Canned Responses for Salesforce — Type Less, Close More

Sales reps and support agents in Salesforce type the same emails, case notes, and follow-up messages constantly. Lightning Assist lets you expand any of those from a short shortcut — in Salesforce, in Gmail, in Outlook, and everywhere else.

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Why Salesforce Users Need Text Expansion

Every CRM record requires the same types of input — activity notes, follow-up emails, status updates, and case resolutions. Lightning Assist turns all of these into shortcuts you expand in one keystroke.

Works in Salesforce & Beyond

Expand snippets in Salesforce Lightning, then use the same snippets in Gmail, Outlook, and Slack — no extra setup.

Variables for Personalisation

Use [#ProspectName#] or [#Company#] placeholders that prompt you before expanding for personalised outreach.

AI Email Improvement

Select a Salesforce email draft, press the AI hotkey, and instantly rewrite, adjust tone, or make more concise.

Team Templates

Share approved sales messaging with your entire team so everyone sends consistent, on-brand emails.

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Frequently Asked Questions

Does Lightning Assist work in Salesforce Lightning?

Yes. Lightning Assist works in any browser-based application including Salesforce Lightning and Salesforce Classic — in Chrome, Firefox, Edge, and Safari.

Can I use it for Salesforce case notes and emails?

Yes. Expand snippets in Salesforce email composer, case notes, activity logs, and any other text field in Salesforce.

Does it work outside Salesforce too?

Yes — this is the key advantage. Your snippets work in Salesforce AND in Outlook, Gmail, Slack, Teams, and every other app. One library, everywhere.

Can my sales team share templates?

Yes. Lightning Assist includes team sharing. Share your entire snippet library with your sales team so everyone uses the same, approved messaging.

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