How to send SMSs to objects with a temporary association in Salesforce
Just like two persons can be in a relationship, similarly on Salesforce, two objects can be related. This means that they have a lookup field to establish a relationship. Now consider two objects on Salesforce which are not related. Sometimes you may want to send texts which use merge fields of unrelated objects. This is useful in the case of objects which have a temporary association. It will save you the trouble of creating related objects that you will not use later and that will clutter up your Salesforce.
For instance, let’s look at Dan, who has a car dealership, Cartwheels. Dan might want to run a limited period promotion on a new car. So here, Dan’s new promotional message would be the temporary object. Dan can put it in a template and text his target segment of customers.
Or, let’s say you have a recruitment agency. You can now send details of a job to candidates in your database without creating a lookup to a job for each candidate.
Here’s how to configure this feature-
Make sure that you have the latest version of SMS-Magic Interact installed. Go to ‘Setup.’ Click on ‘Customize.’ Choose your object. For instance, if it is the Contacts object, Click on ‘Contacts.’ Click on ‘Buttons, Links and Actions.’
Go to ‘Send SMS.’
Now, go back and click on ‘New Button or Link.’
Copy API Name and paste it in the inverted commas next to var unrelated ObjectAPIName = Save/Quick Save it.
Go to ‘Edit Layout.’ Go to ‘Buttons’, then ‘Promotional SMS.’ Drag it to the Custom Buttons section to create your new button.
From ‘SMS Settings,’ Configure a Template Type with original object and unrelated object fields.
Create a template.
Click on your new ‘Promotional Text’ Button and you will see this-
Enter a search keyword based on the text you’ve written and saved as a template. Click on the search icon.
Select the result you want and choose your template. Click on ‘Send.’
That’s it! Please contact us on [email protected] if you need any help in installing or using this feature. Do let us know your use cases for texting unrelated objects in Salesforce in the comments section below.