87. How to enable access to SMS-Magic Interact for a newly created profile?
Here is the list of different categories where you should provide the complete access to all the objects belonging to SMS- Magic Interact application:
- Apex class permissions
- VF page permissions (To be able to send SMS)
- Custom permissions (to enable the Send SMS buttons for these profiles)
- Object permissions for all the objects belonging to SMS-Magic Interact.
To enable this:
- Under Setup click Manage.
- Click Profiles and make the necessary changes.
Owing to lack of permissions, sometimes SMS records are created in SMS History tab. However, the messages are not delivered to the handset. This issue occurs when the user who is trying to send the SMS, does not have the permission to edit the objects (highlighted in Bold) in the list mentioned below:
The Object Name:
- Action On Incoming SMS
- Error Log
- Filter Setting
- Incoming Alert Configuration
- Incoming Lookup
- Incoming MMS Detail
- Incoming SMS
- LV MMS Detail
- List View Configuration
- List View Execution
- MMS Detail
- Optout Settings
- SMS Alert
- SMS Batch Execution Tracker
- SMS History
- SMS Schedule
- SMS SenderId
- SMS Template
- SMS Template Type
- Scheduled SMS
- SenderId Profile Map
The Custom Setting Name:
- Accessible Channels
- Acknowledgment Popup Setting
- Conversation View Setting
- Duration To View History For Incoming
- SMS Magic Package Type
- SMS Magic Security Setting
- SMS Magic SetUp Tracker
- SMS Magic URL Setting
- Update Related List On Lead Conversion
If the user has a pre-configured template, they also need to have complete access to the Dynamic fields used in the SMS template.
Please check the profile of the user and the field-level access of this profile to the above-mentioned objects. You can do the same by following the below steps:
- Under Setup, click Manage Users and then Profiles.
- Select the Profile and edit it.
- Under the Custom object permissions section, enable the View all and Modify all permission for three objects mentioned above
- Click Save.
If the above settings have been done and the user still cannot send an SMS successfully, please check the field-level security permissions for the objects (SMS History, SMS SenderIDs, and SMS templates) as well.
- Go to Setup -> Create -> Objects -> Select the object
- In the “Custom fields and relationships” section, check that the fields have the access “Field-level accessibility” to the User profile in the picture.
Once all these settings are taken care of, the User will be able to send the SMS successfully.
You can also grant the permission set to the user by following the procedure mentioned below –
- Under Setup, click Administration.
- Under Manage Users, click Users.
- Click the user for which you wish to grant/revoke permission set.
- Look for the Permission Set Assignment and then edit that permission set
- You will be able to see SMS Converse Permission Set under Available Sets.
- Add the SMS Converse Permission Set to the column Enabled Permission Sets.
- Click Save to save the changes.