Configure Conversations/Conversations View on Lightning
To Configure Conversation/Conversation View on Lightning, follow the below steps:
- Login to Salesforce using the following page:
![](https://www.sms-magic.com/docs/salesforce/wp-content/uploads/sites/2/2023/02/con1-1024x552.png)
- To login, enter the Username and Password in respective fields and click Login In button.
- The following SMS-Magic Converse Home page appears:
![](https://www.sms-magic.com/docs/salesforce/wp-content/uploads/sites/2/2023/02/con2-1024x334.png)
- 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:
![](https://www.sms-magic.com/docs/salesforce/wp-content/uploads/sites/2/2023/02/con3-1024x223.png)
- Click on the colored dots beside Console Blink on the left. The following options will appear:
![](https://www.sms-magic.com/docs/salesforce/wp-content/uploads/sites/2/2023/02/con4.png)
- Search for SMS-Magic Converse, as shown in the image below:
![](https://www.sms-magic.com/docs/salesforce/wp-content/uploads/sites/2/2023/02/con5.png)
- The following page will appear:
![](https://www.sms-magic.com/docs/salesforce/wp-content/uploads/sites/2/2023/02/con6-1024x109.png)
- Here, click on the Contacts tab as highlighted in the image above. A list of contacts will appear:
![](https://www.sms-magic.com/docs/salesforce/wp-content/uploads/sites/2/2023/02/con7-1024x354.png)
- Click on any contact to open its details page:
![](https://www.sms-magic.com/docs/salesforce/wp-content/uploads/sites/2/2023/02/con8-1024x438.png)
- Here, click on the Setup icon as highlighted on the top right. The following options will appear:
![](https://www.sms-magic.com/docs/salesforce/wp-content/uploads/sites/2/2023/02/con9.png)
- Click on Edit Page
![](https://www.sms-magic.com/docs/salesforce/wp-content/uploads/sites/2/2023/02/con10-1024x467.png)
- To add the Conversation/Conversation View component, click on the Details tab
![](https://www.sms-magic.com/docs/salesforce/wp-content/uploads/sites/2/2023/02/con11-1024x352.png)
- A few menu options will appear on the right. Here, click on the Add Tab button.
![](https://www.sms-magic.com/docs/salesforce/wp-content/uploads/sites/2/2023/02/con12-1024x410.png)
- Click on the Details field to add the Tab Label
![](https://www.sms-magic.com/docs/salesforce/wp-content/uploads/sites/2/2023/02/con13-1024x454.png)
- Select the Custom option to enter the name of the label
![](https://www.sms-magic.com/docs/salesforce/wp-content/uploads/sites/2/2023/02/con14-1024x420.png)
- 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:
![](https://www.sms-magic.com/docs/salesforce/wp-content/uploads/sites/2/2023/02/con15-1024x446.png)
- Here you can see that the Conversation View and Conversation components are added.
- Click on the Conversation View component to proceed:
![](https://www.sms-magic.com/docs/salesforce/wp-content/uploads/sites/2/2023/02/con16-1024x460.png)
- 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
![](https://www.sms-magic.com/docs/salesforce/wp-content/uploads/sites/2/2023/02/con17-1024x496.png)
- Here, all the conversations will get loaded
- Similarly, in the Conversation component, drag and drop the Conversations component as highlighted in the image below:
![](https://www.sms-magic.com/docs/salesforce/wp-content/uploads/sites/2/2023/02/con18-1024x665.png)
- Here the record-specific conversations will get added.
![](https://www.sms-magic.com/docs/salesforce/wp-content/uploads/sites/2/2023/02/con19-1024x90.png)
- Click on the Save button to save the changes. Once the changes are saved, click on the Back button
![](https://www.sms-magic.com/docs/salesforce/wp-content/uploads/sites/2/2023/02/con20-1024x753.png)
- 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:
![](https://www.sms-magic.com/docs/salesforce/wp-content/uploads/sites/2/2023/02/con21-1024x569.png)