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Configure Terms and Conditions for Salesforce Messaging for Web
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Jun 3, 2025
We can configure Terms and Conditions in Salesforce Messaging for Web. Blog Post: https://www.infallibletechie.com/2025/06/configure-terms-and-conditions-for-salesforce-messaging-for-web.html
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hello everyone in this video we are
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going to see how to configure terms and
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conditions for Salesforce messaging for
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web feature if you are making use of
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Salesforce messaging for web and then if
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you wanted your users to accept to the
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terms and
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conditions then in this video I'm going
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to guide you step by step so that you
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can configure it and then you can
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utilize the Salesforce terms and
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conditions uh configuration that is
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available in Salesforce messaging for
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web feature
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the first step
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is we have to go to the go to embedded
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service deployment in Salesforce setup
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so go to embedded service
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deployments you would have already
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created a channel and you would have
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linked the messaging channel to your
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embedded service deployment for
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Salesforce messaging for web here click
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edit settings in the settings section
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there is a separate section called terms
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and conditions you have to enable show
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terms and conditions in prehat even if
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you are not using prehat and still if
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you want to show the terms and
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conditions we have to enable this
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feature enable this and let's say you
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wanted to make sure the website visitors
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should select this accept terms and
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conditions before initializing the
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chart let's say the users cannot
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initiate the chat unless they accept the
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terms and conditions then you have to
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enable require users to accept terms and
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conditions before chatting
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once uh this uh configuration is uh
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completed click
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save and click publish
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button wait for the
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uh deployment to be published you will
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receive an email once the changes are uh
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published once you receive an email then
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you can test it
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you can test
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it using test messaging from the
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embedded service
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deployment or you can test it from your
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third party site where your embedded
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service deployment code is
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hosted here if I try to click start
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conversation it won't allow me to start
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the conversation it will allow only if I
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can accept it in order to change this
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content you have to go to set custom
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labels in the custom label section
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select pre-Chat in the chat group in the
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label group select terms and conditions
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in the label
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type select
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standard and here you have to update the
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terms and conditions label if you are
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having multiple languages then you can
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translate it in multiple
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languages if you wanted to create this
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particular uh placeholder link then you
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can make use of this one so for example
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here terms and
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conditions and then if you
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use
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site you can copy this and then you can
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paste it here in the terms and
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conditions label so that it will display
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like
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this please check the video description
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in the video description I have shared
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my blog post from the blog post you
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should be able to get the steps whatever
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we discussed in this video with
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screenshots for your reference
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i hope it was
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helpful thank you for watching
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