SMS-Magic Converse Salesforce App

The SMS-Magic Converse Guide equips admins with setup and configuration steps. This guide also has content for users to use SMS-Magic.

Send a Message from Record Details
  1. On the Salesforce Home page, click . The App Launcher page appears.

  1. Click the object name. The object record list appears.

Under Contacts click and then select All Contacts from the drop-down menu to view the complete contact record list.

  1. Click a record name. The Record details appear.

  1. Under Contact Details, click . The drop-down menu appears.

  1. Click Send SMS. The Send SMS window appears.

  1. Enter the following details:

  • Sender ID

  • Message Template

  • Message Text

  1. If you do not wish to select a template, type your own message.

  2. Click Send.

You can also schedule your message. Refer to the section on Schedule Messages for more detail.

Updated on Feb 14, 2024