How to install and setup SMS Guru

Owned by Aarushi Anand
Last updated: Mar 11, 2022
8 min read

Installation Steps

To install the apps, please click on the link below: 

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.

  1. Go to Setup. 

  2. Find Permission sets in Quick Find Box as shown below: 

3. Click on Cloud Maven SMS. 

4. Click on Manage Assignment Button 

5. Click on Add Assignments 

6. Click on Assign and assign the permission set to the required users. 

7. Save it. 

How to provide licenses 

Licences are provided so that the user can access our applications.

  1. Go to Set up. 

  2. Find Installed Packages in Quick Box.

3. Click on Manage Licenses of the Application in which users are needed to given licenses and to remove license of an existing user. 

4. 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:

  1. Log in to the org.  

  2. Click on App Launcher, and search for SMS and Efax Guru App. 

3. Open the SMS & eFax Guru Apps.  

4. Click on Number User Mapping. 

5. Click on New (if user is being assigned a new number). 

6. In the user section, you can search for the user who is present in the org and you want to assign the number. 

7. Find the registered Numbers in SMS Registered# Field 

8. Mark the checkboxes true for IsActive & isdefault. 

9. 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' section of the chatbox.

Post Installation Guide

Once the application is installed, please follow the below steps:

Data Tansfer Settings

  1. Click on Manage of “Data Transfer Settings”.

2. Click on Edit of “InboundSMS_Query_Label”. This is done to ensure that there is value in the name and id field of the source object. This is also done to prioritise the objects if the app is enabled on multiple objects.

3. Enter the details as shown in below picture.

4. 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)

Page Layouts

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

  1. Go to Object Manager and Go to the source object.

  2. Click on Page Layouts

3. Add SMS Messages into Related List.

SMS Number - User Mappings:

  1. Go to SMS from App Launcher

  2. Go to SMS Number - User Mappings tab and click on New.

  3. For SMS Registered #, Click on New SMS Registered #,

4. Enter the number and Save.

5. Map the user and Click on Save.

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.

  1. Log in to your Salesforce org.

  2. Go to App Launcher and Search for SMS & eFAX Guru Applications

3. Go To SMS Templates Tab under SMS & eFax Guru App.

4. Click on “New” under SMS Templates Tab in order to create a new SMS Template.

5. Enter the Template Name, Object(from which SMS message is to be initiated) and actual message under SMS Template Field.

6. Click On Save.

To update a template -

  1. Go to SMS and eFax Application.

  2. Go to SMS Templates tab.

  3. Select the template which you want to edit

4. Click Next and Update the SMS/Email/Message Fields According to Business requirements.

5. Update the fields according to the business requirements.

How to do field mapping

Now, Go to Setup and search “Custom Metadata Types” in Quick Find Box.

  1. Click on “Manage Records“ of SMS Configuration.

  2. Click New.

  3. Enter the details as shown below:

 

4. For Label, Enter Object name

5. 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).

6. For Type, Select SMS

7. 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.

  1. Click on the gear icon and go to setup.

  2. In the quick find box search for sites.

3. Click New

4. Provide the required information(Label, Name, etc.) as shown in below picture.

5. Click Save.

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.

3. Click on the profile.

4. Click on Enabled Apex class Access.

5. Provide Access to below classes.

cm_datatransfer.InBoundMessageParser

cm_datatransfer.InboundMessageWebhook

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 :

  1. Go to SMS Message object

  2. Click on Fields and Relationships

  3. 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). 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

5. Click Manage of Data Transfer Settings

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

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.

3. Enter the details as shown in below picture.

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”.

4. Enter the details as shown in below picture.

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.

Congratulations! You have successfully installed the Application.