By understanding these simple rules, you can effectively manage your credits and make the most of your account!

• You can buy credits only in the main production account.

• Once you have purchased credits, you can choose to move them to a sandbox account, but there are some limits on how much you can transfer.

• You have the flexibility to move credits back and forth between the production account and the sandbox account.

• The maximum amount you can transfer at a time is 10% of your total credits.

• Please note that you can only edit credits in the sandbox account.

• If you edit credits in the sandbox and make it 0, all credits will be transferred back to the production account.

A Guide to Credit Transfer

Now, with the SMS-Magic Workspace, you can transfer credits from your Production Salesforce account to the Sandbox account. Please note that you can transfer only upto 10% of the total available credits in production.

Here’s the procedure for transferring Message Credits from a Production account to a Sandbox account in SMS-Magic Workspace:

Step 1: Verify Account Type

• Before proceeding with the Message Credit transfer, ensure that you are on a Payee plan, as this operation cannot be performed with a Trial plan.

Step 2: Access Connected Salesforce Accounts

• Login to Salesforce Org using your login credentials.

• You will be redirected to the SMS-Magic Workspace within your Salesforce Production environment.

Step 3: View and Edit Message Credits

• Within the Connected Salesforce Accounts section, you will find the Message Credits options for each account.

• Review the current values of Message Credits associated with your accounts.

To initiate a Message Credit transfer, click on the Edit option next to the Message Credits you want to transfer.

Step 4: Enter Message Credits

• After clicking Edit, enter the number of Message Credits you wish to transfer.

Step 5: Confirmation

• Upon successful transfer, you will receive a confirmation message indicating that the Message Credits have been released from the source account and transferred to the designated account(s).

You have successfully transferred Message Credits from a Production account to other accounts in SMS-Magic Workspace. Ensure that you have chosen the correct accounts and the appropriate Message Credit amounts to avoid any disruptions in your SMS messaging operations.