Send a Message from an Opportunity Record

Send a single message from an opportunity record.

User Permissions Needed
To create and save Lightning pages in the Lightning App Builder:	Customize Application

In Salesforce, navigate to an Opportunity record.
In the Quick Send Messages component, select a business unit.

Note Your organization determines the business units you can access. You may not have this option.
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.
Search for and select a recipient.
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.

Product Area