SMS-Magic Interact July 2016 Release Notes

July 26, 2016
Nupur Maskara

We are happy to announce the SMS-Magic Interact July 2016 release. This release focuses on providing more control and flexibility to the users of SMS-Magic Interact. You will now have multiple Custom settings & permissions and many other options to view and use data across your CRM objects. These include-

  • Conversation view
  • Message migrations
  • Use fields of different objects in template
  • Usage of date literals

1. Conversation View

With the SMS-Magic Interact June 2016 release, we are providing a conversation view for each record in your CRM. You can look at all the messages you have exchanged with your record of any object (Leads, Contacts, Custom Objects etc). This view not only allows you to view the conversation history but also provides you with the capability of sending text messages, selecting a template, and selecting the Sender ID. This view benefits the user in two ways:

  1. No need to relate conversation by toggling between Incoming SMS and SMS History related lists
  2. Quick way to send a message to a record

When a new message is sent or received, the conversation view will be auto-refreshed. You need not refresh the page manually.

Conversation-View

Settings Required

A page will be provided which will give the capability to admin to create the conversation view page over any selected object. Click here to read the User Guide.

2. Message Migrations

Never lose the conversation you had with your leads after they are converted to a Contact, Opportunity, or an Account! This release provides you with a Custom Setting which can carry forward your lead’s entire conversation when it is converted to Contact, Opportunity, or Account. Custom setting ‘Update Related List On Lead Conversion’ is introduced to control the above behavior.

By default, no Message Migration will take place. You need to configure the settings to initiate the migration of messages. Read this to know more and check the section ‘Custom Settings and Custom Permissions >> Update Related List On Lead Conversion’ mentioned later in the Release Notes.

3. Use fields of different Objects in a Template

You can use fields from different objects or fields of unrelated objects while creating a SMS template, without writing a custom code. So now, when you are creating a template for an object, you can select the Dynamic fields/Merge fields of other objects as well. All you need to do is mention the API names of the objects (of which you wish to access the fields) in the button script of the Send SMS button.

We have introduced a new field, ‘unrelatedObjectAPIName’, in the button script to achieve the same. The user needs to enter the API name of the unrelated objects in the parameter of this field. You can have multiple entries in this parameter, all the Object API names need to be comma separated. You can also keep the parameter list blank if you do not wish to use this functionality.

This functionality is implemented for Send Message from Popup, Send Single SMS, Send Bulk SMS & Run Campaign. The functionality is backward compatible, i.e. old button script will work, but you won’t be able to use this functionality.

Once the parameter for the field ‘unrelatedObjectAPIName’ is set, you will view a Custom Look-up Panel in the Send SMS window. The panel has the below fields and their use:

  1. Unrelated Object: This will display the object name entered in your button script field: unrelatedObjectAPIName.
  2. Search Keyword: Input field where user input is required for searching record. We will be doing search on all fields (SOSL Query) for that particular object.
  3. Search: Search Icon is displayed for that particular object. After entering the search keyword click on this icon to display the search result.
  4. Search results will be displayed at the bottom of Custom Lookup panel. It contains a maximum of 50 records which are displayed in reverse chronological order. It means a recently created record is displayed first. It is recommended to use more specific keywords to narrow down search results.
  5. Selected Record: Once the user selects a record from the search result, the record is shown under Selected Record. User can change selected record as required. Final selection is shown in this column.
  6. Remove: If you wish to remove lookup for the unrelated object you selected in step ‘e,’ then you can simply click on the cross icon shown under this column.

Click here to know more.

4. Date literals in List view

Literals are explicit representations of data in expressions. We have implemented date literals in the list view configurations. Now instead of modifying the date to current date again and again in your filter criteria, use ‘today’ as a date literal.  This will not only help you in quick creation of list view configurations but also make the filter criteria more flexible. Here’s the link which contains the list of date literals supported:

https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_select_dateformats.htm

5. Other Product Enhancements

  1. Default Sender ID
    1. When a user wants to send a message, default Sender ID is selected under Sender Id on the page load.
    2. Exception is for saved List View Configuration. When a user opens a saved List View Configuration, Sender ID populated will be the one which the user has selected while saving the configuration.
    3. If no default Sender ID is set and user has only one Sender ID created, then that Sender ID will be populated by default.
    4. If no default Sender ID is set and user has more than one Sender ID created, then no Sender ID will be auto populated. User will have to select Sender ID manually.
  2. SMS Insight Improvements
    1. Date is displayed under incoming and outgoing messages. Date displayed is as per user locale.
    2. Sender ID will be pre-selected based on the last outgoing message. i.e. whatever Sender ID was used while sending the last message, that Id will be set to Sender ID.
    3. Mobile number will be pre-selected based on the last incoming message. i.e. the number from which the last incoming message from corresponding record was received, will be set to Mobile Number.
    4. Customized Conversation View based on messages exchanged with record owner or default sender or all messages irrespective of the user. For more details, see section ‘Custom Settings and Custom Permissions >> Conversation View Settings’ mentioned later in the Release Notes.
  3. Error Log Tab
    1. To keep track of all the errors you encounter while using SMS-Magic Interact, we have introduced Error Log under All Tabs in Salesforce.
  4. List View Global Methods
    1. List View Methods are set global now. i.e. one can access List View APIs from their developer console/apex. List view batch can now be invoked from code and not necessarily always through UI.

6. Custom Settings and Custom Permissions

To have more control over operations in your organization, we have introduced the following custom settings and custom permissions:

  1. AllowToViewSMSSettings: This custom permission enables you to give access to a profile to view Incoming SMS Settings in SMS Settings tab
  2. AllowToEditSMSSettings: This custom permission enables you to give access to a profile to edit Incoming SMS Settings in SMS Settings tab
  3. AllowToSendSingleMessage: This custom permission enables you to give access to a profile to send a single SMS from SMS Home tab
  4. AllowToChangeTemplateSelection: This custom permission enables you to give access to a profile to edit the contents of a SMS template used while sending a message
    *Please note that by default the above permission are not given to the user profiles. Admin will need to manually enable them for the desired profiles.
  5. Update Related List On Lead Conversion: This setting allows you to enable migration of messages exchanged with a lead when the lead is converted to Contact, Account, or Opportunity. The exchanged messages will be migrated to the related lists of the object to which a lead is converted. By default, no migration of messages will take place on conversion. You need to do the following settings to enable messages migration:
    1. Go to Setup and access Custom Settings
    2. The new custom setting added is ‘Update Related List On Lead Conversion’
    3. Click on ‘Manage’ for this Custom Setting
    4. Click on ‘New’ button
    5. Add a name to the setting and Check the desired options

  6. Conversation View Settings: This setting allows you to customize the conversation shown in the conversation view. You can choose to view all the messages exchanged with a record, or messages exchanged from record owner, or messages exchanged with your default Sender ID (Note: You need to set a default Sender ID for the last option to work). By default, all messages will be displayed in the Conversation View of your organization. You can do the setting of the Conversation View by following the below steps:
    1. Go to Setup and access Custom Settings
    2. The new custom setting added is ‘Conversation View Setting’
    3. Click on ‘Manage’ for this Custom Setting
    4. On this page, you can see the default setting for your organization set to All. You can choose to click on the ‘Edit’ button and change the default setting for your organization
    5. For custom settings based on User or Profile, click on ‘New’ button
    6. From the drop down, select ‘Profile’ or ‘User’ from the drop down and then set the Profile or User from the free text input
    7. Set the view you wish to have for the Conversation View

    Conversation

  7. Acknowledgement Popup Setting: While sending Bulk SMS, you can receive a confirmation pop-up message that shows the number of messages that will be sent out. You can choose to cancel the bulk sending from this pop-up or continue to send the message(s). Using this setting, you can enable/disable this pop-up. By default, no pop-up will be shown. To enable the pop-up, you need to do the following:
    1. Go to Setup and access Custom Settings
    2. The new custom setting added is ‘Acknowledgement Popup Setting’
    3. Click on ‘Manage’ for this Custom Setting
    4. Click on ‘New’ button
    5. Add a name to the setting and Check the option ‘Allow Popup Msg’

    Pop-up

    Note: You must create only one setting which has Allow Popup Msg option as checked. If you do not wish to have a pop-up, simply delete the setting (with Allow Popup Msg as checked) and the default behaviour (no-popup) will be observed

No comments

Leave a Reply

Your email address will not be published. Required fields are marked *


You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>