---
schema_version: "1"
id: b9b3b85ed2136f66abc8644dcef259e3d2e845b6c4cd8b3fac920e3f7121a05b
title: Share Quick Text
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/quick_text_share.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.quick_text_share.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: dc5dc088ec954642517f1b60b618edb4158baeaab8d55c78713c14f5c67e570c
description: You can share quick text with users, public groups, and more. The way you share quick text in Salesforce Classic and Lightning Experience is different. In Salesforce Classic, you can share individual quick text messages. In Lightning Experience, you share quick text using folders.
products:
  - Service Cloud
release: "264"
---
# Share Quick Text

You can share quick text with users, public groups, and more. The way you share quick text in Salesforce Classic and Lightning Experience is different. In Salesforce Classic, you can share individual quick text messages. In Lightning Experience, you share quick text using folders.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.service_editions_reference.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

You can also change your org-wide default sharing setting for quick text. Or you can limit access by creating sharing rules to specify which groups of users have access to quick text.

## Share Quick Text Using a Folder (Lightning Experience)

Use folders to create unique sets of quick text messages for different business units in your company. For example, create separate folders of quick text for your service and sales divisions, and then share each folder with the users in that division.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d35000e89">User Permissions
                  Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d35000e89 ">To create a quick text folder:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d35000e89 ">Create on quick text</td>

              </tr>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d35000e89 ">To share a quick text folder:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d35000e89 ">Owner of the folder OR Manage access on the folder</td>

              </tr>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d35000e89 ">To manage and share all quick text folders:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d35000e89 ">View Setup and Configurations AND Modify All Records on quick
                  text</td>

              </tr>
            </tbody>
          </table>

You can create up to four levels of folders to organize quick text: one root folder and up to three subfolders that inherit the root folder’s settings. When a user shares a folder, all messages in the folder are shared.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/images/icon_important.png)

Important Sharing settings on folders override sharing settings on individual quick text messages. If you shared a quick text message in Salesforce Classic, that sharing is ignored after folder sharing is turned on and the quick text is assigned to a folder. If folder sharing is turned off later, the individual sharing settings once again apply.

1. Confirm that folder sharing is turned on and visible to users.
    1. On the Quick Text Settings page in Setup, select **Share and organize quick text in folders**. This setting lets users see folders in the quick text browser and list view. It also disables the **Share** button on quick text records in Salesforce Classic that belong to a folder. Once you turn it on, we recommend leaving it on.
    2. In the Object Manager in Setup, navigate to the Quick Text page layout. If the layout doesn’t include the Folder field, add it.
2. Organize your quick text into folders to be shared with other users.
3. From the App Launcher, select **Quick Text** to open the Quick text tab.
4. In the quick text folder list view, select **All Folders**, **Created by Me**, or **Shared with Me** to review the folders you have access to.
5. Click the dropdown menu next to a folder in the list, and select **Share**.
    
    - You can share only the folders that you created or that you have manage access on.
    - You can share only the first-level folders, known as root folders. Subfolders inherit their root folder’s settings.
6. Enter the sharing details.
    
    You can share with users, groups, roles, or other groupings using a combination. If a user is given access twice, their higher permission level is granted. For example, a group is added with View access, but a user in the group also has Edit and Manage permissions. In this case, the user receives the Edit and Manage permissions.
7. Click **Share**.
    
    The sharing setting is applied to the Who Can Access list. To change an entry’s access level, select a new access level. To delete a Who Can Access entry, click **X** on the entry.

You can also use the [Analytics Folder API](https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/analytics_api_folders_reference_resource.htm) to create and manage folders.

## Share a Single Quick Text (Salesforce Classic)

You can share an individual quick text record in Salesforce Classic with other users or groups.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d35000e293">User Permissions
                  Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d35000e293 ">To view quick text:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d35000e293 ">Read on quick text</td>

              </tr>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d35000e293 ">To share quick text:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d35000e293 ">Create AND Edit on quick text</td>

              </tr>
            </tbody>
          </table>

1. In Salesforce Classic, open the quick text record that you want to share.
2. Click **Sharing**, then click **Add**.
3. In the New Sharing page, select a group or user from the Available list.
4. Click **Add**.
    
    To stop sharing a quick text, select a group or user from the Share With list, and click **Remove**.
5. Set the Access Level to either **Read Only** or **Read/Write**.
    
    - Read Only allows users to view and insert the quick text.
    - Read/Write allows users to edit, view, and insert the quick text. Users with this access can’t delete the shared quick text; only you can delete quick text that you create.
6. Click **Save**.

#### See Also

- [Design Your Quick Text Strategy](https://help.salesforce.com/s/articleView?id=service.quick_text_strategy.htm&release=264.0.0&type=5 "Before you get started using quick text, run through these planning questions. They help you and your team use quick text effectively to save time.")
- [Create Sharing Rules](https://help.salesforce.com/s/articleView?id=platform.security_sharing_rules_create.htm&type=5&language=en_US)
- [Sharing Settings](https://help.salesforce.com/s/articleView?id=platform.managing_the_sharing_model.htm&type=5&language=en_US)