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For the complete documentation index, see llms.txt. This page is also available as Markdown.

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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