MessageBird conversations on the Case page

In this article, you will learn how to add the MessageBird conversations lightning component to the Cases page so you can have conversations with contacts from the Cases page in Salesforce.

Please follow these steps to add the component to the Cases page:

  1. Open any Case Record Detail page.

  2. Go to Settings.

  3. Click Edit page.

  4. Scroll down to find the Custom tab.

  5. Select the Case Conversation View component and drag it to your page.

  6. Save and activate the changes.

MessageBird package out of the box comes with two flows:

Create Case from new MB Conversation.

This flow is used to automatically create a Case in Salesforce when a new MessageBird conversation is created. If you do not want cases to be created when a conversation is created, please disable this flow.

Archive MB Conversation on Case Close.

This flow is used to automatically archive the relevant conversation when a case is closed. Please disable this flow if you do not wish to archive the conversations.

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