1. Select the field you want to use quick text on.
2. Use the quick text shortcut to open the quick text browser.In Salesforce Classic, on macOS or Windows, enter ;; in the message field.In Lightning Experience, enter one of the following commands in the message field.macOS: Cmd+.Windows: Ctrl+.Important The quick text shortcut in Lightning Experience works only on U.S. and U.K. keyboards.
3. In Salesforce Classic, on macOS or Windows, enter ;; in the message field.
4. In Lightning Experience, enter one of the following commands in the message field.macOS: Cmd+.Windows: Ctrl+.Important The quick text shortcut in Lightning Experience works only on U.S. and U.K. keyboards.
5. Find the message you want to insert.Note The quick text browsers in Salesforce Classic and Lightning Experience look a bitdifferent, but they do the same thing.
6. To select a message, click it or use your keyboard to highlight it and then press Enter.If your search results return only one item, press Enter to insert the message.If themessage you select contains merge fields, they’re resolved when you add the message. Whenmerge fields don’t apply to the record you’re working with, the merge field resolves blank.For example, quick text with the Case.CaseNumber merge field resolvescorrectly in a case’s Log a Call action. However, that same merge field resolves blank wheninserting quick text on a work order’s Log a Call action.