Loading

Send automated texts or messages through LiveMessage Classic

Udgivelsesdato: Oct 13, 2022
Løsning

LiveMessage Classic supports automated messages being sent through Salesforce using Process Builder. In this example, if a Case is set to status "New", send a text to yourself.

Set up automated texts in LiveMessage Classic

1. In Setup, go to Process Builder. 
2. Click New to create a new process. After the process is named, select that the process should start when a record changes. 
3. In Add Object, select the object that will trigger the process. In our example above, Case would be the selected object. Click Save. 
4. In Add Criteria, set your conditions. In this case, the Status field is set to New.
5. In Immediate Actions, select Apex as the Action Type.
6. Select Schedule Message as the Apex class. 
7. Set the Apex variables: 
  • Message: Insert the message here. Using the type "String" will allow for plain text, and using the type "Formula" will allow for text and field values. texts over 140 characters will be broken up by the Messaging Ecosystem and LiveMessage can not promise it will be sent in the right order.
  • Object ID: Select Type "Reference" and refer to the ID of the object you wish to send from. In our example above, Case ID would be used. 
  • Reference ID: This allows a text string for identification preferences. Select "String" as the type and enter any text. For this example, "New Case Text" would be relevant. 
  • To: This field allows a number to be set directly. To directly set a number, select Type "String" and insert in format + Country Code Number, without dashes. Example: 555-555-5555 in the United States would be +15555555555. 
    • If there is no number set and a non-formula phone number is on the object listed in the object ID, the message will send to the phone number. If there is no non-formula phone number on the record, a message will not be sent. 
  • Set Livetext number to which the SMS Channel will send the message 
           ( Livetext Number - String - (SMS Channel Number) )
8. Click Save, then Activate to activate the process. 
Vidensartikelnummer

000383185

 
Indlæser
Salesforce Help | Article