After installing the Chat Box package
Chat Box - Post Install Configuration
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1. Placing the chat component in the utility bar:
- In the Quick Find box, type App Manager and select it.
- Click on the down-arrow button of the application where the component needs to be
placed and select Edit.
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- Select Utility Items from the left side panel.
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- Click the Add Utility Item button and Search the chatbox_wrapper component.
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- The Properties dialog box will appear. Change the label as you want and check the
Start automatically checkbox as well. - If you want to enable the Group Chat feature along with Chat Box, check the ‘Enable
Group Chat’ checkbox and click Save.
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- If you want to access the Group Chat feature Separately, then Click the Add Utility
Item button and Search the GroupChatBoxWrapper component.
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- The Properties dialog box will appear. Change the label as you want and check the
Start automatically checkbox as well and click Save.
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2. Providing Access for the users to use Chat Box
- In the Quick Find Box, type Permission Set and select it.
- Click the ‘Chat Box Access’ permission set.
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- Click on the Manage Assignments button.
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- Click on the Add Assignments button.
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- Select the users, for whom you want to give access to use the chatbox component.
- Click the Assign button.
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- Click the Done button.
WhatsApp Business In Salesforce
Below component can be placed on any Object(Account, Lead, Contact, Case) to chat with customers/leads on WhatsApp from Salesforce.
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WhatsApp component in Salesforce
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Please reach out to sales@innovalleyworks.com for the WhatsApp business API configurations and support.
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