{"id":4575,"date":"2020-01-28T05:49:34","date_gmt":"2020-01-28T05:49:34","guid":{"rendered":"https:\/\/staging.txtbox.in\/docs\/salesforce\/?post_type=lsvr_kba&#038;p=4575"},"modified":"2020-04-24T05:19:05","modified_gmt":"2020-04-24T05:19:05","slug":"registration-and-setup","status":"publish","type":"lsvr_kba","link":"https:\/\/staging.txtbox.in\/docs\/salesforce\/knowledge-base\/registration-and-setup\/","title":{"rendered":"Registration and Setup"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\"><strong>Overview<\/strong><\/h3>\n\n\n\n<p>Comprising of 4 basic steps to swiftly guide you to sending your first message. This section helps setup the destination country where you will be sending messages. You will be creating and connecting your SMS-Magic account with Salesforce along with choosing a plan which will help us understand your requirements in a better way. And finally, you will be ready to send your first message.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. Destination Country and Server Location<\/strong><\/h3>\n\n\n\n<p>Select the country where you want to send messages and it&#8217;s server location is auto-populated. You can select a different server location if required. To make any changes after the setup is complete related to destination country get in touch with your admin.<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Select <strong>Destination<\/strong> <strong>Country<\/strong><\/li><li>Select <strong>Server<\/strong> <strong>Location<\/strong> if the default server location doesn&#8217;t meet your requirements.<\/li><li>Click <strong>Next<\/strong><\/li><\/ol>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2020\/01\/Screenshot-2020-01-28-at-11.21.23-AM.png\">\n\n\n\n<hr class=\"wp-block-separator is-style-wide\" \/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2. Registration, OAuth Sync and Remote Site Setting<\/strong><\/h3>\n\n\n\n<p>Sync OAuth, setup account and configure remote site setting helps creating your SMS-Magic account and sync with Salesforce using the API key.<\/p>\n\n\n\n<div class=\"c-alert-message\">Due to pop-up blockers, the&nbsp;app.sms-magic.com may not be automatically synced with Salesforce. Disable the pop-up blocker and click&nbsp; Refresh to check if registration is successful.<\/div>\n\n\n\n<h4 class=\"wp-block-heading\">2.1 <strong>Registration and OAuth Sync<\/strong><\/h4>\n\n\n\n<ol class=\"wp-block-list\"><li>Select the checkbox if the email looks good. <\/li><li>Click&nbsp;<strong>Register<\/strong>. The&nbsp;<strong>Salesforce Allow Access?<\/strong>&nbsp;pop-up appears providing further configuration details.<\/li><li>Click&nbsp;<strong>Allow<\/strong>. The&nbsp;<strong>Account Configuration Confirmation<\/strong>&nbsp;pop-up appears.<\/li><li>Click&nbsp;<strong>Go Back To Salesforce<\/strong> once the sync is complete.<\/li><li>The&nbsp;section now displays the API Key assigned to the account.<\/li><li>Click&nbsp;<strong>Save<\/strong>.<\/li><\/ol>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2020\/01\/Screenshot-2020-01-28-at-11.11.01-AM.png\">\n\n\n\n<h4 class=\"wp-block-heading\">2.2 <strong>Setup Remote Site<\/strong><\/h4>\n\n\n\n<ol class=\"wp-block-list\"><li>Log in to Salesforce and access SMS-Magic Converse.<\/li><li>Select the Converse Settings tab.<\/li><li>On the&nbsp;<strong>Registration &amp; Remote Site Setting<\/strong>&nbsp;page select&nbsp;<strong>Remote Site Settings<\/strong>.<\/li><li>Click&nbsp;<strong>Configure<\/strong>. A new browser window opens displaying pre-filled configuration details.<\/li><li>Click&nbsp;<strong>Save<\/strong>.<\/li><\/ol>\n\n\n\n<img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/08\/reg-n-rem-setng-1.59-11.jpg\">\n\n\n\n<hr class=\"wp-block-separator is-style-wide\" \/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3. Plan Selection<\/strong><\/h3>\n\n\n\n<p>We have added 2 different trial plans for easing into messaging and getting to know the application in a better way. <\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Select a <strong>plan<\/strong>.<\/li><li>Click <strong>Save<\/strong>.<\/li><\/ol>\n\n\n\n<div class=\"c-alert-message\">For more details on the different plans please get in touch with care@sms-magic.com<\/div>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2020\/01\/Screenshot-2020-01-28-at-11.14.07-AM.png\">\n\n\n\n<hr class=\"wp-block-separator is-style-wide\" \/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4. Send A Test Message<\/strong><\/h3>\n\n\n\n<p>We found it best to provide you with a Sender ID which would help you send a few test messages. If a Sender ID isn&#8217;t assigned during the setup please get in touch with <a href=\"mailto:care@sms-magic.com\" class=\"rank-math-link\">care@sms-magic.com<\/a>.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2020\/01\/Screenshot-2020-01-28-at-11.16.02-AM.png\">\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"206\" src=\"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2020\/01\/Screenshot-2020-01-29-at-11.43.21-AM-1024x206.png\" alt=\"\" class=\"wp-image-4671\" srcset=\"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2020\/01\/Screenshot-2020-01-29-at-11.43.21-AM-1024x206.png 1024w, https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2020\/01\/Screenshot-2020-01-29-at-11.43.21-AM-300x60.png 300w, https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2020\/01\/Screenshot-2020-01-29-at-11.43.21-AM-768x155.png 768w, https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2020\/01\/Screenshot-2020-01-29-at-11.43.21-AM.png 1043w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Overview Comprising of 4 basic steps to swiftly guide you to sending your first message. This section helps setup the destination country where you will be sending messages. You will be creating and connecting your SMS-Magic account with Salesforce along with choosing a plan which will help us understand your requirements in a better way. [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"lsvr_kba_cat":[538],"lsvr_kba_tag":[541,539,540],"class_list":["post-4575","lsvr_kba","type-lsvr_kba","status-publish","format-standard","hentry","lsvr_kba_cat-converse-settings","lsvr_kba_tag-configuration","lsvr_kba_tag-diy","lsvr_kba_tag-installation"],"_links":{"self":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/4575","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba"}],"about":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/types\/lsvr_kba"}],"author":[{"embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/comments?post=4575"}],"version-history":[{"count":19,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/4575\/revisions"}],"predecessor-version":[{"id":4672,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/4575\/revisions\/4672"}],"wp:attachment":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/media?parent=4575"}],"wp:term":[{"taxonomy":"lsvr_kba_cat","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba_cat?post=4575"},{"taxonomy":"lsvr_kba_tag","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba_tag?post=4575"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}