Salesforce Widget

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

  1. Create a new VisualForce component

    1. Navigate to Salesforce โ†’ Setup โ†’ Visual Force Pages

    2. Create new Visual Force Page with the following code snipped

    3. Ensure โ€œavailable 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>
  1. Place the VisualForce Component on the page of your choosing. For example, to place on the Contacts page, do the following:

    1. Go to Lightning Page App Builder

    2. Edit your Contact Page Template to include the newly created VisualForce Page

Video

https://www.loom.com/share/fb702d3262994a85b64093a2df912796