Smart sms app (lightning)

Smart SMS App (Lightning Version)

Email:info@girikon.com www.girikon.com

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SMART SMS APP

Contents 1. Introduction ................................................................................................................................ 3 2. Installation ................................................................................................................................. 3 3. Activate App ............................................................................................................................... 4 4. My Domain Setup...................................................................................................................... 5 5. Site Setup .................................................................................................................................... 5 6. Permission Sets ......................................................................................................................... 9 7. Remote Site Setting ................................................................................................................ 10 8. Configuration of Smart SMS App ........................................................................................ 12 9. Dashboard ................................................................................................................................. 13 10. SMS Template....................................................................................................................... 13 11. From Number ........................................................................................................................ 14 12. SMS Setup ............................................................................................................................. 15 13. SMS Workflow Configuration ........................................................................................... 17 14. Recharge Now ....................................................................................................................... 20 15. Recharge History .................................................................................................................. 21 16. APP Usage Stats .................................................................................................................. 22 17. Send Single SMS from Record detail View Page .......................................................... 23 18. Send Bulk SMS ..................................................................................................................... 24 19. SMS History .......................................................................................................................... 26 20. Send Mass SMS from Object List View .......................................................................... 26 21. SMS Chatting View ............................................................................................................. 29 22. OptOuts .................................................................................................................................. 31 23. SMS Scheduler...................................................................................................................... 32

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SMART SMS APP

1. Introduction Smart SMS App allows the owner or the super admin to send individual or bulk SMS to the object records (e.g. Account, Leads, Contacts, etc.) from the Salesforce admin panel. In this app, the super admin can create multiple users and assign them permission to send SMS (bulk & individual).

After installing Smart SMS App, the super admin can create new users if there are no users. The super admin can assign SmartSMS APP User permission set to its users who can acess app features like• • • • •

Bulk SMS SMS History OptOuts SMSApp Debugs Recharge History

The SmartSMS APP Admin User can view the above mentioned tabs along with two additional tabs- SMS Admin & Schedule SMS.

2. Installation • •

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You have to visit (AppExchange Product URL) for downloading and installing the app.

Click on Get It Now button, login into your Salesforce Account, select between Sandbox or Production for the app installation and then the click on Confirm and Install.

While installing, this will ask you to choose for:  Install for admins only  Install for all users  Install for specific profiles Choose the option as per your requirement.

Wait for the application to get installed and then click done.

After the app installation, you can see the components of the app under Installed Packages.

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SMART SMS APP

IMPORTANT NOTEIf a user has a basic permission set assigned to him and he can only view the records of a specific object and if the super admin wants to assign him SmartSMS APP Admin User permission then the admin has to first make that user Admin.

The super admin can do this by editing SmartSMS APP Admin User permission and clicking System Permissions. Now enable API Enabled and Modify All Data permission names and then that simple user can be SmartSMS APP Admin and create SMS Configuration and SMS Schedule.

3. Activate App

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Click App Launcher and then you will come across Smart SMS App under All Apps section. Click the app to see its other components.

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Now, click SMS Admin tab and then you will come to the Dashboard. In the One Time Setup section, tap the Activate button to activate the app.

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SMART SMS APP

4. My Domain Setup • •

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Now, go to setup, search My Domain in the quick find box and then select My Domain.

Register your domain by entering a name for your domain, check its availability and then click Register Domain button. Now login in your registered domain.

My Domain setup is important as Salesforce Lightning Experience works on the registered My Domain only.

5. Site Setup •

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If you haven’t created any site in your org, then first you need to register your domain by entering a name for your domain, check its availability and then click Register Domain button.

Now, go to setup, search Site in the quick find box and then select Sites.

Enter details like Site Label, Site Name, Site Contact and for Active Site Home Page click on lookup icon and select SmartSMS_Site_Home page (this page is included in the package) and save it.

You also have to check Require Secure Connections (HTTPS), Upgrade all requests to HTTPS checkbox.

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SMART SMS APP

Now, click on Public Access Setting button on the site detail page.

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SMART SMS APP

After clicking Public Access Setting button, edit Enabled Apex Class Acces, move gkn_sms.IncomingSMSApi, gkn_sms.OutgoingSMSStatusApi & gkn_sms.RechargeSMSApi from Available Apex Classes box to Enabled Apex Classes box and then save it.

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SMART SMS APP

Now, scroll down and search for Field-Level Security section in the site detail page.

Under Custom Field-Level Security, you will find four objects- SMS History, Girikon SMS Api, OptOut and Recharge History.

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SMART SMS APP

Click on view button next to the above-mentioned objects, edit it and provide Read & Edit Access.

You have to give Read & Edit Access to all four objects- SMS History, Girikon SMS Api, OptOut and Recharge History.

Now, come to Custom Object Permissions section on the site detail page and allow Basic Access & Data Administration to OptOuts, Recharge History, SMS History and Girikon SMS Api.

6. Permission Sets

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SMART SMS APP

Now, go to setup, search permission set in the quick find box and then select Permission Sets.

Two additional permission set labels - SmartSMS APP Admin User and SmartSMS APP User will get created automatically after activating the app from the dashboard.

7. Remote Site Setting • •

Go to setup, search remote site settings in the quick find box and then select Remote Site Settings.

You will see a grid box with entries. In the Remote Site Name column, you will see sms_app_mdapi.

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SMART SMS APP

Now click on New Remote Site and enter Twilio in the Remote Site Name field, https://api.twilio.com in Remote Site URL field and check Active field and save it.

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SMART SMS APP

8. Configuration of Smart SMS App

On clicking SMS Admin tab, you will see tree-like structure on the left navigation panel • Dashboard • Configuration  Add New  View All Configuration  Workflow Configuration  Debug Log • SMS Template  Add New  View All Templates • From Numbers  Add Number • Recharge Now

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SMART SMS APP

9. Dashboard

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Type Site in the Quick Find search box and then click Site to go to that page.

Copy the site URL which you have created few moments back.

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Now, click SMS Admin tab, and then click Dashboard. In One Time Setup area, paste the site URL into the Site URL field and then save it.

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SMS Template

Go to SMS Template and click on Add New link. Here, you can create templates which can be used for sending SMS by the app.

Enter Template Name, select Object, then select Field. After you select the field from the picklist, then you will see the Merge Field.

You can use that Merge Field and create a message in the Template Body and then save the template.

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SMART SMS APP

From Number

Go to From Numbers and click on Add Number link. Here, you can add phone number & country code and save it. The SMS will be sent out from the saved number.

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SMART SMS APP

SMS Setup

Click on Add New link to create a new configuration for any object (standard and custom).

Enter Title, select Object, and based on the chosen object, select Number Field value and save it.

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SMART SMS APP

In View All Configuration, you can see a list of configurations created by the admin or the user having admin permission.

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SMS Workflow Configuration

The admin can create workflow configuration to send SMS from a workflow.

Enter Title, select From Number, Object, To Number Field, Template. SMS message will get populated automatically in the SMS Content field as the template is selected from the picklist.

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SMART SMS APP

In the Workflow configuration List, you will see a list of SMS workflow configurations created for different objects with edit and delete buttons.

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After creating the SMS Workflow configuration, search workflow rules in the quick search box and click on it.

Now click New Rule button to create a new rule. Select the object from the drop-down to which the workflow rule will apply.

Enter the rule name, description. In Evaluation Criteria section, select the option which suits your requirement.

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SMART SMS APP

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In the Rule Criteria section, create the criteria and click on Save & Next button.

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In Immediate Workflow Actions section, add a new workflow action by selecting New Task from the picklist.

Choose user for Assigned To look-up field, enter Subject, Unique Name and Due Date.

In the Comments field, you have to paste the Unique Key of SMS Workflow Configuration of the same object which you have created for sending SMS.

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SMART SMS APP

Recharge Now

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For adding balance, click Recharge Now and it will redirect to a new page where you have to select the SMS count and click the checkout button.

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Now, it will redirect to the Stripe Payment page for making payment. Enter the payment details, card details and then click pay button.

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SMART SMS APP

After making the payment, you will be redirected back to a page where you will see ChargeId, Recharge Status and button for making another recharge.

Recharge History

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Here, you can see recharge details (SMS count and name) in a list view done on the app.

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APP Usage Stats

In the Dashboard section of SMS Admin, you can see the APP Usage Stat segment.

You can view the SMS balance (total SMS count, used SMS count & remaining SMS count) in the form of an intuitive pie chart.

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SMART SMS APP

Send Single SMS from Record detail View Page

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After creating SMS configuration for objects, you can navigate to that particular object and view any of its record detail pages.

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You will see Send SMS by Lightning button in the Quick action of Lightning.

SMS History section will also be added to the object detail page.

How to display Send SMS by Lightning button on record detail page?

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SMART SMS APP

In case you are unable to view Send SMS by Lightning button, then edit that object and go to Page Layout. In the palette, you will see Mobile & Lightning action. Click it and then you will spot Send SMS by Lightning field.

Drag it from the palette to Salesforce Mobile and Lightning Experience Actions section and save it.

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Send Bulk SMS In the navigation tab, click Bulk SMS tab.

Now, select object from the drop-down, enter a number in the To Number Field, select From Number then enter the SMS content and then click on Send SMS button.

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SMART SMS APP

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On the right side of Bulk SMS, you will see Object Report section. It will give facts about the valid records, total SMS balance, and other details.

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You will see Bulk SMS History which will display the total number of SMS sent, number of SMS delivered and number of SMS failed to get delivered.

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SMART SMS APP

SMS History On clicking SMS History tab, you can see a list of SMS sent (Outgoing) or received (Incoming), its status (Delivered or Undelivered), Object Name and To Number (to which the SMS is sent).

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Send Mass SMS from Object List View Go to App Launcher and under All Items, click the object for which you have created SMS configuration.

Then select the list view based on your requirement.

You will see the records based on the list view selected and Send Bulk SMS button.

Now, select the records to whom you want to send SMS and then click on Send Bulk SMS button.

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SMART SMS APP

For sending SMS, select From Number, select Template or you can enter SMS text and upload an image or provide publicly accessible file URL in the SMS and then click on Send button.

How to display Send Bulk SMS button on object list view?

If Send SMS button is not available in the Object List view, then go to click the setup icon and click the edit object option. Now, go to Search Layout of that object and edit List view. In the Custom Buttons section, move Send Bulk SMS from Available Buttons to Selected Buttons and then save it.

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SMART SMS APP

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SMART SMS APP

SMS Chatting View

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In the Home page, on the top right corner, you will see INCOMING SMS, where you can see a list of incoming SMS and reply icon next to the message.

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Click on reply icon next to the message and then you will be redirected to SMS Chatting View page.

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Here, the super admin can view the incoming and outgoing SMS of its all users.

On the left side, the logged in user can see SMS conversation under the tab Me.

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SMART SMS APP

Likewise, the admin can see the SMS conversation of its users under their tab name.

The end user can opt out from receiving the SMS by sending a text like STOP or CANCEL. The end user can again start receiving the SMS by sending text SMS like START. You can view these activities in the SMS Chatting View.

How to display Incoming SMS on home page?

If you cannot view Incoming SMS section on the homepage of Smart SMS App, then you have to do the following• Edit the home page of Smart SMS App and then you will be redirected to Lightning App Builder-Home Page Default page.

• Drag the Incoming SMS Notification component from Custom-Managed into the homepage and then save and activate it.

• Custom managed components will be visible on Lightning App Builder when the domain is registered and admin logins into that the registered domain.

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SMART SMS APP

OptOuts In the OptOuts tab, you can see a list of end users who do not want to receive SMS in the future.

When any user unsubscribes to the SMS service by sending a text message like Cancel or Stop then that user is added to the OptOut list automatically.

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SMART SMS APP

SMS Scheduler In the SMS Scheduler, you can schedule for sending SMS to the records of an object.

You can select how frequent the SMS will go (monthly or weekly).

You can also select the day(s) on which the SMS will be sent to the records of an object.

And, the final step is to set the date range (choose Start Date and End Date) and set the timing and then submit it.

Now, automatically on the set day and time SMS will be sent to the records of the chosen object.

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SMART SMS APP

On the right side, you will see SMS Scheduler List which will display up to date SMS Scheduler name, its status, next run and action button.

On clicking the action button, you will see SMS scheduler detail.