Overview-Configure Message Objects
SMS magic supports messaging from all standard & Custom Objects. You can choose who you want to Message and from which Objects. Message Objects configuration allows you to configure salesforce objects from which you can send SMS. You can choose one or more phone number fields to send messages to. We support upto 7 mobile phone fields per object. You can configure any number of message objects. This configuration allows you use Phone number fields from the same message object as well related objects which will save your efforts to create extra formulae fields on message object. e.g. You can configure case object but can use mobile fields from Accounts object.
Message Objects configuration would automatically generates Buttons, Visualforce pages and lightning components, which can be used to configure the messaging interfaces on your object page & search layouts. . For more information about configuring the message objects, see (Admin Guide Topic link).
SMS Magic give us a simple configuration to set-up Messaging on different objects:-
- Person Objects (Lead, Contact, Person, Account, Student, Candidate, etc., ) – Person Object has mobile field which can be used to trigger directly message to persons. For eg. You may trigger SMS to leads on change in status during account manager assignment
- Business Objects (Cases, Opportunity, etc. ) – Business Objects have a direct relationship with a specific Person, for e.g. – A Contact related with a Case; or a Contact related with an Opportunity. For e. g. – You want to send Case alerts to the Contact.
- Junction Objects ( Course Allocation, Job Application, Loan Application etc.) – Junction objects have relationship to person and information objects together. For eg., Job Application (Junction Object) is an application to a Job (Information Object) by a Candidate (Person Object).
- Information Objects – (Example) – Unrelated (Job, Course, Product, etc., ) Information Objects with no association with a person. For e.g. – Product. You may want to run a Campaign promoting Product with a list of Leads.
| Who you want to SMS? | In What Situation? | What’s Message Content? | How to Set up? |
| Person Object | Lead, Contact, Account, Student etc., | Custom text or Custom text with merge fields from Person Object field etc., | MOC Configuration to create visualforce pages and lookups. Use Converse Templates for further creation of templates. |
| Business Object | Cases, Opportunity, Campaigns, etc., | Custom text or Custom text with merge fields from Business Object and its parent object fields etc., | MOC Configuration to create visualforce pages and lookups. Use Converse Templates for further creation of templates. |
| Junction Object | Course Allocation, Job Application, Loan Application etc.) | Custom text or Custom text with merge fields from Person/Business object and information object fields etc., | MOC Configuration to create visualforce pages and lookups. Use Converse Templates for further creation of templates. |
Note that information object only strengthens the content with merge fields.
0 Comments