Adding the Enhanced Chat Component to the Lightning Record Pages
To configure your Language IO application in Salesforce, follow these steps:
- Open Salesforce and go to Setup > Object Manager.
- Click Messaging Session:
- Click Lightning Record Pages, then click on the record page that belongs to the app in which you will use the plugin.
- Click Edit:
- Create a new tab with a custom label (for example "Language IO" or "Translations")
- If a Tabs component already exists, click on it. If you have not added a Tabs component to the Page, add it, then click on it.
- In the right-hand panel, under the Tabs section, click Add Tab.
Click on the new tab in the list. Open the Tab Label dropdown, and select Custom (this is the very first option at the top of the dropdown list).
- Change the Custom Label to your preferred label.
- Click Done.
Your can now see your new custom tab added to your Tabs component.
- From the left pane, drag the Language IO Messaging component into the newly created tab:
After the Language IO Messaging component is selected, a list of options appears on the right pane. Check Used with the native conversation component.
This setting determines which Salesforce Toolkit API the component uses.Important:
- If you configured your Enhanced Chat Session record page to load both the native Enhanced Conversation component and Language IO Messaging component during Enhanced Chat sessions (for example, the Enhanced Conversation component is your default component, and agents switch to the Language IO Enhanced Chat component when translation is needed), you must enable this setting.
- If you use the Language IO Messaging component in a standalone way (specifically, without loading the native Enhanced Conversation component during Enhanced Chat sessions), you must disable this setting.
Note: Language IO recommends that you configure your Enhanced Chat Session record page to load both the native Enhanced Conversation component and Language IO Enhanced Chat component during Enhanced Chat sessions. This provides access to more Salesforce Enhanced Chat standard functionality than if you use the Language IO Messaging component in a standalone way.- Click Save.
Your application is ready! You have successfully installed Language IO Enhanced Chat for Salesforce.
Additional options
When the Language IO Messaging component is selected, the following options appear on the right pane:
Has Utility Item
This enables a Language IO proxy that is contained in the Utility Bar as a shared utility item. This proxy uses a single event manager for all running Enhanced Chat sessions in a browser, instead of having a separate one for each Enhanced Chat session. This saves system resource and avoids exceeding the limit of number of connections to the service cloud runtime.Note: Enabling the proxy requires extra configuration steps to set up the utility item in the Service Console app. This also adds an additional item to the utility bar. Due to diverse nature of customer orgs, some users may prefer to leave it this option unchecked to streamline their utility bars.- Hide flag raise action
This removes the option for agents to raise a flag to request assistance from a supervisor. - Used with the native conversation component
Required. See Step 7 above. - Hide messaging component action
This removes the option to let agents send messaging components to end users. - Hide transfer action
This removes the option to let agents transfer a conversation to another agent. - Hide quick text action
This removes the option to let agents send quick texts to end users. - Hide customer inactive action
This removes the option to let agents mark an active messaging session as inactive.