Mercury SMS | Setup | Configuring the Send SMS Button

Mercury SMS comes with Send SMS buttons for the following objects:

However, you can also create your own custom buttons for other supported objects. Preset and custom buttons must be added to the relevant page layouts for each object.

Create Custom Send SMS Buttons 

Detail Page buttons allow you to send an SMS to any phone type field stored on a record:

1. Navigate to the desired object in Salesforce setup.

2. Select Buttons, Links, and Actions from the left sidebar menu. 

3. Create a new button - for instructions on creating custom buttons, see this Salesforce article. 

4. Configure the button as follows:

5. Save the button.

6. Set the height to 400px in the Window Open Properties - for details, see this Salesforce article.

After creating the Send SMS button, add it to the relevant page layouts for that object. 

Add an SMS Button to Page Layouts

You can now add the Send SMS button to your Page Layouts:

1. Navigate to the desired object in Salesforce setup. 

2. Select Page Layouts from the left sidebar menu. 

3. Edit the desired page layout to add the button - for details, see this Salesforce article.

4. Add the Send SMS button found in the Buttons menu to the Custom Buttons section on the layout (for the User object page layout, this is found in the Custom Links section instead).

5. Add the Send SMS button found in the Mobile & Lightning Actions menu to the Salesforce Mobile and Lightning Experience Actions.

Repeat this process for all objects you want to be able to send SMS messages from using a Send SMS button. If you can't find a Send SMS button in the page layout of an object, ensure you have created the button and it was created as a Detail Page Button as described above.