Overview
You must complete the pre-installation process to ensure that your Salesforce environment is ready for the installation of the SMS-Magic Converse package.
Supported Salesforce Editions
You can install the SMS-Magic Converse package on the following Standard Salesforce editions:
- Enterprise Edition
- Unlimited Edition
- Force.com Edition
- Developer Edition
- Performance Edition
- Professional Edition
SMS-Magic Converse Compatibility with Salesforce
SMS-Magic Converse Compatibility Matrix
Here is a detailed list of Modules & Features and its compatibility with the Enterprise, Partner Professional, and Professional editions. Due to certain API restrictions, some of the setup steps need to be done manually.
[M] stands for Manual Configuration
[AR] stands for API Required
| SMS-Magic Converse Modules | Features/Modules | Enterprise Edition | Partner Professional | Professional |
| Bulk Messaging | Streaming APIs, Rest APIs, MetaData APIs Supported | ✅ | ✅ | [AR] |
| NA | Custom code lets you customize your site using markup, such as HTML and JavaScript | ✅ | ✅ | [AR] |
| Converse App | Object List view in Bulk Campaign | ✅ | ✅ | [AR] |
| App Templates add, remove, edit, create | ✅ | ✅ | ✅ | |
| Converse Apps Automation Actions, Auto Reply, And Notification to User | ✅ | ✅ | ✅ | |
| Converse Settings | Automatic Configuration of Remote Sites via the setup wizard | ✅ | [M] | [M] |
| Auto setup of VF pages for custom and standard objects via the setup wizard | ✅ | ✅ | [M] | |
| Auto setup of Lookups in MOC for custom and standard objects except the object lookups that we package via setup wizard. | ✅ | ✅ | [M] | |
| Converse Settings Registration | ✅ | ✅ | ✅ | |
| User Management | ✅ | ✅ | ✅ | |
| other steps of converse settings | ✅ | ✅ | ✅ | |
| Converse Desk | Object List views filters in converse desk | ✅ | ✅ | [AR] |
| Converse Desk Conversation Assignment | ✅ | ✅ | ✅ | |
| Converse Desk Read/Unread marking conversation | ✅ | ✅ | ✅ | |
| CRM Actions on custom and standard objects | ✅ | ✅ | ✅ | |
| Close/Open /Related conversations | ✅ | ✅ | ✅ | |
| Internal Notes | ✅ | ✅ | ✅ | |
| Canned Response | ✅ | ✅ | ✅ | |
| Character Limit | ✅ | ✅ | ✅ | |
| Sending SMS/MMS/Emoticons/Templates | ✅ | ✅ | ✅ | |
| Converse Templates | Converse Templates Create/Update/Delete, Merge fields | ✅ | ✅ | ✅ |
| Converse Home | Converse Home | ✅ | ✅ | ✅ |
| Conversations Component Lightning | Utility Bar | ✅ | ✅ | ✅ |
| Embed Desk | ✅ | ✅ | ✅ | |
| Notifications | ✅ | ✅ | ✅ | |
| Conversation Component Classic | SideBar | ✅ | ✅ | ✅ |
| Converse buttons on Record details page | Send SMS single and bulk for custom and standard objects | ✅ | ✅ | ✅ |
| Add Sender ID | Adding Sender ID from Salesforce | ✅ | ✅ | [AR] |
SMS-Magic Converse Compatibility with Salesforce Professional Edition
Salesforce Professional Edition is designed for businesses requiring full-featured CRM functionality. It includes straightforward and easy-to-use customization, integration, and administration tools to facilitate any small to midsize deployment.
There are few features that are not available in the professional edition which need to be taken care of. We have listed some of the limitations of the professional edition below:
- No Territory Management, No Account Assignment Rules
- No Sales Teams (aka Opportunity Teams)
- No Joined Reports, No Dynamic Dashboards, No Bucket Fields
- No Cross Filters (e.g. Accounts without Opportunities)
- No Scheduled Dashboards (you can schedule a Report)
- 50 Custom Report Types vs. 200 in Enterprise Edition
- 250 emails sent in a single mass email blast vs. 500 in Enterprise Edition
- Limit of 20 Custom Fields on Activities vs. 100 in Enterprise Edition
- Limit of 10 Custom Tabs vs. 25 in Enterprise Edition
- Limit of 50 Custom Objects vs. 200 in Enterprise Edition
- No Workflow / Approvals / Visual Workflow
- No Person Accounts
- No Ability to mass Grant Login Access to a System Administrator
- No Data Export (Weekly Export Service to backup your Salesforce org)
- Limit of 20 Validation Rules per Object vs. 100 in Enterprise Edition
- Limit of 100 Custom Fields per Object vs. 500 in Enterprise Edition
- No Service Cloud Console, No Partner or Customer Portal
- No Websites (aka Site.com / Force.com Sites)
- To use Chatter Plus (Chatter Only) licenses in Professional Edition, you’ll need to contact Salesforce support and have Profiles enabled
- No Salesforce Communities (released Summer ’13)
- Custom Development and Sandboxes
- No Change Sets (which are needed to deploy custom code)
- No API (thus no ability to use the Data Loader or build custom integrations)
- No Partial Copy Sandbox
- Limit of 10 Developer Sandboxes* (*Change Sets disabled) vs. 25 in Enterprise Edition
- Lightning Professional Edition Limits: 5 Process Builder processes, 2 Permissions Sets, 2 Custom Profiles, 3 Record Types, 2 Page Layouts, 10 Developer Sandboxes
Supported Browsers
SMS-Magic Converse supports whatever Salesforce supports when it comes to browser compatibility. For more information about supported browsers, see Supported Browsers.
Compatibility with Salesforce Classic and Lightning
SMS Magic works with both the Classic and Lightning versions of Salesforce. You will need to do some additional settings to enable the Lightning version.
Domain Registration (Required only for Lightning users)
SMS-Magic Converse supports both Classic and Lightning Users. You must register a My Domain Subdomain to use Lightning Experience.
Register a My Domain Subdomain
To access SMS-Magic Converse on Lightning, you must have My Domain enabled. It enables you to use Lightning components in Lightning component tabs, Lightning pages, the Lightning App Builder, or standalone apps. If you don’t enable My Domain, then the custom component cannot be added to other objects’ record page layout and other sections.
To access SMS Magic in Lighting Experience, you must have My Domain enabled. Register a subdomain with the My Domain wizard and then deploy it. For instruction to set up My Domain, see Define Your My Domain Subdomain Name.
Enable Lightning Experience
To use SMS-Magic Converse on Lightning, Lightning Experience must be enabled in your org.
1. From Setup, click Get Started in the Migration Assistant tile at the top of the menu.
2. Choose which features to enable. Consider enabling the recommended supporting features.
3. Enable Lightning Experience.
4. Click Finish Enabling Lightning Experience.
5. In the dropdown below your Salesforce username, click Switch to Lightning Experience.