You may add it to your favorite list for easy access:

 

From there, it's the same interface as for cases etc., to add or edit the Quick Text records.

Classic View

In classic view -> Service Home page: click the "+" button to open all tabs:

 

Select the "Quick Text" icon:

 

The Quick Text home page displays as follows:

 

Click "New Quick Text" button to add new Quick Text (most useful channel is email and that's the default selection):

 

Or click on Quick Text Name will bring you to the page for that Quick Text, where you can modify it: