Configure Contacts
- 13 Jul 2022
- 3 Minutes to read
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Configure Contacts
- Updated on 13 Jul 2022
- 3 Minutes to read
- Print
- DarkLight
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Configuring the Contact object for text messaging requires a few steps to modify your Contact page layout(s). The steps are outlined below for both Lightning and Classic.
Lightning
- Go to Setup > Object Manager > Contact.
- Click Page Layouts, then choose the layout you want to modify. This will open the Page Layout editor.
Fields
- In the top section of the page layout editor, click Fields.
- Search for the
Do Not SMS (Contact)
field. - Drag the
Do Not SMS (Contact)
field onto your page layout and place it where you'd like.
Related List (optional)
- In the top section of the page layout editor, click Related Lists.
- Search for the SMS Messages (Contact) related list.
- Drag the SMS Messages (Contact) related list into the Related Lists section at the bottom of the page and place it where you'd like.
- Once it's on the page, click the Wrench icon to open the Properties for this related list.
- Add these fields in the following order:
- Message Date
- Direction
- Message (Full)
- Status
- From Phone
- To Phone
- SMS Message Number
- In the
Sort By
drop-down, choose "SMS Message Number" and "Descending". - Click the plus sign (+) located in the Buttons section.
- Uncheck the box next to
New
and click Ok. - Save the page layout.
Lightning Record Page Layout
- While in the Object Manager, click Lightning Record Pages located in the left-hand sidebar.
- Click the name of the Lightning Page Layout you want to modify.
:::(Info) (
If you don't see any Lightning page layouts listed, click the New button. Choose Record Page and click Next. Provide a Label (i.e. Contact Layout), choose the Contact object, and click Next. Click Clone Salesforce Default Page. Choose Contact Record Page Default and click Finish.
:::
You should now be in the Lightning App Builder. On the left-hand sidebar you will see a list of Lightning Components.
- Search for the Blackthorn Messaging Messenger component.
- Drag and drop the Messaging Messenger component to add it anywhere on your page. After adding it to the page you will see some configuration options on the right-hand side. We recommend keeping the default
Max Height
of "400px", but you can modify this as needed.- If you've added the component to a sidebar choose the One Column option.
- If you've added it to a wide section of the page you can select the Two Column option to maximize the space.
- Click Save and Activate your page. You may need to refresh your browser for the changes to take effect.
- Navigate to a Contact record to see the Messaging Messenger component on your page.
Classic
- Go to Setup > Contacts > Page Layouts.
- Click Edit next to the page layout you want to modify. This will open the Page Layout Editor.
Fields
- In the top section of the page layout editor, click Fields.
- Search for the
Do Not SMS (Contact)
field. - Drag the
Do Not SMS (Contact)
field onto your page layout and place it where you'd like.
Messaging Messenger
- Drag a new Section onto your page layout and place it where you'd like.
- Give the new section a
Name
(i.e. "Messaging"). - Select a 1-Column layout.
- Click Ok.
- In the top section of the page layout editor, click Visualforce Pages.
- Find the page named Send_ltng and drag it to the section you just created.
- Hover over the Visualforce page and click the Wrench icon. This opens the page Properties.
- Change the
Height
to "500px". - Select
Show Scrollbars
. - Click Ok.
- Save the page layout.
Related List (optional)
- In the top section of the page layout editor, click Related Lists.
- Search for the SMS Messages (Contact) related list.
- Drag the SMS Messages (Contact) related list into the Related Lists section at the bottom of the page and place it where you'd like.
- Once it's on the page, click the Wrench icon to open the Properties for this related list.
- Add these fields in the following order:
- Message Date
- Direction
- Message (Full)
- Status
- From Phone
- To Phone
- SMS Message Number
- In the
Sort By
drop-down, choose "SMS Message Number" and "Descending". - Click the plus sign (+) located in the Buttons section.
- Uncheck the box next to
New
and click Ok. - Save the page layout.