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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
Please go to Appexchange for the latest version or email at support@cloudmaveninc.com
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.
Go to Setup.
Find Permission sets in Quick Find Box as shown below:
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Click on Cloud Maven SMS.
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Click on Manage Assignment Button
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Click on Add Assignments
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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.
Go to Set up.
Find Installed Packages in Quick Box.
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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.
To Map the numbers, follow the below steps:
Log in to the org.
Click on App Launcher, and search for SMS and Efax Guru App.
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Open the SMS & eFax Guru Apps.
Click on Number User Mapping.
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Click on New (if user is being assigned a new number).
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In the user section, you can search for the user who is present in the org and you want to assign the number.
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Find the registered Numbers in SMS Registered# Field
Mark the checkboxes true for IsActive & isdefault.
Save it.
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
Log in to your Salesforce org.
Go to App Launcher and Search for SMS & eFAX Guru Applications
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Go To SMS Templates Tab under SMS & eFax Guru App.
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Click on “New” under SMS Templates Tab in order to create a new SMS Template.
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Enter the Template Name, Object(from which SMS message is to be initiated) and actual message under SMS Template Field.
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Click On Save.
Post Installation Guide
Once the application is installed, please follow the below steps:
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.
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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4. Enter the details as shown in below picture.
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5. Search for Custom Setting in Quick Find Box.
6. Click on Manage of “Data Transfer Settings”.
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7. Click on Edit of “InboundSMS_Query_Label”.
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8. Enter the details as shown in below picture.
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9. In value section, Enter following query :-
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)
10. Now, Go to Custom Settings and Click on Manage of “Features Entitlement“.
11. Mark the checkbox true for SMS.
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12. Go to Object Manager and Go to the source object.
13. Click on Page Layouts
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14. Add SMS Messages into Related List
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SMS Number - User Mappings:
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Map the user and Click on Save.
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How to update SMS Templates
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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)
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How to Create Salesforce Site
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Click on the gear icon and go to setup.
In the quick find box search for sites.
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3. Click New
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4. Provide the required information(Label, Name, etc.) as shown in below picture.
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5. Click Save.
How to assign Apex Class
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to Site Guest User
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In Global search, Search for Site Guest User.
Click on the site name which we have created just now.
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3. Click on the profile.
4. Click on Enabled Apex class Access.
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5. Provide Access to below classes.
cm_datatransfer.InBoundMessageParser
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cm_datatransfer.SMSMessageWrapper
How to enable SMS Inbox
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functionality
For SMS Inbox functionality, follow the below steps :
Go to SMS Message object
Click on Fields and Relationships
Search for SObject Name field
(Note : If Source object is other Contact, Please create SObjectName field using the below formula
IF(Lead__c <> NULL, Lead__r.FirstName + ' ' + Lead__r.LastName, Name)
Please change the Source Object Name accordingly)
4. Go to Custom Settings
5. Click Manage of Data Transfer Settings
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6. Create new entry named SObjectNameInbox. (If you don’t find entry for SObjectNameInbox)
7. For Value, Enter the API name of SObject Name field
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8. Click Save
Remote Site Settings
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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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3. Enter the details as shown in below picture.
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4. Click Save.
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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.
Go to Setup.
Find Permission sets in Quick Find Box as shown below:
...
Click on Cloud Maven SMS.
...
Click on Manage Assignment Button
...
Click on Add Assignments
...
Click on Assign and assign the permission set to the required users.
...
Save it.
How to provide licenses
Licences are provided so that the user can access our applications.
Go to Set up.
Find Installed Packages in Quick Box.
...
Click on Manage Licenses of the Application in which users are needed to given licenses and to remove license of an existing user.
...
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.
To Map the numbers, follow the below steps:
Log in to the org.
Click on App Launcher, and search for SMS and Efax Guru App.
...
Open the SMS & eFax Guru Apps.
Click on Number User Mapping.
...
Click on New (if user is being assigned a new number).
...
In the user section, you can search for the user who is present in the org and you want to assign the number.
...
Find the registered Numbers in SMS Registered# Field
Mark the checkboxes true for IsActive & isdefault.
Save it.
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.
...
How to create SMS templates
Log in to your Salesforce org.
Go to App Launcher and Search for SMS & eFAX Guru Applications
...
Go To SMS Templates Tab under SMS & eFax Guru App.
...
Click on “New” under SMS Templates Tab in order to create a new SMS Template.
...
Enter the Template Name, Object(from which SMS message is to be initiated) and actual message under SMS Template Field.
...
.