1
Contents – Sections are Hyperlinked for easy navigation
Disclaimer ..................................................................................................................................................................... 3
Introduction .................................................................................................................................................................. 4
Installation .................................................................................................................................................................... 5
Software/Hardware Requirements .......................................................................................................................... 5
Installation to your Salesforce Org ........................................................................................................................... 5
Basic & Trial Configuration ........................................................................................................................................... 6
Verify Installation ...................................................................................................................................................... 6
Initialize the App with a Phone Number and SMS Credits ....................................................................................... 7
Configure Page Layouts ............................................................................................................................................ 8
Add Buttons and Related Lists .............................................................................................................................. 8
Conversation View Configuration ....................................................................................................................... 10
Review/Edit designated Mobile Phone fields ......................................................................................................... 12
Batch SMS aka Bulk SMS ......................................................................................................................................... 13
List Views ............................................................................................................................................................ 13
Campaigns ........................................................................................................................................................... 14
How It Works .............................................................................................................................................................. 16
Advanced Configuration ............................................................................................................................................. 17
General Settings ...................................................................................................................................................... 18
Custom Object Configuration ................................................................................................................................. 21
Button Creation .................................................................................................................................................. 21
Field Creation ...................................................................................................................................................... 22
Conversation View Creation ............................................................................................................................... 23
Object Configuration ........................................................................................................................................... 24
Security & Licensing ................................................................................................................................................ 25
Licensing.............................................................................................................................................................. 25
SMS History Visibility Between Multiple Users .................................................................................................. 26
User Configuration .................................................................................................................................................. 27
User Configuration Options Explained................................................................................................................ 27
SMS Templates ....................................................................................................................................................... 28
Incoming Alerts ....................................................................................................................................................... 29
Classic Home Page component ........................................................................................................................... 29
Lightning Home Page Component ...................................................................................................................... 31
Lightning Utility Bar Component ........................................................................................................................ 32