- 13 Jul 2022
- 2 Minutes to read
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Configure Opportunities
- Updated on 13 Jul 2022
- 2 Minutes to read
- Print
- DarkLight
Configuring the Opportunity object for text messaging requires just a few steps. You will need to create one new field and make some modifications to your Opportunity page layout(s).
A Phone
field is required on any object you want to use for text messaging. Opportunities do not come with a standard Phone
field, so you will need to ensure that you have created at least one custom Phone
field on the Opportunity object.
Lightning
- Create a new
Do Not SMS
field for the Opportunity object. By default, this field is not included with the Blackthorn Messaging package; however, creating this field in your org will allow Messaging to function properly. - Go to Setup > Object Manager > Opportunity.
- Click Fields and Relationships.
- Click the New button.
- Choose a
Checkbox
field type and click Next. Give the field the following properties:- Label: Do Not SMS
- API Name: Do_Not_SMS
- Click Next.
- Ensure the field is visible to the necessary profiles and click Next.
- Click Save.
Page Layouts
- Go to Setup > Object Manager > Opportunity.
- Click Page Layouts and 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
field that you just created. - Drag the
Do Not SMS
field onto your page layout and place it where you'd like. If it is already on the layout, move it as needed.
Related List (optional)
- In the top section of the page layout editor, click Related Lists.
- Search for the SMS Messages related list.
- Drag the SMS Messages 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
- 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.
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. Opportunity Layout), choose the Opportunity
object, and click Next. Click Clone Salesforce Default Page. Choose Opportunity 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 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 an Opportunity record to see the Messaging Messenger component on your page.