Written By Will Chertoff
Last updated 29 days ago
Clerk Chat can live directly in Salesforce as a widget so you never have to leave Salesforce to SMS with your customers.
Setup
Create a new VisualForce component
Navigate to Salesforce โ Setup โ Visual Force Pages
Create new Visual Force Page with the following code snipped
Ensure โavailable for lightning experience is checkedโ
<apex:page standardController="Contact">
<apex:pageBlock >
<apex:iframe src="https://app.clerk.chat?externalIdName=contactId&contactId={!Contact.Id}" scrolling="true" id="theIframe" />
</apex:pageBlock>
</apex:page>
Place the VisualForce Component on the page of your choosing. For example, to place on the Contacts page, do the following:
Go to Lightning Page App Builder
Edit your Contact Page Template to include the newly created VisualForce Page
