To Configure Conversation/Conversation View on Lightning, follow the below steps:
Login to Salesforce using the following page:
To login, enter the Username and Password in respective fields and click Login In button.
The following SMS-Magic Converse Home page appears:
To proceed, switch to Lightning view (if you are on the Classic view) by clicking on the ‘Switch to Lightning Experience’ link on the top.
The following Lightning home page will appear:
Click on the colored dots beside Console Blink on the left. The following options will appear:
Search for SMS-Magic Converse, as shown in the image below:
The following page will appear:
Here, click on the Contacts tab as highlighted in the image above. A list of contacts will appear:
Click on any contact to open its details page:
Here, click on the Setup icon as highlighted on the top right. The following options will appear:
Click on Edit Page
To add the Conversation/Conversation View component, click on the Details tab
A few menu options will appear on the right. Here, click on the Add Tab button.
Click on the Details field to add the Tab Label
Select the Custom option to enter the name of the label
Enter the label name as Conversation View and click on the Done button. Similarly, the user can add a separate component for Conversation. Once added, the components will appear as shown in the image below:
Here you can see that the Conversation View and Conversation components are added.
Click on the Conversation View component to proceed:
Drag and drop the Conversations View Component from the Custom Components list in the Conversation View space above
Here, you can resize the conversation component in lightning
Here, all the conversations will get loaded
Similarly, in the Conversation component, drag and drop the Conversations component as highlighted in the image below:
Here the record-specific conversations will get added.
Click on the Save button to save the changes. Once the changes are saved, click on the Back button
You will be able to see the Conversation View component with all details on the home page of the Contact
Whereas under the ‘Conversations’ component, you can see the record-specific conversation details, as shown in the image below: