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Overview

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By configuring the basic settings of the Salesforce Mobile App, you can use SMS-Magic Converse on Salesforce1 (SF1). You can use the Quick Start Wizard to enable the Converse Desk component  in the SF1 navigation menu.

Prerequisite

Some of the prerequisites to do before using SMS-Magic Converse on Salesforce1 (SF1) are as follows:

  • The SMS-Magic application is version 1.52 or higher.
  • Configure basic settings of Salesforce Mobile App on the Salesforce platform.
  • Install the Salesforce1 (SF1) mobile application on the mobile.

Configure Basic Settings Of Salesforce Mobile AppThe user configures the basic settings of the Salesforce Mobile App so that:

  • All users can access Salesforce from supported mobile browsers.
  • Users can access the mobile version on the web browser.
  • User can receive incoming notifications on mobile devices.
Label API Name
Android https://play.google.com/store/apps/details?id=com.salesforce.chatter&hl=en
Iphone https://itunes.apple.com/us/app/salesforcea/id404249815?ls=1&mt=8


Configure Basic Settings on Salesforce1

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To configure basic settings of Salesforce Mobile App:

  1. Click on the Salesforce navigation bar and then click Setup.
  2. Select Salesforce Mobile Quick Start by:
    • Using the Search Setup/Quick Find search field, or
    • Selecting Platform Tools > Apps > Mobile Apps > Salesforce > Salesforce Mobile Quick Start.

  3. Enable the mobile browser options.
  4. Enable the push notifications and in-app notifications.


Configure Mobile Browser Options on Salesforce1

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    You can enable mobile browser options to access Salesforce from supported mobile browsers. Also, by enabling the mobile browser options the users can access the mobile version on the web browser.

    To Enable the Mobile Browser Options:

  1. Click on the Salesforce navigation bar and then click Setup.
  2. To enable the option:
    • Type Salesforce Settings in the Quick Find search field, or
    • Select Platform Tools > Apps > Mobile Apps > Salesforce > Salesforce Settings, or
    • Click Mobile Browser Options under the Security and Access Settings section on the Salesforce Mobile Setup page.

  3. Select Enable Salesforce mobile web under Mobile Browser App Settings on the Salesforce Settings page. The option is selected by default.



Enable Salesforce1 Notifications

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    You can enable push notifications and in-app notifications in the Notification Options page so that users can receive incoming notifications on mobile devices.

    To Enable the Notification Options:

  1. Click on the Salesforce navigation bar and then click Setup.
  2. To enable the option:
    • Type Salesforce Notifications in the Quick Find search field, or
    • Select Platform Tools > Apps > Mobile Apps > Salesforce > Salesforce Notifications, or
    • Click Notifications Options under the Security and Access Settings section on the Salesforce Mobile Setup page.

  3. Select Enable in–app notifications and Enable push notifications under Notifications on the Salesforce Notifications page. The options are selected by default.



Enable Converse Desk on Salesforce1

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After completing the configuration of the basic settings of Salesforce Mobile App on the Salesforce platform, you have to launch the Quick Start Wizard to enable Converse Desk on Salesforce1.

To enable the Converse Desk on SF1:

  1. Click on the Salesforce navigation bar and then click Setup.
  2. Select Salesforce Mobile Quick Start by:
    • Using the Search Setup/Quick Find search field, or
    • Selecting Platform Tools > Apps > Mobile Apps > Salesforce > Salesforce Mobile Quick Start.
  3. Click Launch Quick Start Wizard.

  4. Click Let’s Get Started on the Welcome page and go to Step 1: Customize the Navigation Menu page.
  5. Drag Converse Desk under Available Items to Navigation Menu.

  6. Click Save & Next.
  7. On Step 2: Arrange Global Actions page click Arrange Global Actions.
  8. Drag New Message under Available Items to Selected Global Actions.

  9. Click Save & Next.
  10. On Step 3: Selected Global Actions page click Next.
  11. On Step 4: Review page review the Navigation Menu and Global Actions added to Salesforce Mobile Application.

  12. Click Next.
  13. On Step 5: Send Invitations page click Next.
  14. Click Finish and return to the Salesforce Mobile Setup page.


View Converse Desk on Salesforce1

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After enabling the Converse Desk on Salesforce1, you can access Converse Desk on SF1 through your mobile device. You can see all the conversations in the Inbox of Converse Desk.

To Access Converse Desk from SF1 on the Mobile:

  1. Open SF1 on the mobile.
  2. Open the navigation menu and select Converse Desk.

  3. Select the conversations that you want to see.

  4. You can open any conversation in the Converse Desk and reply accordingly.