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Post Installation Guide
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How to provide a license
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How to provide permission
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How to map numbers & where to see all the numbers and what’s not assigned
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| Table of Contents |
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Installation Steps
To install the apps, please click on the link below:
Production - https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4x0000002diN
Sandbox - https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4x0000002diN
Post Installation Guide
Click on the Gear icon and Go to Setup.
Search for Custom Setting in Quick Find Box.
Click on Manage of “SMS Credentials”.
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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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Add SMS Messages into Related List
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SMS Number - User Mappings:
Go to SMS from App Launcher
Go to SMS Number - User Mappings tab and click on New.
For SMS Registered #, Click on New SMS Registered #,
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Map the user and Click on Save.
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Update SMS Templates:
Go to SMS and eFax Application.
Go to SMS Templates tab.
Click on New
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(Note : If Source Object is other than Contact, Please create SMS Opt Out field)
Creating Salesforce Site:
Click on the gear icon and go to setup.
In the quick find box search for sites.
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Provide the required information(Label, Name, etc.) as shown in below picture.
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Click Save.
Apex Class Assignment to Site Guest User:
In Global search, Search for Site Guest User.
Click on the site name which we have created just now.
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cm_datatransfer.SMSMessageWrapper
SMS Inbox:
For SMS Inbox functionality, follow the below steps :
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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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Create new entry named SObjectNameInbox. (If you don’t find entry for SObjectNameInbox)
For Value, Enter the API name of SObject Name field
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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
We need to provide permissions to the users who will be using the application so that the users have access to the object and fields of this application.
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Click on Assign and assign the permission set to the required users.
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Save it.
How to provide licenses
Licences are provided so that the user can access our applications.
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Click on Manage Licenses of the Application in which users are needed to given licenses and to remove license of an existing user.
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Save it.
How to map numbers & where to see all the numbers and what’s not assigned?
The numbers are mapped so that the users are assigned a particular number from which they can send the outbound messages.
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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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