Questions tagged [quick-text]
Questions relating to Quick Text which allows you to insert predefined messages, like greetings, answers to common questions, and short notes. You can insert quick text in emails, chats, events, tasks, Knowledge articles, and more.
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Quick Text not merging fields from related lookup Object
I'm using the standard Case object that has a custom field called: Case Financial Vendor which is a lookup relationship to the standard Account Object.
When trying to use Quick Text for merging fields ...
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Is there any counterpart of replacement tokens available in other Knowledge system, in Salesforce Knowledge?
My client needs to migrate articles from old system to Salesforce Knowledge.
In the source system, there is a special term of replacement token.
There is a dynamic text in articles like {{...
- 17.5k
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How to access quicktext programatically within a LWC in utility bar?
I have configured embedded chat in my website, and the agents are serving the customer chats via service console.
I have another browser extension which is used by customer support agents to load data ...
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Use QuickText from custom LWC
Is there any way to invoke the Quick Texts functionality from a Custom LWC?
I know that you can query the QuickText object so you could retrieve and select your records. However if I understand ...
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How to enable "Share and organize quick text in folders" via SFDX?
How do I automate enabling "Share and organize quick text in folders" via the SFDX CLI?
I've looked and I can't seem to see a feature to enable, and I can't find out how to set this. ...
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No quick text yet!
I've created some quick text, which works fine when I go to the tasks tab and click into a task record.
However when I go to an Opportunity record, then in the Activities component, if I click the ...
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QuickText is not a "valid Tab" error when deploying Profiles
I'm deploying a Profile Foo from VCS to an org. SFDC reports a deployment error
You can't edit tab settings for QuickText, as it's not a valid tab
Yet if I look in the target org under Tab Settings, ...
- 72.6k