SMI Custom Settings
You can customize SMS-Magic Interact to align with your requirements. This document explains all of the custom settings used by the SMI application.
Acknowledgement Popup Setting
Name |
Acknowledgement Popup Setting |
Type |
List |
Description |
This setting is used to show or hide popup message on Send SMS button(JavaScript) click of record detail page. |
Salesforce (LEX/Classic) |
Classic |
How does it work?
Click the Send SMS button on a record detail page, and you’ll see a prompt to confirm that you want to send the SMS. Click OK to send the SMS. Click the Cancel button to cancel the operation.
Fields
Label |
API Name |
Purpose |
Allow Popup Msg |
smagicinteract__Allow_Popup_Msg__c |
This field will be used to show or hide popup. |
Usage
To enable this popup, the user must create a record in this custom setting and set the value of smagicinteract__Allow_Popup_Msg__c field to true.
Conversation View Setting
Name |
Conversation View Setting |
Type |
Hierarchy |
Description |
Custom setting to filter the incoming and outgoing messages' records based on logged in user on conversation view. |
Salesforce (LEX/Classic) |
LEX & Classic |
How does it work?
With this custom setting, you can restrict user message visibility. You can restrict visibility based on owner and/or default Sender ID.
Owner visibility — permits a user to view only those incoming and outgoing messages for which s/he is the record owner.
The default sender visibility permits a user to view only those incoming and outgoing messages for which that Sender ID for that user is being used to send/receive messages.
Fields
Label |
API Name |
Purpose |
All |
smagicinteract__All__c |
This field will let the logged in user view all messages in conversation view. |
Default Sender |
smagicinteract__Default_Sender__c |
This field will let the logged in user view all messages where his default Sender ID is being used in conversation view |
Owner |
smagicinteract__Owner__c |
This field will let the logged in user view all messages where he is the owner in conversation view |
Usage
All — Create a record for the user and set smagicinteract__All__c field to true.
Default Sender — Create a record for desired user and set smagicinteract__Default_Sender__c field to true.
Owner — Create a record for desired user and set smagicinteract__Owner__c field to true.
Duration To View History For Incoming
Name |
Duration To View History For Incoming |
Type |
List |
Description |
Number of days up to which user can scale up to in history's query on incoming. [cutOfDate]. |
How does it work?
The SMS History object is used to perform a history search, or to send notifications to the last incoming sender.
This custom setting will let you decide the timeframe in which to check the outbound messages—either for performing a lookup or notify the last sender. The default timeframe is 7 days.
Since Salesforce.com is a multi-tenant architecture, the timeframe should be kept to a minimum.
Fields
Label |
API Name |
Purpose |
noOfDaysForCutOffDate |
smagicinteract__noOfDaysForCutOffDate__c |
This field will let the logged in user view all messages in conversation view. |
Usage
To change the timeframe, create a record and set the value of smagicinteract__noOfDaysForCutOffDate__c field to the number of days that you want.
Update Related List On Lead Conversion
Name |
Update Related List On Lead Conversion |
Type |
List |
Description |
Transfer incoming and outgoing messages to Account/Contact/Opportunity on lead conversion. |
How does it work?
When converting the lead, the conversations for the contact are not ported—which means that they will be lost.
During lead conversion, this custom setting is used to port incoming and outgoing messages to the Account/Contact/Opportunity. There is flexibility to port the messages to one or all the objects.
Fields
Label |
API Name |
Purpose |
Update Account Related List |
smagicinteract__Update_Account_Related_List__c |
This field will let you port the messages from Lead to Account. |
Update Contact Related List |
smagicinteract__Update_Contact_Related_List__c |
This field will let you port the messages from Lead to Contact. |
Update Opportunity Related List |
smagicinteract__Update_Opportunity_Related_List__c |
This field will let you port the messages from Lead to Opportunity. |
Usage
To port messages to the Account, set smagicinteract__Update_Account_Related_List__c field to true.
To port messages to the Contact, set smagicinteract__Update_Contact_Related_List__c field to true.
To port messages to the Opportunity, set smagicinteract__Update_Opportunity_Related_List__c field to true.