SmsObject.smagicinteract_Name_c = contact.Name // records name SmsObject.smagicinteract_PhoneNumber_c = contact.MobilePhone SmsObject.smagicinteract_SenderId_c = senderId Smagicinteract_smsMagic_c smsObject = new smagicinteract_smsMagic_c() String templateText = 'test SMS by Screen Magic' // you can fetch the template text by querying the record on smagicinteract_SMS_Template_c object SMS can be sent using the below API from an APEX class, Also, this class can be scheduled and the SMS would be sent when the criteria specified in the class is met.
Automatically, ‘Configuration Name’ would be populated as highlighted above.
#Send sms from salesforce upgrade
‘SMS on Workflow’ is an upgrade package used for scheduling the SMS.Įnter the values as shown below and click the button. SMS can be sent when a particular process is complete or at a specific time using ‘SMS on Workflow’. If a Lead replies for the SMS sent from Salesforce with the text containing ‘Stop or Unsubscribe’, then automatically ‘Opt-out’ for the Lead would be enabled and the Lead would not receive any SMS from Salesforce until ‘Opt-out’ is disabled. Stop & Unsubscribe are the keywords configured for Lead to enable ‘Opt-out’. If Salesforce receives any text which contains the keyword for ‘Unsubscription’, then automatically ‘Opt-out’ setting (‘Opt-out’ field ) for the corresponding Lead or Account would be checked based on the Mobile number from which the SMS is received. This setting is to prevent sending SMS for Lead or Account who has unsubscribed from receiving SMS. When Salesforce receives an ‘Incoming SMS’, the following records can be created:īy clicking on ‘New Action on Incoming SMS’ within ‘SMS Settings, you can create a new action. the record that has the same ‘Personal Mobile’ field value as the incoming SMS. If there are a list of ‘Phone’ fields (Home Phone, Office Phone, Personal Mobile) on Account, then we need to configure a specific field, and based on that field value the incoming SMS will be associated with the right record.įor example, if ‘Personal Mobile’ field is configured, then the SMS received from ‘Personal Mobile’ field value would be associated with the corresponding Account record. In order to associate an incoming SMS with Lead or Account, we need to configure in ‘Incoming Lookup’ within ‘SMS Settings’ by creating a ‘New Incoming Lookup’ record. This object holds all SMS records that are received by Salesforce and is associated with the corresponding Lead or Account. This object holds all SMS records that are sent from Salesforce and is associated with the corresponding Lead or Account. Before creating an SMS template, we need to create a ‘Template Type’, which specifies to which object the SMS template is created. SMS templates can be created to send SMS messages similar to Email template.
SMS can be sent to Lead, Contact, and Users, and also by directly entering Mobile Number via ‘SMS Home’.
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