Overview

Before the users can start using SMS-Magic Converse, you need to configure the SMS buttons for sending single SMS and bulk SMS.

After completing SMS-Magic Converse basic setup, you do the following:

Create SMS buttons necessary to send SMS
Associate the SMS buttons to the Visualforce pages

The purpose of doing these two configurations is to send a single SMS and bulk SMS. Both configurations are applicable to Salesforce Classic and Salesforce Lightning.

For users to effectively use SMS-Magic Converse, you create SMS buttons and associate these buttons to the Visualforce pages of the objects selected and configured during the Message Configuration step of the SMS-Magic Converse configuration.

Add SMS Button to Layouts

After creating the SMS button, you need to add the buttons to the record layout such as Contacts, Leads, Opportunities, and so on.

To add the button to the page layout in Salesforce Lightning, you need to use the Object Manager.
To add the button to the page layout in Salesforce Classic, you need to use the Quick Find/ Search field to search for the object page and add the button.

You can add the single SMS button to the record page layout for an object such as Contacts, Leads, Opportunities, and so on. The adding of the button is done through the Page Layout option of the object.

Add the Single SMS Button to a Layout Page in Salesforce Lightning

1. From the Salesforce navigation on the top right, click Setup.

2. Select Object Manager by:

Using the Quick Find / Search field, or
Selecting Objects and Fields > Object Manager.

3. Click a record page. Record page can be Contacts, Opportunities, Leads, and so on.

4. Click Page Layouts.

5. Click Edit for the record layout.

6. Select Mobile & Lightning Actions.

7. Select the SMS button from the Mobile & Lightning Actions section.

8. Drag and drop the SMS button in the Salesforce Mobile and Lightning Experience Actions section.

Add the Bulk SMS Button to a Layout in Salesforce Lightning

1. From the Salesforce navigation on the top right, click Setup.

2. Select Object Manager by:

Using the Quick Find / Search field, or
Selecting Objects and Fields > Object Manager.

3. Click a record page. Record page can be Contacts, Opportunities, Leads, and so on.

4. Click Search Layouts.

5. Click Edit for the record List View.

6. Select the SMS button in the Available Buttons list under the Custom Buttons section.

7. Click Add to move the SMS button from the Available Buttons list to the Selected Buttons list.

8. Click Save.

Add the Single SMS Button to a Layout Page in Salesforce Classic

1. From the Salesforce navigation on the top right, click Setup.

2. Select an object by using the Quick Find/ Search field. The object can be Contacts, Opportunities, Leads, and so on.

3. Click Page Layouts.

4. Click Edit for the record layout.

5. Click Buttons.

6. Select the SMS button from the Buttons section.

7. Drag and drop the SMS button in the Salesforce Mobile and Lightning Experience Actions section.

8. Click Save.

Add the Bulk SMS Button to a Layout in Salesforce Classic

1. From the Salesforce navigation on the top right, click Setup.

2. Select an object by using the Quick Find/ Search field. The object can be Contacts, Opportunities, Leads, and so on.

3. Click Search Layouts.

4. Click Edit for the record List View.

5. Select the SMS button in the Available Buttons list under the Custom Buttons section.

6. Click Add to move the SMS button from the Available Buttons list to the Selected Buttons list.

7. Click Save.

View SMS Button on a Record Page or List

When you add the SMS button to the record page, the button is then available as a menu item on any record object page. The single SMS button is available on the record page of the object while the bulk SMS button is available on the record list view page.