App Navigation – SMS-Magic Salesforce Documentation

Overview

Team SMS-Magic — Wed, 08 Jul 2020 10:26:56 +0000

App Navigation allows you to interact with all of your application modules from a single interface. All the horizontal navigation tabs are now available in a simplified, vertically arranged navigation. This menu will be available under a single navigation tab ‘SMS-Magic Converse’ inside the SMS-Magic Converse application in Salesforce. This feature will be available with the Salesforce Classic and Salesforce Lightning versions. Feature accessibility will remain as per plan and profile/user-level permissions assigned.

Accessing App Navigation from other Salesforce app tabs:

In Lightning experience, when the user is using the “Sales” app, the user can search for the “SMS-Magic Converse” tab in the app launcher and access the “SMS-Magic Converse” tab within the “Sales” app without switching the current application. Similarly in Classic experience, users can access the “SMS-Magic Converse” tab from the “All Tabs” list. All tabs can be accessed by clicking on the “All Tabs” button in the main navigation.

However, if you have installed the SMS-Magic Converse v1.62 for the first time, you will land on the “SMS-Magic setup” page. All the icons and their functionalities will be enabled with their expected functionalities once the setup is over.

Available Salesforce editions:

Professional, Enterprise, Performance, Unlimited, and Developer Editions.

Features Available as per the Selected Plan

Team SMS-Magic — Wed, 08 Jul 2020 10:29:43 +0000

The features in the App Navigation bar will vary as per the plan selected.

The following features will be available depending on the plan that you select:

No	Master Feature(s) on App Navigation	Feature(s)	Start Your Conversation plan availability	Grow Your Conversation plan availability
1	Converse Settings	Plan selection	Yes	Yes
		Basic Compliance	Yes (Basic Compliance)	Yes (Basic + advanced Compliance)
		User Management	Yes (Basic user licenses)	Yes (Power User licenses)
		MoC	Yes	Yes
		Coverage	Yes	Yes
		SenderID Assignment	Yes	Yes
		Check readiness	Yes	Yes
2	Converse Home	Plan management	Yes	Yes
		Analytics dashboards	Yes	Yes
		Notification component (Lightning Notification component)	Yes	Yes
3	Converse templates	All	Yes	Yes
4	Converse Apps	Create & Administrator	Yes	Yes
		Execute actions & view analytic of the apps	Yes	Yes
5	Campaign Manager	All	Yes	Yes
6	Converse desk	All	No	Yes
7	Converse inbox	Conversation view	Yes	Yes
8	Message notifications(Lightning experience)	Utility Bar	No, includes only the notification component	Yes
		Sidebar	Yes	Yes
9	Send a single SMS	–	Yes	Yes
10	Bulk SMS Campaigns	–	Yes	Yes

Note:

1. In case of an upgrade to V1.62, the existing tabs on the screen will not disappear and remain functional as they were earlier.

2. If you have installed the SMS-Magic Converse App for the first time with the latest version (v1.62), the Converse home will open with the App Navigation bar.

3. Converse templates and the Campaign Manager tab will not be available in the App Navigation view, this will be available as a tab separately.

4. If you have upgraded the SMS-Magic Converse app or newly installed this version i.e. v1.62 with the app navigation bar, your SF1 mobile app will not be affected. You can work with the SF1 mobile app without the default App Navigation view.

Manual Sync-up

steffi — Fri, 08 Apr 2022 13:13:45 +0000

UI Implementation:

Upon clicking on the ‘Sync Now’ button, all account information, licenses, Sender IDs, and plans will get synced with the SMS-Magic Platform. The user will be able to view the sync status, last sync date, and time.

If the sync fails, it will display the status as ‘Failed’, as shown in the image below:

There are three things to showcase synchronization on UI.

Last Sync Time
1. Sync is always manual and Last Sync Time shows when was the last sync made.
Last Sync Status
1. If one of the Sync fails, we mark the final status as FAILED otherwise if the sync is successful, the status is shown as SUCCESS.
Know More
1. If the sync fails, the status is shown as FAILED, and using the Know More link, you can find out the reason for the failure or the data discrepancies.

In the ‘DataSync’ (Setup → Visualforce Pages) you can see and understand the data discrepancies (if any) between the customer’s org and the SMS-Magic platform.
It gives a summary of parameters synced with the customer’s org VS those present in the platform (to help with troubleshooting)

Notifications

steffi — Thu, 12 May 2022 11:26:01 +0000

This section talks about notifications that the users get inside the Converse App when there is an OAuth failure, service downtime or if there are new releases.

Notifications at Salesforce about OAuth failure, Service downtime, and Release updates

Click on the ‘Notifications’ icon the following page will appear:

Here, Users will be able to get quick notifications inside Converse App whenever OAuth (Authentication key) gets revoked. The notification will include the details of the admin user who is supposed to reset the same to have an uninterrupted experience with using the SMS Magic application.

Auto-pull of pending messages when OAuth is revoked

Here, you need to reset OAuth, Resetting OAuth by following the simple steps as follows:

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

3. The green toggle button (as shown in the image below) has to be enabled manually. Once enabled, the access will be granted.

Conversation admins will also be informed about services downtime /release updates with relevant links, as shown in the image above.