SMS-Magic Converse Salesforce App

The SMS-Magic Converse Guide equips admins with setup and configuration steps. This guide also has content for users to use SMS-Magic.

    Configure Conversations/Conversations View on Lightning

    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:

    Updated on Feb 14, 2024