Inviting from Salesforce, Managed Package button


If you would like to be able to invite contacts into Conveyor directly from Salesforce, you can do that with the Conveyor Managed Package and some configuration in your Salesforce instance.

Add a new button to Contact Layout

  1. Within "Setup", in the left panel's quick search input, type "object manager" and click on "Object Manager" under "Objects and Fields"
  1. Find the label "Contact" and click into it
  1. In the menu on the left, click "Page Layouts"
  2. On the right, click the layout you want to change. In our example, we will change "Contact Layout"
  1. In the top, find and click the section "Mobile & Lightning Actions" section. You should see "Invite to Conveyor" as one of the buttons.
  2. Drag the "Invite to Conveyor" button down to the section "Salesforce Mobile and Lightning Experience Actions" section. Move it to the location where you'd like to see it. In our example below, we moved it to the first position.
  1. Click "Save" back at the top
  2. Note that this is a place where you can manage permissions on who can see this button - see our Permissions section here for more

## You're done!

That's it! Now, when you go to a Salesforce contact's page, you should see the button there:

Clicking on it shows a modal:

Clicking "Yes" creates the invitation, which you can see in your Conveyor instance, under "Individual Contacts".


You should only show this button to the users in Salesforce that you want to have the capability of inviting people into your Room. In addition, each of these users needs to have logged in to Conveyor at least once before using this button so we have a record of that user.

One way to set permissions using Salesforce profiles is to create a new Page Layout from your Contacts --> Page Layouts page. You can create a profile with the invite button and one without. Then, click "Page Layout Assignment" and you can specify which Salesforce profile sees which layout.