Send your first SMS

Checklist/ Prerequisite to trigger any SMS 

  1. Make sure your admin has configured objects on which you want to trigger SMS
  2. Make sure you have required permission sets and custom settings (Refer here for more details as per your use-case)
  3. You can trigger SMS from below-mentioned sources, choose one
  4. Mandatory inputs to trigger any SMS are recipients phone number, your sender Id and text message( text/media/templates)
Messaging Methods 
Single SMSConverse Desk for Sales, Service consoles and Omnichannel Record Detail Page Layout (Send SMS Button & Conversation View)Converse Desk/Inbox  for Salesforce1 Mobile App 
Converse Inbox in Lightning Utility Bar for lightning users and Notifications on the sidebar for classic users 
Bulk SMSList View
Converse Campaign ManagerSalesforce Campaigns
Reports

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