YakChat Lightning App Guide
Follow these steps to access and use the YakChat Lightning App in Salesforce.
Step 1: Open Salesforce and locate the YakChat tab
- Open the Salesforce app where the YakChat Lightning App is installed.
- Navigate to the app in Salesforce that includes YakChat.
- At the bottom of the screen, click the YakChat tab to launch the Lightning App.
Step 2: Send messages to Salesforce contacts
- Click the contact list inside the YakChat tab.
- Select a Salesforce contact and click Message to start composing your text.
- Type and send messages as you normally would in YakChat.
Step 3: View inbound messages and notifications
- When a new message arrives, you’ll see a notification on the Salesforce notification bell and on the YakChat tab.
- Open the YakChat tab to view all inbound Salesforce messages directly within the app.
All conversations stay in one place in the YakChat tab for easy access.