The SMS Configuration tab allows you to configure the details of your salesforce org. It provides facility to custom set the information as well the account details before the system gets functioning.



1. Create User:


This will help you to connect the org with the Twilio account.

You are required to set the details like Account ID and Auth Token from the Twilio account which you are using. 

Please refer to this link for the detailed process.



A success message shall be displayed once the valid information is inserted.



2. Manage Twilio Numbers :



A.


Select the Country Code and Default phone number.


This tab provides you a facility to select the country code and the phone number from which you wish to send messages. 

For this, you need to save the numbers in Twilio Account. 


B.

The user can save the target phone number from the available list.


  • You need to select the Phone Number from the available drop-down and search for the related user from the User search box.

  • Now click the Submit Information button to save the settings, the confirmation will be displayed.
  • On clicking the 'Add Phone Mapping' button you can add multiple numbers as required and all those numbers will be available for sending the SMS.

  • You can delete any unwanted number anytime as needed.


For the in-detail information of the above tab please refer to this link




3. SMS Setting:



The SMS setting tab will be used to set Opt-Out, Opt-In, Residential Number Checks, etc.


For this, you need to select the respective checkboxes, define the message in the Outgoing Message field (this message will be appended to the target mobile number), and then you need to click on the Submit Information button.


A success message will be displayed.


For details please refer this link




4. Phone Mapping Tab:


The Phoe Mapping Tab allows the user to set specific fields against the selected object.


So that particular field will be used to send the SMS while using the selected object.




You can change the Existing Mapping through the Update Mapping section.


Click on the Save Mappings button once done. A success message will be displayed.


For detailed information regarding this Phone Mapping, please refer this link





5. Setup Pages:


Setup Pages consist of the help links required to go with this Application.





6. Finish tab:


The Finish tab allows you to send a test message to the desired number to verify the settings.




The confirmation message will be displayed once the message is sent.

You can resend the message if required. 

To explore more about this Finish Tab refer to this link.