The Twilio API that you are using right now wont be required anymore after you install the app. You can get the phone number from the Message record itself. The 360 SMS App is specifically designed to send SMS either manually or via automation.With help of this App one can send SMS manually from object detail page, automatically from process builder or through apex code. If you follow this guide, your autoresponder messages will be sent within minutes of receiving the message from the customer. Set up a schedule: It may look like the autoresponder message will be sent after an hour, but that’s not the case.Use the Direction field on the Twilio Message Object, and check for Inbound as the corresponding value for the field: Twilio for Salesforce exposes two global Process Builder actions, Twilio Send SMS and Twilio Send to Studio, that you can use to send out automated SMS. Set up the criteria to check if the message is an Incoming message.Set up a process builder to trigger when a new Twilio Message record is created: Salesforce push notifications are a great way to provide real-time information to users. Mogli video tutorial with written instructions. Setting Up Salesforce Details Object that will trigger your SMS: Select the object that triggers your SMS message to send.If you are trying to send an SMS as a reponse to an incoming message from a customer, you need to set it up in a slightly different manner to get around the Salesforce limitations.įor example, when a customer confirms an appointment by sending an SMS to your Twilio for Salesforce number, and you want to automatically respond with “Thank you! your appointment is confirmed”, perform the following steps: What is MobileConnect MobileConnect allows you to create SMS/MMS messages within the Salesforce Marketing Cloud’s Mobile Studio. You can send single SMS or bulk messages to multiple users as part of a bulk SMS campaign. This functionality is available from v4.92 onwards. Overview You can send conversation messages from the Converse Desk as well as from your record detail thus establishing one to one conversation with your customers.
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