We would like to use a template on Opportunity Chatter. We created a Post Template, however we do not have the Icon available to select the template? How should it be added?
Thank you!
3 answers
Hi @Anne Pervier, currently templates can only be used in chatter within approval processes, as you mentioned. I didn't see anything on the AppExchange for this, so two workarounds could be.....
- Creating a screen flow launched from a button
- this would be the better option if a lot of people requested this on your team but it would also take more time
- Using a clipboard to paste messages
- this option would take less time to setup and would be ideal if only a few people on your team needed this feature
- If you use windows you could use the "windows key + v" shortcut and pin the relevant messages
- Or you could install a clipboard as a browser extension
- Creating a screen flow launched from a button
