---
title: "Configure Accounts"
slug: "configure-accounts"
updated: 2024-10-09T20:02:51Z
published: 2024-10-09T20:02:51Z
canonical: "docs.blackthorn.io/configure-accounts"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.blackthorn.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Accounts

Use the steps below to configure the Account object for SMS messaging in Lightning or Classic.

## Lightning

### Update the Page Layout and Related List

#### Add the Do Not SMS Field.

1. Go to Setup.
2. Click the Object Manager tab.
3. In the Quick Find box, search for and click “Account.”
4. Click the Page Layouts tab.
5. Select the layout type you need to update.
6. Click the Fields tab.
7. In the Quick Find box, search for the **Do Not SMS (Account)** field.
8. Drag and drop the **Do Not SMS (Account)** field onto the page layout.  

![Messaging_DoNotSMS_Account_PageLayout](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/Messaging_DoNotSMS_Account_PageLayout.png)

#### Add the Related List

1. Click the Related Lists tab.
2. In the Quick Find box, search for the “SMS Messages (Account)” Related List.
3. Drag and drop the Related List onto the page layout.
4. Click the **Wrench** icon to open the Properties for this related list.  

![Messaging_DoNotSMS_Account_RelatedList](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/Messaging_DoNotSMS_Account_RelatedList.png)
5. Add these fields in the following order:
  1. **Message Date**
  2. **Direction**
  3. **Message (Full)**
  4. **Status**
  5. **From Phone**
  6. **To Phone**
  7. **SMS Message Number**
6. In the Sort By drop-down, choose "SMS Message Number" and "Descending."
7. Click the **plus sign (+)** located in the Buttons section.
8. Uncheck the box next to New and click **Ok**.
9. Click **Save**.

### Lightning Record Page Layout

1. Click the Lightning Record Pages tab.
2. Click the name of the layout you want to modify.
3. Click **Edit**.
4. Complete the following steps if you don't see any Lightning page layouts listed.
  1. Click **New**.
  2. Choose Record Page.
  3. Click **Next**.
  4. Enter a **Label** (i.e. Account Layout).
  5. Set **Object** = “Account.”
  6. Click **Next**.
  7. Click the **Clone Salesforce Default Page** tab.
  8. Choose Account Record Page Default.
  9. Click **Done**.
5. You should now be in the Lightning App Builder.
6. On the left-hand navigation bar, scroll down to the Custom-Managed section.
7. Locate the Blackthorn Messaging Messenger component.
8. Drag and drop the component onto the page layout.
9. The right-hand column will have the configuration options. We recommend keeping the **Max Height (in pixels)** = "400px", but you can modify it as needed.
  - If you've added the component to a sidebar, set **Column(s)** = “One Column.”
  - If you've added it to a wide section of the page, you can set **Column(s)** = “Two Column” to maximize the space.
10. Click **Save**.  

![Messaging_DoNotSMS_Account_AppBuilder](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/Messaging_DoNotSMS_Account_AppBuilder.png)
11. Click **Activation**.
12. Review the settings.
13. Click **Close**. Refresh your browser for the changes to take effect.
14. Open an Account record to see the Blackthorn Messaging Messenger component on your page.  

![Messaging_DoNotSms_LightningPageLayout](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/Messaging_DoNotSms_LightningPageLayout.png)

## Classic

### Update the Page Layout and Related List

#### Add the Do Not SMS Field

1. Go to Setup.
2. In the Quick Find box, enter “Accounts.”
3. Click Page Layouts.
4. Click **Edit** next to the layout type you need to modify. This will open the Page Layout Editor.
5. Click the Fields tab.
6. In the Quick Find box, search for the **Do Not SMS** field.
7. Drag and drop the **Do Not SMS** field onto the page layout.  

![Messaging_Classic_DoNotSMS_PageLayout](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/Messaging_Classic_DoNotSMS_PageLayout.png)

#### Add the Related List

1. Click the Related Lists tab.
2. In the Quick Find box, search for the “SMS Messages” Related List.
3. Drag and drop the Related List onto the page layout.
4. Click the **Wrench** icon to open the Properties for this related list.  

![Messaging_Classic_DoNotSMS_RelatedList](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/Messaging_Classic_DoNotSMS_RelatedList.png)
5. Add these fields in the following order:
  1. **Message Date**
  2. **Direction**
  3. **Message (Full)**
  4. **Status**
  5. **From Phone**
  6. **To Phone**
  7. **SMS Message Number**
6. In the Sort By drop-down, choose "SMS Message Number" and "Descending."
7. Click the **plus sign (+)** located in the Buttons section.
8. Uncheck the box next to New and click **Ok**.
9. Save the page layout.

### Classic Record Page Layout

1. Click the Visualforce Pages tab.
2. Drag and drop the "+Section" on the page.
3. Enter a **Section Name** such as "Messaging."
4. Under Display Section Header On, check **Detail Page** and **Edit Page**.
5. Set **Layout** to “1-Column.”
6. Click **Ok**.  

![Messaging_Classic_Account_RecordPageLayout](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/Messaging_Classic_Account_RecordPageLayout.png)
7. In the Visualforce Pages section, find the page named "SendLead_ltng."
8. Drag and drop SendLead_Itng in the section you just created.
9. Hover over the section and click the **Wrench** icon to open the Properties for this section.
10. Update the following fields.
  1. Change **Height (in pixels)** to "500."
  2. Set **Show scrollbars** = “True” (checked).
  3. Click **Ok**.  

![Messaging_Classic_DoNotSMS_Account_RecordPageLayout_2](https://cdn.document360.io/f977eec0-500f-40a3-b663-724a51f78075/Images/Documentation/Messaging_Classic_DoNotSMS_Account_RecordPageLayout_2.png)
11. Click **Save** to save the page layout.