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    Add Lightico elements to page layout
    • 06 Apr 2022
    • 4 Minutes to read
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    Add Lightico elements to page layout

    • Updated on 06 Apr 2022
    • 4 Minutes to read
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    Article summary

    This article explains how to add Lightico elements to a Salesforce object page layout. You can add the following:

    Add the Lightico Sessions Related List to Salesforce objects for integration and easy viewing of information about Lightico collaboration sessions and related documents.

    To add the Lightico Sessions Related List to an object:

    1. In Salesforce, open an object page layout and click Related Lists. 
    2. Drag Lightico Sessions to the Related Lists section of the page.    
    3. Select the Related List properties icon.
    4. In the Related List Properties window, add Lightico Session, Created Date, Files Uploaded and Completed Documents. 
    5. Under Sort By, select the field and order of sorting (Ascending or Descending).
    6. In the Buttons section make sure to deselect both New and Change Owner.
    7. Click OK.
    8. In the Page Layout menu, click Save.The Lightico Sessions Related List is added.

    Start Lightico Session Button

    You can add a Start Lightico Session button to record pages so that you can start a session directly from any page.

    Note:
    Out-of-the-box, the following objects have the Start Lightico Session button enabled: Account, Case, Contact, Lead, and Opportunity.
    If you'd like to add the button to another standard or custom object, you'll need to Add a Lightico Session button in Lightico Settings (see the Configure Lightico Settings).

    To add a Start Lightico Session button to record pages:

    •  For Lightning Experience - In the Account Page Layout, select Mobile and Lightning Actions, drag Start Lightico Session to the Salesforce Mobile and Lightning Experience Actions area, and click Save. 
    • For Classic - In the Account Page Layout, select Buttons, drag Start Lightico Session to the Custom Buttons area, and click Save. 

    The Start Lightico button is added to the page.

    Last Session component

    You can add a component to an sObject that shows information about the latest Lightico session that occurred in connection with the sObject. YOu can also click Go to session to return to the session or select End session or Renew session from the dropdown. 

    Note:
     The component displays all the latest activity in the session, even while the session is in progress. 

      

    To add the Last Session Component to a page layout:

    1. Open an Object to which you'd like to add the component and click settings icon > Edit Page.The edit page appears.
    2.  In the left navigation pane search bar, search for lightico and drag lighticoLastSessionLwc to the desired location on the page.
    3. Click Save.
    4. In the upper right of the page, click Activation and set the activation settings as needed.The Last Session component is added.



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