Schedule messages from process builder


Schedule messages from process builder

We have two types of schedules to send messages from process builder.

  • No time dependent schedule
  • Time dependent schedule (With or Without Time Zone)
  1. No time dependent schedule 
  • In this schedule, you can use standard Salesforce functionality where you can define n hours / days before / after the date value. Here you cannot define specific time (like 9 AM) to send a message.
  • Please follow below steps to create a schedule.
  • Just create an action under schedule section like below.
  • Choose record creation > SMS Bucket > must select 4 mandatory fields.

                        Sender ID *→ for now you can use 15415161800 for testing purposes

                        Number * →Reference > Mobile Number field from contact

                       Template ID * → Template id must be in this format "T00001"

                        Related to * → Related record id to load merge fields.

Schedule SMS 

                                                                                                                                               

  1. Time dependent schedule

As the name suggests this schedule type is dependent on time. In this schedule, we can send SMS on specific time like 10:30 AM.

  • Please follow below steps to create a schedule.
  • Just choose an immediate action ( Must not be salesforce SCHEDULE ACTION)
  • Choose record creation > “Text schedule & follow up” > must select 8 mandatory fields.

         Sender ID * →You can find your sender id at Salesforce > ValueText from app menu > Senders tab

          Mobile Number Field* → must be API name field like below (it will take update phone number from the API Field Name)

          Template ID* → template id must be in this format "T0001"

          Related to * → related record id to load merge fields.

          Start time * → choose pick list value for the time or you can write formula to pass dynamic value.

          Start date * choose formula and build your own logic like (ex: send 2 days before meeting date then your formula would be "API name of the field - 2")

          Action Type *Schedule

          Frequency *  Only once (If you want to set recurring schedule then take another value and you have to include END DATE in the field to stop the recursive messages)

          END DATE required if the frequency type is not equal to “Only once”

         Time zone  (Must be ValueText or Salesforce supported format Ex: return values of UserInfo.getTimeZone().getID() method)

 

Schedule SMS 

                                                                                                                                               

  • Each schedule transaction will be stored at salesforce under the related record at “Text schedule & follow up” related list.

 

Stop schedule:

  • You can stop the schedule at any time by marking “Stop” check box at related schedule record. Create a process builder action to stop the schedule in smart way.