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how to create canned responses and quick text in salesforce

Salesforce + Typedesk
canned responses you can reuse everywhere

Agents in Salesforce answer the same cases and send the same emails all day. Salesforce has Quick Text, but it only works inside Salesforce. Typedesk lets you save each reply once and drop it in by typing a short shortcut like /refund or /case, and it works in Salesforce and every other app your team uses. This page shows how the Typedesk integration works with Salesforce and where it goes beyond native Quick Text.

Available on Mac, Windows and in your browser

300+ reviews

How to create canned responses in Salesforce

Salesforce has Quick Text with a keyboard shortcut, folders, sharing, and search, but it stays inside Salesforce. Here is the native method, and the faster, more flexible way with Typedesk.

Without Typedesk

For reference, here is the native method. Salesforce Quick Text supports a Cmd+. keyboard shortcut, folders, folder-level sharing, and search, but it stays inside Salesforce.

With Typedesk

Typedesk runs through the browser extension, so it works directly inside Salesforce and everywhere else you type.

1

Create a Quick Text record with your message and any merge fields.

2

Store it in a folder and share the folder with the right users or groups.

3

In a supported Lightning console app, press Cmd+. on Mac or Ctrl+. on Windows to open Quick Text, then search and insert.

4

Because Quick Text stays inside Salesforce, you cannot reuse it in your other apps.

1

Save your standard replies in Typedesk, each with a short shortcut like /refund.

2

Open a Salesforce case, email, or chat and type the shortcut.

3

The full response expands instantly, ready to send or edit.

typedesk + Salesforce

Why Salesforce agents rely on canned responses

Reply speed and a consistent voice are the whole job in a contact center. Agents want to stop retyping the same case updates and email replies. Salesforce has Quick Text with a Cmd+. keyboard shortcut, folders, folder-level sharing, and search, but it lives only in Salesforce; it cannot follow an agent into email outside Salesforce, a chat tool, or any other app they also work in.
Template ideas for Salesforce:
  • Case updates and resolution replies.
  • Refund, billing, and cancellation answers.
  • Troubleshooting steps for your top recurring issues.
  • Friendly openers and closers that keep tone consistent.

How it works

Set up Typedesk once and reuse your Salesforce replies everywhere you work.

how to create canned responses and quick text in salesforce
1

Install the Typedesk browser extension, plus the desktop app for Windows or Mac.

2

Save your most-used Salesforce replies as templates, each with a short shortcut like /refund or /case.

3

In Salesforce, type the shortcut in a case, email, or chat and the full response expands instantly.

how to create canned responses and quick text in salesforce

One library beyond Salesforce

Native Quick Text stops at Salesforce. Typedesk keeps a single library, so the same replies work in Salesforce, email, Slack, and any web form. Update the wording once, and it updates everywhere, and teams can share one approved library so everyone stays on-brand.

Your Salesforce replies, with superpowers!

Typedesk text expander takes Salesforce Quick Text further, with fill-in fields and use beyond Salesforce.

Fill in details as you type

Salesforce merge fields auto-fill from record data. Typedesk adds fields you complete as the template expands, for anything not on the record, so nothing is left as a placeholder.

Works beyond Salesforce, in every app

Typedesk replies work in Salesforce and in email, Slack, and every other app your team uses, all from one library.

Share one reply library with your team

Keep every approved reply in a single shared library so your whole team stays consistent, with central updates pushed to everyone.

Insert any reply with a shortcut

Type a short shortcut like /refund and the full response expands right where your cursor is, and the same shortcut works everywhere else too.

Take Salesforce Quick Text to a new level

The most versatile way to create and reuse replies in Salesforce

Features

typedesk how to create canned responses and quick text in salesforce
how to create canned responses and quick text in salesforce

Create templates with custom fill-in fields

how to create canned responses and quick text in salesforce
how to create canned responses and quick text in salesforce

Share templates with teammates

how to create canned responses and quick text in salesforce
how to create canned responses and quick text in salesforce

Insert templates with a text shortcut

how to create canned responses and quick text in salesforce
how to create canned responses and quick text in salesforce

Search templates by keyword

how to create canned responses and quick text in salesforce
how to create canned responses and quick text in salesforce

Organize templates into folders

how to create canned responses and quick text in salesforce
how to create canned responses and quick text in salesforce

Reuse the same templates across apps

how to create canned responses and quick text in salesforce
how to create canned responses and quick text in salesforce

Comparison covers the built-in reusable-message features available in each product's standard interface. Optional add-ins, mobile keyboards, developer APIs, and third-party tools are excluded.

Salesforce Quick Text uses merge fields that auto-fill from record data and a keyboard command that opens the Quick Text picker. Typedesk adds custom fill-in fields, individual text shortcuts, and reuse across apps.

Reply faster in Salesforce

Load your most-used replies into Typedesk, assign a shortcut to each, and let your agents reply in seconds while staying on-brand.

I love typedesk! It is by far one of my favourite tools to have in our tech stack.

Customer review

Pip Meecham

Tech Advisor & ClickUp Channel Partner

We use typedesk to ensure that communications remain aligned and uniform across all our channels as our company scales up.

Customer review

Michael Johnson

Senior Certification Specialist, HighLevel

This software is unreal. It's like having a ChatGPT writing assistant on every single app I use and having all the prompts I can create at my fingertips.

Customer review

Michael Montefusco

Founder, Fitness Marketing Machine

This app is a phenomenal tool.

Customer review

David Shutler

Senior Recruitment Consultant

While our help desk does provide saved answers, I use typedesk to maintain a personal voice in my canned responses quickly and efficiently.

Melanie Shears

Finance & People Operations, Customer Billing Specialist, Helpscout

Typedesk it’s truly a timesaver when it comes to writing. Whatever task you’re on, you know you have Typedesk’s backup. I wouldn’t know what I would do without it now!

Customer review

Sean Eruppakkattu

Physicist

Congrats on the launch. Typedesk is an excellent productivity app that I use every single day. Best wishes.

Customer review

Shorif Ahmed Adil

Digital marketing expert

I have purchased many lifetime deal apps (and their competitors) over the years because I believe that technology stacks can improve efficiency, quality, and customer experience. Many of these deals end up being okay. Some end up dying or being duds. Typedesk is one of the few I'm proud to champion. It does its job, and does its job well. It is easy to set up new prompts for expansion, and I feel the pull to create one any time I'm writing text that I think will be a repeated in the future. I don't have to reinvent the wheel everytime I receive a question, and I can standardize my team's responses. We are a law firm, so client confidentiality is also of upmost importance. I really appreciate typedesk's focus on user privacy. Not only do they claim a privacy-centric approach, they explain how they can accomplish it. Before typedesk, I had written a script to insert canned responses into emails and saved my team all kinds of time, but now we can use canned responses anywhere, and it has a much better user experience than what I had been able to provide. Now, typedesk has done it again with their GPT integration! GPT is great, but having it available in context is another great time-saving feature. Now I don't need to rely on another one of my hacky scripts to accomplish the same. This product is reasonably priced, has a great interface, works reliably, focuses on privacy, and has its finger on the pulse. I recommend this product all over the place, and the team makes it really easy for me to want to do so. Keep it up @michel_vermeulen1 !

Customer review

Alex Shahrestani

Law partner and legal-tech founder.

typedesk saves me so much time! Creating a template is easy to do and these shortcuts save so much time. I'm finding new ways every week to continue optimizing my time by fine tuning my templates. The new features provide easy ways to create multiple results from a single template.

Jason E.

COO

Simple app that saves an abundance of time in canned responses across browser and Mac desktop.

Long Nguyen

Multimedia Designer and Zenfluencer.

Excellent product! Switched over from T*xtExpand*r and TypeDesk is soooooo much better. I highly recommend to anyone considering purchase. Congrats on the launch and keep up the good work!

Customer review

C J

Cybersecurity consultant and blogger.

This app is a totally time-saver. So amazing when it comes to typing reports and email messages when I want to save time.

Customer review

Dr. Gwen Smith

Energy healing life coach

Simply the best time saving app, easy to use and implement and very lightweight

Customer review

Jamie Forster

@jamie_forster

Started using it a few weeks ago... it's honestly a god send [can't believe it's the only solution out there of its type]... And the beauty of it is that it's reasonably priced, the team is responsive and it just works! Can't wait for the future of TypeDesk!

Customer review

Emmanuel Lemor

@emmanuellemor

I have been using Typedesk for a few months, and it has saved me so much time and allowed me to send out constant messages effortlessly!

Customer review

Tor Jones

Backpack is filled with colored pencils.

Customer review

Jeremy Muselet

Business Development

Customer review

Teddy Mazereeuw

@teddy_mazereeuw

I love automation, saving time and keystrokes, and minimizing typos - so I already had text expansion set up on my computer, but it didn't work in every app.

JimHohl

I have just bee using this for 10 days and I am already loving the way it integrates with different service desks. I could not actually find a competitive alternative to typedesk.

Gu

This is exactly what I needed for my team to build better systems!

Nookie_at_Dating_Kinky

Super excited to have the Team version of TypeDesk... now I can have my team working to support my business and help their productivity and mine!

NG

Typedesk is probably the only thing that made me want to keep my job as a chat agent. The quick search is absolutely amazing and fast, I have never seen a search like that. So many tags to make it easy. I have told my co-workers about this application, and I know some have tried it out. I am working on getting a team together. This is an absolute must for online support jobs.

Wingman835

This is an extremely helpful tool. Several times a day I have to input information into a government form. Each requires that I type two identical sentences into each form. Typedesk allows me to speed throught this. Only saves a few seconds per form, but it certainly adds up.

Sumo-ling

Typedesk will speed up so many of our repetitive processes & rapidly access a library of canned responses with a click - moving quickly through docs.

paul868

Typedesk is perfect for when you need to get responses out quickly and don't want to have a messy doc open in another window. You can organize all your canned responses easily and retrieve them quickly! Try it out, you'll love it!

Nik_D

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Frequently asked questions

Common questions about Salesforce Quick Text and canned responses.

Visit learning center

Does Salesforce have canned responses?

Yes. Salesforce has Quick Text with folders, folder-level sharing, search, and a Cmd+. keyboard command that opens the Quick Text picker, but it only works inside Salesforce. Typedesk adds custom fill-in fields, per-entry text shortcuts, and use across every app.

How is Typedesk different from Salesforce Quick Text?

Quick Text lives inside Salesforce and auto-fills merge fields from the record. Typedesk uses one library that works in Salesforce and every other app, and adds fields you fill in as you type.

Does Typedesk work inside Salesforce?

Yes. The Typedesk browser extension works in Salesforce, so your shortcuts expand directly in cases, emails, and chats.

Can the whole support team share the same responses?

Yes. Shared libraries let every agent use the same approved answers, with central updates pushed to all of them.

Is it free?

Typedesk adds fill-in fields and use across every app on top of what Salesforce offers, and you can sign up for free to get started.

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