rchilt.blogg.se - Send text from salesforce

You can now start sending direct or bulk messages, but it is advised to continue the setup on the reporting side if you want to track activity straight away. This does not work on past communications. URL tracking comes into effect only after the site has been created. From Public Access Settings go to View Users and select the user displayed and grant access to URL Tracking entities by assigning them App Guest permission.Create and activate your site, then go to Public Access Settings and add the URL Tracking endpoint to Enabled Apex Classes.Set the site name to "INFOBIP_Url_Tracking".Go to Setup > Sites and register your site domain.To collect tracking data, you need to set up a Salesforce site. URL tracking is optional however enabling it can help to see campaign efficacy through conversion rates. Drag and drop the fields you want to include in the Field Set section.įor more information about Salesforce field sets, see their dedicated help docs.Go to Field Sets and create a field set named "Infobip_Personalization_Fields" (case sensitive).In Object Manager go to the Contact or Lead object.Configure merge fieldsīy default, all fields from Contact and Lead objects are available to add as merge fields from the Send Infobip component. If you do not wish users to use specific fields, or if they are not required, you can customize the set of fields available for message personalization.

The related list shows all messages sent to a given Lead/ Contact.įor more information about Salesforce related lists see their dedicated help docs. You can add the related list to the lead/contact Layout or Record Page, depending on what your existing solution uses. Infobip Messages are available as a related list on Contact and Lead records. The related list shows all bulk sends created for a given Campaign. You can add the related list to the campaign layout or campaign Record page, depending on what your existing solution uses. Infobip Bulk Sends are available as a related list on the Campaign object.

or Contacts/ Leads, select Related Lists and find the Open Activities and drag it into the Related List section.

Send Infobip SMS) and drag it into the Salesforce Mobile and Lightning Experience Actions section.

Go to Page Layouts and edit the layout you want the action to be visible from, and then select Mobile & Lightning Actions.

For direct sending, navigate to Contact/ Lead object in Object Manager, or for bulk sending, go to Campaign object.

If you are using page layout, you'll need to configure it to have access to the send option in the Sales Cloud interface.

For Contacts/ Leads, add the Activities component to the record page to be able to view events.

Add a new custom action and select an Infobip send action, for example, Send Infobip SMS.

Now in Lightning App Builder select Highlights Panel.

Click the gear icon at the top of the page, and select Edit Page.For direct messaging, go to the Contact/ Lead records page. For bulk messaging, go to the Campaign record page.

If you are using dynamic actions for bulk messaging, you'll need to configure an action to trigger a message through Infobip. You need to complete these steps (some optional) before you can start sending messages.

These setup steps are the same for all channels but differ depending on the type of send method you use. Links to the relevant Salesforce help docs have been included as part of these docs where necessary.

Configure merge fields and delivery reports.

Set up a site for URL tracking (optional).

Configure messaging settings in Sales Cloud.

Have an account manager access the managed package.

In addition to what you need to connect to your Sales Cloud you also need to: This integration works only with legacy Named Credentials.