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Cannot find 'Quick Text' channels

Дата публикации: Nov 10, 2022
Описание
When creating or edit Quick Text records user may only see "Chat" as an available option.
Решение
Depending on which features are enabled in your organization, the following channels may be available:
  • Email - For "Email" actions
  • Event - For "Event" actions
  • Internal - Works with internal fields, like on the Change Status action
  • Chat - Works with Chat in the Salesforce console
  • Messaging - Works with Messaging in the Service Console
  • Phone - For the "Log a Call" action
  • Portal - Works in a Community or Customer Portal
  • Social - For Social Posts
  • Task - For the "Log a Call" action
 

If you only see 'Chat,' try to enable Case Feed

In Salesforce Classic

  1. Go to Setup | Customize Cases Support Settings
  2. Click on Edit.
  3. Select Enable Case Feed Actions and Feed Items.
  4. Click on Save.

 

In Lightning Experience

  1. Click on gear icon and select Setup.
  2. In the Quick Find box, enter Support Settings.
  3. Under Feature Settings | Service, select Support Settings.
  4. Click Edit.
  5. Select Enable Case Feed Actions and Feed Items.
  6. Click Save.
Номер статьи базы знаний

000387603

 
Загрузка
Salesforce Help | Article