The Administrator guide is the primary resource that system administrators use to learn about the concepts and high-level steps for installing, maintaining, and troubleshooting SMS-Magic Converse Application.

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 simplified vertically arranged navigation.

You must complete the pre-installation process to ensure that your Salesforce environment is ready for the installation of the SMS-Magic Converse App.

This section describes how to install SMS-Magic Converse in your Salesforce environment.

We have taken the liberty and prepared a few easy-to-follow steps to begin configuration and sending your first message.

This document will help you understand how to configure the Run SMS Campaign button and run an SMS Message Campaign. Also, you will learn about how to have multiple leads and contacts available within the contact list to run an SMS campaign and send SMS to different leads and contacts.

This section helps you configure Converse Inbox on your Utility bar in Lightning or Classic side Panel in the Classic version.

This section helps you configure Send SMS and Bulk SMS Buttons on Object Page and List View Layouts.

The ‘Conversations’ component in SMS-Magic Converse allows you to see the record-specific conversation details in a single view under record detail page view. Another component, ‘Conversations View’ allows you to see all conversations of all record in a single page.

This document covers the steps to configure ‘Conversations’, and ‘Conversations View’ components at record level on Lightning and Classic.

If you have the compliance configurations, all the consents will be recorded under consents object. You can then configure a consents view at record level page to view record specific consent and latest updates.

This document covers the steps to configure consent details view at record level on Lightning and Classic.

This section helps you create Converse Apps for different types of campaigns such as Drip Campaign, Surveys, Double-Opt-In(s), Event Reminders, and other types.

The URL Shortening and Tracking feature allow admin to shorten a URL thereby reducing the characters in the link and hiding the parameters which deter recipients from clicking on the link.

This section helps you create campaigns using stand-alone templates or even associate pre-designed apps, designed in the Converse Apps.

This section helps you automate your message with a few simple clicks.

This section helps you set up an organization-wide email service that routes the replies to notifications received from Salesforce email service without logging in to the Salesforce platform.

This section helps you configure the basic settings of the Salesforce Mobile App.

This section provides troubleshooting information about SMS-Magic Converse installation and configuration issues and provides solutions.

This section provides a list of SMS-Magic Converse objects and related fields along with permission details. These are categorized under separate headings.

This section provides a list of objects and field names. These are categorized under separate headings.

This section provides examples of compliance flows.