Converse on Salesforce – SMS-Magic Salesforce Documentation https://www.sms-magic.com/docs/salesforce Mon, 30 May 2022 13:27:09 +0000 en-US hourly 1 https://wordpress.org/?v=5.5.11 1. Can I use SFDC Campaigns for sending bulk SMS? https://www.sms-magic.com/docs/salesforce/faq/1-can-i-use-sfdc-campaigns-for-sending-bulk-sms/ Fri, 26 Jun 2020 13:16:18 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5141 Yes, SFDC campaigns can be used to send out bulk messages, but only through Contact and leads object.

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2. How do I see who responded to my campaign(s)? https://www.sms-magic.com/docs/salesforce/faq/2-how-do-i-see-who-responded-to-my-campaigns/ Fri, 26 Jun 2020 13:15:49 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5139 You can have a related list of Incoming SMS and SMS History object on the campaign module where the responses get attached and you can view the same on the respective campaign

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3. Can I run drip campaigns? https://www.sms-magic.com/docs/salesforce/faq/3-can-i-run-drip-campaigns/ Fri, 26 Jun 2020 13:15:18 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5137 Yes, you can run drip camapigns but as per the compliance settings.

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4. Can I run a survey? https://www.sms-magic.com/docs/salesforce/faq/4-can-i-run-a-survey/ Fri, 26 Jun 2020 13:14:52 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5135 Yes, with the help of Converse Apps (which can be integrated with Salesforce Automation tool – process builder/ workflow), you can configure and run Surveys.

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5.Can I pause & re-run a Campaign? https://www.sms-magic.com/docs/salesforce/faq/5-can-i-pause-re-run-a-campaign/ Fri, 26 Jun 2020 13:14:25 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5133 No, You cannot pause the campaign in between and rerun the camapign.

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6. Can I reuse a campaign on a future date? https://www.sms-magic.com/docs/salesforce/faq/6-can-i-reuse-a-campaign-on-a-future-date/ Fri, 26 Jun 2020 13:13:51 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5131 No, If you have already ran the campaign then you need to create a new one.
If the campaign is still scheduled for future and you need to change the date then that is possible.
Just need to edit the campaign and change the date,

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7. Can I round-robin incoming SMS to my agents? https://www.sms-magic.com/docs/salesforce/faq/7-can-i-round-robin-incoming-sms-to-my-agents/ Fri, 26 Jun 2020 13:13:23 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5129 Yes, you can round-robin incoming SMS to your agents

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8. Can I reassign messages if one of my agents is absent? https://www.sms-magic.com/docs/salesforce/faq/8-can-i-reassign-messages-if-one-of-my-agents-is-absent/ Fri, 26 Jun 2020 13:12:56 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5127 Yes, you can reassign the SMS conversations from the Converse Desk in Salesforce

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9. How do I know what agents are online? https://www.sms-magic.com/docs/salesforce/faq/9-how-do-i-know-what-agents-are-online/ Fri, 26 Jun 2020 13:12:27 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5125 We have our agents available 24*5 on intercom. You can go to our official website and click on the message icon at the bottom right

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10. Can my agents reply immediately from their mobile? https://www.sms-magic.com/docs/salesforce/faq/10-can-my-agents-reply-immediately-from-their-mobile/ Fri, 26 Jun 2020 13:11:55 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5123 Yes. In order to send the replies from the mobile, use the mobile app, which is in its Beta stage and soon it will be available on the App store & Play store

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11. How can I see results from different campaigns on the same set of contact records, separately? https://www.sms-magic.com/docs/salesforce/faq/11-how-can-i-see-results-from-different-campaigns-on-the-same-set-of-contact-records-separately/ Fri, 26 Jun 2020 13:11:20 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5121 You can create report in Salesforce on SMS History and filter the contact records with their statuses (which we enter at the time of shooting campaign) and in this way you will be able to see the responses received from all the contacts.

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12. Can I assign messages to a Que and have the agents pickup from the Que? https://www.sms-magic.com/docs/salesforce/faq/12-can-i-assign-messages-to-a-que-and-have-the-agents-pickup-from-the-que/ Fri, 26 Jun 2020 13:10:32 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5119 Yes, Round robin and queue setup, both are configurable. You can contact at care@screen-magic.com.

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13. Can I do Custom Routing based on Keywords to my agents? https://www.sms-magic.com/docs/salesforce/faq/13-can-i-do-custom-routing-based-on-keywords-to-my-agents/ Fri, 26 Jun 2020 13:09:59 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5117 Yes, you can configure a custom SMS routing based on the Keywords using SMS-Magic

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14. Can I do Custom Routing based on Lead Source to route the incoming SMS? https://www.sms-magic.com/docs/salesforce/faq/14-can-i-do-custom-routing-based-on-lead-source-to-route-the-incoming-sms/ Fri, 26 Jun 2020 13:09:20 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5115 Yes, you can do the custom routing based on the Lead source. You can create a process builder which will send SMS as the lead is created in the CRM.

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15. How can we activate alerts for incoming response? https://www.sms-magic.com/docs/salesforce/faq/15-how-can-we-activate-alerts-for-incoming-response/ Fri, 26 Jun 2020 13:08:44 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5113 Yes, last sender incoming alerts can be activated in SMS-Magic Converse. For more details, refer to the Manage Notifications section in the SMS-Magic Converse Guide for Salesforce Admin.

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16. How to create sender Id in Converse? https://www.sms-magic.com/docs/salesforce/faq/16-how-to-create-sender-id-in-converse/ Fri, 26 Jun 2020 13:08:10 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5111 Refer to the topic on Add a Sender ID in the SMS-Magic Converse Salesforce Admin Guide.

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17. What are the different fields available on SMS History and conversation objects? https://www.sms-magic.com/docs/salesforce/faq/17-what-are-the-different-fields-available-on-sms-history-and-conversation-objects/ Fri, 26 Jun 2020 13:07:22 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5109 The following SMS History fields are available in the managed package:

  1. Campaign – Lookup of Campaign object
  2. Case – Lookup of Case object
  3. Contact – Lookup of Contact object
  4. Conversation – Lookup to conversation
  5. Converse App – Lookup to Converse app if message is triggered from converse app
  6. Converse App Action
  7. Converse App Task
  8. Country – If the country settings is selected as ‘All’ and country code is added to mobile number, shows the country name
  9. CreatedOn – Created date
  10. Delivery Error Message
  11. Delivery Status – Delivery report of outgoing message
  12. Direction – Shows direction of the messages IN for incoming and OUT for outgoing
  13. Disable SMS On Trigger
  14. External Field – Unique ID of the record
  15. Lead – Lookup of Lead object
  16. Message Credits – Shows how many SMS credits were consumed for that SMS
  17. Message Type – Shows if it is SMS /MMS
  18. MMS Subject – If it is MMS, show the subject of MMS.
  19. Mobile Number – Shows the mobile number used for sending the outgoing message
  20. ObjectType – Shows the object name from where the outgoing text was triggered
  21. Opportunity – Lookup of Opportunity object
  22. Previous Message – This field populated the lookup of last outgoing message in case of an incoming message
  23. SenderId – Shows the senderID used for sending/receiving message
  24. Sent Status
  25. SMS Template – Lookup of the SMS template used
  26. SMSText – Shows the message body of SMS
  27. Source – From where the message was triggered
  28. Status – Shows the overall status of message
  29. Status Message
  30. Text Unicode – Shows if the text was considered unicode
  31. Unformatted Phone Number – Unformats the mobile number
  32. User

The following Conversation Fields are available in the managed package:

  1. Account
  2. Campaign
  3. Case
  4. Contact
  5. Converse App
  6. Converse App Action
  7. Inbound Number
  8. isUnread
  9. Last Incoming Time
  10. Last Message Direction
  11. Last Message Time
  12. Last Outgoing Time
  13. Lead
  14. Mobile Number
  15. Mode
  16. New Count
  17. Object
  18. Opportunity
  19. Purpose
  20. Sender
  21. State
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18. How can we check the message was sent successfully? https://www.sms-magic.com/docs/salesforce/faq/18-how-can-we-check-the-message-was-sent-successfully/ Fri, 26 Jun 2020 13:01:00 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5107 To check if the message was sent successfully, you can check the two fields available on SMS History record:

Sent Status
The SentStatus of an SMS gives you the health of the SMS creation process from the salesforce org to the SMS-Magic portal. If it displays “Submitted” in the initial stage, it means that the SMS request has been created successfully.

Delivery Status
The deliveryStatus of an SMS is the real-time delivery report that we receive from the SMS providers. The moment we receive them, we push them back to your SF org.

In short, when we send an SMS from the SF org, a record is created in SMS History tab with the Sent Status as “Submitted”. This means that the SMS has been sent from Salesforce to the SMS Magic portal for further processing. When we receive the delivery report from the provider, we push it back to your org and the Sent Status is updated to “Success” and the Delivery Status is updated with the one shared by the SMS provider.

Additionally, the Status field shows the overall status of the outgoing messages.

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19. Where to find my SMS Magic account ID and SMS credits available in salesforce ? https://www.sms-magic.com/docs/salesforce/faq/19-where-to-find-my-sms-magic-account-id-and-sms-credits-available-in-salesforce/ Fri, 26 Jun 2020 13:00:08 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5105 The SMS-Magic Account Id and remaining SMS credits are displayed on the SMS Home or Converse Home tab.

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20. Does the user need SMS license to send messages from Converse ? https://www.sms-magic.com/docs/salesforce/faq/20-does-the-user-need-sms-license-to-send-messages-from-converse/ Fri, 26 Jun 2020 12:59:28 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5103 Any user who would be triggering manual or automatic message, needs an SMS-Magic license to send messages.

Please note that for automated messages, the user who would be fulfilling the criteria (mentioned in the automation flow) needs to have the SMS-Magic license. In short, when the conditions are satisfied by the respective user, as per Salesforce functionality, that user will become the owner of History record and our logic checks if that user has SMS- Magic license.

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21. Can a sender Id be assigned to a user? https://www.sms-magic.com/docs/salesforce/faq/21-can-a-sender-id-be-assigned-to-a-user/ Fri, 26 Jun 2020 12:59:04 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5101 Yes, Sender IDs can be assigned to a user or a profile in the SMS-Magic Converse version. Refer to the Sender Id and assignment section in the SMS-Magic Converse Salesforce Admin Guide.

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22. Can we activate incoming alerts to the user who sent the outgoing message? https://www.sms-magic.com/docs/salesforce/faq/22-can-we-activate-incoming-alerts-to-the-user-who-sent-the-outgoing-message/ Fri, 26 Jun 2020 12:58:37 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5099 Salesforce:
Yes, last sender incoming alerts can be activated in SMS Converse.

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23. Can we assign a sender Id to multiple users? https://www.sms-magic.com/docs/salesforce/faq/23-can-we-assign-a-sender-id-to-multiple-users/ Fri, 26 Jun 2020 12:58:10 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5097 Yes, Sender ID can be assigned to multiple users and also have incoming email alerts enabled.

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24. How can we give SMS license to users in bulk? https://www.sms-magic.com/docs/salesforce/faq/24-how-can-we-give-sms-license-to-users-in-bulk/ Fri, 26 Jun 2020 12:57:43 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5095 Bulk SMS licenses can be provided to users with the help of Data Loader. Click here for more details.

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25. What is Oauth? Is it necessary to enable the OAuth? https://www.sms-magic.com/docs/salesforce/faq/25-what-is-oauth-is-it-necessary-to-enable-the-oauth/ Fri, 26 Jun 2020 12:12:59 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5089 SMS-Magic is a connected app on Salesforce for authentication of Data and to push data into Salesforce. As SMS-Magic sends Delivery reports and Incoming SMS back to Salesforce we use OAuth for this purpose.

If someone revokes OAuth access from Salesforce or if your access rights get expired, you may face the following issues:

  1. Your Salesforce Org will no longer receive inbound SMS
  2. You will no longer receive delivery reports for outbound SMS

In order to continue receiving benefits from SMS-Magic, you need to reset OAuth. Resetting OAuth can be done by following a few simple steps, as follows:

  1. Login to SMS-Magic Portal through Salesforce
  2. Switch to SMS Magic Converse, go to the Converse Settings page, and click Reset.

3. Ensure that the green checkmark appears on the following page indicating that the access is granted.

account created

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26. Can we give our recipients the option to opt out of the messaging service?If yes, how? https://www.sms-magic.com/docs/salesforce/faq/26-can-we-give-our-recipients-the-option-to-opt-out-of-the-messaging-serviceif-yes-how/ Fri, 26 Jun 2020 12:12:04 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5087 Yes, you can add an opt-out message disclaimer at the end of the message body asking your recipients to opt-out by replying with the opt-out keyword e.g. To opt-out reply with STOP. You can also configure an automation process that checks the SMS opt-out field available on that record page layout.

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27. Can we restrict users from sending messages to Opted out records? https://www.sms-magic.com/docs/salesforce/faq/27-can-we-restrict-users-from-sending-messages-to-opted-out-records/ Fri, 26 Jun 2020 12:11:30 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5085 Yes, we have custom settings named SMS-Magic Converse.smagicinteract.AllowToChangeOptout which can be disabled at the profile level. On removing this permission the user will no longer be able to send messages to opted-out records.

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28. Can we send messages to more than one mobile number in a go? https://www.sms-magic.com/docs/salesforce/faq/28-can-we-send-messages-to-more-than-one-mobile-number-in-a-go/ Fri, 26 Jun 2020 12:10:49 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5083 Yes, we can send messages to more than one mobile number in a go

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29. Where can we specify/change the mobile number fields used for sending messages? https://www.sms-magic.com/docs/salesforce/faq/29-where-can-we-specify-change-the-mobile-number-fields-used-for-sending-messages/ Fri, 26 Jun 2020 12:10:16 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5081 Follow the given procedure to specify or change the mobile number fields:

  1. Under Converse Settings, click Message object configuration.
  2. Select the Object.
  3. Select the Name field.
  4. Add or Edit the Mobile Phone.
  5. Refer to the SMS-Magic Converse Salesforce Admin Guide for more details.
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30. Can we send Bulk messages to selected list of records? https://www.sms-magic.com/docs/salesforce/faq/30-can-we-send-bulk-messages-to-selected-list-of-records/ Fri, 26 Jun 2020 12:09:01 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5079 Yes, we can send Bulk messages to a selected list of records in Salesforce.

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31. Can partner community users use SMS Converse and, if so, what permissions do they need? https://www.sms-magic.com/docs/salesforce/faq/31-can-partner-community-users-use-sms-converse-and-if-so-what-permissions-do-they-need/ Fri, 26 Jun 2020 12:08:26 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5077 Yes. SMS-Magic Works with partner community user of Salesforce. You can give the users “SMS-Magic Converse User” Permission Set and grant access to the Visualforce pages for Conversation View.

Refer to the section on SMS-Magic Converse Permission Details in the SMS-Magic Converse Guide for Salesforce Admin for more details on assigning permissions in SMS-Magic Converse.

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32. Can we send messages from custom object? https://www.sms-magic.com/docs/salesforce/faq/32-can-we-send-messages-from-custom-object/ Fri, 26 Jun 2020 12:07:49 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5075 Yes, we can send messages from custom object.

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33. Can we use custom email template for incoming SMS alert? https://www.sms-magic.com/docs/salesforce/faq/33-can-we-use-custom-email-template-for-incoming-sms-alert/ Fri, 26 Jun 2020 12:07:21 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5073 Yes, we can use a custom email template for an incoming SMS alert.

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34. Can we create reports by extracting data from all the people we sent the messages from salesforce i.e mobile number, sent status, delivery status etc? https://www.sms-magic.com/docs/salesforce/faq/34-can-we-create-reports-by-extracting-data-from-all-the-people-we-sent-the-messages-from-salesforce-i-e-mobile-number-sent-status-delivery-status-etc/ Fri, 26 Jun 2020 12:06:53 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5071 Yes, we can create the report on SMS History object by referring the fields mobile number, sent status, delivery status and so on.

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35. Is it possible to set up groups to text at once? Is it possible to save this group for re use? https://www.sms-magic.com/docs/salesforce/faq/35-is-it-possible-to-set-up-groups-to-text-at-once-is-it-possible-to-save-this-group-for-re-use/ Fri, 26 Jun 2020 12:06:26 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5069 Yes you can create groups. Though you cannot reuse groups, however, if a custom list is created as per their condition, on the object, you can send bulk messages to those list of records selected from the List view.

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36. Do all the users assigned to the sender ID get the Incoming message email or just the last person who texted them? https://www.sms-magic.com/docs/salesforce/faq/36-do-all-the-users-assigned-to-the-sender-id-get-the-incoming-message-email-or-just-the-last-person-who-texted-them/ Fri, 26 Jun 2020 12:05:48 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5067 All incoming notifications in the managed package can be defined under Converse Settings. You can configure the settings to allow email alerts for incoming notification to be sent to the last sender or the user to whom the Sender ID is assigned. This is the default setting the app offers.

In addition to this, we can also customize the configurations for alert notifications on Incoming messages based on individual requirement.

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37. What permission sets do I need to give a user to have access to the dashboard ? https://www.sms-magic.com/docs/salesforce/faq/37-what-permission-sets-do-i-need-to-give-a-user-to-have-access-to-the-dashboard/ Fri, 26 Jun 2020 12:05:16 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5065 User should have the object level & field level permission on all the SMS objects.

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38. Can we change our standard SF mobile field to a custom field? If yes, can we still map this to send SMS’s? https://www.sms-magic.com/docs/salesforce/faq/38-can-we-change-our-standard-sf-mobile-field-to-a-custom-field-if-yes-can-we-still-map-this-to-send-smss/ Fri, 26 Jun 2020 12:04:53 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5063 You can map standard as well as custom mobile fields to pick the mobile number from, while Sending SMS.

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39. Can we create a new case on receiving incoming message? https://www.sms-magic.com/docs/salesforce/faq/39-can-we-create-a-new-case-on-receiving-incoming-message/ Fri, 26 Jun 2020 12:04:30 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5061 No, this works as per the incoming SMS notification which is configured from the Converse settings tab.

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40. Can we update a field on receiving incoming response? https://www.sms-magic.com/docs/salesforce/faq/40-can-we-update-a-field-on-receiving-incoming-response/ Fri, 26 Jun 2020 12:03:58 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5059 Yes. Using Salesforce’s process builder tool we can update a field on receiving incoming response.

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41. Is it possible for our users to create an out of office auto text response if they are going to be away from the office for a period of time? https://www.sms-magic.com/docs/salesforce/faq/41-is-it-possible-for-our-users-to-create-an-out-of-office-auto-text-response-if-they-are-going-to-be-away-from-the-office-for-a-period-of-time/ Fri, 26 Jun 2020 12:03:24 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5057 Yes, you can set-up auto response based upon hours by using Salesforce Standard functionality. You can set up an Out-Of-Office auto-response as per your business hours by using the SMS-Magic app with standard Salesforce functionality.

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42. We have setup a new Salesforce org. How can we get our SMS Magic account ID and credits transferred across? https://www.sms-magic.com/docs/salesforce/faq/42-we-have-setup-a-new-salesforce-org-how-can-we-get-our-sms-magic-account-id-and-credits-transferred-across/ Fri, 26 Jun 2020 12:02:08 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5053
  • Fresh installation of SMS Magic application is required in new Salesforce org. Every instance of salesforce have unique SMS Magic account ID.
  • You have to raise a case by sending email at care@screen-magic.com with the following details of new and old org –
  • Salesforce Org ID
  • SMS Magic Account ID
  • We will transfer Incoming Numbers, SMS Credits to the new Salesforce and SMS Magic account ID.
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    43. What does Sent Status and Delivery Status field available on SMS History object signifies ? https://www.sms-magic.com/docs/salesforce/faq/43-what-does-sent-status-and-delivery-status-field-available-on-sms-history-object-signifies/ Fri, 26 Jun 2020 12:01:33 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5051 Sent Status signifies the journey of message from Salesforce to SMS Magic server. Whenever a outgoing History record is created, the initial value of SentStatus is ‘Submitted’ that means the record is forwarded to SMS Magic servers.

    On the other hand, Delivery Status gives the real time delivery of the outgoing message. Once the record is created at SMS Magic servers, it pushed to provider’s end for further processing. As soon as we receive the delivery report from the provider the SentStatus is updated to ‘Success’ and Delivery Status to the one shared by the provider.

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    44.Where to find my SMS Magic account ID and SMS credits available in salesforce ? https://www.sms-magic.com/docs/salesforce/faq/44-where-to-find-my-sms-magic-account-id-and-sms-credits-available-in-salesforce/ Fri, 26 Jun 2020 12:00:57 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5049 You can check the SMS Magic AccountId and remaining SMS credits by going to SMS Home or Converse Home tab.

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    45. Can a sender Id be assigned to a user? https://www.sms-magic.com/docs/salesforce/faq/45-can-a-sender-id-be-assigned-to-a-user/ Fri, 26 Jun 2020 11:59:49 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5047 Yes, Sender IDs can be assigned to a user or a profile in the SMS-Magic Converse version. Refer to the Sender Id and assignment section in the SMS-Magic Converse Salesforce Admin Guide.

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    46.Can we activate incoming alerts to the user who send the outgoing message? https://www.sms-magic.com/docs/salesforce/faq/46-can-we-activate-incoming-alerts-to-the-user-who-send-the-outgoing-message/ Fri, 26 Jun 2020 11:58:15 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5045 Yes, last sender incoming alerts can be activated in SMS-Magic Converse. For more details, refer to the Manage Notifications section in the SMS-Magic Converse Guide for Salesforce Admin.

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    47.Can we assign a sender Id to multiple users? https://www.sms-magic.com/docs/salesforce/faq/47-can-we-assign-a-sender-id-to-multiple-users/ Fri, 26 Jun 2020 11:55:59 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5043 Yes, Sender ID can be assigned to multiple users and also have incoming email alerts enabled.

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    48. Messages are not getting delivered on handset? What could be the reasons? https://www.sms-magic.com/docs/salesforce/faq/48-messages-are-not-getting-delivered-on-handset-what-could-be-the-reasons/ Fri, 26 Jun 2020 11:54:51 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5041 Following are some of the common reasons why the messages don’t get delivered:

    1. Sending messages to invaid number like Landline
    2. Mobile switched off or out of network
    3. Destination number has opted out
    4. The Message subscription on the destination number has expired (e.g.- Customer having 1:1 communication and suddenly a message is not delivered).
    5. Spam Detected- Too many messages sent using long code, like bulk or campaign (We suggest either Shortcode or Toll free number).
    6. Number has opted out from receiving messages from you.
    7. Number is overwritten
    8. The end-user’s mobile plan does not support SMS
    9. Number is no longer valid
    10. Prepaid subscription for SMS expired
    11. The sender id entered is either not in the correct format, not SMS-enabled or not assigned to your account.
    12. Network error- Network issues at carrier end
    13. Spam detected- SMS filtered
    14. Invalid SMS Content- blank SMS or SMS exceeds the characters limit of 1600 for messages
    ]]>
    50.I am getting an error “URL No Longer Exists” while accessing visualforce page. https://www.sms-magic.com/docs/salesforce/faq/50-i-am-getting-an-error-url-no-longer-exists-while-accessing-visualforce-page/ Fri, 26 Jun 2020 11:50:43 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5038 When you add a conversation view to the page layout and try to access it, you may get the error “URL No Longer Exists” One of the possible reasons may be that Clickjack Protection for Visualforce page is enabled for your Org.

    To check if Clickjack is enabled:

    1. On the Setup page, search for Security.
    2. Under Platform Encryption, click Sessions Settings.
    3. Under clickjack protection, check whether the following two check boxes are enabled:
    4. Enable clickjack protection for customer Visualforce pages with standard headers; and
    5. Enable clickjack protection for customer Visualforce pages with headers disabled is enabled.

    Solution:

    If Clickjack protection is enabled, follow the given process to resolve the error:

    1. On the Setup page, search for Visualforce.
    2. On the Visualforce page, search for the visualforce page for which you want to resolve the error.
    3. Click on the Edit button.
    4. Modify the following attribute in the first line applyHtmlTag =”false”
    5. Refer the URL shown below for more details: https://help.salesforce.com/articleView?id=000230608&type=1

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    51. One of our user is getting an error “You do not have permission to access fields of User object. Please contact admin. You do not have permission to access Profile object. Please contact admin.” How can we resolve this? https://www.sms-magic.com/docs/salesforce/faq/51-one-of-our-user-is-getting-an-error-you-do-not-have-permission-to-access-fields-of-user-object-please-contact-admin-you-do-not-have-permission-to-access-profile-object-please-contact-admin/ Fri, 26 Jun 2020 11:38:35 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5036 To resolve the error notifications, do one of the following: —

    If the user is a “System Administrator” – Set “Customize Application” permission for this profile from “Administrative Permissions–> Customize Application” as true. — If the user is not a “System Administrator” – Set “View Setup and Configuration” permission for this profile from “Administrative Permissions–> View Setup and Configuration” as true . “

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    52. Whenever we try and save any changes made to any profile, then we get the error as permission depends on read access for SMS History object, Incoming SMS object, List View Configurations https://www.sms-magic.com/docs/salesforce/faq/52-whenever-we-try-and-save-any-changes-made-to-any-profile-then-we-get-the-error-as-permission-depends-on-read-access-for-sms-history-object-incoming-sms-object-list-view-configurations/ Fri, 26 Jun 2020 11:37:15 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5034 This is a Salesforce error and appears because your profile is missing the required permissions. These permissions have a dependency on several other permissions which are already active for your profile. Refer to our Troubleshooting Guide for more details on resolving this issue.

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    53.”Customer Portal Super user Profile and Customer Portal Manager Custom user License” profile is not able to send SMS using the SMS Magic application due to permission, which permission should I assign? https://www.sms-magic.com/docs/salesforce/faq/53-customer-portal-super-user-profile-and-customer-portal-manager-custom-user-license-profile-is-not-able-to-send-sms-using-the-sms-magic-application-due-to-permission-which-permission-should-i-a/ Fri, 26 Jun 2020 11:35:45 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5031 The Customer Portal Super User and Customer Portal Manager profiles need to be provided with access permissions at three levels in order to resolve this issue:

    1. Access to Page Layout for SMS-Magic Buttons: Buttons cannot be assigned to a profile. Therefore, they are added to a layout. In order to access these buttons, Customer Portal Super user Profile and Customer Portal Manager users should be able to access that particular page layout. Page layout assignment for the Customer Portal Super user Profile and Customer Portal Manager user can be defined on their profile.
    2. Provide access to SMS-Magic Objects, VF pages, Triggers and FLS permissions: Salesforce Admin should provide the Customer Portal Super user Profile and Customer Portal Manager users with access to the SMS-Magic objects. Along with this, access should also be provided to the SMS-Magic Visualforce pages and triggers. This ensures that Customer Portal Super user Profile and Customer Portal Manager user has full access to SMS-Magic application.
    3. Field Level Security Permissions: The Customer Portal Super user Profile and Customer Portal Manager user should also have field level security permission on individual fields in order to send and receive SMS. In addition to granting permissions to object, all fields of the object should be granted the same level of permissions.

    For example: To send SMS, Customer Portal Super user Profile and Customer Portal Manager user should have create and update permission to SMS History object and all fields of SMS history object.

    The table below provides further details on objects:

    1. Functionality
    2. Send SMS
    3. View Incoming SMS
    4. Create Templates
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    54. Do you have SQL script to check the permissions for all the fields belonging to a particular object? https://www.sms-magic.com/docs/salesforce/faq/54-do-you-have-sql-script-to-check-the-permissions-for-all-the-fields-belonging-to-a-particular-object/ Fri, 26 Jun 2020 11:30:29 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=5029 Please use the following code snippet in the workbench to check whether any object and its fields have all the relevant permissions.
    Workbench link : https://workbench.developerforce.com/login.php

    DescribeSObjectResult result = Schema.getGlobalDescribe().get(‘‘).getDescribe();
    System.debug(‘Object Accessible:’+result.isAccessible());
    System.debug(‘Object Createable:’+result.isCreateable());
    System.debug(‘Object Updateable:’+result.isUpdateable());
    System.debug(‘Object Deleteable:’+result.isDeletable());
    for (Schema.Sobjectfield obj : result.fields.getMap().values()) {
    Schema.DescribeFieldResult fldResult = obj.getDescribe(); System.debug(‘Field Name:’+fldResult.getLabel()+’;\tField Accessible:’+fldResult.isAccessible()+’;\tField Createable:’+fldResult.isCreateable()+’;\tField Updateable:’+fldResult.isUpdateable()); }

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    55. Do I have an option to manually store a media file in Salesforce storage? https://www.sms-magic.com/docs/salesforce/faq/55-do-i-have-an-option-to-manually-store-a-media-file-in-salesforce-storage/ Thu, 12 May 2022 07:26:21 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=7287 Yes, you have an option to store a media file in Salesforce storage manually. Here is how you can do it. https://www.sms-magic.com/docs/salesforce/knowledge-base/manually-store-media-file-in-salesforce-storage/

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    56. Can I auto pull pending messages in Salesforce when OAuth is revoked? https://www.sms-magic.com/docs/salesforce/faq/55-can-i-auto-pull-pending-messages-in-salesforce-when-oauth-is-revoked/ Wed, 11 May 2022 11:02:50 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=7277 Yes, you can pull mending messages in Salesforce when OAuth is revoked. Follow the steps here for more details.

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    57. As a marketing/sales user, while sending messages from interactive sources, can I upload media files as per support available against the selected Sender ID? https://www.sms-magic.com/docs/salesforce/faq/57-as-a-marketing-sales-user-while-sending-messages-from-interactive-sources-can-i-upload-media-files-as-per-support-available-against-the-selected-sender-id/ Mon, 16 May 2022 05:30:08 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=7385 Yes, as a marketing/sales user, while sending messages from interactive sources, you can upload media files as per support available against the selected Sender ID.

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    58. Is there an option to resize Conversation Component in Lightning? https://www.sms-magic.com/docs/salesforce/faq/58-is-there-an-option-to-resize-conversation-component-in-lightning/ Mon, 16 May 2022 05:38:46 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=7390 Yes, you have the option to resize Conversation Component in Lightning. Find out more here https://www.sms-magic.com/docs/salesforce/knowledge-base/configure-conversations-conversations-view-on-lightning/

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    59. Do I have the option to prompt the user to assign a permission set after a new user is added? https://www.sms-magic.com/docs/salesforce/faq/59-do-i-have-the-option-to-prompt-the-user-to-assign-a-permission-set-after-a-new-user-is-added/ Mon, 16 May 2022 05:43:07 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=7393 Yes, you can prompt the user to assign a permission set after a new user is added. Find out more here https://www.sms-magic.com/docs/salesforce/knowledge-base/user-management-2/

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    60. Do we have the option to notify the conversation owner via utility bar when the conversation is reassigned? https://www.sms-magic.com/docs/salesforce/faq/do-we-have-the-option-to-notify-the-conversation-owner-via-utility-bar-when-the-conversation-is-reassigned/ Mon, 16 May 2022 06:08:43 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=7397 Yes, we have the option to notify the conversation owner via utility bar when the conversation is reassigned. Here is how https://www.sms-magic.com/docs/salesforce/knowledge-base/reassign-conversation/

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    61. Will the media files get deleted from the SMS-Magic server once they are successfully uploaded to Salesforce storage? https://www.sms-magic.com/docs/salesforce/faq/56-will-the-media-files-get-deleted-from-the-sms-magic-server-once-they-are-successfully-uploaded-to-salesforce-storage/ Mon, 16 May 2022 05:20:07 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=7382 Yes, the media files will get deleted from the SMS-Magic server once they are successfully uploaded to Salesforce Storage.

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    62. Do I have an option to store a media file in Salesforce storage manually? https://www.sms-magic.com/docs/salesforce/faq/62-do-i-have-an-option-to-store-a-media-file-in-salesforce-storage-manually/ Mon, 30 May 2022 12:59:02 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=7539 Yes, you have an option to store a media file in Salesforce storage manually. Here is how you can do it.

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    63. Can I save/store all incoming and outgoing media files in Salesforce Storage? https://www.sms-magic.com/docs/salesforce/faq/63-can-i-save-store-all-incoming-and-outgoing-media-files-in-salesforce-storage/ Mon, 30 May 2022 13:05:17 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=7541 Yes, you have the option to save/store all incoming and outgoing media files in Salesforce Storage. Here is how you can do it.

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    64. For multimedia message sending, does SMS-Magic support different channel-specific file types and file sizes? https://www.sms-magic.com/docs/salesforce/faq/64-for-multimedia-message-sending-does-sms-magic-support-different-channel-specific-file-types-and-file-sizes/ Mon, 30 May 2022 13:14:10 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=7543 Yes, for multimedia message sending, SMS-Magic does support different channel-specific file types and file sizes. If you want to send media files of file size higher than 2.5 MB then you need to enable Salesforce storage. Find out more here.

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    65. Is there an option to resize Conversation Component? https://www.sms-magic.com/docs/salesforce/faq/65-is-there-an-option-to-resize-conversation-component/ Mon, 30 May 2022 13:17:37 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=7545 Yes, you have the option to resize Conversation Component in Lightning. Find out more here

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    66. Do I have the option to prompt the user to give a permission set after a new user is added? https://www.sms-magic.com/docs/salesforce/faq/66-do-i-have-the-option-to-prompt-the-user-to-give-a-permission-set-after-a-new-user-is-added/ Mon, 30 May 2022 13:20:30 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=7547 Yes, you can prompt the user to assign a permission set after adding a new user. Find out more here

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    67. Once OAuth is revoked, when will the messages get synced to my CRM? https://www.sms-magic.com/docs/salesforce/faq/once-oauth-is-revoked-when-will-the-messages-get-synced-to-my-crm/ Mon, 30 May 2022 13:24:29 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=7549 You have been given an option to auto-pull messages once the OAuth is revoked. Every 4 hours SMS-Magic application will keep on pulling the incoming messages which are not synced with your CRM till the time the Auth is reset. Follow the steps here for more details.

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    68. Do we have the option to notify the conversation owner via utility bar when the conversation is reassigned https://www.sms-magic.com/docs/salesforce/faq/68-do-we-have-the-option-to-notify-the-conversation-owner-via-utility-bar-when-the-conversation-is-reassigned/ Mon, 30 May 2022 13:27:07 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_faq&p=7552 Yes, we have the option to notify the conversation owner via utility bar when the conversation is reassigned. Here is how.

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