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Configuration Settings

There are several configuration options that you can enable for Textey based on how you want the application to perform.

  • Select the Textey app from the Salesforce app navigation drop-down on the top right-hand corner. Click on the Administration tab.

  • Under the Configuration Settings tab, click on the Edit button to enable/disable the available options.

Let’s take a look at each option in detail.

Enable Campaigns

Enable this option if you intend to use inbound keyword campaigns. If this box is NOT checked then Textey will not attempt to match inbound messages to a campaign.

Enable Trackable Links

Enable this option if you want all URLs that begin with “http://” or “https://” to be shortened into a trackable link.

Attach Outbound Images

Enable this option if you want to save OUTBOUND images as an attachment to your message. This only pertains to single messages. Bulk messages that contain an image will never have the image saved as an attachment.

Add Messages to Contact on Lead Conversion

When this option is enabled, all messages associated with a Lead will be carried over to the Contact upon Lead conversion.

Auto-Create Leads

Enable this option if you want a Lead to be created whenever an inbound message is not matched to an existing record.

Post Incoming Messages to Chatter

Enable this option if you want a Chatter post to be made to the message owner whenever an incoming message is received. This is especially helpful on the Salesforce mobile app because the Chatter post will create an alert.

Default Search Object

When an incoming message is received and it cannot be matched to an existing conversation between the two phone numbers, Textey will search all the phone fields in this object to find a matching record. You can also enter multiple objects in this field, i.e. “Contact, Lead”. Textey will first attempt to find a Contact that matches this phone number. If one is not found, it will then attempt to find a Lead that matches the phone number.

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