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Please go to Appexchange for the latest version or email at support@cloudmaveninc.com

How to provide permission 

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FIND {0} IN ALL FIELDS RETURNING Contact(Name, Id ORDER BY LASTMODIFIEDDATE DESC LIMIT 1) LIMIT 10

(Change Object Name in Query as per requirement)

Page Layouts

This is done so hat the user can access his/her messages from the source object's page itself.

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How to assign Apex Class to Site Guest User

Guest Users need access to Apex classes to read and process the Webhooks received from Telnyx for InBound Messages.

  1. In Global search, Search for Site Guest User.

  2. Click on the site name which we have created just now.

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cm_datatransfer.InboundMessageWebhook

cm_datatransfer.SMSMessageTriggerHandler

cm_datatransfer.SMSMessageUtility

cm_datatransfer.SMSMessageWrapper

How to enable SMS Inbox functionality

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IF(Lead__c <> NULL, Lead__r.FirstName + ' ' + Lead__r.LastName, Name). This ensures that the messages received are visible with the correct record details in the SMS inbox.

Please change the Source Object Name accordingly)

4. Go to Custom Settings

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8. Click Save

Remote Site Settings

Before any Apex callout can call an external site, that site must be registered in the Remote Site Settings page, or the callout fails. Salesforce prevents calls to unauthorized network addresses. Since our product has an integration with Telnyx API, we need to make an entry for the same.

Note : Please check if there is site named SMSAPISite and it is Active, If not then perform following steps :

  1. Enter Remote Site Settings in Quick Find Box.

  2. Click on New Remote Site.

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4. Click Save.

SMS Credentials

For Customers: Please skip the steps related to SMS Credentials as these steps can only be done by the Cloud Maven team as of now. The Cloud Maven team is working on adding console screen to manage the steps for the end user.

  1. Click on the Gear icon and Go to Setup.

  2. Search for Custom Setting in Quick Find Box.

  3. Click on Manage of “SMS Credentials”.

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4. Enter the details as shown in below picture.

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Features Enititlement

For Customers: Please skip the steps related to Features Entitlement as these steps can only be done by the Cloud Maven team as of now. The Cloud Maven team is working on adding console screen to manage the steps for the end user.

  1. Search for Custom Setting in Quick Find Box.

  2. Now, Go to Custom Settings and Click on Manage of “Features Entitlement“. This setting is done to enable sending and receiving messages.

  3. Mark the checkbox true for SMS and eFax.

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Congratulations! You have successfully installed the Application.