Mercury SMS comes with preset Phone Mapping Fields on the Lead and Contact objects that allow unsolicited inbound messages to be matched to the appropriate record. Custom Phone Mapping Fields can be created to support matching for other phone fields.
Create a Phone Mapping Field to match unsolicited inbound messages to phone fields other than the Lead and Contact Mobile Phone fields:
1. Determine the reference phone field - this is the phone field on the object you want to be able to match unsolicited inbound messages to.
2. Create a custom field on the desired object configured as follows - see this Salesforce article for more information on custom field creation:
| CUSTOM PHONE MAPPING FIELD | ||
| Field Type | Formula (Text) | |
| Field Label | [Field Label] Short | |
| example: Spouse Mobile Phone Short | ||
| Field Name | [Field Name]_Short__c | |
| example: Spouse_Mobile_Phone_Short | ||
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Formula |
SUBSTITUTE( SUBSTITUTE( SUBSTITUTE( SUBSTITUTE( SUBSTITUTE( [Field Name], '+', ''), ')', ''), '(', ''), '-', ''), ' ', '') | |
| example: SUBSTITUTE( SUBSTITUTE( SUBSTITUTE( SUBSTITUTE( SUBSTITUTE( Spouse_Mobile_Phone, '+', ''), ')', ''), '(', ''), '-', ''), ' ', '') | ||
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3. Save the field - adding to page layouts is not necessary.
Future unsolicited inbound messages will attempt to match to the new Phone Mapping Field's record.