Send a single message to a single contact, lead, or person account from a Quick Send Message Record.
Required Editions
| User Permissions Needed | |
|---|---|
| To use Quick Send: | DM Administrator License permission set and Administrator permission (mcdm_15 namespace) or DMStandard License permission set and Standard permission (mcdm_15 namespace) is required. |
- In Salesforce, navigate to a Quick Send message record.
- In the Audience component, select the Single Send tab.
- Search for and select a single contact, lead, or person account.
- Click the pencil icon.
-
Optionally, customize the message.
Note Your organization determines the content you can customize, so there’s a chance you can’t modify some messages. You can still send the message. -
To send the message, click Send.
Note If your organization uses manual approvals, there’s a Submit button to click instead. Your message sends after it’s approved.