Message Configuration Overview 1.59

In the Message Object Configuration section, you can define which objects need messaging capabilities for the user’s organization. You can do the following:

• Define objects for which the user defines conversation templates.
• Auto-generate Conversation and Bulk Sending pages based on the objects defined.
• Define the use of mobile fields and name fields.
• Configure setup buttons using the pages that are generated.

 You can add objects to the Object list. The system then automatically configures the Visualforce pages. These pages are then used to create buttons such as:

• Send SMS
• Send Bulk SMS
• Conversation View

You need to assign users access to Visualforce pages in order to send messages.

In addition to Visualforce pages, Lookup Fields are also created for that object on SMS History, Converse App Task, and Conversation objects. These fields will be used to attach messages to a record when required by the application while building related conversations. User profiles need to be provided field-level access permissions in order to refer these lookup fields while building conversations.

User should also have access to merge/dynamic fields that are referred to in the message configuration and used in SMS templates and fields. For example, a mobile number.

To delete a Message Object or an Information Object, log in to an administrator account. You need to have the relevant permissions to perform the deletions. Deleting a Message Object or an Information Object must be carefully considered and carried out as it impacts SMS delivery throughout the application.

Before deleting the configuration of an object, the Admin must disable the following:

• All Automations
• Process builders
• Campaigns