Authenticate a User

Your organization will need one authenticated user. This is a Salesforce user in your org that has provided access to Textey so we can push your incoming messages into your Salesforce org. If you do not have an authenticated user configured , you will not be able to receive any inbound messages.

Note: The authenticated user need not necessarily be a system admin, but should be one who has visibility to all your data. This includes data such as leads and other custom objects that an SMS message record should be attached to. The authenticated user has permissions to create SMS message records.

Textey uses the secure OAuth2 protocol to gain access to your Salesforce org via an authenticated user. When an incoming message is sent to one of your provisioned phone numbers, Textey will push that message to a custom web service in your Salesforce org. It is important to understand that the web service will run in the context of the authenticated user. This means that Textey’s access will be governed by the profile and permissions of the authenticated user, and Textey will only have access to the records that the authenticated user has access to. As an example, if the authenticated user does not have access to any Contact record due to a profile or sharing rule restriction, then Textey cannot find the Contact record that matches the sender’s phone number.

Note: It is recommended that the authenticated user has, at a minimum, the following access:

  1. Read/Edit on the Account, Contact, Lead, Opportunity, and Case objects.
  2. Read/Edit on all custom objects that you will send messages to.
  3. Read/Edit/Create on the Phone Number, SMS Message, SMS Template, and Media objects.

Textey will never delete a record from your Salesforce org.
* Textey will never store any of your Standard Object, Custom Object, or SMS Template records.

  • Login as the user you want to authenticate.

  • Select the Textey app from the Salesforce app navigation drop-down on the top right-hand corner. Click on the Administration tab. You will be directed to the Account Management page on the Textey app and will land on the home tab.

  • In the Authenticated User (Inbound Messages) section, click the Authenticate Me button.

  • You will be directed to an OAuth permissions page where you just click on Allow to grant access.

  • Now the user is provisioned as the Authenticated User for the Textey application. The name and email of the authenticated user is displayed under the Authenticated User (Inbound Messages) section on the Home tab.

  • If you need to change the authenticated user, you can click on Delete User next to the email. You can now go back and re authenticate as a different user

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