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: