To set up Quick Send to Opportunity Records, add the Send Quick Send Email custom button
to the Contact, Lead, or Person Account List View Search Layout in Lightning App Builder. Quick
Send to Opportunity Records isn’t supported in Experience Cloud.
Required Editions
User Permissions Needed
To set up Quick Send from Opportunity Records:
DMAdministrator License permission set and Administrator permission (mcdm_15
namespace)
To create and save Lightning pages in the Lightning App Builder
Customize Application
To view Lightning pages in the Lightning App Builder
View Setup and Configuration
In Salesforce, navigate to the App Builder.
In the search box, find and select Lightning App Builder.
Click New.
Click Record Page.
Click Next.
Create a label. For example, Distributed_Marketing_Opportunity.
Select Opportunity as the object.
Click Next.
Select Choose Page Template, and select a template. Or select
Clone Salesforce Default Page, and select a view.
Click Finish.
Drag the MCDM Quick Send Message component onto the page layout.
To modify the phone number used for SMS messages, enter the API name of the field for
Distributed Marketing to use.
For Quick Send workflows, modify the Mobile Number API Name.
For Campaign workflows, modify the Mobile Number API Name for Contact or Mobile Number
API Name for Lead sections.
Save your changes.
Activate the page, and assign a default page setting.
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