Send text from salesforce1/18/2024 ![]() ![]() Note that generating multiple documents with the same template for the same record will not result in these documents being overwritten in our Paul Allen example, if we were to generate the golf invitation 10 more times, there would be 11 different golf invitation documents in the S-Docs table on the Paul Allen page. We can click the icons in the “View” or “Email” columns to download or email these documents. The documents we just generated in our example are now in this related list. ![]() Related ListsĪfter generating or emailing documents, you will return to the page for the record you just generated documents for.ĭuring the configuration of S-Docs, you added an S-Docs related list to the objects that you wanted to use with S-Docs. Here is how a completed email page might appear. Be aware that this change affects the entire sandbox and not just S-Docs. We would like to email Paul Allen the golf invitation, so our next step is to click Email Selected Docs.įrom here, you can proceed to the email page by clicking Email Selected Docs or you can click Email Administration > Deliverability, and check that "Access to Send Email" is set to "All email." By default, Salesforce turns off outbound email access when a sandbox is created to reduce the risk of inadvertently sending emails to contacts during development and testing. Note that we can click SD-100 to download the account summary document or SD-101 to download the golf invitation. In our example, we added a comment to our golf invitation, and we unchecked the account summary because we would like to email the golf invitation by itself. If you would like to add a comment to that document, find the name of the document you want to add a comment to under “Document Name” and click the Add button to the right of it. To email documents, check the boxes of the documents that you would like to email and click Email Selected Docs. To download a document, find the name of the document you want to download under “Document Name” and click the Document Number to the left of it. In this example, we will be creating a golf invitation and an account summary for Paul Allen.Īfter clicking Next Step, the documents are generated and you are given a list of the generated documents. Now, select the templates you would like to use to generate documents for this contact. Once you get to your contact record, click the S-Docs button at the top of your page. In our example, we selected the "Contact" object, and we will generate documents for the Paul Allen Contact record. Salesforce LiveMessage provides 2-way SMS & OTT mobile messaging for Service Cloud contact center agents to engage with customers in real-time text conversations with automated workflow.Navigate to an object that has been configured for S-Docs, and then go to any record you would like to generate documents for. Leverage outbound SMS texting app for event reminders, SMS text chat, bulk SMS, and SMS text workflow rules for 2 way SMS feedback. Text enable your landline phone for incoming SMS messages, SMS campaigns, live web chat, SMS text automation and customer service. Salesforce LiveMessage enables your call center for customer texting via existing 1-800 or landline business phone numbers. SMS text chat, campaigns and automated workflows for customer service, seamlessly integrated with Service Cloud. ![]() Salesforce LiveMessage - perfect for contact centers! Message stored as an activity on the contact. Send SMS text messages to a group of Salesforce contacts Send SMS text messages to a Salesforce contact ClickSend makes SMS from Salesforce Easy!ĬlickSend is a cloud-based service for Salesforce that lets you send and receive SMS and Fax messages. Summit Technologies has experience implementing all the leading SMS Text Messaging apps for Salesforce. Send Text Messages from Salesforce? There's an App for that! ![]()
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