No time-dependent schedule

This schedule uses standard Salesforce functionality: you define a number of hours or days before or after a date value. You cannot set a specific time, such as 9 AM, with this schedule type.

To create this schedule:

1. Create an action under the Scheduled Actions section of your process.
2. Choose record creation, select Message Bucket, and set the four mandatory fields below.

• Sender ID (required): for now, you can use 15415161800 for testing purposes.
• Number / To Phone (required): reference the Mobile Number field from the contact.
• Template ID (required): must be in the format "T00001".
• Related To (required): the related record ID used to load merge fields.

Time-dependent schedule

As the name suggests, this schedule type is dependent on time. It lets you send an SMS at a specific time, such as 10:30 AM.

To create this schedule:

1. Choose an immediate action (this must not be a Salesforce Schedule action).
2. Choose record creation, select Text schedule & follow up, and set the mandatory fields below.

• Sender ID (required): find your sender ID at Salesforce > ValueText from the app menu > Senders tab.
• Mobile Number Field (required): must be an API name field. It takes the updated phone number from that API field name.
• Template ID (required): must be in the format "T0001".
• Related To (required): the related record ID used to load merge fields.
• Start Time (required): choose the picklist value for the time, or write a formula to pass a dynamic value.
• Start Date (required): choose a formula and build your own logic. For example, to send a message 2 days before a meeting date, the formula would be "API name of the field - 2".
• Action Type (required): Schedule.
• Frequency (required): Only once. (To set a recurring schedule, choose a different value. You must also include an end date to stop the recurring messages.)
• End Date: required if the frequency is not "Only once".
• Time Zone: must be a ValueText or Salesforce supported format, for example the return value of the UserInfo.getTimeZone().getID() method.

Each scheduled transaction is stored in Salesforce under the related record's "Text schedule & follow up" related list.

Stop a schedule

You can stop the schedule at any time by marking the Stop checkbox on the related schedule record. Create a Process Builder action that stops the schedule this way.