The following are required before setting up YakChat Lightning App for Salesforce:

1. Salesforce org with Lightning Experience enabled.
2. System Administrator profile or equivalent permissions to install packages.

Follow these steps to install and configure the YakChat Lightning app for Salesforce.

Step 1: Install the YakChat Package

1. Use the installation URL provided by YakChat to start the installation process.
2. When prompted, enter the installation key provided by YakChat.
3. Select either Install for All Users or choose specific profiles as required.
4. Click Install to continue.
5. If asked to approve third-party access, check the approval box and click Continue.

Step 2: Verify the Installation

1. Go to Setup in Salesforce.
2. Navigate to Apps > Packaging > Installed Packages.
3. Confirm that the YakChat package appears in the list.

Step 3: Add YakChat to the Utility Bar

1. From the Salesforce Setup page, go to App Manager.
2. Locate the app you want to modify, click the dropdown arrow, and select Edit.
3. Open the Utility Items tab and click Add Utility Item.
4. Search for YakChat and select it.

Step 4: Configure Utility Settings

1. Set Utility Bar Alignment to Mirrored.
2. Select an icon.
3. Set Panel Width to 600.
4. Set Panel Height to 900.
5. Enable Start Automatically.
6. Click Save to apply changes.

Step 5: Verify YakChat in the App

1. Open the Salesforce app you configured.
2. Look for the YakChat tab in the Utility Bar at the bottom of the screen.
3. Click the tab to launch the YakChat messaging interface within Salesforce.
4. Log in using your YakChat credentials the first time you open it.

Note: You must authenticate with your YakChat user account the first time you access the widget.

• Configuring the YakChat Integration with Salesforce
• Using the YakChat Lightning App for Salesforce