{"id":3713,"date":"2019-10-21T09:43:02","date_gmt":"2019-10-21T09:43:02","guid":{"rendered":"https:\/\/staging.txtbox.in\/docs\/salesforce\/knowledge-base\/classic-side-panel-copy\/"},"modified":"2020-04-24T05:19:24","modified_gmt":"2020-04-24T05:19:24","slug":"classic-side-panel-copy","status":"publish","type":"lsvr_kba","link":"https:\/\/staging.txtbox.in\/docs\/salesforce\/knowledge-base\/classic-side-panel-copy\/","title":{"rendered":"Configure Converse Inbox on Classic Side Panel"},"content":{"rendered":"\n

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

    \n
  1. From the Salesforce navigation on the top right, click Setup<\/strong>.\n<\/li>\n
  2. Select Home Page Layouts from Home sidebar by:<\/li>\n
      \n
    • Using the Quick Find \/ Search field<\/strong>, or<\/li>\n
    • Selecting Build > Customize > Home Page Layouts<\/strong>.\n<\/li>

      <\/p>\n<\/ul>\n

    • On the Home Page Layouts<\/strong> page, select the layout that you want to edit.<\/li>\n
    • Click Edit<\/strong> under the Action column.\n<\/li>

      <\/p>\n

    • Select converse-home<\/strong> under Select Narrow Components to Show.\n<\/li>

      <\/p>\n

    • Click Next<\/strong>.<\/li>\n
    • On the Edit Home Layout<\/strong> page select the arrangement of the components for the Narrow (Left) Column<\/strong> and the Wide (Right) Column<\/strong>.<\/li>

      <\/p>\n

    • Use one of the following buttons:

      \n
      BUTTON<\/th>DESCRIPTION<\/th><\/tr>
      Previous<\/td>Returns the user to the Edit Home Layout<\/strong> page.<\/td><\/tr>
      Save & Assign<\/td>Saves the arrangements of the components on the home page and the user goes to the Home Page Layout Assignment<\/strong> page.<\/td><\/tr>
      Save<\/td>Saves the arrangements of the components on the home page and returns the user to the Home Page Layouts<\/strong> page.<\/td><\/tr>
      Preview<\/td>Displays the arrangements of the components on the home page.<\/td><\/tr>
      Cancel<\/td>Cancels the configuration of the layout and returns the user to the Home Page Layouts<\/strong> page.<\/td><\/tr><\/tbody><\/table>\n<\/li>\n
    • On the Home Page Layout Assignment<\/strong> page, you can assign the components to the home page.<\/li>\n
    • When you are done with the layout assignments, click Save<\/strong>.<\/li>\n<\/ol>\n\n\n\n

      Show Conversations on a Record Page Layout<\/h3>\n\n\n\n
        \n
      1. Log in to Salesforce and click Setup<\/strong>.\n<\/li>\n
      2. Search for Visualforce<\/strong> and click the relevant option in the search results. The Visualforce Pages appears.<\/li>
        \n\n
      3. Click New<\/strong>.\n<\/li>\n\n
      4. Type the label for the page.<\/li>\n
      5. Copy and paste the following code in the Visual Markup<\/strong> section.<\/li>
        \n
        <apex:page showHeader=\"false\" standardController=\"Contact\">\n<apex:includeLightning rendered=\"true\"\/> \n<div id=\"lightning\" \/>
        <script> var recordId = \"{!$CurrentPage.parameters.id}\"; \n$Lightning.use( \"smagicinteract:conversationApp\", function()\n{ $Lightning.createComponent( \"smagicinteract:conversationView\", \n{ recordId : recordId,
        embedContext : \"detail\", uiContext : \"classic\" },\n\"lightning\", function(cmp) { } ); } ); <\/script><\/apex:page><\/pre>\n
      6. Change the value of “StandardController”<\/strong> to the object where you wish to add the page.<\/li>\n
      7. Click Save<\/strong>.<\/li>\n
      8. As the code is run for the Contact object, on the Contact Object<\/strong> page, click a Contact<\/strong> record.<\/li>
        \n<\/p>\n
      9. Click Edit Layout<\/strong>.<\/li>
        \n<\/p>\n
      10. Click Visualforce<\/strong> pages on the top panel and then drag a blank space field to place within the Contact Details<\/strong> section.<\/li>\n
      11. Also, drag the Section<\/strong> field to the Contact Details<\/strong> section and place it after the blank space you have just inserted. The section properties dialog box appears.<\/li>
        \n<\/p>\n
      12. Perform the following:<\/li>\n
          \n
        • Enter a name for the section.<\/li>\n
        • Define a location where the section header will be displayed.<\/li>\n
        • Configure the Column layout.<\/li>\n
        • Define the Tab key order.<\/li>\n<\/ul>\n
        • Click OK<\/strong>.<\/li>\n
        • Drag the Visualforce<\/strong> page you have created and place it within this section. The page properties dialog box appears.<\/li>
          \n<\/p>\n
        • Perform the following:<\/li>\n
            \n
          • Modify the page properties. For example, set the Width to 100%<\/strong>, and Height to 550 pixels<\/strong>.<\/li>\n
          • Select the boxes to display a Scrollbar<\/strong> and a Label<\/strong> on the Visualforce page.<\/li>\n<\/ul>\n
          • Click OK<\/strong>. The Contact Record Detail<\/strong> page displays the Conversation<\/strong> view.<\/li>
            \n<\/p>\n<\/ol>\n\n\n\n
            Configure Converse Inbox for all Tabs<\/h3>\n\n\n\n
              \n
            1. From the Salesforce navigation on the top right, click Setup<\/strong>.<\/li>\n
            2. Select User Interface<\/strong> from Home sidebar<\/strong> by:<\/li>\n
                \n
              • Using the Quick Find \/ Search field<\/strong>, or<\/li>\n
              • Selecting Build > Customize > User Interface<\/strong>.\n<\/li>
                 <\/p>\n<\/ul>\n
              • Select Show Custom Sidebar Components on All Pages<\/strong>.\n<\/li>
                <\/p>\n<\/ol>\n
                This enables the Converse Inbox on the sidebar of all pages in Salesforce Classic.<\/span><\/p>\n\n\n\n
                <\/p>\n","protected":false},"excerpt":{"rendered":"
                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 […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"lsvr_kba_cat":[487],"lsvr_kba_tag":[57],"class_list":["post-3713","lsvr_kba","type-lsvr_kba","status-publish","format-standard","hentry","lsvr_kba_cat-configure-converse-inbox","lsvr_kba_tag-converse-1-59-admin"],"_links":{"self":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/3713","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=3713"}],"version-history":[{"count":20,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/3713\/revisions"}],"predecessor-version":[{"id":3733,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/3713\/revisions\/3733"}],"wp:attachment":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/media?parent=3713"}],"wp:term":[{"taxonomy":"lsvr_kba_cat","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba_cat?post=3713"},{"taxonomy":"lsvr_kba_tag","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba_tag?post=3713"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}