# SMS-Magic Converse Salesforce App

> **Source**: [SMS-Magic](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app)
>
> <p>The SMS-Magic Converse Guide equips admins with setup and configuration steps. This guide also has content for users to use SMS-Magic.</p>

## Browse Collection

1. [Managing Conversations & Responses](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/g119eTAOSes-managing-conversations-responses.md) (Article)
2. [User Management](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/En3lMlNjU8Y-user-management.md) (Article)
3. [Introduction - Multichannel compliance](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/04Z1badp4Dc-introduction-multichannel-compliance.md) (Article)
4. [Overview - App Navigation](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/yaDv2U8vifI-overview-app-navigation.md) (Article)
5. [SMS-Magic Setup & Installation](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/fIQeloTOs50-sms-magic-setup-installation.md) (Article)
6. [Overview - SMS Reports and Dashboards](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/ZIbeHmIEx60-overview-sms-reports-and-dashboards.md) (Article)
7. [Capturing Basic consumer info & syncing with CRM](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/xJVdzBH0Zpg-capturing-basic-consumer-info-syncing-with-crm.md) (Article)
8. [Automating Conversations with Conversation flow](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/pXwYDO2DfQI-automating-conversations-with-conversation-flow.md) (Article)
9. [Integrating Conversive Button with your Website](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/VoxLa9aFVzs-integrating-conversive-button-with-your-website.md) (Article)
10. [Creating Conversive Buttons](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/9Xi2T1Pylh8-creating-conversive-buttons.md) (Article)
11. [Getting Started with Conversive Buttons](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/wL1oASvC3i8-getting-started-with-conversive-buttons.md) (Article)
12. [New Onboarding via Salesforce AppExchange](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/I1OfSvXI5jw-new-onboarding-via-salesforce-appexchange.md) (Article)
13. [Overview - WhatsApp channel](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/BFdvSYzn4qA-overview-whatsapp-channel.md) (Article)
14. [Create a New Template](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Yg40DIZ8img-create-a-new-template.md) (Article)
15. [Create New Media Message Template (Package Version 1.73 onwards)](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/ViireASSkK8-create-new-media-message-template-package-version-1-73-onwards.md) (Article)
16. [Create New Rich Media Message Template (Package Version 1.73 onwards)](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/CkJtvIrpuXM-create-new-rich-media-message-template-package-version-1-73-onwards.md) (Article)
17. [Edit a Template](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/2APLxMEISzM-edit-a-template.md) (Article)
18. [Change the Template Owner](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/4zn32gkZEFw-change-the-template-owner.md) (Article)
19. [Delete a Template](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/5337gE1C2pQ-delete-a-template.md) (Article)
20. [Search Template](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/yzPDtPFSP2Y-search-template.md) (Article)
21. [Filter Template](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/W45yp40aY6Q-filter-template.md) (Article)
22. [Workspace Overview](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/NyQKm8SBYvg-workspace-overview.md) (Article)
23. [Configurate Notifications for New Conversations ](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/PSx2ROQf7f8-configurate-notifications-for-new-conversations.md) (Article)
24. [Overview - Converse Apps](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Ykb2sC2I2iA-overview-converse-apps.md) (Article)
25. [Configure Run SMS Campaign Button in Classic](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/kV7I7Nndwu0-configure-run-sms-campaign-button-in-classic.md) (Article)
26. [Setup Organization-Wide Email Address](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/EdwHQf2g65I-setup-organization-wide-email-address.md) (Article)
27. [Manage Access](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/manage-access.md) (Article)
28. [Setup Email Services](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/t8AF47mnhD0-setup-email-services.md) (Article)
29. [Email to Text – FAQs](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/wPdjy6Se0pc-email-to-text-faqs.md) (Article)
30. [Enable Notification](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/gVjK4LLMsM8-enable-notification.md) (Article)
31. [Create an Email Template (Optional)](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/GV2DgVUAy6k-create-an-email-template-optional.md) (Article)
32. [Overview](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/xusbm4l2PcM-overview.md) (Article)
33. [Email To Text Overview](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/XN6XAeKDFt8-email-to-text-overview.md) (Article)
34. [Overview - Facebook Messaging](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/GK9tsXRB0Rs-overview-facebook-messaging.md) (Article)
35. [Send a New Message](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/9hK9A3bUn38-send-a-new-message.md) (Article)
36. [Send a Multimedia Message](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/92Pc4EokREo-send-a-multimedia-message.md) (Article)
37. [Reply to a Message](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Bxv7oh1vfCg-reply-to-a-message.md) (Article)
38. [Send a Message from Converse Inbox](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/PqODCulW220-send-a-message-from-converse-inbox.md) (Article)
39. [Send a Message from Record Details](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/1jrUmcJUjJA-send-a-message-from-record-details.md) (Article)
40. [Send a Message from Conversation View on a Record Page](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/WXSZvd68UtI-send-a-message-from-conversation-view-on-a-record-page.md) (Article)
41. [Send Bulk SMS](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/4s6vXaUqrjM-send-bulk-sms.md) (Article)
42. [Schedule Bulk SMS](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/2TkKQ4FjHg8-schedule-bulk-sms.md) (Article)
43. [Permission Management](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/w1eIDTRHdfs-permission-management.md) (Article)
44. [Overview - converse desk](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/5xkPV1QW3G0-overview-converse-desk.md) (Article)
45. [FAQ Bot](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/6ReFmf74mPA-faq-bot.md) (Article)
46. [Conversations](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/4DvfPbEyZ2k-conversations.md) (Article)
47. [Sender ID and Assignment](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/8gbbufQ5jqM-sender-id-and-assignment.md) (Article)
48. [Message Configuration](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Su3AwPRgXPQ-message-configuration.md) (Article)
49. [License Feature Access](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/49nnhu7L60g-license-feature-access.md) (Article)
50. [Usecases Embedded in Salesforce](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/9wUQUE6U6Do-usecases-embedded-in-salesforce.md) (Video)
51. [Overview - Campaign Manager](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/ZuzUXsKtRGU-overview-campaign-manager.md) (Article)
52. [Understanding Facebook Messaging](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/t42feYsCgKU-understanding-facebook-messaging.md) (Article)
53. [Add Navigation Bar](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/mdK3Q4cw4DU-add-navigation-bar.md) (Article)
54. [Create a New Converse App](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/F8demj8m7O8-create-a-new-converse-app.md) (Article)
55. [Configuring User Profiles](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/eE63F7rmLlM-configuring-user-profiles.md) (Article)
56. [Search Conversations in Converse Desk](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/bVmBx8fqtvY-search-conversations-in-converse-desk.md) (Article)
57. [Prerequisites](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/DvdL66nbUgM-prerequisites.md) (Article)
58. [Converse Dashboard - User](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/ql1r9wYNQZE-converse-dashboard-user.md) (Article)
59. [Features Available as per the Selected Plan](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/0hLwVF36BTw-features-available-as-per-the-selected-plan.md) (Article)
60. [Configure Audit Database](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/QMJ64yDKKTM-configure-audit-database.md) (Article)
61. [Workspace Embedded in Salesforce](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/GmbWMHEj55s-workspace-embedded-in-salesforce.md) (Video)
62. [Understanding WhatsApp Messaging](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/v23bWOQnjoE-understanding-whatsapp-messaging.md) (Article)
63. [Steps to get started and configure WhatsApp-enabled business number](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/3wQo24BNfCg-steps-to-get-started-and-configure-whatsapp-enabled-business-number.md) (Article)
64. [View Conversations using Global and Conversation Filters](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/KU2e04Mk9bk-view-conversations-using-global-and-conversation-filters.md) (Article)
65. [Compliance](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Z3t4S3wU3vI-compliance.md) (Article)
66. [Configure Run SMS Salesforce Campaign Lightning Steps](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/jkNGgcL3ZZY-configure-run-sms-salesforce-campaign-lightning-steps.md) (Article)
67. [Converse Dashboard - Team](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/9A2hqn09NN8-converse-dashboard-team.md) (Article)
68. [Add Message Flow](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/7mc4vpLvJgI-add-message-flow.md) (Article)
69. [URL Shortening](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/8k3Jt1UFABE-url-shortening.md) (Article)
70. [Enable Facebook Messenger for Your Business Page](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/GDUm3BW9FyQ-enable-facebook-messenger-for-your-business-page.md) (Article)
71. [Pick & Choose - Additional configurations](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/CGZu3H2lxhc-pick-choose-additional-configurations.md) (Article)
72. [Configure Consent Method](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/gzfdHlh1mz4-configure-consent-method.md) (Article)
73. [Manual Sync-up of System Settings](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/HavUvP6w6pk-manual-sync-up-of-system-settings.md) (Article)
74. [Expiring Short Links](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/A33NDXg4j44-expiring-short-links.md) (Article)
75. [Use Action Key](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Tmw60vWC9jg-use-action-key.md) (Article)
76. [Conversations in Converse Inbox](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/U6RVM28z6zE-conversations-in-converse-inbox.md) (Article)
77. [Overview - Configure Converse Inbox](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/PUEE4m3s57U-overview-configure-converse-inbox.md) (Article)
78. [Create Double Opt-In Configuration](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/90wXodwrqE4-create-double-opt-in-configuration.md) (Article)
79. [Access Campaign Manager](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/DrBx1QgraF0-access-campaign-manager.md) (Article)
80. [Connect Production Accounts from Workspace](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Ei4DXAAv9CI-connect-production-accounts-from-workspace.md) (Article)
81. [Steps to Integrate Facebook Business Page via Customer Portal](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/W5NBs3txPr0-steps-to-integrate-facebook-business-page-via-customer-portal.md) (Article)
82. [Creating WhatsApp Templates](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/3dasNhzayr0-creating-whatsapp-templates.md) (Article)
83. [Converse Dashboard - Messages](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/lUnQ794NTWI-converse-dashboard-messages.md) (Article)
84. [SMS Magic - System Update Notifications](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Xhr8aykESO4-sms-magic-system-update-notifications.md) (Article)
85. [Configure Converse Inbox on Classic Side Panel](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/ICpw3vlh5E8-configure-converse-inbox-on-classic-side-panel.md) (Article)
86. [View Conversation Details](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/bf3b4wqG9V4-view-conversation-details.md) (Article)
87. [Overview - Analytics Dashboard](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/jbuXJpvfZO8-overview-analytics-dashboard.md) (Article)
88. [WhatsApp Tagged Sender IDs, Templates and Messages](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/ybBajubpTP8-whatsapp-tagged-sender-ids-templates-and-messages.md) (Article)
89. [Create a Campaign](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/1PrKW8L0WOA-create-a-campaign.md) (Article)
90. [Deleting Short URL](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/rqn1sHIEOiE-deleting-short-url.md) (Article)
91. [Connect Salesforce Sandbox from Workspace
](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/wuOp2Z5M2E0-connect-salesforce-sandbox-from-workspace.md) (Article)
92. [Configure Keywords](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/uBHbOm8A3Lc-configure-keywords.md) (Article)
93. [Search Converse App](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/J6VmwmfZofI-search-converse-app.md) (Article)
94. [Steps to Configure Sender ID and Message Templates in SMS-Magic Converse](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/BVPMvNnrlNU-steps-to-configure-sender-id-and-message-templates-in-sms-magic-converse.md) (Article)
95. [FAQ’s](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/cUAsdzbODuo-faq-s.md) (Article)
96. [Save an Unknown Number as a New Lead](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/2fnBiE70IKg-save-an-unknown-number-as-a-new-lead.md) (Article)
97. [Campaign Results](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/4wEDNPV7MM8-campaign-results.md) (Article)
98. [Introduction - Create consent database](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/wL2BaO1wGms-introduction-create-consent-database.md) (Article)
99. [Automation of URL Shortening](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/VZAWGOVVLrE-automation-of-url-shortening.md) (Article)
100. [Facebook Tagged Sender ID’s, Templates & Messages](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/dpttA0fCNxw-facebook-tagged-sender-id-s-templates-messages.md) (Article)
101. [Upgrade Package Version From Workspace](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/PyYtRxR2Hvs-upgrade-package-version-from-workspace.md) (Article)
102. [Configure Converse Inbox on Lightning Utility Bar](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/E6MfoR1nbKc-configure-converse-inbox-on-lightning-utility-bar.md) (Article)
103. [Trigger a Message Action from Flows](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/2eP2qVjhGsc-trigger-a-message-action-from-flows.md) (Article)
104. [Consent Status](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/CoYxwuXZF2E-consent-status.md) (Article)
105. [View Campaigns](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/IGqgZAdpmwg-view-campaigns.md) (Article)
106. [Configure Custom Inbox](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/aTs1hvOko5I-configure-custom-inbox.md) (Article)
107. [Transferring Credits: Move and Manage Your Messaging Credits](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/VhEtxW3mfmg-transferring-credits-move-and-manage-your-messaging-credits.md) (Article)
108. [Opt-Out Analysis](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/48GUSi283Q8-opt-out-analysis.md) (Article)
109. [Facebook Policy Violation Notifications](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Uh2llV1g8ec-facebook-policy-violation-notifications.md) (Article)
110. [Create Consent Automatically](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Jrl8GNxod6s-create-consent-automatically.md) (Article)
111. [Conversation Filters](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/8pkHQBzuRpQ-conversation-filters.md) (Article)
112. [Compliance Enforcement Stats](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/nNIiXBTZ33k-compliance-enforcement-stats.md) (Article)
113. [SMS-Magic Converse Compatibility with Salesforce](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Yy69sjtAZVs-sms-magic-converse-compatibility-with-salesforce.md) (Article)
114. [Number Transfer: Move and Manage Your Sender IDs](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/IoxERXYAsfw-number-transfer-move-and-manage-your-sender-ids.md) (Article)
115. [URL Tracking](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/C0sKiaNR2ic-url-tracking.md) (Article)
116. [Create Consent Manually](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/puDbtlWTQ6s-create-consent-manually.md) (Article)
117. [Assign Conversations](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/1Ugh9ai27UY-assign-conversations.md) (Article)
118. [Edit Campaigns](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/bC4yTz2rkaU-edit-campaigns.md) (Article)
119. [Compliance with Facebook Messaging](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/dYBAoj7XGDs-compliance-with-facebook-messaging.md) (Article)
120. [Overview - Configure SMS Buttons](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/h0Bn1UxXtvo-overview-configure-sms-buttons.md) (Article)
121. [Schedule Campaigns](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/vfYS73bU5uI-schedule-campaigns.md) (Article)
122. [Create Consent programmatically(via apex)](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/o3SyX3a9MgE-create-consent-programmatically-via-apex.md) (Article)
123. [Messaging Limits](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/AiG1EGwbPtM-messaging-limits.md) (Article)
124. [Agent Productivity](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/wZS5gl505bA-agent-productivity.md) (Article)
125. [Add SMS Button to Layouts](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/WHYTnC6Jyco-add-sms-button-to-layouts.md) (Article)
126. [Mark Conversations](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/THdoYHWiUW0-mark-conversations.md) (Article)
127. [Create an Internal Note](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/fI5rkEpFiFA-create-an-internal-note.md) (Article)
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129. [Importing Existing Consents](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/XKPoxXHQoHs-importing-existing-consents.md) (Article)
130. [Creating Facebook Templates](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/OpODtN7sRCA-creating-facebook-templates.md) (Article)
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132. [Clone Campaigns](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/5wwlGpY0MJg-clone-campaigns.md) (Article)
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135. [Failed Campaigns](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/pJOkRnU9M24-failed-campaigns.md) (Article)
136. [Converse Home Dashboard](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/UlfEA61wTCk-converse-home-dashboard.md) (Article)
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138. [Spam Number Blocking](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/xQGg9IbAPCI-spam-number-blocking.md) (Article)
139. [Abort Campaigns](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/GrtXRxGuqoc-abort-campaigns.md) (Article)
140. [Campaign Approval Workflow](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/43E1Xt6B3nk-campaign-approval-workflow.md) (Video)
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142. [Restricted Keyword](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/wvwSi0Dz9j4-restricted-keyword.md) (Article)
143. [Accessing Error logs](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/ptti2DZ2AN0-accessing-error-logs.md) (Article)
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145. [Exporting Campaign Statistics](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/NYZx141Ql2o-exporting-campaign-statistics.md) (Article)

---

# ARTICLE: Upgrade Package Version From Workspace

## METADATA

- id: mvg49259gKnIkwm4DE5R1g
- type: article
- source: SMS-Magic
- content_url: https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/PyYtRxR2Hvs-upgrade-package-version-from-workspace

- collection_url: https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app

## CONTENT

In this guide, we'll walk you through the step-by-step process of upgrading your package version. Whether you're an existing user or new to our platform, keeping your package version up-to-date ensures you have access to the latest enhancements, bug fixes, and functionalities, empowering you to make the most out of your experience. By following the instructions outlined in this guide, you'll seamlessly upgrade your package version for both Production and sandbox accounts directly from the workspace. Let's dive in and get started!

SMS Magic Converse and Campaign Launcher both will be updated with this process.

> **Note: **This upgrade process is for users with version 1.68 and above. Users with version 1.68 and below are advised to contact our support team for assistance here at [care@sms-magic.com](mailto:care@sms-magic.com)

# **Upgrade Package Version Guide**

### **Step 1: Access Workspace**

- Navigate to your workspace where you can see all your connected accounts.

*[Image]*

### **Step 2: Locate Current SMS Magic App Version**

- Expand the card associated with your current package version.
- Check beside the SMS Magic App version for the upgrade option.

*[Image]*

- You can conveniently upgrade your package version directly from your account details page, accessible by clicking on the account card within your workspace.

*[Image]*

### **Step 3: Initiate Upgrade**

- Click on the "Upgrade" option.

*[Image]*

### **Step 4: Confirmation Pop-up**

- A pop-up window will appear confirming your decision to upgrade.
- In the pop-up, you'll find a "To Learn More about latest version" link. Click on it to access detailed information about the latest version, including new features and enhancements, in the documentation center.

*[Image]*

### **Step 5: Upgrade Prompt**

- Within the pop-up, you'll also find a call-to-action button. Clicking on this button will initiate the upgrade process.

*[Image]*

### **Step 6: Upgrade in Process**

- The upgrade process will commence and you will see the ‘Upgrade in process’ Status. This may take approximately 10 to 15 minutes to complete. Please be patient during this time.

*[Image]*

### **Step 7: Upgrade Successful Confirmation**

- Once the upgrade is successfully completed, you'll be able to see status as "Install and configured."

*[Image]*

- Additionally, you'll receive an email containing detailed information about your upgrade, ensuring you're informed about the upgrade package version of both SMS Magic Converse and Campaign Launcher.

### **Step 8: Upgrade Failed**

- In the rare event that the upgrade process fails, you can click "Try Again" to reinitiate the upgrade process.

*[Image]*