SMS-Magic Salesforce Package v1.75 Release Notes
Introduction
The latest release of SMS-Magic's Salesforce package, version 1.75, introduces several new features designed to enhance communication, improve data security, and optimize user experience. With the introduction of folder-based template management, a sensitive data handler, and expanded media upload options, businesses can now operate more efficiently while maintaining compliance and control over their messaging workflows. Let's explore these new features in detail.
Manage Your Templates with Folders
Overview
This feature allows users to efficiently manage their messaging templates using a folder-based organization system. It enhances usability, improves access control, and facilitates better collaboration by structuring templates based on user roles or specific permissions.
How It Works
Users can create folders to categorize templates based on teams, departments, or specific use cases.
Administrators can assign visibility and access rights to control who can view or edit templates.
Team members can share and access relevant templates easily, streamlining collaboration and template management.
Refer to this document for detailed steps: https://docs.sms-magic.com/share/C40aGLTZDrlGUR33rSdZmQ
Video Guide: https://docs.sms-magic.com/share/SJHiOIPQPM04XpVya7qQmA
Sensitive Data Handler
Overview
The Sensitive Data Handler ensures that outgoing messages are scanned for sensitive information, helping businesses comply with data protection regulations. It enhances security by identifying, encrypting, and masking sensitive data before transmission.
How It Works
The system automatically detects sensitive data such as personal identification numbers, financial details, and medical records.
Identified sensitive data is encrypted during transmission to prevent unauthorized access.
Data masking ensures that only necessary portions of sensitive information are visible, maintaining privacy and compliance.
Refer to this document for detailed steps: https://docs.sms-magic.com/share/Gsu9gHGC884ZfCR2tG0DXQ
Video Guide: https://docs.sms-magic.com/share/lqoon8sDfHFhr1uEL3dAcQ
Configuring Media Upload Options
Overview
This feature ensures seamless access to existing documents stored within Salesforce while also allowing flexibility to include locally stored files. By integrating these options, users can streamline the process of attaching relevant files to their messages, improving productivity and user experience.
How It Works
Admins can enable or disable media uploads through the Converse Settings page.
Users can configure storage options to allow uploads from both local devices and Salesforce or restrict uploads to Salesforce storage only.
When composing a message, users can attach files directly from Salesforce storage or upload them from their desktops, enhancing workflow efficiency.
Refer to this document for detailed steps: https://docs.sms-magic.com/share/ajAcdpU2usJ8h4qB7SMkTA
Video Guide: https://docs.sms-magic.com/share/UqiF5eOGMFo2cCglt4Gmew
AI-Powered Content Generation for Templates [Available upon request]
Overview
This feature enables users to generate high-quality content for messaging templates using AI assistance. It enhances efficiency, improves messaging consistency, and allows users to create compelling content tailored to different use cases.
How It Works
Users can generate AI-assisted content for conversation, campaign, or automation templates.
The AI-generated content is tailored to the provided context, ensuring relevance and engagement.
Users can review, edit, and refine the generated content before finalizing the template.
Refer to this document for detailed steps: https://docs.sms-magic.com/share/1eQ3o7BTzU5T77z1jmOdLg
Conversation Summary in Converse Desk [Available upon request]
Overview
This feature allows users to generate and store conversation summaries efficiently. It improves usability by providing quick access to key discussion points, decisions, and action items.
How It Works
Users can generate AI-powered conversation summaries within the Converse Desk.
Summaries capture essential details, ensuring a clear understanding of conversation history.
Refer to this document for detailed steps: https://docs.sms-magic.com/share/aKsEU2IKT1m61BIvXFCnGA