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1-1 Conversations

  1. Access Record: Navigate to the specific record (Lead, Contact, Account, or custom object) where you wish to send a message.
  2. Click Button: Locate the “Send Message” button on the record page layout and click it.
  3. Compose Message: A pop-up window will appear displaying all phone fields associated with the record. Choose the appropriate phone field, compose your message in the text box provided.
  4. Send: Once you are satisfied with your message, click the “Send” button to dispatch the message.


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Sending Message from Chats

  1. Access Chat Component: On the object’s Lightning page layout, find the ChatComponent tab.
  2. Compose: You can directly write your message in the chat interface. You can also choose from pre-made templates and even use emojis to personalize your messages.
  3. Send: Click on the “Send” icon to send your message.


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Sending Message from Conversations

  1. Go to App: Navigate to the CRM Messaging app within Salesforce.
  2. Conversations Tab: Click on the Conversations tab to view all your conversations.
  3. Compose & Send: Choose a conversation and compose your message. Click “Send” when you’re ready.


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By following these steps, you should be able to engage in 1-1 conversations, use the chat component for quick messages, and participate in conversations from the CRM Messaging app.