Admin Guide

The Administrator guide is the primary resource that system administrators use to learn about the concepts and high-level steps for installing, maintaining, and troubleshooting SMS-Magic Converse Application.

You must complete the pre-installation process to ensure that your Salesforce environment is ready for the installation of the SMS-Magic Converse App.

Global Navigation allows you to interact with all of your application modules from a single interface. All the horizontal navigation tabs are now available in simplified vertically arranged navigation.

We have taken the liberty and prepared a few easy-to-follow steps to begin configuration and sending your first message.

This section describes how to install SMS-Magic Converse in your Salesforce environment.

This section describes the post-installation steps that you must perform after installing the SMS-Magic Converse App.

This section helps you configure Send SMS and Bulk SMS Buttons on Object Page and List View Layouts.

This section helps you configure Converse Inbox on your Utility bar in Lightning or Classic side Panel in the Classic version.

This section helps you create Converse Apps for different types of campaigns such as Drip Campaign, Surveys, Double-Opt-In(s), Event Reminders, and other types.

This section helps you create campaigns using stand-alone templates or even associate pre-designed apps, designed in the Converse Apps.

This section helps you automate your message with a few simple clicks.

This section helps you set up an organization-wide email service that routes the replies to notifications received from Salesforce email service without logging in to the Salesforce platform.

The Global navigation bar gives you a single tab to different dashboards and charts.

This section helps you configure the basic settings of the Salesforce Mobile App.

This section provides troubleshooting information about SMS-Magic Converse installation and configuration issues and provides solutions.

This section provides a list of SMS-Magic Converse objects and related fields along with permission details. These are categorized under separate headings.

This section provides a list of objects and field names. These are categorized under separate headings.

This section provides examples of compliance flows.