Salesforce | Setup | Add the SMS Inbox

The SMS Inbox is most commonly added as a utility item in the Salesforce apps your teams already use (e.g. Sales, Service, etc.), but the SMS Inbox can also be installed on a Console App, Mobile App, Home Page or the Salesforce Classic Sidebar. 

Utility item in existing app (Recommended)

The SMS Inbox is automatically installed in the utility bar in the Sinch SMS for Salesforce app but can be added to whichever standard or custom apps your users use. 

1. In the Sinch SMS for Salesforce app, navigate to the utility items tab.
2. Add the SMS Inbox utility.
3. The SMS Inbox will now show on the bottom left of the app in the utility bar.
4. (Optional) If you want the SMS Inbox to pop up and play a notification sound when a new message is received, you'll need to check the box for SMS Inbox alert in the Setup & Configuration tab (Advanced Settings). 

Add to Mobile App

If you'd like to have the SMS Inbox available from a mobile app, you can add it to your navigation menu.

1. Navigate to the desired app's navigation settings.
2. Add the SMS Inbox to the navigation menu.
3. The SMS Inbox will then be available in the menu options on the Salesforce mobile app.

Add to the Home Page

You can add the SMS Inbox to the Home page in Lightning.

1. If you don't have an existing Home Page, you can create a custom Home Page via the Lightning App Builder. If you have an existing Home Page, you can edit it.
2. Add the desired components along with the SMS Inbox component.
3. Save and activate the page if necessary.
4. Navigate back to the Home Page and you'll see the SMS Inbox directly on the page layout.

Add to the Classic Sidebar

A Custom Component is included that can be added to your Salesforce Classic Sidebar. To add this to the Home Page Sidebar:

1. Navigate to the desired Home Page Layout.
2. Edit the Home Page Layout.
3. Check the SMS Inbox component box.
4. Click Next.
5. Arrange the SMS Inbox in the desired column (recommended Narrow column).
6. Click Save.

You can also make your Custom Sidebar Components visible on all pages. To do this:

1. Navigate to the User Interface settings.
2. Check the box for Show Custom Sidebar Components on All Pages.
3. Click Save.

This will enable you to have your SMS Inbox visible on all pages within Salesforce Classic.

Add to a Classic Console

If you use the Console in the Classic UI, you can configure the SMS Inbox to work within the Console environment.

1. Create a new Custom Console Component with the following configuration:

   Name	Console_SMS_Inbox
   Button Name	SMS Inbox
   Component Type	Visualforce Page
   Component Selection	smsinbox
   Width (Pixels)	300
   Height (Pixels)	600
   Fixed Width	TRUE
   Fixed Height	TRUE

2. Add the Custom Console Component created to the Console app.
3. When you use the Console, you’ll be able to access the SMS Inbox. When you click the record link e.g. Case, Lead - it'll automatically load the record in a new tab within the Console.