![]() You can add more fields by clicking on the ‘Add Field’ button.In the next section, you need to set field values for the converse app task. This plug-and-play app provides worldwide coverage to send and receive single or bulk SMS, MMS, WhatsApp, Telegram, and Computer Telephony Integration (CTI.In the Object field, mention as ‘Converse App Task’.Select the method in which you want to set the record fields.Select the Create Records element to create records.Click on the plus sign in the flow as shown above. Once the object is created, you need to define the elements.Enter Object as Lead, select trigger option as ‘A record is created’, and click on the ‘Done’ button to proceed. Here, consider an example when a customer wants to trigger an automated message when a record is created, updated, or deleted. For instance, select the ‘Record-Triggered Flow’ and click on Create button. As per your requirement, select the right type of flow to continue. Here, you will get many flow template options to select from.Click on the New Flow button, and the following page will appear:.Click on the Flows option as highlighted in the image above.Select ‘Flows’ by using the Search Setup field, or by using the Quick Find search field, or by selecting Platform Tools > Process Automation > Flows.Click on the Salesforce navigation on the top right and then click Setup.For now, you need to select the action trigger as ‘Process Builder’ itself. This data can be stored as HTML format in Salesforce. Here we have rich text data type field in Salesforce which can allow to insert images and text formatting. ![]() ![]() This Flow option will be added soon in the upcoming release. Sending Rich text data from Salesforce to Jira description field Edited We are doing integration between Salesforce to Jira application. Step 2: Instead of entering an email address in the recipient box, insert the 10-digit phone number of the person you’re trying to reach. You can use either your smartphone or your computer to do so. 9 – Select the action trigger in the Message Flow Trigger field, you need to select the action trigger as ‘Flow’. Step 1: Using the email client of your choice, compose your email as you would normally. Note: Here (in Create a Message Flow section), in Step no. For creating an automation message flow, follow the steps mentioned in the ‘ Create a Message Flow‘ section. The next step is to create an automation message flow. To create the Converse App, follow the steps mentioned in the ‘ Create a New Converse App‘ section. To trigger a message automation flow from Flows, you must first create a Converse App. The action key is necessary to trigger messages from the Flows. The triggering of the messages is based on certain criteria and conditions.įor each message created in the message flow, a unique Action Key is generated. ![]() Templated messages can include merge fields for more personalized communication, and they can also be sent automatically.Using the Action Key generated for each message in a message flow, you can trigger further messages from Flows. Teams can build a library of SMS templates to use through Salesforce so that you don’t have to re-create frequently used messages every time. The message feed functionality is similar to texting on your own mobile device. Stay on top of messages through the SMS inbox and have a conversation with customers in ‘real time’. You can create leads, cases, campaign members and carry out field updates. SMS keywordsĪutomatically create and update records when an inbound SMS message matches a keyword. For example, customers can automatically send a welcome message when a new contact or a mobile number gets added. Salesforce users can easily build campaigns and automate messages through Workflow Rules. ![]() With Mercury SMS, teams get a text-enabled Salesforce allowing them to stay in touch with customers from first contact to point of sale and beyond. Unlock rich yet easy to use texting features ![]()
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