Send your first SMS
Checklist/ Prerequisite to trigger any SMS
- Make sure your admin has configured objects on which you want to trigger SMS
- Make sure you have required permission sets and custom settings (Refer here for more details as per your use-case)
- You can trigger SMS from below-mentioned sources, choose one
- Mandatory inputs to trigger any SMS are recipients phone number, your sender Id and text message( text/media/templates)
Messaging | Methods | |||
Single SMS | Converse 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 SMS | List View | Converse Campaign Manager | Salesforce Campaigns | Reports |
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