Configuring the Chat Widget on Lightning Record Page
- Open the object’s record page that you want to configure, for example, the Lead record page.
- Click on
Setup
(gear icon on the top right corner). - Choose
Edit Page
to open the Lightning App Builder. - Add a new tab to the record page layout.
- Drag the
ChatComponent
into this new tab.
The ChatComponent will display conversations related to that particular record directly on the Lightning record detail page.
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Accessing All Conversations
- All conversations can be accessed via the
CRM Messaging App
in Salesforce. - Navigate to the
Conversations
tab to view all conversations. - Users can also initiate and manage conversations from this tab.
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Using Templates
- Predefined message templates can be accessed and managed from the
Templates
section.
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Messaging Analytics
- Comprehensive messaging analytics can be viewed in the
Home
tab.
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By following these configurations and navigations, you can fully utilize the CRM Messaging capabilities within Salesforce.