Use quick text with Skuid?

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  • Updated 4 months ago
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We've implemented quick text that is used for cases, but would also like to use it in other areas of Salesforce. 

Is there a way to implement quick text with Skuid?

Alternatively, maybe we can open a quick action from a Skuid page?
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Brayden Smith

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Posted 4 months ago

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Luzie Baumgart, Official Rep

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Hi Brayden, we found that the Quick Text is stored in a standard object in Salesforce, called "QuickText". You can add a new model to your Skuid page and connect to the QuickText object as usual. Maybe that's already helpful for you, to use your existing QuickText messages and implement them in your Skuid page. Furthermore, here are some information about Quick Actions, you can try making the actions invocable, then Skuid may be able to run them:

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_actions_invocable.htm
https://docs.skuid.com/latest/en/skuid/salesforce/apex/apex-invocable-methods.html