FAQ

image_pdfimage_print

48. Messages are not getting delivered on handset? What could be the reasons?

Following are some of the common reasons why the messages don’t get delivered:

  1. Sending messages to invaid number like Landline
  2. Mobile switched off or out of network
  3. Destination number has opted out
  4. The Message subscription on the destination number has expired (e.g.- Customer having 1:1 communication and suddenly a message is not delivered).
  5. Spam Detected- Too many messages sent using long code, like bulk or campaign (We suggest either Shortcode or Toll free number).
  6. Number has opted out from receiving messages from you.
  7. Number is overwritten
  8. The end-user’s mobile plan does not support SMS
  9. Number is no longer valid
  10. Prepaid subscription for SMS expired
  11. The sender id entered is either not in the correct format, not SMS-enabled or not assigned to your account.
  12. Network error- Network issues at carrier end
  13. Spam detected- SMS filtered
  14. Invalid SMS Content- blank SMS or SMS exceeds the characters limit of 1600 for messages

50.I am getting an error “URL No Longer Exists” while accessing visualforce page.

When you add a conversation view to the page layout and try to access it, you may get the error “URL No Longer Exists” One of the possible reasons may be that Clickjack Protection for Visualforce page is enabled for your Org.

To check if Clickjack is enabled:

  1. On the Setup page, search for Security.
  2. Under Platform Encryption, click Sessions Settings.
  3. Under clickjack protection, check whether the following two check boxes are enabled:
  4. Enable clickjack protection for customer Visualforce pages with standard headers; and
  5. Enable clickjack protection for customer Visualforce pages with headers disabled is enabled.

Solution:

If Clickjack protection is enabled, follow the given process to resolve the error:

  1. On the Setup page, search for Visualforce.
  2. On the Visualforce page, search for the visualforce page for which you want to resolve the error.
  3. Click on the Edit button.
  4. Modify the following attribute in the first line applyHtmlTag =”false”
  5. Refer the URL shown below for more details: https://help.salesforce.com/articleView?id=000230608&type=1

51. One of our user is getting an error “You do not have permission to access fields of User object. Please contact admin. You do not have permission to access Profile object. Please contact admin.” How can we resolve this?

To resolve the error notifications, do one of the following: —

If the user is a “System Administrator” – Set “Customize Application” permission for this profile from “Administrative Permissions–> Customize Application” as true. — If the user is not a “System Administrator” – Set “View Setup and Configuration” permission for this profile from “Administrative Permissions–> View Setup and Configuration” as true . “

52. Whenever we try and save any changes made to any profile, then we get the error as permission depends on read access for SMS History object, Incoming SMS object, List View Configurations

This is a Salesforce error and appears because your profile is missing the required permissions. These permissions have a dependency on several other permissions which are already active for your profile. Refer to our Troubleshooting Guide for more details on resolving this issue.

53.”Customer Portal Super user Profile and Customer Portal Manager Custom user License” profile is not able to send SMS using the SMS Magic application due to permission, which permission should I assign?

The Customer Portal Super User and Customer Portal Manager profiles need to be provided with access permissions at three levels in order to resolve this issue:

  1. Access to Page Layout for SMS-Magic Buttons: Buttons cannot be assigned to a profile. Therefore, they are added to a layout. In order to access these buttons, Customer Portal Super user Profile and Customer Portal Manager users should be able to access that particular page layout. Page layout assignment for the Customer Portal Super user Profile and Customer Portal Manager user can be defined on their profile.
  2. Provide access to SMS-Magic Objects, VF pages, Triggers and FLS permissions: Salesforce Admin should provide the Customer Portal Super user Profile and Customer Portal Manager users with access to the SMS-Magic objects. Along with this, access should also be provided to the SMS-Magic Visualforce pages and triggers. This ensures that Customer Portal Super user Profile and Customer Portal Manager user has full access to SMS-Magic application.
  3. Field Level Security Permissions: The Customer Portal Super user Profile and Customer Portal Manager user should also have field level security permission on individual fields in order to send and receive SMS. In addition to granting permissions to object, all fields of the object should be granted the same level of permissions.

For example: To send SMS, Customer Portal Super user Profile and Customer Portal Manager user should have create and update permission to SMS History object and all fields of SMS history object.

The table below provides further details on objects:

  1. Functionality
  2. Send SMS
  3. View Incoming SMS
  4. Create Templates

54. Do you have SQL script to check the permissions for all the fields belonging to a particular object?

Please use the following code snippet in the workbench to check whether any object and its fields have all the relevant permissions.
Workbench link : https://workbench.developerforce.com/login.php

DescribeSObjectResult result = Schema.getGlobalDescribe().get(‘‘).getDescribe();
System.debug(‘Object Accessible:’+result.isAccessible());
System.debug(‘Object Createable:’+result.isCreateable());
System.debug(‘Object Updateable:’+result.isUpdateable());
System.debug(‘Object Deleteable:’+result.isDeletable());
for (Schema.Sobjectfield obj : result.fields.getMap().values()) {
Schema.DescribeFieldResult fldResult = obj.getDescribe(); System.debug(‘Field Name:’+fldResult.getLabel()+’;\tField Accessible:’+fldResult.isAccessible()+’;\tField Createable:’+fldResult.isCreateable()+’;\tField Updateable:’+fldResult.isUpdateable()); }

56. Can I auto pull pending messages in Salesforce when OAuth is revoked?

Yes, you can pull mending messages in Salesforce when OAuth is revoked. Follow the steps here for more details.

57. As a marketing/sales user, while sending messages from interactive sources, can I upload media files as per support available against the selected Sender ID?

Yes, as a marketing/sales user, while sending messages from interactive sources, you can upload media files as per support available against the selected Sender ID.

61. Will the media files get deleted from the SMS-Magic server once they are successfully uploaded to Salesforce storage?

Yes, the media files will get deleted from the SMS-Magic server once they are successfully uploaded to Salesforce Storage.

62. Do I have an option to store a media file in Salesforce storage manually?

Yes, you have an option to store a media file in Salesforce storage manually. Here is how you can do it.

63. Can I save/store all incoming and outgoing media files in Salesforce Storage?

Yes, you have the option to save/store all incoming and outgoing media files in Salesforce Storage. Here is how you can do it.

64. For multimedia message sending, does SMS-Magic support different channel-specific file types and file sizes?

Yes, for multimedia message sending, SMS-Magic does support different channel-specific file types and file sizes. If you want to send media files of file size higher than 2.5 MB then you need to enable Salesforce storage. Find out more here.

65. Is there an option to resize Conversation Component?

Yes, you have the option to resize Conversation Component in Lightning. Find out more here

66. Do I have the option to prompt the user to give a permission set after a new user is added?

Yes, you can prompt the user to assign a permission set after adding a new user. Find out more here

67. Once OAuth is revoked, when will the messages get synced to my CRM?

You have been given an option to auto-pull messages once the OAuth is revoked. Every 4 hours SMS-Magic application will keep on pulling the incoming messages which are not synced with your CRM till the time the Auth is reset. Follow the steps here for more details.

68. Do we have the option to notify the conversation owner via utility bar when the conversation is reassigned

Yes, we have the option to notify the conversation owner via utility bar when the conversation is reassigned. Here is how.

1. Do you work on custom modules?

Yes, we do work on custom modules. You can create a button to send texts from the custom modules. For more detailed information on how to setup and send SMS please refer to the Zoho User Guide.

2. Can we schedule texts for a particular date and time?

Yes. You can use the Zoho’s Workflow Automation to set up workflows. This means creating a workflow rule and associating it with Webhook to send automated texts.

3. Will I be charged for the incoming messages?

No, you won’t be charged seperately. SMS credits will be consumed for the texts that you send out.

4. How are the SMS credits consumed?

It’s based on the text length, i.e. the number of characters in the text. If its 160 characters it will consume 1 SMS credit and so on.

5. Is the automation similar to that of the blueprints?

The transitions states that you use in the blueprint are slightly different from that of the Workflows. We will have to look into the kind of blueprint you have and then only we can figure out how we can enable the texting functionality.

6. What is the meaning of number of users?

The number of users is nothing but the individuals to whom you are thinking of giving the texting ability.

7. How can I know if I have an incoming notification?

You recieve Bell Icon notifications on Zoho CRM for incoming messages. You can set up a Workflow Automation to receive email notifications.

8. Can I be notified about incoming SMS on the custom modules?

Yes. You need to setup a Lookup on SMS History for your custom module and then you can recieve the Bell icon notifications for incoming messages, and email notification via Workfow Automation.

9. Where can I view the entire SMS history?

SMS-Magic Interact extension comes with a SMS History module. You can view all your outgoing and incoming messages in this module.

10. Could you please tell me what kind of number can we use to send out SMS?

You can easily send out SMS using a landline number/toll-free/VOIP. We can procure a number from our side or you can give us your existing number. We will have to check with our providers so that we can get the number text enabled. The numbers that we provide do not have calling functionality but we can call forward on the numbers that you plan to take calls on.

11. Is call forwarding possible on the number that I am going to use?

Yes, it is possible. We can forward the call to your office number or any particular number you wish to use for calling. It would be charged ($100 per number/per year, unlimited minutes of forwarding)

12. How can I manage my opt-outs?

You can manage your Customer Consents via Consent Management system available on the SMS-Magic Web Portal. You can upload the consents manually as well as setup keywords to manage Handset Consents. If customers have Opted-Out, we do not allow a message to be sent to them from our system.

13. How can I create SMS templates?

You can create SMS templates from SMS-Magic Web Portal. You can then select from the available templates while sending messages.

14. How is the pricing for the users and texting?

We have ‘Start Your Conversation’ plan from $180 for 1 user, 1 phone number and 1000 SMS credits for sending message in USA. For other regions, check out pricing here – https://sms-magic.com/pricing

15. Can we get a discount?

Yes, we offer volume discounting on high credits consumption and also for non-profits, we offer good discounts. Please reach out at sales@sms-magic.com for custom pricing.

16. Can I send out SMS for marketing purpose?

Yes. You can send Marketing Campaigns to maximum 50K recipients at a time using Campaigns on SMS-Magic Web Portal. For marketing purpose, it is best to use a Shortcode. You can bring your own Shortcode or procure one with our assistance. The other option is to use multiple long codes to send the texts in batches. This is to avoid your number getting blocked by the provider for spamming.

17. Upto how many recipients can I send the SMS on Zoho?

You can select up to 100 recipients to send the SMS on Zoho. Also, to send messages to more than 100 recipients, you can use Custom List Views in your module, and send to maximum of 50K recipients for Enterprise edition Zoho CRM.

19. The send SMS button takes you to the portal, but not from within the CRM! What about the privacy?

Yes, we do maintain privacy. The data is on the AWS servers and only a few authorities have access to it. So there are no chances of the data being hacked.

20. Is there a limit on sending out SMS on a particular day?

No, there is no limitation on sending SMS. But for Zoho customers, you cannot send a same message in 24 hrs to the same number using same Sender ID.

Important Announcement!

URGENT! Please register the 10-digit business phone number (e.g. 555-555-5555) that your organization uses to send texts to consumers in the U.S. Failure to register may cause heavy penalties and disruption to all your text messaging communications.