Once this is done, the SMS will be sent and a record will be created in Talkdesk activities. Fill in the “Flow Label”, and “Flow API Name” areas. Connect the objects, “Start” and “Action”, and click Save. In "Set Input Values" write in the "message" and the "phone number" to where the sms will be sent.Ĩ. Fill in the "Label" and "API Name" fields.Ħ. In the "New Action" screen, search for "Send SMS" and click on it.ĥ. Go to Action, drag it, and drop it on top of Start. Select Screen Flow and click on Create.ģ. In Salesforce go to Setup > Flows > New Flow.Ģ. If you decide to use “Flows”, do the following steps:ġ. Now, a process is established so that, when creating contacts, an SMS is sent to the chosen phone number along with the corresponding defined message. Save your new process by clicking on Activate. If you click on the plus (+) sign, a new row will appear and you can write the phone number to where the SMS will be sent.ġ5. In “Set Apex Variables” choose “String” for your “Type” and write the message you want to send to below “Value”. Select the “Apex Class” labeled “Send SMS”. Select “No criteria - just execute the actions!” in the “Criteria for Executing Actions” menu.ġ2. Select “only when a record is created” in “Start the process”.ħ. Choose “Contact” in the “Object” section.ģ. When the new window opens, please follow the next steps:Ģ. Fill in “Process Name”, “API Name”, “Description”, choose the A record changes option, for “The process starts when” field, and click Save. Click New to create a new process in the Process Builder.Ħ. Select the Process Builder result, right below the bar.ĥ. Search for Process Builder in the top left corner, in the search field, and press enter.Ĥ. Click on the gear icon, in the top-right corner.ģ. To start sending SMS through the Process Builder, log in with your Admin account, and proceed with the following steps:ġ. The following sub-sections show one example for each way. The feature SMS Lightning Flow can be used in two ways: through the “Process Builder” or “Flows” options. While you cant send texts using the base Salesforce platform or. Scroll down, and activate the “SMS for Lightning Flows” by choosing the default outbound number. The short answer is yes, you can send SMS from Salesforce. After logging in to Salesforce, click Talkdesk Admin, and choose Settings. Once the feature is activated on your Talkdesk account, please navigate to your Salesforce account, and follow these steps:ħ. Select the number, which will be used to send SMS.Ħ.Scroll down until you see “SMS Settings”, and slide the “SMS” toggle to the right. Automatically Send SMS from Salesforce Using Salesforce Flow.Log in as “Admin” in your Talkdesk account.To activate SMS for Lightning Flows, follow these steps: Hi Nagaraj SV, There is no native way to send SMS messages throuth salesforce.There are several SMS apps avilabe in the AppExchange and some apps are free. To enable the SMS for Lightning Flows feature, you will need to request the enablement to your Customer Success Manager or Talkdesk Support. It does not store any personal data.The SMS (Short Message Service) for Lightning Flows feature allows customers to send SMS from Salesforce Lightning Flows, and(or) the Process Builder. The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. The cookie is used to store the user consent for the cookies in the category "Performance". This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other. The cookies is used to store the user consent for the cookies in the category "Necessary". The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". The cookie is used to store the user consent for the cookies in the category "Analytics". These cookies ensure basic functionalities and security features of the website, anonymously. Necessary cookies are absolutely essential for the website to function properly.
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