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Configure Conversations/Conversations View on Classic

To Configure Conversations/Conversations View on Classic, 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:
  • On the top menu bar, click on Contacts
  • The Contacts Home page appears as shown below:
  • Click on any contact, the following page will appear:
  • Click on the Edit Layout option, as highlighted in the above image in red. 
  • The following contact layout page will appear:
  • As highlighted in red, select the Visualforce Pages option to continue. The following options will appear in the Quick Find list:
  • As Highlighted in the above image, select the Conversation option. Drag and drop the Conversation menu in any space on the page. 
  • The Conversation box will appear as shown below:
  • Click on the Properties option on the top right corner as shown below:
  • The following properties window will appear:
  • For better usability, increase the height to 450 or 500 and click on the OK button
  • Click on the Save button to save the properties, as shown below:
  • After saving, the Conversations component will be visible as shown below:

Here, you will be able to see the record-specific conversation details in a single window.

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URGENT! Please register the 10-digit business phone number (e.g. 555-555-5555) that your organization uses to send texts to consumers in the U.S. Failure to register may cause heavy penalties and disruption to all your text messaging communications.