Table of Contents
SMS-Magic Basic Setup
Installation and Custom Sub-domain
Prerequisites
Purpose
Register and Customize a Domain
Install SMS-Magic Converse
Registration and Remote Site Setup
Prerequisites
SMS-Magic Registration
Set up Remote Site
Configure Compliance Settings
Prerequisites
Configure Messaging Compliance - Opt In
Configure Messaging Compliance - Opt Out
User License Management
Prerequisites
Add New Users
View Licenses
Remove/Change Licenses
Message Objects Configuration
Prerequisites
What is Message Object Configuration?
Configure New Message Object
View Details of Existing Configure
Delete Message Object Configuration
Long Code/Short Code and SenderId Configurations
Prerequisites
How to add SenderIds
How to add Long Code/Short Code
Assign Long code to Users
Configure Notifications
How to Procure Long Code/Short Code
Permission Management
Prerequisites
Available Permission Sets
Editing Permissions
Assigning Permissions
Custom Permissions
SMS Button Configurations
Prerequisites
Salesforce Lightning
Setup Single SMS Button on Record Page Layout
Setup Bulk Send SMS Button on List/Search Layouts
Setup Conversation on Record Page Layout
Salesforce Classic
Setup Single SMS Button on Record Page Layout
Setup Bulk Send SMS Button on List/Search Layouts
Setup Conversation on Record Page Layout
Configure Campaign Manager
Setting up a Converse App for Campaigns
Modifying an Existing Campaign
Embedded Converse Desk
Embedded Converse Desk for Lightning Utility Bar
Configuring ECD for Lightning Utility Bar
Embedded Converse Desk for Classic Side Panel
Configuring ECD for Classic Side Panel
Access the ECD in the Classic tab
Add ECD to all Classic tabs
Adding ECD to all Classic tabs
SMS-Magic Converse on Salesforce1
Configure Basic Settings of Salesforce Mobile App
Configuring Basic Settings of Salesforce Mobile App
Enable Mobile Browser Options
Enabling Mobile Browser Options
Enable Notification Options
Enabling Notification Options
Enable Converse Desk on SF1
Enabling Converse Desk on SF1
Access Converse Desk from SF1 on Mobile
Accessing Converse Desk from SF1 on Mobile
Configuration of Email to Text
Automate the Email Services
Setting up to automate the Email Services
Setup of the Email Services
Setting up the Email Services
Activate the Email Service Address
Activating the Email Service Address
Create Alias Email Address
Setup Organization-Wide Email Address
Setting up Organization-Wide default Email Address
Create Email Alert
Creating the Email Alert
Configure the Organization-wide Email Address to forward to Email Service Address
Acquiring the Verification Code from Email Service Address
Forwarding Emails from an Alias Email Address to the Email Service Address
Create a Process Builder to Notify User
Creating the Process Builder to Send Notification
Converse Apps
Accessing Converse Apps
Create New App
Creating a New App
Configure Converse Apps
Configuring the Converse Apps
Create Templates
Creating a Template
Create Automation Message Flow
Creating an Automation Message Flow
Creating Automation Flow Type
Creating an Auto Reply Flow Type
Creating Notification to User Flow Type
Trigger Message Flow from Process Builder using Action Key
What is the Action Key?
Triggering an Automation Flow from Process Builder using Action Key
Triggering an Auto-Reply Message Flow from Process Builder using Action Key
Create Bulk Campaign
Creating the Bulk Campaign
Naming the Bulk Action
Scheduling the Send Bulk Message
SMS-Magic Converse Permission Details
Admin Users
Conversation Users
Template Authors
Extra Permissions
Objects & Field name
Object Description
Deprecated Objects
Label & Description
Deprecated fields