Salesforce Distributed Marketing

Quick Send

[ fill in ] Core feature of Salesforce Distributed Marketing. It allows users to send a single, pre-approved Marketing Cloud message (email or SMS) directly from a lead, contact, or person account record in Sales or Service Cloud.

To Send a Message (End-User View)

1. If you are a sales representative, account manager, or support agent trying to send a single message:

2. Navigate to a Lead, Contact, or Person Account record.

3. Look for a custom Lightning block named the Quick Send Messages component (usually placed on the right-hand sidebar or under a specific tab depending on how your admin customized the page layout).

4. Alternative location: You can also access Quick Send directly from List Views if your admin has enabled it for bulk sends.

To Configure and Manage Content (Admin View)

1. Click the App Launcher (the 9-dot grid icon in the top-left corner of Salesforce).

2. Search for and select Distributed Marketing Administration.

3. Inside that app, navigate to the Quick Send tab layout to choose your Business Unit and manage which Journeys are allowed for user selection.

To Add QuickSend to the Layout (System Customizer View)

If you do not see the component on your Lead or Contact pages, a Salesforce Administrator must add it:

1. Go to Setup > Object Manager > Select Lead or Contact.

2. Open Lightning Record Pages and edit the page layout.

3. Locate the MCDM Quick Send custom component in the left-hand panel and drag it onto the record page canvas.