Configure SMS Automation Using Workflow Rules
Before you start using the “SMS on Workflow” package, you should clearly define your use case. For this you will need to sketch out-
- Pre-condition – Condition(s) on which SMS will be sent & the associated Workflow rule
- Whom the message will be sent to (object and mobile number)?
- Object whose content will be included in SMS Template
- Once you have figured out the above, you can start creating configuration for sending SMS from Workflow.
You can can create workflow for different recipient types. For example-
Configure Workflow Rules using 3 Steps
Once you have created the configuration, you will get a “Configuration Id”. Now you can create the workflow rule as per your requirement or use pre-existing rule by editing it. Add a “task” action to workflow and paste the copied configuration name in task description.