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.
![Chat Widget, Conversation Widget, and Templates 1 Screenshot 2023 10 09 151339](https://crm-messaging.cloud/wp-content/uploads/2023/10/Screenshot-2023-10-09-151339-1024x492.png)
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.
![Chat Widget, Conversation Widget, and Templates 2 Screenshot 2023 10 09 152446](https://crm-messaging.cloud/wp-content/uploads/2023/10/Screenshot-2023-10-09-152446-1024x488.png)
Using Templates
- Predefined message templates can be accessed and managed from the
Templates
section.
![Chat Widget, Conversation Widget, and Templates 3 Screenshot 2023 10 09 152517](https://crm-messaging.cloud/wp-content/uploads/2023/10/Screenshot-2023-10-09-152517-1024x492.png)
Messaging Analytics
- Comprehensive messaging analytics can be viewed in the
Home
tab.
![Chat Widget, Conversation Widget, and Templates 4 Screenshot 2023 10 09 152340](https://crm-messaging.cloud/wp-content/uploads/2023/10/Screenshot-2023-10-09-152340-1024x493.png)
By following these configurations and navigations, you can fully utilize the CRM Messaging capabilities within Salesforce.