Configure Leads

Configuring the Lead object for text messaging requires just a few steps.  You only need to make some modifications to your Lead page layout(s).  The steps are outlined below for both Lightning and Classic.

Lightning


Go to Setup > Object Manager > Lead.

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.  Then search for the Do Not SMS field.

Drag the Do Not SMS field onto your page layout and place it wherever you'd like. 

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.  You can place it wherever 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:

  1. Message Date
  2. Direction
  3. Message (Full)
  4. Status
  5. From Phone
  6. To Phone
  7. 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.  Then click Ok. 

Save the page layout.

Lightning Record Page Layout

While still 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. Lead Layout), choose the Lead object, and click Next.  Click Clone Salesforce Default Page.  Choose Lead 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 Textey Messenger component.

Drag and drop the Textey 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 then Activate your page.  You may need to refresh your browser for the changes to take effect.

Now you can navigate to a Lead record and you should see the Textey Messenger component on your page.


Classic


Go to Setup > Leads > 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.  Then search for the Do Not SMS field.

Drag the Do Not SMS field onto your page layout and place it wherever you'd like. 

Textey Messenger

Drag a new Section onto your page layout.  You can place this wherever you'd like.

Give the new section a Name (i.e. "Textey").  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.  Drag this Visualforce page into the new section you just created.

Hover over the Visualforce page and click the Wrench icon.  This opens the page Properties.  Change the Height to 500.  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 related list.

Drag the SMS Messages related list into the Related Lists section at the bottom of the page.  You can place it wherever 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:

  1. Message Date
  2. Direction
  3. Message (Full)
  4. Status
  5. From Phone
  6. To Phone
  7. 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.  Then click Ok. 

Save the page layout.

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.