Sending a Message from Flow

Description: Messages can be triggered from a flow action by choosing to create a record. For example, changing a lead status to “Closed – Converted” can trigger a message to the customer without using the “Send SMS” button.

How to Send a Message from a Flow:

Step 1: Define Flow Condition

Define the condition for your flow and specify when it should start.

Step 2: Add Flow Element

Choose “Create Records” from the “Add Elements” menu.

Step 3: Select Message Object

Select either “Message Bucket” or “SMS Outbox” based on the version you are using.

Step 4: Define Fields

Configure the following five fields as shown in the image below:

– Field: “Message (rsplus__Message__c)”

Description: Enter the text you want to send as a message in the resource variable as a text field.

– Field: “Number (To Phone)(rsplus__Number__c)” 

Description: Choose “Field Reference” and select the phone number field from the relevant object (e.g., Lead).

– Field: “Related To(rsplus__Related_To__c)” 

Description: Choose “Field Reference” and select the ID field from the relevant object (e.g., Contact). This helps create a history of the message.

– Field: “Sender ID (rsplus__Sender_ID__c)” 

Description: Choose either “From address” or “Sender ID” of a message. Refer to your “Sender ID” tab for the appropriate value.

– Field: “Type(rsplus__Type__c)” 

Description: Assign the value “Outbound” to this field.

Features that Stand Out:

– Custom and standard objects can be configured under the flow message.

Sending a Template from Flow

Description: Templates can be triggered from a flow action by choosing to create a record. For example, changing a lead status to “Closed – Converted” can trigger a template to be sent to the customer without using the “Send SMS” button.

How to Send a Template from a Flow:

Step 1: Define Flow Condition

Define the condition for your flow and specify when it should start.

Step 2: Add Flow Element

Choose “Create Records” from the “Add Elements” menu.

Step 3: Select Message Object

Select either “Message Bucket” or “SMS Outbox” based on the version you are using.

Step 4: Define Fields

Configure the following five fields as shown in the image below:

– Field: “Template ID (rsplus__Template_ID__c)”

Description: Enter the name of the template you have created (not the Salesforce ID of the template record).

– Field: “Number (To Phone)(rsplus__Number__c)”

Description: Choose “Field Reference” and select the phone number field from the relevant object (e.g., Lead).

– Field: “Related To(rsplus__Related_To__c)”

Description: Choose “Field Reference” and select the ID field from the relevant object (e.g., Contact). This helps create a history of the message.

– Field: “Sender ID (rsplus__Sender_ID__c)”

Description: Choose either “From address” or “Sender ID” of a message. Refer to your “Sender ID” tab for the appropriate value.

– Field: “Type(rsplus__Type__c)”

Description: Assign the value “Outbound” to this field.

Features that Stand Out:

– Custom and standard objects can be configured under the flow message.

Trigger the Bot from Flow

Description: A bot can be triggered from a flow action by choosing to create a record. For example, changing a lead status to “Closed – Converted” can trigger a bot to be sent to the customer without using the “Send SMS” button.

How to Send a Bot from a Flow:

Step 1: Define Flow Condition

Define the condition for your flow and specify when it should start.

Step 2: Add Flow Element

Choose “Create Records” from the “Add Elements” menu.

Step 3: Select Message Object

Select either “Message Bucket” or “SMS Outbox” based on the version you are using.

Step 4: Define Fields

Configure the following five fields as shown in the image below:

– Field: “Bot (rsplus__Bot_Element__c)”

Description: Enter the Bot ID that you want to send.

– Field: “Number (To Phone)(rsplus__Number__c)”

Description: Choose “Field Reference” and select the phone number field from the relevant object (e.g., Lead).

– Field: “Related To(rsplus__Related_To__c)”

Description: Choose “Field Reference” and select the ID field from the relevant object (e.g., Contact). This helps create a history of the message.

– Field: “Sender ID (rsplus__Sender_ID__c)”

Description: Choose either “From address” or “Sender ID” of a message. Refer to your “Sender ID” tab for the appropriate value.

– Field: “Type(rsplus__Type__c)”

Description: Assign the value “Outbound” to this field.

Features that Stand Out:

– Custom and standard objects can be configured under the flow message.

Steps to Select Bot Element ID:

Follow the steps below to select the Bot Element ID for sending a bot from a flow:

Step 1: Login to Salesforce Org

Login to your Salesforce organization using your credentials.

Step 2: Go to Bot’s Tab

Navigate to the “Bot’s” tab within Salesforce.

 

Step 3: Select the Bot

Choose the specific bot that you want to send from the available list.

Step 4: Access Bot Element Details

Access the details of the selected bot by clicking on it.

Step 5: Select Bot Element

From the bot details tab, select the desired bot element that you want to send.

Step 6: Copy the Record ID

Copy the Record ID of the selected bot element.

Step 7: Paste Record ID in the Flow

Navigate back to your flow configuration and paste the copied Record ID in the “Bot (rsplus__Bot_Element__c)” field.

By following these steps, you will be able to select the appropriate Bot Element ID and integrate it into your flow for sending the bot message.

Note: The exact navigation and terminology may vary based on your Salesforce organization’s configuration and version.