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:

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URGENT! Please register the 10-digit business phone number (e.g. 555-555-5555) that your organization uses to send texts to consumers in the U.S. Failure to register may cause heavy penalties and disruption to all your text messaging communications.