{"id":1210,"date":"2019-09-26T12:30:23","date_gmt":"2019-09-26T12:30:23","guid":{"rendered":"https:\/\/staging.txtbox.in\/docs\/salesforce\/?post_type=lsvr_kba&#038;p=1210"},"modified":"2020-04-24T05:19:55","modified_gmt":"2020-04-24T05:19:55","slug":"send-message-from-converse-inbox","status":"publish","type":"lsvr_kba","link":"https:\/\/staging.txtbox.in\/docs\/salesforce\/knowledge-base\/send-message-from-converse-inbox\/","title":{"rendered":"Send a Message from Converse Inbox"},"content":{"rendered":"\n<ol>\n<li>On the Salesforce Home page, click <img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/08\/icon-1.jpg\">.<\/li>\n<li>Click <b>Sales Console<\/b>. The Console page appears displaying a narrow panel at the bottom of the screen comprising the Conversation View and the History tab.<\/li>\n<li>Click <b>Conversations View<\/b>. The conversation list appears.<\/li><br>\n<div class=\"c-alert-message\">Click individual icons displayed on the top right corner of the message reply panel for more details.<\/div>\n\n<li>Click an individual record to view the conversation details for that record.<\/li><br>\n<div class=\"c-alert-message\">Click individual icons displayed on the top right corner of the message reply panel for more details.<\/div>\n<p><img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/08\/snd-msg-ECD-home-1.59-4.jpg\"><\/p>\n<table style=\"width: 100%;border: none;border-spacing: 0;border-collapse: collapse\">\n<thead>\n<tr>\n<th style=\"vertical-align: top;width: 98px;background-color: #0d98ba;padding: 10px;border: solid thin #cccccc\">\n<p class=\"p_HeaderRow\"><span class=\"f_HeaderRow\">Fields<\/span><\/p>\n<\/th>\n<th style=\"vertical-align: top;width: 866px;background-color: #0d98ba;padding: 10px;border: solid thin #cccccc\">\n<p class=\"p_HeaderRow\"><span class=\"f_HeaderRow\">Description<\/span><\/p>\n<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td style=\"vertical-align: top;width: 98px;padding: 10px;border: solid thin #cccccc\">\n<p class=\"p_TableText\">&nbsp;<\/p>\n<p class=\"p_TableText\"><img loading=\"lazy\" decoding=\"async\" style=\"margin: 0;width: 45px;height: 40px;border: none\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/11\/iconecdfilter01.jpg\" width=\"45\" height=\"40\"><\/p>\n<\/td>\n<td style=\"vertical-align: top;width: 866px;padding: 10px;border: solid thin #cccccc\">\n<p class=\"p_TableText\"><span class=\"f_TableText\">Click to view the Converse Desk Filters. Refer to the section <a class=\"topiclink\" href=\"https:\/\/staging.txtbox.in\/docs\/salesforce\/knowledge-base\/view-conversations-filters\/\">View Conversations using Global and Conversation Filters<\/a> for more details.<\/span><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"vertical-align: top;background-color: #eeeeee;width: 98px;padding: 10px;border: solid thin #cccccc\">\n<p class=\"p_TableText\">&nbsp;<\/p>\n<p class=\"p_TableText\"><img loading=\"lazy\" decoding=\"async\" style=\"margin: 0;width: 45px;height: 40px;border: none\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/11\/iconecdnewmsg01.jpg\" width=\"45\" height=\"40\"><\/p>\n<\/td>\n<td style=\"vertical-align: top;width: 866px;background-color: #eeeeee;padding: 10px;border: solid thin #cccccc\">\n<p class=\"p_TableText\"><span class=\"f_TableText\">Click to create a new message.<\/span><br><span class=\"f_TableText\">Refer to the section on <a class=\"topiclink\" href=\"https:\/\/staging.txtbox.in\/docs\/salesforce\/knowledge-base\/send-new-message\/\">Send New Message<\/a> for more details.<\/span><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"vertical-align: top;width: 98px;padding: 10px;border: solid thin #cccccc\">\n<p class=\"p_TableText\">&nbsp;<\/p>\n<p class=\"p_TableText\"><img loading=\"lazy\" decoding=\"async\" style=\"margin: 0;width: 45px;height: 40px;border: none\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/11\/iconcrmactions01.jpg\" width=\"45\" height=\"40\"><\/p>\n<\/td>\n<td style=\"vertical-align: top;width: 866px;padding: 10px;border: solid thin #cccccc\">\n<p class=\"p_TableText\"><span class=\"f_TableText\">Click to execute CRM actions on a record. You can do the following:<\/span><\/p>\n<ul>\n<li>View Contacts<\/li>\n<li>Edit Contacts<\/li>\n<li>Create New Task<\/li>\n<li>Create an Opportunity<\/li>\n<li>Create an Event<\/li>\n<li>Create a Case<\/li>\n<\/ul>\n<div style=\"text-align: left;text-indent: 0;line-height: 1.50;padding: 0 0 0 0;margin: 0 0 0 0\">\n<table style=\"background-color: #f8f8f8;border: none;border-spacing: 0;border-collapse: collapse\">\n<tbody>\n<tr>\n<td style=\"vertical-align: middle;width: 310px;padding: 5px;border: solid thin #cccccc\">\n<p class=\"p_Note\"><img loading=\"lazy\" decoding=\"async\" style=\"margin: 0;width: 21px;height: 27px\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/11\/icon_note.jpg\" width=\"21\" height=\"27\"><\/p>\n<\/td>\n<td style=\"vertical-align: top;width: 861px;padding: 5px;border: solid thin #cccccc\">\n<p class=\"p_TableText\"><span class=\"f_TableText\">CRM Actions that are made available to you may vary depending on your organizational requirements and the configurations made by your Administrator.<\/span><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"vertical-align: top;background-color: #eeeeee;width: 98px;padding: 10px;border: solid thin #cccccc\">\n<p class=\"p_TableText\">&nbsp;<\/p>\n<p class=\"p_TableText\"><img loading=\"lazy\" decoding=\"async\" style=\"margin: 0;width: 45px;height: 40px;border: none\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/11\/iconsrch01.jpg\" width=\"45\" height=\"40\"><\/p>\n<\/td>\n<td style=\"vertical-align: top;width: 866px;background-color: #eeeeee;padding: 10px;border: solid thin #cccccc\">\n<p class=\"p_TableText\"><span class=\"f_TableText\">Click to search for a conversation.<\/span><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"vertical-align: top;width: 98px;padding: 10px;border: solid thin #cccccc\">\n<p class=\"p_TableText\">&nbsp;<\/p>\n<p class=\"p_TableText\"><img loading=\"lazy\" decoding=\"async\" style=\"margin: 0;width: 45px;height: 40px;border: none\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/11\/icon_refreshblu.jpg\" width=\"45\" height=\"40\"><\/p>\n<\/td>\n<td style=\"vertical-align: top;width: 866px;padding: 10px;border: solid thin #cccccc\">\n<p class=\"p_TableText\"><span class=\"f_TableText\">Click to refresh the screen.<\/span><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"vertical-align: top;background-color: #eeeeee;width: 98px;padding: 10px;border: solid thin #cccccc\">\n<p class=\"p_TableText\">&nbsp;<\/p>\n<p class=\"p_TableText\"><img loading=\"lazy\" decoding=\"async\" style=\"margin: 0;width: 45px;height: 40px;border: none\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/11\/iconellipsis_blu.jpg\" width=\"45\" height=\"40\"><\/p>\n<\/td>\n<td style=\"vertical-align: top;width: 866px;background-color: #eeeeee;padding: 10px;border: solid thin #cccccc\">\n<p class=\"p_TableText\"><span class=\"f_TableText\">Click to select from any of the following actions:<\/span><\/p>\n<ul>\n<li><strong>Assign Conversations<\/strong> \u2013 Click to assign a conversation to another user. Refer to the section on <a class=\"topiclink\" href=\"https:\/\/staging.txtbox.in\/docs\/salesforce\/knowledge-base\/assign-conversations\/\"> Assign Conversations<\/a> for more details.<\/li>\n<li><strong>Close Conversations<\/strong> \u2013 Click to close a conversation.<\/li>\n<li><strong>Related Conversation<\/strong> \u2013 Click to view all the related conversations.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>\n<li>Type the message and click <b>Send<\/b>.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>On the Salesforce Home page, click . Click Sales Console. The Console page appears displaying a narrow panel at the bottom of the screen comprising the Conversation View and the History tab. Click Conversations View. The conversation list appears. Click individual icons displayed on the top right corner of the message reply panel for more [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"lsvr_kba_cat":[151],"lsvr_kba_tag":[],"class_list":["post-1210","lsvr_kba","type-lsvr_kba","status-publish","format-standard","hentry","lsvr_kba_cat-send-messages-22user159"],"_links":{"self":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/1210","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba"}],"about":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/types\/lsvr_kba"}],"author":[{"embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/comments?post=1210"}],"version-history":[{"count":24,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/1210\/revisions"}],"predecessor-version":[{"id":4559,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/1210\/revisions\/4559"}],"wp:attachment":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/media?parent=1210"}],"wp:term":[{"taxonomy":"lsvr_kba_cat","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba_cat?post=1210"},{"taxonomy":"lsvr_kba_tag","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba_tag?post=1210"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}