Create and use email text Shortcuts

Shortcuts give you an easy way to insert text you commonly use into a message. For example, if your email messages frequently include wording that you will follow up with a prospect by phone, you can use a Shortcut to quickly enter that wording in any message.

A few default Shortcuts have been created for you, but you can also create your own.

This article explains how to manage Shortcuts in the SalesforceIQ Communication Center.

Create a Shortcut

  1. Click at the top of any screen.
  2. In the left navigation panel, click Shortcuts.
  3. Click Add a new shortcut in the upper-right corner.
  4. In the Content field, enter the text you want to appear when you enter the Shortcut.
    As you enter the text, the proposed Shortcut characters appear in the Shortcut field. After you save the Shortcut, you can edit these characters, as described below.
  5. Click Save.

Enter a Shortcut in a Message

To enter a Shortcut into a message, do one of the following:

  • Type the Shortcut characters, followed by the space bar.
  • Hover over at the bottom of the compose screen, and select the Shortcut from the list.

Edit or Delete a Shortcut

  1. Click at the top of any screen.
  2. In the left navigation panel, click Shortcuts.
  3. Do one of the following:
    • To edit the Shortcut—Click to the right of the Shortcut, edit the Shortcut content and/or characters, and then click Save.
    • To delete a Shortcut—Click to the right of the Shortcut, and then click Delete to confirm.

You can also edit or delete a Shortcut while composing a message by clicking at the bottom of the compose screen and then clicking Manage your shortcuts.

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