Send a single message from an opportunity record.
Required Editions
| User Permissions Needed | |
|---|---|
| To create and save Lightning pages in the Lightning App Builder: | Customize Application |
- In Salesforce, navigate to an Opportunity record.
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In the Quick Send Messages component, select a business unit.
Note Your organization determines the business units you can access. You may not have this option. -
Select a message type.
Note Your organization determines the message types you can access. You may not have this option.
- Search for and select a message.
- Search for and select a recipient.
- Click the pencil icon.
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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.
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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.