Step A: Installation (Please skip step A if you already installed the App)
Click respective link to install at destination org. (This step generally takes up to 5 mins).
Production – https://login.salesforce.com/packaging/installPackage.apexp?p0=04t0K0000010phh
Sandbox – https://test.salesforce.com/packaging/installPackage.apexp?p0=04t0K0000010phh
Click onDone button when “taking a longer time to install” message appears on your screen and refresh “installed package” page to see installed package ValueText.
While installing you can select “Admin only” and later you can assign the access to the users by using permission sets (ValueText User or ValueText User (Template Editor))
Step B: Sign Up or Sign In
After installation please go to “ValueText SMS” App from the App menu which is top right in the Salesforce (Classic Version). (For lightning version, click on App menu and select ValueText SMS)
Step C: Testing (This step required only if you are using TRIAL version or if you have not submitted KYC): Verify your number to send test messages.
Step D : How to send SMS from Salesforce
Our application support to send SMS from any object in Salesforce. Here I am giving an example for contact.
Classic view to edit the page layout
Lightning view to edit the page layout. click on “Edit Object” > left side click on “page layout” > choose which one you want to edit
If you are using Lightning, drag “Send SMS” button from “Mobile & Lightning Actions“
If you are using Classic, drag “Send SMS” button from “Buttons“ section
You can also find “Send SMS” list button under search layouts to send SMS to group of contact.
Like above, you can find default buttons for Account, Leads, Case, Campaign and opportunity.
Now you can send SMS by clicking “Send SMS” button from contact.