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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
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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‘From' side section of the chatbox.
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How to create SMS templates
SMS Templates are created to make sure that user doesn’t have to type the content of the messages repeatedly. The user can simply select the template he/she wants to use and send it.
Please follow the below metioned steps to make the templates.
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Go to App Launcher and Search for SMS & eFAX Guru Applications
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3. Go To SMS Templates Tab under SMS & eFax Guru App.
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4. Click on “New” under SMS Templates Tab in order to create a new SMS Template.
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5. Enter the Template Name, Object(from which SMS message is to be initiated) and actual message under SMS Template Field.
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6. Click On Save.
Post Installation Guide
Once the application is installed, please follow the below steps:
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.
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.
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Data Tansfer Settings
Click on Manage of “Data Transfer Settings”.
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72. Click on Edit of “InboundSMS_Query_Label”. This is done to ensure that there is value in the name and id field of the surce source object. This is also done to prioritise the objects if the app is enabled on multiple objects.
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83. Enter the details as shown in below picture.
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94. 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“. This setting is done to enable sending and receiving messages.
11. Mark the checkbox true for SMS and eFax.
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Page Layouts
This is done so hat the user can access his/her messages from the source object's page itself.
Go to Object Manager and Go to the source object.
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Click on Page Layouts
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143. Add SMS Messages into Related List. This is done so hat the user can access his/her messages from the Contact's page itself.
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SMS Number - User Mappings:
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5. Map the user and Click on Save.
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How to create/update SMS Templates
SMS Templates are created to make sure that user doesn’t have to type the content of the messages repeatedly. The user can simply select the template he/she wants to use and send it.
Please follow the below metioned steps to make the templates.
Log in to your Salesforce org.
Go to App Launcher and Search for SMS & eFAX Guru Applications
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3. Go To SMS Templates Tab under SMS & eFax Guru App.
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4. Click on “New” under SMS Templates Tab in order to create a new SMS Template.
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5. Enter the Template Name, Object(from which SMS message is to be initiated) and actual message under SMS Template Field.
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6. Click On Save.
To update a template -
Go to SMS and eFax Application.
Go to SMS Templates tab.
Click on New
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Select the template which you want to edit
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4. Click Next and Update the SMS/Email/Message Fields According to Business requirements.
5. Update the fields according to the business requirements.
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How to do field mapping
Now, Go to Setup and search “Custom Metadata Types” in Quick Find Box.6.
Click on “Manage Records“ of SMS Configuration.
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Click New.
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Enter the details as shown below:
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94. For Label, Enter Object name
105. For UI DropDown Options, Enter the required Phone field. In above picture, the required field is Phone only , if the requirement is of more than one field, write as comma separated value. (Example :- Phone,MobilePhone).
116. For Type, Select SMS
127. For SMS Opt Out, Enter the API name of SMS Opt out field. This feature provides the customer an option to not receive messages.
(Note : If Source Object is other than Contact, Please create SMS Opt Out field)
How to Create Salesforce Site
This is done to ensure that the inbound messages are received in the salseforce.
Click on the gear icon and go to setup.
In the quick find box search for sites.
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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.
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.InboundMessageWebhookcm_datatransfer.SMSMessageTriggerHandler
cm_datatransfer.SMSMessageUtility
cm_datatransfer.SMSMessageWrapper
How to enable SMS Inbox functionality
This functionality provides the user facililty to see the unread messages in the utility bar.
For SMS Inbox functionality, follow the below steps :
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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 :
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.
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.
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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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.
Search for Custom Setting in Quick Find Box.
Now, Go to Custom Settings and Click on Manage of “Features Entitlement“. This setting is done to enable sending and receiving messages.
Mark the checkbox true for SMS and eFax.
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Congratulations! You have successfully installed the Application.