If you want to change the information object, then select a different object from the Information Object list. Click the Edit icon next to the object you want to edit. Select the primary object that will reference the information object from the Object Name dropdown list.Ģ. Heymarkets Salesforce SMS integration links texting to your Salesforce fields and objects, allowing you to use it seamlessly with your existing workflows. Note: You can select multiple information objects.Ĥ. Select the information object from the Information Objects dropdown list. Different chat views Respond to customers using our Chat Console or Converse Inbox. In the Information Objects section, click Add Objects.ģ. Easily start texting through SMS or WhatsApp from any records in Salesforce such as contacts, leads, opportunities and even your custom objects. The Remove Object Configuration pop-up window appears.Ģ. Click Details next to the message object that you want to delete.ģ. To enable SMS Sends in Distributed Marketing, follow these steps: Create a journey using the SMS message activity. You must provide at least one phone option.Ģ. ![]() Select the object name, name, and phone from the dropdown lists. In the Converse Settings tab, click Message Configuration.ģ. Deleting a Message Object or an Information Object must be carefully considered and carried out as it impacts SMS delivery throughout the application.īefore deleting the configuration of an object, the Admin must disable the following:ġ. You need to have the relevant permissions to perform the deletions. To delete a Message Object or an Information Object, log in to an administrator account. Marked as sendable: When creating a new data extension, be sure Is Sendable is checked. Get even more out of Salesforce with prebuilt solutions that install in just a few clicks. ![]() Users should also have access to merge/dynamic fields that are referred to in the message configuration and used in SMS templates and fields. Subscriber/Contact Key: To send SMS messages using a data extension or in Journey Builder, you need to include subscriber key (if using it with Marketing Cloud email) or contact key from Contact Builder. User profiles need to be provided field-level access permissions in order to refer these lookup fields while building conversations. ![]() These fields will be used to attach messages to a record when required by the application while building conversations. Prices shown are for stand-alone projects, and may increase or decrease if part of a larger. In addition to Visualforce pages, Lookup Fields are also created for that object on SMS History, Converse App Task, and Conversation objects. Contact us to discuss a Salesforce to KPN Send SMS integration. For more informaton about assigning permissions, see Appendix A – Permissions. You need to assign users access to Visualforce pages in order to send messages.
0 Comments
Leave a Reply. |