Send Your First SMS

Here are the prerequisites 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.
  • Mandatory inputs to trigger any SMS are the recipient’s phone number, your sender ID, and text message ( text/media/templates).

You can trigger SMS from the following sources:

MessagingMethods
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

For more information about sending messages, see Send Messages in SMS-Magic Converse.

Was This Article Helpful?

0 Comments

There are no comments yet

Leave a comment

Your email address will not be published. Required fields are marked *

xTo test this chatbot, please submit your details on this page
Note: After submitting your details you will be redirected to this page and access chatbot