<< Click to Display Table of Contents >> Navigation:  Table of Contents > Salesforce Installation and Upgrades Guide > Upgrade Checklist for Converse 2.0

 

Overview

The purpose of this guide is to help you:

 

•Understand the impact/effect of upgrading to SMS-Magic Converse

•Get your Salesforce Org ready for SMS-Magic Converse

 

We will cover these topics in this guide:

 

What’s new in this release?

1.Who should upgrade?

2.Impacts from Upgrading to Converse

3.Preparing for the Upgrade

4.Next Steps

5.What’s New in this Release?

 

SMS-Magic Converse is a big leap toward the conversation economy. We’ve made fundamental changes to our software, and this new release brings many new capabilities that will help you manage and optimize your business texting activities.

 

This upgrade includes these enhancements:

 

•A new, per-user licensing model.

•Converse Desktop, an intuitive, intelligent Desktop that sorts and filters conversations for users, making it a snap to quickly locate and respond to messages from a variety of different clients.

•Converse Builder, a simple yet powerful interface to create and configure Converse Apps

•Ready-to-use Converse Apps, pre-defined messaging use cases, including message templates, workflows and analytics driven by proven best practices.

•Unified messaging history.

 

 

 

 

 

Eligibility

Who can Upgrade?

Any customer who owns per-user licensing rights to SMS-Magic is eligible to upgrade to SMS-Magic Converse. If you own this type of license, it’s important to read the sections below to  understand the necessary changes and impacts to your existing environment—before you move ahead with SMS-Magic Converse.

 

Who should not Upgrade?

Customers that do not presently have per-user licensing can upgrade to this release of SMS-Magic Converse. However, due to pricing changes, please contact your account manager at SMS-Magic to learn how to migrate to the new licensing model.

 

Impacts from Upgrading to Converse

There are a number of changes or impacts that will affect your Salesforce.com organization:

 

•Users of your Salesforce Org that access the SMS-Magic application.

•Opt-In/opt-out compliance settings.

•Send SMS Buttons, Conversation View Pages, and look-up fields.

•Permissions and access to SMS-Magic objects which have been given to user and user profiles in your Salesforce.com organization.

 

Below, we provide the details of each of these changes.

 

User Licenses

There are several impacts to user licensing:

 

•SMS-Magic Converse enforces the new per-user license model, which means that every user of your Salesforce organization must have an SMS-Magic User License.

•Even if you own an adequate number of user licenses who are using SMS-Magic, it is necessary to manually assign each of those user SMS-Magic licenses.

•You can assign SMS-Magic user licenses in the User Management section within SMS-Magic Settings.

 

Opt-in / Opt-Out Compliance

These are the impacts to opt-in / opt-out functionality:

 

•To ensure there is consistency on Messaging Compliance for all objects in your Salesforce organization, SMS-Magic Converse configures the Compliance settings on a global level.

•It is necessary to specify each record as an opt-out.

•While configuring the opt-in/opt-out identifier, you can use one or more existing fields.

•Configuring Messaging Compliance is a one-time activity, and can be done during SMS-Magic setup in the Compliance feature.

 

Message Configurations

These are the impacts to messaging configuration:

 

•To ensure the availability of all the necessary components for sending and receiving messages from an object, we now implement the Message Configuration feature in SMS-Magic Converse.

•A Message Configuration contains visualforce pages, lookup fields, and other necessary components for each object that enables it to send and receive messages.

•It is necessary to create a Message Configuration for each object with which you want to converse, and also re-configure the Send SMS Buttons and Conversation View.

•Message Configuration will also set up the phone fields used to send messages for each object and will take input for the Opt-in/Opt-out identifier fields.

•Creating a Message Configuration is a one-time activity, and can be done during SMS-Magic setup in Message Configuration.

•For assistance in configuring Send SMS Buttons and the Conversation View, you can access our resources.

 

Permission Sets and Custom Permissions

These are the impacts to the permissions:

 

•To provide more control over permissions on SMS-Magic features, we now introduce Permission Sets and Custom Permissions in this release.

•To provide access to all the objects and fields that will use SMS-Magic Converse, it is necessary to assign a permission set to each user and assign Custom Settings to each of the Profiles in your organization that will use SMS-Magic Converse.

•Users and profiles that do not receive the necessary permission sets and Custom Permissions will be unable to use SMS-Magic Converse.

•Details for configuring Permission Sets and Custom Permissions may be found in the Permission Management feature of SMS-Magic Setup.

 

Preparing for the Upgrade

In preparation for the upgrade to SMS-Magic Converse, ensure that you:

 

1.Purchase enough SMS-Magic user licenses prior to the upgrade.

2.Compile a list of all users currently using SMS-Magic Interact, so that you can assign each of them user licenses after upgrading to to SMS-Magic Converse.

3.Are fully aware of the messaging compliance policy that your organization follows.

4.Know each of the opt-in/opt-out identifier fields before performing the upgrade.

5.Are fully aware of all the permissions for each of the users who will require access to SMS-Magic Converse.

6.Know which of the Salesforce.com Objects you want to use in conversing with your customers and prospects.

7.Also know which phone numbers will be used to send out messages — before you create Message Configurations.

 

If you are unsure about any of this, contact your SMS-Magic Account Manager for assistance.

 

Next Steps

If you have fully considered everything above, then proceed as follows:

 

1.Get assistance from your account manager if necessary.

2.Review the SMS-Magic Converse Installation Guide.

3.Proceed with upgrade/install SMS-Magic Converse in your Salesforce organization.

4.Install and test this new package in your sandbox or pre-production environment.

5.After successfully testing in your sandbox, install the new package into your production environment.