Configure Leads

Use the steps below to configure the Lead 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 “Lead.”
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 field.
8. Drag and drop the Do Not SMS field onto the page layout.
   

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.
   
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. Lead Layout).
   5. Set Object = “Lead.”
   6. Click Next.
   7. Click the Clone Salesforce Default Page tab.
   8. Choose Lead 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.
    
11. Click Activation.
12. Review the settings.
13. Click Close. Refresh your browser for the changes to take effect.
14. Open a Lead record to see the Blackthorn Messaging Messenger component on your page.
    

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 “Leads.”
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.
   

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.
   
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.
   
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.
       
11. Click Save to save the page layout.