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