Login to your Salesforce org where the package is installed.
Note: We will be creating a Public site to receive all the web hooks for an Incoming SMS. Since it will be an external User, Please make sure that the external profiles does not have access to any Object or Field permissions.
Click on the Gear icon and Go to Setup.
Search for Custom Setting in Quick Find Box.
Click on Manage of “SMS Credentials”.
Enter the details as shown in below picture.
Search for Custom Setting in Quick Find Box.
Click on Manage of “Data Transfer Settings”.
Click on Edit of “InboundSMS_Query_Label”.
Enter the details as shown in below picture.
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)
Now, Go to Custom Settings and Click on Manage of “Features Entitlement“.
Mark the checkbox true for SMS and eFax.
Go to Object Manager and Go to the source object.
Click on Page Layouts
Add SMS Messages into Related List
SMS Number - User Mappings:
Go to SMS and eFax App from App Launcher
Go to SMS Number - User Mappings tab and click on New.
For SMS Registered #, Click on New SMS Registered #,
Enter the number and Save.
Map the user and Click on Save.
Update SMS Templates:
Go to SMS and eFAX Application.
Go to SMS Templates tab.
Click on New
Click Next and Update the SMS/Email/Message Fields According to Business requirements.
Update the fields according to the business requirements.
Now, Go to Setup and search “Custom Metadata Types” in Quick Find Box.
Click on “Manage Records“ of SMS Configuration.
Click New.
Enter the details as shown below:
For Label, Enter Object name
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).
Creating Salesforce Site:
Click on the gear icon and go to setup.
In the quick find box search for sites.
Click New
Provide the required information(Label, Name, etc.) as shown in below picture.
Click Save.
Apex Class and Object Permission Assignment to Site Guest User:
In Global search, Search for Site Guest User.
Click on the site name which we have created just now.
Click on the profile.
Click on Enabled Apex class Access.
Provide Access to below classes.
cm_datatransfer.InBoundMessageParser
cm_datatransfer.InboundMessageWebhook
cm_datatransfer.SMSMessageTriggerHandler
cm_datatransfer.SMSMessageUtility
cm_datatransfer.SMSMessageWrapper
Now Go to Object Settings and Provide Access to below objects:
Contact
SMS Messages
Now, Give field level access to SMS Opt Out field in Contact object.
Give field level access to all the fields in SMS Messages object.
Remote Site Settings:
Enter Remote Site Settings in Quick Find Box.
Click on New Remote Site.
Enter the details as shown in below picture.
Click Save.
Congratulations! You have successfully installed the Application.