Quick Send Message Default Values

Default personalizations allow users to streamline their Distributed Marketing experience by creating default customizations for Quick Send messages. You can modify these customizations for individual recipients before sending through any of the Quick Send workflows you can access.

Required Editions

User Permissions Needed
To create and save Lightning pages in the Lightning App Builder Customize Application
To view Lightning pages in the Lightning App Builder View Setup and Configuration
  1. In Salesforce, navigate to Setup.
  2. In Salesforce Setup, type Lightning App Builder in the Quick Find box and click Lightning App Builder.
  3. Edit the page layout for the Quick Send Message object.
  4. Drag the MCDM Quick Send Defaults component onto the page layout.
  5. Save your changes.