Overview

To gain a better understanding of how Textey works, let's break it up into two parts.  The first part we'll explore is the user interface (UI).  The second part is the data model.  

User Interface

How do I interact with Textey when I'm in Salesforce?  What does it look like?  How do I send a text message?  

We're glad you asked.  There are four potential interfaces that you'll encounter when using Textey.  We'll take a look at each one in more detail.

  1. Record Page Messenger - (Lightning and Classic)
  2. Conversation Inbox - (Lightning and Classic)
  3. Utility Bar Conversation Inbox - (Lightning Only)
  4. Bulk SMS - (Lightning and Classic)

Record Page Messenger

The Messenger component is added to a page layout and provides an interface to send, receive, and view the text message history related to a single record.  The record can be an Account, Person Account, Contact, Lead, Case, Opportunity, or a Custom Object record.

The Messenger component can be added to record pages in both Lightning and Classic.  On Lightning record pages, it is added as a custom lightning component.  On Classic record pages, it is added as an inline Visualforce page.

Lightning:

messenger_lightning_wide.001.png


messenger_lightning_sidebar.001.png


 Classic:messenger_classic.001.png


Conversation Inbox

The conversation inbox provides an interface for you to manage multiple conversations from a single page.  The left-hand sidebar displays each conversation with messages grouped by unique phone number.  The right-hand panel provides a scrollable window to view all message history, as well as a composer to send a new message.

Lightning:

Image_2018-12-27_at_3.22.10_PM.png


Classic:

Image_2018-12-27_at_3.41.01_PM.png


Utility Bar Inbox

This is a condensed version of the conversation inbox that can be accessed from the utility bar in Lightning.  This utility bar application is persistently docked at the bottom of the page, and can be opened/closed with a click.  This allows you to efficiently carry on multiple conversations while freely navigating around Salesforce doing your work!

Lightning:

Image_2018-12-27_at_4.36.25_PM.png


Bulk SMS Component

The bulk SMS page provides an interface to send a text message to a list of recipients at the same time.  The bulk SMS page is accessed either from an object List View or from a Campaign.

Lightning:

Image_2018-12-27_at_4.47.11_PM.png


Classic:


Image_2018-12-27_at_4.48.54_PM.png


Data Model

The Textey data model is designed to be intentionally lightweight when it comes to custom objects.  Only five (5) custom objects are installed into your org, they are as follows:

  1. Phone Number
  2. SMS Template
  3. SMS Message 
  4. Media
  5. SMS Campaign Response Rule

Phone Number

The Phone Number records correspond to the text-enabled phone numbers that are provisioned to your Textey account.  Most users will only need Read access to the Phone Number records, except for Administrators who should have Edit access.  For more info on setting up the Phone Numbers see this article.

SMS Template

Each template you add will create a new SMS Template record.  This record stores information about the template such as the Name, Status, and the body of the template.  

SMS Message

Every text message that you send or receive will create an SMS Message record.  This record contains quite a bit of information about the message, such as the Message Date/Time, the contents of the message, any related records, link tracking info, and more.

Media

When you receive a text message that contains an image, a Media record will be created.  The Media record will be related to the SMS Message record through a lookup relationship.

SMS Campaign Response Rule

If you create an inbound SMS Keyword Campaign you can define auto-responses to be sent back when someone texts in your keyword.  The SMS Campaign Response Rule records are created and connected to the Campaign.  

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.