{"id":1831,"date":"2019-09-27T13:07:28","date_gmt":"2019-09-27T13:07:28","guid":{"rendered":"https:\/\/staging.txtbox.in\/docs\/salesforce\/?post_type=lsvr_kba&#038;p=1831"},"modified":"2020-04-24T05:19:24","modified_gmt":"2020-04-24T05:19:24","slug":"classic-side-panel","status":"publish","type":"lsvr_kba","link":"https:\/\/staging.txtbox.in\/docs\/salesforce\/knowledge-base\/classic-side-panel\/","title":{"rendered":"Classic Side Panel"},"content":{"rendered":"\n<p>Converse Inbox for Classic Side Panel feature helps the user to see and reply to new messages from the Home tab sidebar of your Salesforce Org. This feature is a compact version of the Converse Desk with minimal functionalities focusing on reading and replying to the unread and new messages.<\/p>\n\n\n\n<ol>\n<li>From the Salesforce navigation on the top right click Setup.\n<\/li><br><p>\n<img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/csp-1.jpg\" \/><\/p>\n<li>Select Home Page Layouts from Home sidebar by:<\/li>\n<ul>\n<li>Using the Quick Find \/ Search field, or<\/li>\n<li>Selecting Build &gt; Customize &gt; Home Page Layouts.\n<\/li><br><p> <img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/csp-2.jpg\" \/><\/p>\n<\/ul>\n<li>On the Home Page Layouts page select which layout to edit.<\/li>\n<li>Click Edit under the Action column.\n<\/li><br><p><img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/csp-3.jpg\" \/><\/p>\n<li>Select converse-home under the Select Narrow Components to Show.\n<\/li><br><p><img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/csp-4.jpg\" \/><\/p>\n<li>Click Next.<\/li>\n<li>On the Edit Home Layout page select the arrangement of the components for the Narrow (Left) Column and the Wide (Right) Column.<\/li><br><p><img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/csp-5.jpg\" \/><\/p>\n<li>Click one of the following of buttons:<br \/><br \/>\n<table class=\"wp-block-table is-style-stripes\"><tbody><tr><th>BUTTON<\/th><th>DESCRIPTION<\/th><\/tr><tr><td>Previous<\/td><td>Returns the user to the&nbsp;<strong>Edit Home Layout<\/strong>&nbsp;page.<\/td><\/tr><tr><td>Save &amp; Assign<\/td><td>Saves the arrangements of the components on the home page and the user goes to the&nbsp;<strong>Home Page Layout Assignment<\/strong>&nbsp;page.<\/td><\/tr><tr><td>Save<\/td><td>Saves the arrangements of the components on the home page and returns the user to the&nbsp;<strong>Home Page Layouts<\/strong>&nbsp;page.<\/td><\/tr><tr><td>Preview<\/td><td>Displays the arrangements of the components on the home page.<\/td><\/tr><tr><td>Cancel<\/td><td>Cancels the configuration of the layout and returns the user to the&nbsp;<strong>Home Page Layouts<\/strong>&nbsp;page.<\/td><\/tr><\/tbody><\/table>\n<\/li>\n<li>On the Home Page Layout Assignment page the user can assign certain components to the home page.<\/li>\n<li>Click Save once the layout assignment is complete.<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\">Conversation On Record Page Layout<\/h4>\n\n\n\n<ol>\n<li>Log in to Salesforce and click Setup. The Setup page appears.\n<\/li><br><p>\n<img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/rpl-1.jpg\"><\/p>\n<li>Search for Visualforce and click the relevant option in the search results. The Visualforce Pages appears.<\/li><br><p>\n<img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/rpl-2.jpg\"><\/p>\n<li>Click New. The New VisualForce page appears.\n<\/li><br><p>\n<img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/rpl-3.jpg\"><\/p>\n<li>Type the label for the page.<\/li>\n<li>Copy and paste the following code in the Visual Markup section.<\/li><br>\n\n<pre class=\"wp-block-preformatted\">&lt;apex:page showHeader=\"false\" standardController=\"Contact\"&gt;\n&lt;apex:includeLightning rendered=\"true\"\/&gt; \n&lt;div id=\"lightning\" \/&gt;<br>&lt;script&gt; var recordId = \"{!$CurrentPage.parameters.id}\"; \n$Lightning.use( \"smagicinteract:conversationApp\", function()\n{ $Lightning.createComponent( \"smagicinteract:conversationView\", \n{ recordId : recordId,<br>embedContext : \"detail\", uiContext : \"classic\" },\n\"lightning\", function(cmp) { } ); } ); &lt;\/script&gt;&lt;\/apex:page&gt;<\/pre>\n\n<li>Change the value for &#8220;StandardController&#8221; to the object where you wish to add the page.<\/li>\n<li>Click Save.<\/li>\n<li>As the code is run for the Contact object, on the Contact Object page, click a Contact record.The Contact record details appear.<\/li><br><p>\n<img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/rpl-4.jpg\"><\/p>\n<li>Click Edit Layout. The Edit Layout page appears.<\/li><br><p>\n<img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/rpl-5.jpg\"><\/p>\n<li>Click Visualforce pages on the top panel and then drag a blank space field to place within the Contact Details section.<\/li>\n<li>Also drag the Section field to the Contact Details section and place it after the blank space you have just inserted. The section properties dialog box appears.<\/li><br><p>\n<img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/rpl-6.jpg\"><\/p>\n<li>Do the following:<\/li>\n<ul>\n<li>Type a name for the section.<\/li>\n<li>Define a location where the section header will be displayed.<\/li>\n<li>Configure the Column layout.<\/li>\n<li>Define the Tab key order.<\/li>\n<\/ul>\n<li>Click OK.<\/li>\n<li>Drag the Visualforce page you have created and place it within this section. The page properties dialog box appears.<\/li><br><p>\n<img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/rpl-7.jpg\"><\/p>\n<li>Do the following:<\/li>\n<ul>\n<li>Modify the page properties. For example, set the Width to 100%, and Height to 550 pixels.<\/li>\n<li>Select the boxes to display a Scrollbar and a Label on the Visualforce page.<\/li>\n<\/ul>\n<li>Click OK. The Contact Record Detail page displays the Conversation view.<\/li><br><p>\n<img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/rpl-8.jpg\"><\/p>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\">Configure Converse Inbox For All Tabs<\/h4>\n\n\n\n<ol>\n<li>From the Salesforce navigation on the top right click Setup.<\/li>\n<li>Select User Interface from Home sidebar by:<\/li>\n<ul>\n<li>Using the Quick Find \/ Search field, or<\/li>\n<li>Selecting Build &gt; Customize &gt; User Interface.\n<\/li><br><p> <img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/ecd-tabs-1.jpg\"><\/p>\n<\/ul>\n<li>Select Show Custom Sidebar Components on All Pages.\n<\/li><br><p><img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/ecd-tabs-2.jpg\"><\/p>\n<\/ol>\n<p><span>This enables the Converse Inbox to be seen on sidebar of all pages in the Classic version of the application.<\/span><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Converse Inbox for Classic Side Panel feature helps the user to see and reply to new messages from the Home tab sidebar of your Salesforce Org. This feature is a compact version of the Converse Desk with minimal functionalities focusing on reading and replying to the unread and new messages. From the Salesforce navigation on [&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":[57],"class_list":["post-1831","lsvr_kba","type-lsvr_kba","status-publish","format-standard","hentry","lsvr_kba_tag-converse-1-59-admin"],"_links":{"self":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/1831","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=1831"}],"version-history":[{"count":6,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/1831\/revisions"}],"predecessor-version":[{"id":2934,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/1831\/revisions\/2934"}],"wp:attachment":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/media?parent=1831"}],"wp:term":[{"taxonomy":"lsvr_kba_cat","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba_cat?post=1831"},{"taxonomy":"lsvr_kba_tag","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba_tag?post=1831"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}