Loading
Service
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Share Quick Text

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce Service

            Share Quick Text

            You can share quick text with users, public groups, and more. The way you share quick text in Salesforce Classic and Lightning Experience is different. In Salesforce Classic, you can share individual quick text messages. In Lightning Experience, you share quick text using folders.

            Required Editions

            View supported editions.

            You can also change your org-wide default sharing setting for quick text. Or you can limit access by creating sharing rules to specify which groups of users have access to quick text.

            Share Quick Text Using a Folder (Lightning Experience)

            Use folders to create unique sets of quick text messages for different business units in your company. For example, create separate folders of quick text for your service and sales divisions, and then share each folder with the users in that division.

            Required Editions

            User Permissions Needed
            To create a quick text folder: Create on quick text
            To share a quick text folder: Owner of the folder OR Manage access on the folder
            To manage and share all quick text folders: View Setup and Configurations AND Modify All Records on quick text

            You can create up to four levels of folders to organize quick text: one root folder and up to three subfolders that inherit the root folder’s settings. When a user shares a folder, all messages in the folder are shared.

            Important
            Important Sharing settings on folders override sharing settings on individual quick text messages. If you shared a quick text message in Salesforce Classic, that sharing is ignored after folder sharing is turned on and the quick text is assigned to a folder. If folder sharing is turned off later, the individual sharing settings once again apply.
            1. Confirm that folder sharing is turned on and visible to users.
              1. On the Quick Text Settings page in Setup, select Share and organize quick text in folders. This setting lets users see folders in the quick text browser and list view. It also disables the Share button on quick text records in Salesforce Classic that belong to a folder. Once you turn it on, we recommend leaving it on.
              2. In the Object Manager in Setup, navigate to the Quick Text page layout. If the layout doesn’t include the Folder field, add it.
            2. Organize your quick text into folders to be shared with other users.
            3. From the App Launcher, select Quick Text to open the Quick text tab.
            4. In the quick text folder list view, select All Folders, Created by Me, or Shared with Me to review the folders you have access to.
            5. Click the dropdown menu next to a folder in the list, and select Share.
              • You can share only the folders that you created or that you have manage access on.
              • You can share only the first-level folders, known as root folders. Subfolders inherit their root folder’s settings.
            6. Enter the sharing details.

              You can share with users, groups, roles, or other groupings using a combination. If a user is given access twice, their higher permission level is granted. For example, a group is added with View access, but a user in the group also has Edit and Manage permissions. In this case, the user receives the Edit and Manage permissions.

            7. Click Share.
              The sharing setting is applied to the Who Can Access list. To change an entry’s access level, select a new access level. To delete a Who Can Access entry, click X on the entry.

            You can also use the Analytics Folder API to create and manage folders.

            Share a Single Quick Text (Salesforce Classic)

            You can share an individual quick text record in Salesforce Classic with other users or groups.

            Required Editions

            User Permissions Needed
            To view quick text: Read on quick text
            To share quick text: Create AND Edit on quick text
            1. In Salesforce Classic, open the quick text record that you want to share.
            2. Click Sharing, then click Add.
            3. In the New Sharing page, select a group or user from the Available list.
            4. Click Add.
              To stop sharing a quick text, select a group or user from the Share With list, and click Remove.
            5. Set the Access Level to either Read Only or Read/Write.
              • Read Only allows users to view and insert the quick text.
              • Read/Write allows users to edit, view, and insert the quick text. Users with this access can’t delete the shared quick text; only you can delete quick text that you create.
            6. Click Save.

            See Also

             
            Loading
            Salesforce Help | Article