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  • Windmillsoft Help
  • Windmillsoft Home
    • Release notes
    • Installation and basic setup guide
      • How to install SimplyChat package
      • Messenger settings
      • Salesforce settings
        • Custom settings
        • Business hours
        • Permission sets
        • SimplyChat Login
        • Picklist value sets
        • Create messenger and channel record
        • Create Auto Response
        • Create Content Link records
        • Quick Text
        • Omni-Channel
        • Create a Service Console App
        • Add the chat screen component to the record page
    • Salesforce setup guide
    • Troubleshooting
    • Installation
    • Implementation
    • Troubleshooting
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For the complete documentation index, see llms.txt. This page is also available as Markdown.
  1. πŸ‡ΊπŸ‡Έ English
  2. simplychat
  3. Installation and basic setup guide

Salesforce settings

After installing the package, configure Salesforce to use SimplyChat.

Custom settingsBusiness hoursPermission setsSimplyChat LoginPicklist value setsCreate messenger and channel recordCreate Auto ResponseCreate Content Link recordsQuick TextOmni-ChannelCreate a Service Console AppAdd the chat screen component to the record page
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