Send a single message to the primary contact or lead on a Case.
Required Editions
User Permissions Needed
To use Quick Send:
DM Administrator License permission set and Administrator permission (mcdm_15
namespace) or DMStandard License permission set and Standard permission (mcdm_15 namespace)
is required.
Navigate to a case record.
In the Quick Send Messages component, select a message type.
Note Your organization determines the message types you can access. You may not have this
option.
Search for and select a message.
Click the pencil icon.
Optionally, customize the message.
Note Your organization determines the content you can customize, so there’s a chance you can’t
modify some messages. You can still send the message.
To send the message, click Send.
Note If your organization uses manual approvals, there’s a Submit button to click instead.
Your message sends after it’s approved.
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