ValueText ValueText
Docs/Templates & compliance/Set up Quick Text in Salesforce

Set up Quick Text in Salesforce

Quick Text saves time and increases standardization. Users can insert predefined messages, such as greetings, answers to common questions, and short notes. Customers have the option to send a quick text message using ValueText's Mini Chat Console.

Last updated 28 Nov 2025
To use Quick Text, enable the options below.

Enable Quick Text

  1. Go to Setup.
  2. Search for Quick Text in Quick Find.
  3. Select Quick Text Settings.
  4. Enable the options shown below.
  5. Click Save.
Salesforce Quick Text Settings page with the Enable Quick Text toggle turned on, and the
Fig 01

Add the Folder field to the page layout

Under the Quick Text object, add the Folder field to the active page layout, then click Save.

Refer to the image below.

Salesforce Object Manager Page Layouts editor for the Quick Text object, with the Folder field highlighted as it is dragged from the Fields palette into the layout.
Fig 02

Add WhatsApp as a picklist value on the Channel field

  1. Go to Object Manager.
  2. Search for Quick Text.
  3. Click Fields & Relationships.
  4. Click Channel.
  5. Add the WhatsApp picklist value to that field, as shown in the image below.
  6. Click Save.
Salesforce Object Manager Fields & Relationships list for the Quick Text object, with the Channel field highlighted, shown as a Picklist (Multi-Select) type.
Fig 03
Salesforce Add Picklist Values screen for the Channel field, with
Fig 04

Note: Selecting WhatsApp is required if you want the quick text visible in the Mini Chat Console.

Please refer to the image below.

Salesforce Edit Quick Text record for a
Fig 05
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ValueText ValueText
Docs/Templates & compliance/Set up Quick Text in Salesforce

Set up Quick Text in Salesforce

Quick Text saves time and increases standardization. Users can insert predefined messages, such as greetings, answers to common questions, and short notes. Customers have the option to send a quick text message using ValueText's Mini Chat Console.

Last updated 28 Nov 2025
To use Quick Text, enable the options below.

Enable Quick Text

  1. Go to Setup.
  2. Search for Quick Text in Quick Find.
  3. Select Quick Text Settings.
  4. Enable the options shown below.
  5. Click Save.
Salesforce Quick Text Settings page with the Enable Quick Text toggle turned on, and the
Fig 01

Add the Folder field to the page layout

Under the Quick Text object, add the Folder field to the active page layout, then click Save.

Refer to the image below.

Salesforce Object Manager Page Layouts editor for the Quick Text object, with the Folder field highlighted as it is dragged from the Fields palette into the layout.
Fig 02

Add WhatsApp as a picklist value on the Channel field

  1. Go to Object Manager.
  2. Search for Quick Text.
  3. Click Fields & Relationships.
  4. Click Channel.
  5. Add the WhatsApp picklist value to that field, as shown in the image below.
  6. Click Save.
Salesforce Object Manager Fields & Relationships list for the Quick Text object, with the Channel field highlighted, shown as a Picklist (Multi-Select) type.
Fig 03
Salesforce Add Picklist Values screen for the Channel field, with
Fig 04

Note: Selecting WhatsApp is required if you want the quick text visible in the Mini Chat Console.

Please refer to the image below.

Salesforce Edit Quick Text record for a
Fig 05
Was this helpful?
← PreviousSMS Template Creation Next →Access Level or Template Folders
ValueText ValueText
Docs/Templates & compliance/Set up Quick Text in Salesforce

Set up Quick Text in Salesforce

Quick Text saves time and increases standardization. Users can insert predefined messages, such as greetings, answers to common questions, and short notes. Customers have the option to send a quick text message using ValueText's Mini Chat Console.

Last updated 28 Nov 2025
To use Quick Text, enable the options below.

Enable Quick Text

  1. Go to Setup.
  2. Search for Quick Text in Quick Find.
  3. Select Quick Text Settings.
  4. Enable the options shown below.
  5. Click Save.
Salesforce Quick Text Settings page with the Enable Quick Text toggle turned on, and the
Fig 01

Add the Folder field to the page layout

Under the Quick Text object, add the Folder field to the active page layout, then click Save.

Refer to the image below.

Salesforce Object Manager Page Layouts editor for the Quick Text object, with the Folder field highlighted as it is dragged from the Fields palette into the layout.
Fig 02

Add WhatsApp as a picklist value on the Channel field

  1. Go to Object Manager.
  2. Search for Quick Text.
  3. Click Fields & Relationships.
  4. Click Channel.
  5. Add the WhatsApp picklist value to that field, as shown in the image below.
  6. Click Save.
Salesforce Object Manager Fields & Relationships list for the Quick Text object, with the Channel field highlighted, shown as a Picklist (Multi-Select) type.
Fig 03
Salesforce Add Picklist Values screen for the Channel field, with
Fig 04

Note: Selecting WhatsApp is required if you want the quick text visible in the Mini Chat Console.

Please refer to the image below.

Salesforce Edit Quick Text record for a
Fig 05
Was this helpful?
← PreviousSMS Template Creation Next →Access Level or Template Folders
ValueText ValueText
Docs/Templates & compliance/Set up Quick Text in Salesforce

Set up Quick Text in Salesforce

Quick Text saves time and increases standardization. Users can insert predefined messages, such as greetings, answers to common questions, and short notes. Customers have the option to send a quick text message using ValueText's Mini Chat Console.

Last updated 28 Nov 2025
To use Quick Text, enable the options below.

Enable Quick Text

  1. Go to Setup.
  2. Search for Quick Text in Quick Find.
  3. Select Quick Text Settings.
  4. Enable the options shown below.
  5. Click Save.
Salesforce Quick Text Settings page with the Enable Quick Text toggle turned on, and the
Fig 01

Add the Folder field to the page layout

Under the Quick Text object, add the Folder field to the active page layout, then click Save.

Refer to the image below.

Salesforce Object Manager Page Layouts editor for the Quick Text object, with the Folder field highlighted as it is dragged from the Fields palette into the layout.
Fig 02

Add WhatsApp as a picklist value on the Channel field

  1. Go to Object Manager.
  2. Search for Quick Text.
  3. Click Fields & Relationships.
  4. Click Channel.
  5. Add the WhatsApp picklist value to that field, as shown in the image below.
  6. Click Save.
Salesforce Object Manager Fields & Relationships list for the Quick Text object, with the Channel field highlighted, shown as a Picklist (Multi-Select) type.
Fig 03
Salesforce Add Picklist Values screen for the Channel field, with
Fig 04

Note: Selecting WhatsApp is required if you want the quick text visible in the Mini Chat Console.

Please refer to the image below.

Salesforce Edit Quick Text record for a
Fig 05
Was this helpful?
← PreviousSMS Template Creation Next →Access Level or Template Folders