Converse Desk

Pre-requisites

Following are the pre-requisites to enable the Converse Desk Component on Experience Cloud:

1) Create a remote site setting that contains the Community URL. (The community URL can be found in Setup → Home → All sites).

Create a remote site setting

2) Clone the “SMS Converse Conversation User” permission set and assign it to community users. In the cloned permission set :

  • Give permission to smagicinteract.FetchSessionId VF Page in the permission set.
  • Set the checkbox “API Enable” to true. (API enable is required)
Give permission to smagicinteract.FetchSessionId

3) Make sure that the appropriate Sender ID is visible to the contact the user who will log in to the community. Sharing rule needs to be applied for objects License Type, Feature and License object.

Steps to Navigate to Converse Desk

  • Navigate to the builder in the salesforce community
  • For converse desk messaging we have created a component Conversations View as highlighted in the image below
  • The user just has to drag and drop that component on the required page
Navigate to Converse Desk

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