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Configure Consent Details View on Lightning

To Configure Consent Details View on Lightning, follow the below steps:

  • Login to Salesforce using the following page:
  • To login, enter the Username and Password in respective fields and click the Login In button. 
  • The following SMS-Magic Converse Home page appears:
  • To proceed, switch to Lightning view (if you are on the Classic view) by clicking on the ‘Switch to Lightning Experience’ link on the top.
  •  The following Lightning home page will appear:
  • Click on the colored dots beside Console Blink on the left. The following options will appear:
  • Search for SMS-Magic Converse, as shown in the image below:
  • The following page will appear:
  • Here, click on the Contacts tab as highlighted in the image above. A list of contacts will appear:
  • Click on any contact to open its details page:
  • Here, click on the Setup option as highlighted on the top right. The following options will appear:
  • Click on Edit Page
  • To add the Consent tab, click on the Details tab
  • Here, click on the Add Tab button on the right
  • Click on the Details field to add the Tab Label
  • Select the Custom option to enter the name of the label
  • Enter the label name as Consent and click on the Done button. Once added, the component will appear as shown in the image below:
  • Here, you can see that the Consent component is added. Click on the Consent component to proceed:
  • Drag and drop the Compliance Consent List Component from the Components list in the Consent space above
  • Here all the consent records will appear
  • Click on the Save button to save the changes. Once the changes are saved, click on the Back button
  • You will be able to see the Consent Detail View component with all details on the home page:



Configure Consent Detail View on Classic

To Configure Consent Detail View on Classic, follow the below steps:

  • Login to Salesforce using the following page:
  • To login, enter the Username and Password in respective fields and click the Login In button. 
  • The following SMS-Magic Converse Home page appears:
  • On the top menu bar, click on Contacts
  • The Contacts Home page appears as shown below:
  • Click on any contact, the following page will appear:
  • Click on the Edit Layout option, as highlighted in the above image in red. 
  • The following contact layout page will appear:
  • As highlighted in red, select the Visualforce Pages option to continue. The following options will appear in the Quick Find list:
  • As highlighted in the above image, select the Consent List option. Drag and drop the Consent List menu in any space on the page. 
  • The Consent List box will appear as shown below:
  • Click on the Properties icon on the top right corner as highlighted below:
  • The following properties window will appear:
  • For better usability, increase the height to 450 or 500 and click on the OK button
  • Click on the Save button to save the properties, as shown below:
  • After saving, the Consent Records component will be visible as shown below: