Available on Mac, Windows and in your browser
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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.
Create a Quick Text record with your message and any merge fields.
Store it in a folder and share the folder with the right users or groups.
In a supported Lightning console app, press Cmd+. on Mac or Ctrl+. on Windows to open Quick Text, then search and insert.
Because Quick Text stays inside Salesforce, you cannot reuse it in your other apps.
Save your standard replies in Typedesk, each with a short shortcut like /refund.
Open a Salesforce case, email, or chat and type the shortcut.
The full response expands instantly, ready to send or edit.
Set up Typedesk once and reuse your Salesforce replies everywhere you work.
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.
The most versatile way to create and reuse replies in Salesforce
Features
Create templates with custom fill-in fields
Share templates with teammates
Insert templates with a text shortcut
Search templates by keyword
Organize templates into folders
Reuse the same templates across apps
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.
Load your most-used replies into Typedesk, assign a shortcut to each, and let your agents reply in seconds while staying on-brand.
Common questions about Salesforce Quick Text and canned responses.
Visit learning centerJoin the text expander revolution. Get typedesk for you and your team today to reclaim your time!
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