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Set Up Quick Send from Cases

To set up Quick Send from a case, add the MCDM Quick Send Message Lightning component to the Case page layout in the Lightning App Builder or Experience Builder to a Case.

Required Editions

User Permissions Needed
To create and save Lightning pages in the Lightning App Builder: Customize Application
  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. Click New.
    Note
    Note You can modify an existing page instead of creating one.
  4. Click Record Page.
  5. Click Next.
  6. Create a label, for example, Distributed_Marketing_Case.
  7. Select Case as the object.
  8. Click Next.
  9. Select Choose Page Template and select a template, or select Clone Salesforce Default Page and select a view.
  10. Click Finish.
  11. Drag the MCDM Quick Send Message component onto the page layout.
  12. To modify the phone number used for SMS messages, enter the API name of the field for Distributed Marketing to use 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.
  13. Save your changes.
  14. Activate the page.
  15. Assign a default page setting.

See Also