Configure Custom Objects

In Textey, you have the option to set up Custom Objects for bulk messaging. Here are the steps to be followed.

Create Visualforce Page

  • Go to Setup > Custom Code > Visualforce Pages.

  • Click the page SendBulkLead_ltng which will take you to the corresponding Visualforce page. This refers to the SendBulkLead lightning page.

Note: By default, whenever a customer installs the Textey application, they will have BulkSend pages already as part of the package.

  • From the Visualforce Markup tab, copy the code.

  • Now, go back to the main Visualforce pages tab and click on New to create a new Visualforce page. In essence, this page will be a modified version of the SendBulkLead_ltng page.

  • After clicking the New button, let’s try creating an example Visualforce page for the Student object. For this, the following fields need to be entered.

    • Label: SendBulkStudent

    • Add a description

    • Select the two checkboxes - Available for Lightning Experience, Lightning Communities, and the mobile app and Require CSRF protection on GET requests.

  • In the Visuallforce Markup tab, replace the existing code with the data that you earlier copied from the SendBulkLead_ltng page.

  • Click Save.

  • You will need to make a few changes in the code to set the page up for a particular Custom Object, in this case, the Student object. In order to make the changes, you will need the following details handy - the Custom Object’s Label and its API name. If you are wondering how to get these details, just follow the below steps.

    • Go to Setup > Objects & Fields > Object Manager

    • Find the Custom Object that you are looking for, in this case, the Student object.

    • The first column will be the label and the second column is the API name. Both are to be pasted on the new Student Object Visualforce page in the below designated areas. Here, the label will be Student and the API name will be simplesms__Student__c.

Currently displayed as

  Changed to

StandardController = “Lead

  StandardController = “simplesms_Student_c

recordSetVar = “Lead

  recordSetVar = “Student

c:SendBulkSMSMessenger

  simplesms:SendBulkSMSMessenger

sObjectApiName = “Lead

  sObjectApiName = simplesms__Student__c”

  • Click Save.

Create Custom Button

The next step is to create a new custom button that will link the user to this Visualforce page. To understand it better, let’s continue with our earlier example of the Student Object.

  • Go to Setup > Objects & Fields > Object Manager > Student > Buttons, Links and Actions.

  • Click New Button or Link.

  • Enter the following details in the page that opens.

    • Label: Send Bulk SMS

    • Add the description

    • Display Type: List Button

    • Leave the Display Checkboxes (for Multi-Record Selection) checkbox checked.

    • Behavior: Display in the existing window with sidebar.

    • Content Source: Visualforce Page (this will auto-populate the Content field with the Visualforce page that we had previously created for SendBulkStudent)

  • Click Save. You have the new button created and linked to the Visualforce page!

Add the Button to List View

  • In the Object Manager, go to Student > Search Layouts. 

  • In the List View section, click the dropdown on the extreme right column. Click Edit.

  • The button that you recently created - Send Bulk SMS can be found under the Available Buttons section.

  • Select and click Add to move the button to the Selected Buttons section.

  • Click Save. The Send Bulk SMS button has now been added to the List View page!

You can always test this out by sending a Bulk SMS from the Students tab as you would for any other Object.

 

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