SMS Magic is supported on

• Enterprise, Unlimited, Developer, Performance, Professional edition

In case you want to trigger the Apex Code, Enterprise and Unlimited Edition is mandatory. For professional Edition, you will need Rest API license

SMS Magic onboarding process consists of few steps for Salesforce :-

1. Fill up the Free trial account form

2. After submitting form, give access to SMS Magic for your Salesforce by signing into your salesforce account where you want package setup to be enabled.

3. Verify your emailId

4. Initiate the installation & setup process

5. Additional business useacases from workspace Explore here

6. Purchase sms magic licenses Buy SMS Magic

7. Start using SMS-Magic

If you are new to SMS Magic, you can use this form to get started for Sandbox or developer organanization. Once you experience feature on your org, you can link your production orgs from workspace section.

Step 1: Submit Trial Form

Click here sign-up for SMS magic or go to https://app.sms-magic.com/trial , you will see the below page

Step 2: Signup using Salesforce credentials

It will connect SMS Magic with Salesforce Org to run an automated installation & Setup process.

• Since the ‘Salesforce Production’ option was selected, you will be redirected to the Salesforce production login page, as shown in the screenshot above. Enter your production credentials to proceed to the SSO connection:

Step 3 : Initiate Installation & Configuration

• In the above image, you will see that a new account is getting created and you will be asked to install and configure the Converse App. Click on the ‘Install & Configure’ button to proceed.

  This will setup sms-magic in your salesforce org. It may take 30 minutes to 1hour depending on your org size. You will get alerted on email once installaltion process is done

• Here you can see that the installation and configuration process of a particular package has started. During the process, if any errors occur, the user will be notified about the same. Once the errors are rectified, the installation and configuration process will resume from where it had stopped. Click here to know more about some of the common errors (and their resolution) that may occur during the installation and configuration process.

• While the installation and configuration process is being completed, you can browse through all menus and options like get started, message reports, analytics settings, and buy now. 

Step 4: Confirm your email Address

• Also, meanwhile, you can check your email inbox and confirm your account so that you can get started using the SMS Magic Converse package. The account confirmation step will not pause the installation and configuration process.

• Click on ‘Confirm and Login’ to confirm the account. You will have to confirm your account so as to receive the default number and credits.

• Once you confirm your account, you can proceed to login 

• You can go back to the page to check the status of your package installation and configuration. As you can see, the package is installed and configured successfully:

Step 5 : Log in to Salesforce & Send your first message

you are already logged in, click on 'GoTo Salesforce' to access your org. If you are logged out, login to your Salesforce account:

• Once you log in, you will be redirected to the following home page:

• Search for SMS Magic Converse App:

• The following home page of the converse app will appear:

• Here, you can see that you have received the default 1 phone number, 15 messaging credits, and the user licenses

• You can go to the converse settings and see that all required settings are complete and also check the licenses assigned to your user:

Common errors (and their resolution) during the installation and configuration process

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