Docs/Chat console & conversations/Add Mini Chat Console to Salesforce Record Page

Add Mini Chat Console to Salesforce Record Page

Add the Mini Chat Console component to a Salesforce record detail page, such as Contacts or Leads, so agents can send and receive messages without leaving the record.

Last updated 28 Nov 2025

Open the record detail page

  1. From the App Launcher, click your most-used application, for example Sales.
    Salesforce App Launcher open with
    Fig 01
  2. Go to the Contacts tab, or the object where you want the console, such as Leads.
  3. Click a contact's name to open its record detail page.
    Salesforce Contacts list view with the Contacts tab selected and a contact name highlighted to open its record detail page.
    Fig 02

Edit the page layout

  1. On the record page, click the gear icon in the top right corner.
  2. Select Edit Page from the dropdown menu.
    Salesforce Contact record page with the gear icon menu open, showing Setup, Developer Console, Edit Page, and Edit Object, with Edit Page highlighted.
    Fig 03

Add the chat console component

  1. In the Lightning App Builder, find the section of the page where you want to add the component.
  2. From the Components sidebar on the left, drag the Custom component onto the page.
    Lightning App Builder editing a Contact Record Page, with the ChatWindowWhatsAppAndSMS component listed under Custom in the Components sidebar, ready to drag onto the page.
    Fig 04
  3. Choose ChatWindowWhatsAppAndSMS from the dropdown list.
  4. Click Save in the top right corner.
    Lightning App Builder showing the Mini Chat Console component placed on the Contact Record Page layout, with the Save button highlighted in the top right corner.
    Fig 05

Activate and publish the page

  1. If needed, click Activate and assign the page to the relevant apps and profiles.
  2. Preview the changes, then click Publish.
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← PreviousUsing the Big Chat Console Next →Stay Ahead with the MiniChat Console
Docs/Chat console & conversations/Add Mini Chat Console to Salesforce Record Page

Add Mini Chat Console to Salesforce Record Page

Add the Mini Chat Console component to a Salesforce record detail page, such as Contacts or Leads, so agents can send and receive messages without leaving the record.

Last updated 28 Nov 2025

Open the record detail page

  1. From the App Launcher, click your most-used application, for example Sales.
    Salesforce App Launcher open with
    Fig 01
  2. Go to the Contacts tab, or the object where you want the console, such as Leads.
  3. Click a contact's name to open its record detail page.
    Salesforce Contacts list view with the Contacts tab selected and a contact name highlighted to open its record detail page.
    Fig 02

Edit the page layout

  1. On the record page, click the gear icon in the top right corner.
  2. Select Edit Page from the dropdown menu.
    Salesforce Contact record page with the gear icon menu open, showing Setup, Developer Console, Edit Page, and Edit Object, with Edit Page highlighted.
    Fig 03

Add the chat console component

  1. In the Lightning App Builder, find the section of the page where you want to add the component.
  2. From the Components sidebar on the left, drag the Custom component onto the page.
    Lightning App Builder editing a Contact Record Page, with the ChatWindowWhatsAppAndSMS component listed under Custom in the Components sidebar, ready to drag onto the page.
    Fig 04
  3. Choose ChatWindowWhatsAppAndSMS from the dropdown list.
  4. Click Save in the top right corner.
    Lightning App Builder showing the Mini Chat Console component placed on the Contact Record Page layout, with the Save button highlighted in the top right corner.
    Fig 05

Activate and publish the page

  1. If needed, click Activate and assign the page to the relevant apps and profiles.
  2. Preview the changes, then click Publish.
Was this helpful?
← PreviousUsing the Big Chat Console Next →Stay Ahead with the MiniChat Console
Docs/Chat console & conversations/Add Mini Chat Console to Salesforce Record Page

Add Mini Chat Console to Salesforce Record Page

Add the Mini Chat Console component to a Salesforce record detail page, such as Contacts or Leads, so agents can send and receive messages without leaving the record.

Last updated 28 Nov 2025

Open the record detail page

  1. From the App Launcher, click your most-used application, for example Sales.
    Salesforce App Launcher open with
    Fig 01
  2. Go to the Contacts tab, or the object where you want the console, such as Leads.
  3. Click a contact's name to open its record detail page.
    Salesforce Contacts list view with the Contacts tab selected and a contact name highlighted to open its record detail page.
    Fig 02

Edit the page layout

  1. On the record page, click the gear icon in the top right corner.
  2. Select Edit Page from the dropdown menu.
    Salesforce Contact record page with the gear icon menu open, showing Setup, Developer Console, Edit Page, and Edit Object, with Edit Page highlighted.
    Fig 03

Add the chat console component

  1. In the Lightning App Builder, find the section of the page where you want to add the component.
  2. From the Components sidebar on the left, drag the Custom component onto the page.
    Lightning App Builder editing a Contact Record Page, with the ChatWindowWhatsAppAndSMS component listed under Custom in the Components sidebar, ready to drag onto the page.
    Fig 04
  3. Choose ChatWindowWhatsAppAndSMS from the dropdown list.
  4. Click Save in the top right corner.
    Lightning App Builder showing the Mini Chat Console component placed on the Contact Record Page layout, with the Save button highlighted in the top right corner.
    Fig 05

Activate and publish the page

  1. If needed, click Activate and assign the page to the relevant apps and profiles.
  2. Preview the changes, then click Publish.
Was this helpful?
← PreviousUsing the Big Chat Console Next →Stay Ahead with the MiniChat Console
Docs/Chat console & conversations/Add Mini Chat Console to Salesforce Record Page

Add Mini Chat Console to Salesforce Record Page

Add the Mini Chat Console component to a Salesforce record detail page, such as Contacts or Leads, so agents can send and receive messages without leaving the record.

Last updated 28 Nov 2025

Open the record detail page

  1. From the App Launcher, click your most-used application, for example Sales.
    Salesforce App Launcher open with
    Fig 01
  2. Go to the Contacts tab, or the object where you want the console, such as Leads.
  3. Click a contact's name to open its record detail page.
    Salesforce Contacts list view with the Contacts tab selected and a contact name highlighted to open its record detail page.
    Fig 02

Edit the page layout

  1. On the record page, click the gear icon in the top right corner.
  2. Select Edit Page from the dropdown menu.
    Salesforce Contact record page with the gear icon menu open, showing Setup, Developer Console, Edit Page, and Edit Object, with Edit Page highlighted.
    Fig 03

Add the chat console component

  1. In the Lightning App Builder, find the section of the page where you want to add the component.
  2. From the Components sidebar on the left, drag the Custom component onto the page.
    Lightning App Builder editing a Contact Record Page, with the ChatWindowWhatsAppAndSMS component listed under Custom in the Components sidebar, ready to drag onto the page.
    Fig 04
  3. Choose ChatWindowWhatsAppAndSMS from the dropdown list.
  4. Click Save in the top right corner.
    Lightning App Builder showing the Mini Chat Console component placed on the Contact Record Page layout, with the Save button highlighted in the top right corner.
    Fig 05

Activate and publish the page

  1. If needed, click Activate and assign the page to the relevant apps and profiles.
  2. Preview the changes, then click Publish.
Was this helpful?
← PreviousUsing the Big Chat Console Next →Stay Ahead with the MiniChat Console