Step 7 of the Setup & Configuration page advises you of some declarative configurations required on various Page Layouts, depending on which Objects you wish to use Mercury SMS with.
This configuration could include:
- Creating Custom Buttons
- Adding Buttons to Page Layouts
- Adding the Message Feed to Page Layouts (please refer to the ‘Message Feed’ section later in this User Guide)
- Creating Custom Phone Mapping Fields
- Adding Custom Phone Mapping Fields to Page Layouts
- Adding SMS Opt Out fields to Page Layouts (for creating SMS Opt Out fields, please refer to the ‘SMS Opt Out’ section later in this User Guide)
Instructions for each of these is included below.
Create Custom ‘Send SMS’ Buttons (if required)
Mercury SMS comes with ready to go buttons for the following standard Salesforce Objects. However, you can also create your own custom Detail Page buttons for other Standard or Custom Objects.
* The Bulk SMS button is only used for sending bulk messages to Campaign Members and cannot be recreated for other Standard or Custom Objects. If you need to send a bulk message to any other Standard or Custom Object, please use the ‘Bulk SMS Manager’.
Creating a Detail Page Button
Detail Page buttons allow you to send an SMS to any Phone field stored on a specific record.
To create a Detail Page button for a Standard or Custom Object, go to Setup > Object Manager > [Object Name] > Buttons, Links, and Actions > New Button or Link.
In the custom button window, complete the details as follows and click Save.
After creating the ‘Send SMS’ button, you will need to add it to your Page Layout(s) for that Object. We also recommend you set the Window Open Properties for your custom button to have a height of 400px.
Create Custom Phone Mapping Fields (if required)
‘Phone Mapping Fields’ are required if you wish to relate unsolicited inbound messages (e.g. an inbound message that originated from the customer, as opposed to a customer responding to an outbound message) to a record.
Mercury SMS comes with Custom Fields that allow inbound matching for your Contact and Lead records. This matching only applies to the standard Mobile Phone field for both of these Objects.
If you plan on sending SMS messages to any other Standard or Custom Object, it is recommended that you create a Phone Mapping Field, which will allow unsolicited inbound messages to be mapped to the correct record.
To create a Custom Phone Mapping Field for a Standard or Custom Object, go to Setup > Object Manager > [Object Name] > Fields & Relationships > New Field.
Complete the field information as follows and click Save.
Note: Phone Mapping Fields do not need to be applied to your page layout(s).
Adjust Your Salesforce Page Layouts
You can now add the ‘Send SMS’ button to your Page Layout(s). Note: For Leads and Contacts, you must also add the ‘SMS Opt Out’ field to the page.
In the Page Layout Editor, select the ‘Buttons’ section, then select the ‘Send SMS’ button, drag it to the Custom Buttons section of the page and click Save.
Next, select the ‘Mobile & Lightning Actions’ section, then select the ‘Send SMS’ Action, drag it to the ‘Salesforce Mobile and Lightning Experience Actions’ section of the page and click Save.
Repeat this process for all Objects that you want to be able to send SMS messages from. If you cannot find a Send SMS button, then ensure you have created the button and that it was created as a ‘Detail Page Button’.
To add the ‘SMS Opt Out’ field to the Page Layout(s), select the ‘Fields’ section of the Page Layout Editor, select and drag the ‘SMS Opt Out’ field on to the page and click Save.
Once you have completed these actions for all of the Objects, return to the Setup & Configuration page and proceed to Step 8.