Post Installation Guide
How to provide a license
How to provide permission
How to map numbers & where to see all the numbers and what’s not assigned
Installation Steps
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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)
Now, Go to Custom Settings and Click on Manage of “Features Entitlement“.
Mark the checkbox true for SMS.
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IF(Lead__c <> NULL, Lead__r.FirstName + ' ' + Lead__r.LastName, Name)
Please change the Source Object Name accordingly)
Go to Custom Settings
Click Manage of Data Transfer Settings
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Click Save
Remote Site Settings:
Note : Please check if there is site named SMSAPISite and it is Active, If not then perform following steps :
Enter Remote Site Settings in Quick Find Box.
Click on New Remote Site.
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Enter the details as shown in below picture.
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Click Save.
Congratulations! You have successfully installed the Application.
How to provide permission
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We can see a number is assigned to particular user by clicking on SMS Number - User Mapping as shown in the screenshots below. It will also be visible in the ‘from' side of the chatbox.
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How to create SMS templates
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Log in to your Salesforce org.
Go to App Launcher and Search for SMS & eFAX Guru Applications
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