VisualForce looks over tasks in Salesforce, which have to be related to Lead / Opportunity to display information.
In the standard setup of smrtPhone within Salesforce, anything that goes into your smrtPhone inboxes, including incoming and outbound SMS messages and voicemails, is displayed as an individual item within your task window Activity log. Each message is logged separately, and you may have to scan the list to find all messages in a conversation.
However, you can see your messages in a more traditional visual text message conversation format—with your messages in a bubble on the right side and your contact's messages in a bubble on the left side. Plus, a voicemail player can also be accessed in the same tab.
You can choose which phone number you want to send the SMS to in VisuaForce.
We were defaulting in the first Phone Number field, but if a record has multiple numbers, you might want to choose which specific one. Click the list icon and choose from the ones available.
Setting up VisualForce
The update that allows for the visual display of text messages (also known as VisualForce) requires detailed settings triggered.
It's a simple process, and you can follow these steps to set it up:
Head to Leads > Setup > Edit Page
Add a Tab. Click into the tab area. From the right side of your screen, click to add a new tab. Select as a Custom tab (very top of the list of options), and edit the name so it makes sense for you (e.g., Inbox or SMS)
Add Component. Click on the newly created tab, and then click on Add Component in the space below.
Pick VisualForce - All possible components are on the left side of your dashboard. Scroll among them or type in VisualForce in the search bar and select it
Customize the Component - Once the component is chosen, you can customize what will appear using the tools on the right side of the screen.
De-select the name check box
Pick smrtPhoneChat from the dropdown
Select the size (we recommend 500 pixels)
Click Save
You may see a pop-up that asks if you want to make this the default for your organization. We recommend saying yes.
If the pop-up does not appear, click Activate (next to Save) to make sure an Org default is selected.
Click Save again to be sure.
Enjoy your texting!
Now, you have all your messages on display. Of course, you can use the CTI, regular dialer, and the Chrome Extension along with the visual format of displaying your inboxes.
VisualForce is just a visual display of the task on the Lead/Opportunity. If something is missing, find it on the Tasks tab and change who it is related to.
