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Set Up Quick Send from Contacts, Leads, and Accounts

To set up Quick Send to individuals, add the Quick Send Lightning component in Lightning App Builder or Experience Builder to Contact, Lead, or Account page layouts. You can’t set up Quick Send for business accounts.

Required Editions

User Permissions Needed
To create and save Lightning pages in the Lightning App Builder: Customize Application
  1. In Salesforce Setup, enter Lightning App Builder in the Quick Find box, and select Lightning App Builder.
  2. Click New.
    You can also modify an existing page instead of creating one.
  3. Click Record Page.
  4. Click Next.
  5. Create a label, for example, Contact_Quick_Send.
  6. Select the Contact, Lead, or Account object, and click Next.
  7. Select Choose Page Template and select a template, or select Clone Salesforce Default Page and select a view.
  8. Click Finish.
  9. Drag the component MCDM Quick Send Message onto the page.
  10. To modify the phone number used for SMS messages, enter the API name of the field that Distributed Marketing uses as the phone number for SMS sends.
    1. For Quick Send workflows, modify the Mobile Number API Name.
    2. For Campaign workflows, modify the Mobile Number API Name for Contact or Mobile Number API Name for Lead sections.
  11. Save your changes.
  12. Activate the page.
  13. Assign a default page setting.

See Also