Send Your First SMS

Here are the prerequisites to trigger any SMS:

  • Make sure your admin has configured objects on which you want to trigger SMS.
  • Make sure you have required permission sets and custom settings.
  • Mandatory inputs to trigger any SMS are the recipient’s phone number, your sender ID, and text message ( text/media/templates).

You can trigger SMS from the following sources:

MessagingMethods
Single SMS
  • Converse Desk for Sales, Service consoles and Omnichannel.
  • Record Detail Page Layout (Send SMS Button & Conversation View).
  • Converse Desk/Inbox for Salesforce1 Mobile App.
  • Converse Inbox in Lightning Utility Bar for lightning users and Notifications on the sidebar for classic users
Bulk SMS
  • List View
  • Converse Campaign Manager
  • Salesforce Campaigns
  • Reports

For more information about sending messages, see Send Messages in SMS-Magic Converse.

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ATTENTION!!!! - Urgent Action Required

There have been new changes by the TCP 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.