{"id":1769,"date":"2019-09-27T11:50:59","date_gmt":"2019-09-27T11:50:59","guid":{"rendered":"https:\/\/staging.txtbox.in\/docs\/salesforce\/?post_type=lsvr_kba&#038;p=1769"},"modified":"2020-04-24T05:19:39","modified_gmt":"2020-04-24T05:19:39","slug":"configure-crm-actions","status":"publish","type":"lsvr_kba","link":"https:\/\/staging.txtbox.in\/docs\/salesforce\/knowledge-base\/configure-crm-actions\/","title":{"rendered":"Configure CRM Actions"},"content":{"rendered":"\n<ol>\n\t<li>Log in to Salesforce and access SMS-Magic Converse.<\/li>\n\t<li>Click the <b>Converse Settings<\/b> tab.<\/li><br><p>\n<img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/08\/reg-n-rem-setng-1.59-9.jpg\"><\/p>\n\t<li>Select the <b>Conversations<\/b> section.<\/li>\n\t<li>Click <b>General Settings<\/b> tab.<\/li><br><p>\n<img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/crm-actions.png\"><\/p>\n\t<li>Under <b>Configure CRM Actions<\/b>, slide the toggle button to enable the feature.<\/li><br><p>\n<img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/crm-1.jpg\"><\/p>\n\t<li>Click <img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/08\/icon-14.jpg\"> and then click <b>Edit<\/b>. The <b>Configure CRM Actions<\/b> for Account pop-up window appears.<\/li><br><p>\n<img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/crm-2.jpg\" style=\"margin-left: auto;margin-right: auto\"><\/p>\n\t<li>Select CRM actions for the object.<\/li>\n\t<li>Click <b>Save Changes<\/b>.<\/li>\n\t<li>Click <b>Save Changes<\/b> at the bottom of the <b>General Settings<\/b> tab page.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Log in to Salesforce and access SMS-Magic Converse. Click the Converse Settings tab. Select the Conversations section. Click General Settings tab. Under Configure CRM Actions, slide the toggle button to enable the feature. Click and then click Edit. The Configure CRM Actions for Account pop-up window appears. Select CRM actions for the object. Click Save [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"lsvr_kba_cat":[],"lsvr_kba_tag":[61,57],"class_list":["post-1769","lsvr_kba","type-lsvr_kba","status-publish","format-standard","hentry","lsvr_kba_tag-configure-converse-settings","lsvr_kba_tag-converse-1-59-admin"],"_links":{"self":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/1769","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=1769"}],"version-history":[{"count":3,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/1769\/revisions"}],"predecessor-version":[{"id":2895,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/1769\/revisions\/2895"}],"wp:attachment":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/media?parent=1769"}],"wp:term":[{"taxonomy":"lsvr_kba_cat","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba_cat?post=1769"},{"taxonomy":"lsvr_kba_tag","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba_tag?post=1769"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}