Send a Message from Record Details

  1. On the Salesforce Home page, click . The App Launcher page appears.

  2. Click the object name. The object record list appears.

  3. Under Contacts click and then select All Contacts from the drop-down menu to view the complete contact record list.
  4. Click a record name. The Record details appear.

  5. Under Contact Details, click . The drop-down menu appears.

  6. Click Send SMS. The Send SMS window appears.

  7. Enter the following details:
    • Sender ID
    • Message Template
    • Message Text
  8. If you do not wish to select a template, type your own message.
  9. Click Send.

  10. You can also schedule your message. Refer to the section on Schedule Messages for more detail.

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ATTENTION!!!! - Urgent Action Required

There have been new changes by the TCR that require companies sending application-to-person (A2P) SMS or Text messages within the United States to register their Brand and 10-digit long code (10DLC) numbers they are using.

The goal is to build trust within the system while delivering high customer engagement. SMS Text Messages will start failing if you don't comply with these regulations.

SMS Magic team wants to help you complete this process so you can continue serving your customers.

Please click on the below link to complete the form, and our team will start the registration process.