Mercury SMS | Setup | Configuring the Message Feed

Lightning Experience

The Message Feed can be added to Lightning record pages. This requires the use of the Lightning App Builder. 

1. Open the record page in the Lightning App Builder, or create a new record page - see this Salesforce article for details. 

2. In the Components menu in the left sidebar, scroll down to Message Feed. 

3. Click and drag Message Feed from the Components menu onto the record page. 

4. Save the record page and activate if necessary. 

Classic - Embedded Message Feed

To have the Message Feed embedded into a Page Layout, you will need to add the Visualforce Page mercuryleadfeed or mercurycontactfeed etc. to the Page Layout for the specific object.

1. To do this, go to Setup > Customize > Leads or Objects > Page Layouts.

2. Click Edit next to the desired page layout(s) to open the page layout editor.

Note - if you're wanting to use the Embedded SMS Feed for a custom object, you'll need to create the Feed Visualforce Page by following the instructions in the Custom Object Message Feed section below before you can add it to the page layout

3. Next select the Visualforce Pages option from the selection section at the top of the page, then we recommend you add a new section to your page by selecting the Section option and dragging it to the page where you would like the feed to appear.

4. Give the section a name (Message Feed) and select single or double columns.

5. Now select the message feed Visualforce page (mercuryleadfeed or mercurycontactfeed etc.) and add it to your new page section. 

6. Once the Visualforce Page is added, click the Properties wrench icon on the Visualforce Page Component and set the Height value to 600 pixels then click ok.

7. Finally, Save your page layout and you'll be able to view the embedded Message Feed:

Classic - Pop Out Message Feed

To use the Message Feed in a separate ‘pop out’ window, you need to add the SMS Feed Custom Button to the Page Layout on the Lead, Contact, Account, Opportunity and Case pages.

1. Go to the Page Layout Editor

2. Select Buttons in the left side menu.

3. Click on the SMS Feed button and drag it into the Custom Buttons section of the page.

4. Lastly, click Save.

Now you’ll be able to click the button and open the Message Feed in a separate window:

Mobile App Message Feed

The Mercury SMS Message Feed is available for use in the Salesforce Mobile App by adding the feed to the Mobile Actions bar in the page layout of the relevant object.

1. Go to the Page Layout Editor

2. Select Mobile & Lightning Actions in the left side menu.

3. Click on the SMS Feed button to add it as a Mobile and Lightning Experience Action.

Note - for Custom Objects, you must first create the message feed Visualforce page and button and make it Available for Salesforce mobile apps and Lightning Pages.

4. Lastly, click Save.

Once the Feed has been added as a mobile action, you can access the feed in the Salesforce1 mobile app:

A) Click on SMS Feed.
B) Configure your message sending details.
C) Compose your message.
D) Click Send.

Custom Object Message Feed

To use the Message feed feature for Custom Objects, you'll need to create a simple Visualforce page following the instructions below.

1.  Go to Setup > Develop > Visualforce Pages, and click New.

2. Complete the page details as follows:

Visualforce Markup:

<apex:page showHeader="false" standardStylesheets="false" standardController="[ObjectName]">

<mercury:mercuryFeed recordId="{!$CurrentPage.parameters.id}" ciRef="{!$CurrentPage.parameters.ci_ref}" ciHost="{!$CurrentPage.parameters.ci_host}"/>

</apex:page>

3. Save the Page:

4. What's next depends on your preferred Salesforce experience:

• For the Salesforce Classic Embedded Feed and Lightning Experience Feed - all you have to do now is add the Message Feed to the page layout by following the instructions in the relevant sections above.
• For the Salesforce Classic Pop Out Feed and Salesforce1 - you still need to create a custom button as outlined below before you can add the Message Feed to those page layouts.

5. Go to Setup > Create > Objects > Select Object

6. Scroll to Buttons, Links, and Actions and click New Button or Link.

7. Configure the Settings as follows and click Save:

8. Now click on the Window Open Properties button, set the width to 300 pixels, and click Save:

Next, add the button to the page layout.

9. Go to Setup > Create > Objects > Select Object > scroll to Page Layouts > click Edit

10. Select the SMS Feed button you created in the previous step, drag it to the Custom Buttons section, and click Save: