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Getting Started with SMS Magic

SMS Magic Converse for Salesforce

Introduction

The SMS-Magic integration with Salesforce offers a comprehensive set of features designed to enhance communication and engagement with customers through SMS and other messaging channels.

Key features include:

  • Native app - Salesforce app is a native application. It is a managed package with custom objects residing in the Salesforce platform, giving customers various options to write their own custom configuration.
  • Salesforce Admin Friendly: Designed with Salesforce administrators in mind, SMS-Magic provides an easy-to-use setup wizard, a permission sets-based security model, and auto-generation of configurations to streamline the integration process.
  • Converse Desk for Powerful Conversations: Supports MMS and Unicode across all messaging features and channels like SMS, WhatsApp, and Facebook. Includes functionalities for sending templates, free text messages, MMS, Unicodes, and emojis. The desk facilitates managing 1-1 conversations with features to filter conversations based on various criteria, assign conversations, and view related conversations.
  • Converse Templates: Enables users to create multiple pre-saved replies with channel tagging for use in interactive, bulk, and automation workflows. Also supports cross-object SMS messaging using templates with merge fields.
  • Buttons and Configurable Messaging Components: Includes buttons for sending single and bulk SMS from record detail and search layouts. A Conversation View Component can be configured on the record detail page layout to manage conversations specific to that record.
  • Related List and Lightning Utility: Supports SMS history as a related list on record page layouts and includes a Lightning Utility and Classic sidebar Conversation View to manage incoming messages and conversations.
  • Run SMS Campaign with Salesforce Campaigns Object & Any Object: Integrates with Salesforce’s Campaigns object, allowing users to trigger campaigns by manually adding records. Supports campaigns from Reports & List views, sending more than 50K messages in one campaign, with scheduling, recurring scheduling, and slow campaigns.
  • Automated Messaging and Bulk Messaging: Supports automated messaging from Process Builder & Workflow and bulk campaigns using the Converse Bulk feature, with analytics on message delivery.
  • Multichannel Compliance: Ensures compliance with TCPA, GDPR, CASL, CCPA, etc., through consent database configurations, consent management, audit history, and double opt-in functionalities.
  • Integration with Marketing Cloud and Omni Channel: Enables sending automated messages through Salesforce Marketing Cloud and routing incoming messages/conversations to specific agents in real-time using Omni Channel.
  • Messaging on Salesforce Communities: Supports Converse Desk feature and template creation in community UI, with bulk messaging available out of the box.
  • Notification on Email and Email To Text: Allows configuration for email notifications upon receiving new messages and replying to email notifications as text messages.
  • Business Hours Configuration: Enables message sending based on configured business hours or country-specific timings.
  • Messaging on WhatsApp and Facebook: Facilitates messaging over WhatsApp and Facebook with features for sending text templates, free text messages, MMS, Unicodes, and emojis.
  • Native Analytics Dashboards: Provides dashboards for message delivery, compliance, and agent productivity.
  • URL Shortening and Tracking: Allows for URL shortening and tracking of clicks, providing insights such as click time, country, browser, and device type.
  • Multimedia Files Handling via Salesforce Storage: Options to choose between SMS Magic default storage or Salesforce storage for storing inbound and outbound multimedia files.