SMS from workflow User Manual

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SMS from Workflow - User Manual

Contents

1. Workflow Package installation…………………………………………………………………………Pg.2

2. Configurations required

a. Custom settings Configuration……………………….…..……………………………..…Pg.2

b. Enabling Send SMS trigger………………………..………….……………………………...Pg.4

3. How to Send SMS from Workflow……..…………………………………………………………….Pg.5

a. Step 1 - Create XML ………………………..……………………………………………………Pg.5

b. Step 2 - Create workflow rule (Corresponding action to be task)………….Pg.5

c. Step 3 - Create Task with specific subject………………………………………….….Pg.6

4. How to send SMS to org users………………………………………………………………………….Pg.7

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1. Workflow Package installation

Salesforce does not allow any custom action to be added on workflow rules. To add send SMS

as an action to workflow rules, we have used the “Task” action. Please make sure you have the

latest version of SMS Magic Basic or SMS Magic Interact before you install the “Send SMS from

Workflow” package. This package will be an add-on package and will not affect your existing

configurations.

2. Configurations required

a. Custom settings Configuration

There are some changes required in “Custom Settings”. Please make changes as mentioned

below:

Step 1: Go to Setup → App Setup → Develop → Custom Settings

Step 2: Click on Package Prefix.

Step 3: Click to Manage button.

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Step 4: Now enter the value of fields as mentioned below and save the settings:

smagicbasic - smagicbasic__

smagicinteract - smagicinteract__

b. Enabling Send SMS trigger

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We also need to enable the SMS sending trigger from “Workflow Settings” tab. By default the

trigger is disabled.

Goto Workflow Settings � Workflow SMS Configuration and click “New WorkflowSMSConfig”

Enter any name and check the check box for “isFromTask”.

(Do not worry about “isFromEmail” field)

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3. How to Send SMS from Workflow:

The below steps can be followed for setting up send SMS option on Workflow rules:

Step 1- Create XML

Create xml for the object on which you want to send Send SMS. This can be done from object

“Workflow & Task Config”. You will have to select the object, mobile field, template to be used

& name field to generate xml. (In the below example we have used the object ‘Account’)

Screen Shot 4: Generating xml to be used in Workflow

Step 2- Create workflow rule (Corresponding action to be task)

Create the desired Workflow rule and the corresponding action should be a task.

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Screen Shot 5: Creating workflow rule & corresponding task

Step 3- Create Task with specific subject

The Subject of the task should be “SMS Notification” & the comments section of task should

contain the xml generated in Step 1.

Screen Shot 6: Creating task for SMS Notification

Now, every time the Workflow rule is satisfied, a SMS notification will be sent to the

corresponding Account!

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4. How to send SMS to org users

To send SMS to any particular Salesforce User, in Step 2, you need to generate xml according to the

object User and in Step 3 you need to assign the created task to that particular user.

You will also need to create a new template for “User”. You can follow the steps mentioned below to

create a template.

• Goto SMS Magic Settings Tab� SMS Template Configuration �new.

• Enter the Template object Type as “User” and save.

• Now you can create a template of type user from SMS Templates object.

Important : For including the User fields, pls use ‘$User’ instead of User while creating template