12/23/2023 0 Comments Outlook email to sms![]() ![]() Once you configure the SMS-Magic App on Gmail, businesses can easily send and receive messages from the same place and manage the contacts. This is how you can configure the SMS-Magic App on Gmail and send and receive messages. You can cross-verify it by going to your conversation page, as shown below: Simply, type your message and click on the ‘Send’ button. Now from here, you can send and receive messages.Here, you can see the conversation template that we had added.Search for any of the contact records, let’s say ‘Shahrukh’. We have added the conversations component, and we can search for any contacts using the ‘search’ field.You can type your reply and click on the ‘Send’ button: We have added two components here, and it will show you the unread conversations of all users.These are the conversations that you can view from here:.Please note that we need to enter your credentials here.Click on the ‘Login to Salesforce’ button and login to production by using the same org, i.e. The next step is to log in to Salesforce. Click on the ‘Login to Salesforce’ button:.You will find a new extension added to your Gmail account, as shown in the image below: Go to your Gmail account and refresh the page.Click on the ‘Add to Chrome’ button as shown in the image below: This extension is only used on Chrome, not on Firefox. This will take you to the Chrome extension page.Click on the ‘Continue’ button to proceed:.It will open a window asking the redirect confirmation.Under that, click on the ‘get the Gmail integration’ link as shown in the below image: Under ‘Gmail Integration’, you can see the ‘Let users access Salesforce records from Gmail’ option. Once the layout is saved, go back to the ‘Gmail Integration and Lightning Sync’ page.Click on the ‘OK’ button and then click on the ‘Save’ button to save the layout: The pixels should be a minimum 500 so that it will be visible on your Gmail account.Click on the button, the page set up window will appear: Here, you can set up the Visualforce page properties.Drag and drop the ‘Conversation Contacts’ option to your Visualforce page: Search for the ‘Visualforce pages’ option.After clicking on the ‘Edit Layout’ option, the following page appears:.Click on ‘Edit Layout’ as highlighted in the image: Click on any of the contacts, for instance, click on ‘one test’ as shown above.The following contacts will be displayed:.As we want our conversations to be enabled for our contacts, click on the ‘Contacts’ tab on the top: Click on the ‘Back’ button on the top right of the page:.Click on the ‘Activate’ button to activate the default email application pane:. ![]() Click on the ‘Next’ button to proceed further:.Click on the ‘Activate’ button to proceed:.Once added, click on the ‘Save’ button:.Drag and drop the Conversation View option to the pane:.Once the page is loaded, search for ‘Conversation View’ option:.Under the Customize Content with App Builder section, click on the ‘Create New Pane’ button:.Click on both the toggle buttons, as shown in the image below, to continue: Once it is enabled, you will get a dropdown with options such as ‘Keep Gmail and Salesforce connected’, and ‘Customize Content with App Builder’.Under the Gmail Integration’ section, click on the toggle button to let users access Salesforce records from Gmail.Under the ‘Gmail Integration and Sync’ section, click on the ‘Settings’ link as shown in the screenshot below:.Search for ‘Gmail’ in the search field in the left-hand side, as shown below:.Click on the ‘Setup’ link on the top, as shown in the image below:.Login to Salesforce using your valid credentials:.Steps to Configure SMS-Magic App on Gmailįollow the below steps to configure the SMS-Magic app on Gmail: Configure the SMS-Magic App on Gmail and increase your productivity and experience the power of conversing seamlessly. With this, your organization’s data can be synced automatically, and emails from your Gmail can be easily associated with your Salesforce records, text right from Gmail, and much more. Setting up the SMS-Magic App on your Gmail account enables texting from Gmail. ![]()
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