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  • The spring’21 release is available under the pre-release program  In this release, you will find new enhancements related to: Lightning Experience Salesforce Flow Lightning Web Component Apex Experience Cloud Pardot Quip Tableau CRM And APIs Sales Features : Flexibility to track information on opportunity products and more options for lead conversion. Package providers get more […]

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  • Salesforce Spring ’19 Release Features The Salesforce Spring ’19 Release is here, and you’ll now be able to explore the exciting new features and upgrades of the newest release. Here is a quick overview of Salesforce Spring ‘19 release date, our most loved features in the Salesforce Spring ’19 Release, like the advanced Lightning Experience […]

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  • Quick Text in Salesforce

    Quick text is predefined messages, like greetings, answers to common questions, and short notes. Which helps to stop retyping the same message over and over and save time. You can insert quick text in emails, chats, and more.

    Enable Quick Text:

    • From Setup enter Quick Text Settings in the Quick Find box
    • Select Quick Text Settings
    • Click Enable Quick Text
    • Save

    Where can use Quick Text?


    Give Users Access to Quick Text:

    Giving users access to quick text lets them insert predefined messages in their emails, chats, events, tasks, Knowledge articles, and more. Service agents can respond to customers and update cases quickly and easily. Sales reps can work with their contacts, accounts, and opportunities more efficiently.

    Use a permission set or update profiles to give your users Read permission on the Quick Text object. Optionally, you can also give users Create, Edit, and Delete access to let them create and manage their own quick text messages.

    Create Quick Text Messages:

    Create custom predefined messages to insert into emails, chats, tasks, events, and more. Quick text can include merge fields, line breaks, and special characters.

    • Open Quick Text tab
    • Click on New to create Quick Text (You can create record type for Quick Text)
    • Enter a message name (Use a name that helps users identify when to use this message)
    • Enter the message (The message can include line breaks, lists, special characters, merge fields, and up to 4,000 characters)
    • You can merge fields based on your requirement.
    • Select the channels in which you want the message to be available.
      • Email : For Email actions
      • Event : For Event actions
      • Internal : Works with internal fields, like on the Change Status action
      • Knowledge : For Knowledge articles in Lightning Experience
      • Live Agent : Works with Live Agent chat in the Service Console
      • Phone : or the Log a Call action
      • Portal : Works in a community or a customer portal
      • Social : For social posts
      • Task : For Task actions
    • Select a category
    • Select a channel
    • If you use merge fields, click Preview to review the message with data from records that you choose.
    • Save

    Insert and Use Quick Text:

    You can use quick text on all standard and custom objects in the following supported quick actions or places: emails, events, Knowledge articles, Live Agent chats, Log a Call action, social posts, and tasks.

    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. In Lightning Experience, you share quick text using folders.

    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 the quick text.

  • Efficient queries not only perform better, but they help ensure that you don’t run into problems with governor limits. And it can crash a system faster than anything is a poorly performing query. And that is where governor limits come in. Your SOQL query may return so many objects that the limit on heap size […]

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  • Twopir consulting has successfully completed the implementation and integration of Egnyte with salesforce. Egnyte provides functionality for storing and syncing files, attachments within the Salesforce web interface.  ABOUT EGNYTE : Egnyte for Salesforce makes it easy to access and share business files in Salesforce with no limits to storage capacity or file size. You can […]

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  • Formstack Document: Managing your legal practice from salesforce can keep your information organized and can streamline a lot of the day-to-day operations. But as with almost any business firm, there’s always paperwork – lots of paperwork.  From generating documents, sending them to clients, or filing them away, you probably spend hours a day on paperwork. With Formstack Documents, […]

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  • Egnyte is a software company that provides a cloud platform for enterprise file synchronization and sharing [1] as well as content and data governance for business customers. It offers storage, collaboration, and sharing capabilities using a cloud infrastructure, and users can access files from on-premises and cloud environments. The emphasizes specific areas of enterprise content […]

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  • What is LawPay? LawPay provides easy-to-use payment solutions that take the work out of getting paid. From sending payment requests and tracking payments to protecting your IOLTA account and integrating with your favorite legal software products—LawPay has you covered. LawPay Features: Payment Pages Quick Bill Scheduled Payments Comprehensive Reporting Custom Dashboard Scheduled Payments Integrated Partners […]

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  • Mass Action Scheduler :- Mass Action Scheduler used to schedule Process Builder, Flows, Quick Actions, Email Alerts, Workflow Rules, or Apex to process records from Reports, List Views, SOQL, or Apex. No more waiting for records to be updated or creating clever workarounds to cause records to be updated to cause these actions to fire. […]

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