To set up Quick Send to List Views, add the Send Quick Send Message custom button to the
Contact, Lead, or Person Account List View Search Layout in Lightning App Builder. Users can send
up to 75 recipients at once.
Required Editions
User Permissions Needed
To change search layouts:
Customize Application
Considerations:
Quick Send to List Views isn’t supported in Experience Cloud experiences. Search layouts are
defined globally. If search layouts are enabled for CRM users, the quick action can’t be hidden
for Experience Cloud users.
Note Bulk Quick Send also allows users to send to List Views and
has a larger audience cap. Consider using Bulk Quick Send instead, especially if you have CRM
and Community Distributed Marketing users.
When sending a Quick Send SMS message, Distributed Marketing uses the phone number defined
in the Quick Send from Contact or Lead workflows.
If you use Shield Platform Encryption, you can use Quick Send from List Views. Make sure
that the list view has a non-encrypted field for the first field.
In Salesforce, from Setup, select Object Manager.
Select the Contact, Lead, or Account object.
Select Search Layouts for Salesforce Classic.
Edit the List View layout.
Under Custom Buttons, select Send Quick Send Message, and click
Add to add the button to the Available Buttons.
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