User Guide - Aprika Business Solutions
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1. This will merge the correct merge field code into the Message text box Once the SMS Template is complete click Save SLEA CUME TE SMS Schedules Leads Contacts Campaigns Cases Mercury z Create Edit SMS Template Use this section to select and add merge fields to your message Save Cancel SMS ae Welcome Template Object Selection MANI Object Contact ra e look forward to being able to provide you with exciting special offers Merge Fields anks User FirstName Field lt User gt FirstName iss i sSCSCSS zd Merge Text User FirstName Insert Text Characters 170 A Save your message template N Save Cancel Mercury User Guide Version 1 7 December 2014 18 Copyright 2014 Aprika Business Solutions Mercury SMS Connected Customer Communications MERCURYSMS Sending an Individual SMS Message Mercury SMS provides the ability to send an SMS to an individual including e Lead e Contact e Person Account e Campaign Member e Case Contact associated to the Case To send an SMS message to an individual click on the Send SMS button on the detail page for the record M r Col i n J O h nson Customize Page Edit Layout Printable View Help for Ho Hm p Show Feed Back to List SMS Templates Click Send SMS Open Activities 0 Activity History 2 Campaign History 0 R Lead Detail Edit Delete Conver2. f MERCURYSMS SMS MESSAGING IN THE CLOUD User Guide Mercury SMS Connected Customer Communications Version 1 7 December 2014 Driven to Exceed www aprika com au Mercury SMS Connected Customer Communications MERCURYSMS Table of Contents Tape or CONTET cerca teresa rc are oes ete ce are ee ee ETNE AE T EE E AEE eco geaadencauane 1 PEF CMC VOD E AE EE e EEE E ocese net pa tence tip E E 5 bagan oa auncen sng E 2 EREE ge Lp ake ke ee ee eee ee eee eee eee ere 2 How Mercury SMS WOTKS rss seroma deerertarpiestncteia can ame vinta eater EATS EETA DENSA ene EN ENEE AEE EANES 2 Ui VS Dev eV o p E E E EEEE E E E E E E teens cesses 3 TT VU a Oe eee aA a EEA EAEAN ANENE ERASE NE EEA AAE EEEE IR E ANARA EE AEE 6 Contigure he ete cant ste terse N pen ate pa eee sae oes pas EEEE EN EEEN AAEE EREET ERE ERA 6 Sey gat Wiech hie aie ODON ee E A econ ern eno ee mer eC Se ne era en E 16 Jome Marcory SI a AE AE AEE EE A A 17 Q topund SM esa E eves AN EE E E E E E EEE E E 17 Creating an SMS Template Sep ae nn nn ee ee eee ne nO ee Oe 17 Sending an Individual SMS Message rege ccacecs ap cases pace esas an pts enwnsdcnensaceautann en asincesa sean eens 19 Sending a Bulk SMS Message cccceecceeceeccescceectcceneceuceuseseseseeeucteuceeseseceueeeneeeeeteseneeeneteeseeeeeseees 21 Sending an SMS via a Workflow Rule wsspcececoctaesanndacsurtosnteadadsaevrnadioiatanacuetienetaduntvasachaiteacseedenaenaveuenns 21 DOOU SM an eee EEEE nc
3. Back to List Sites Site Detail Site Label Site Description Active Site Favorite Icon Site Robots txt Enable Feeds URL Rewriter Class Last Modified By Edit Public Access Settings Login Settings URL Redirects Deactivate Site Name Site Contact J Login Click here Edit Public Access Settings Login Settings URL Redirects Deactivate Mercury Active Site Home Page Inactive Site Home Page Site Template Analytics Tracking Code Created By Colin Johnson 3 07 2013 8 07 PM On the next screen click Edit Profile Mercury Profile Back to List Installed Package Help for this Page 2 Mercury Colin Johnson Not Allowed InMaintenance Preview InMaintenance Preview SiteTemplate Preview Colin Johnson 3 07 2013 8 07 PM Help for this Page 7 Users with this profile have the permissions and page layouts listed below Administrators can change a user s profile by editing that user s personal information If your organization uses Record Types use the Edit links in the Record Type Settings section below to make one or more record types available to users with this profile Profile Detail Name User License Description Created By Page Layouts Standard Object Layouts Global Edit View Users Mercury Profile Guest Custom Profile Modified By Click Edit Global Layout View Assignment v Colin Johnson 23 12 2014 10 42 AM Varies by
4. Member Price Book Entry Case Product Contact Social Persona Contract Solution Event Task on Click View 7 Lead Custom Field Level Security Action SMS Template SMS Schedule Now click edit and then mark the Mobile Phone Short and SMS Opt Out fields as visible then Save Lead Field Level Security for profile Help for this Page 7 Mercury Profile Field Name Address Q Annual Revenue Q Campaign Company Created By Q NAN Current Generator s Data com Key Q 0o Demo Video B Description Q Do Not Call D QA O Email 0 O Email Opt Out a O Fax D Fax Opt Out Industry Last Modified By D SA O O Last Transfer Date Lead Owner Lead Source f Lead Status Tick visible for Mobile Mobile Phone Short Mobile Phone Short QAAND D Name Name No of Employees Number Number of Locations Number Phone Phone Primary Picklist Picklist Picklist Text Tick visible for z SMS Opt Out Checkbox AQAA AAAAA O Click Save N gt URL Save Cancel Mercury User Guide Version 1 7 December 2014 10 Copyright 2014 Aprika Business Solutions Mercury SMS Connected Customer Communications MERCURYSMS Now you need to do the same for Contacts Click View next to Contacts in the Field Level Security section Field Level Security Standard Field Level Security Account View Oppor
5. New button to create a new SMS Template record Home Setup amp Configuration J A CUJE SMS Schedules Leads Contacts Campaigns Cases Home View a Ger Edit Create New View Colin Johnson Recent SMS Templates Click New Y Recycle Bin EIET No recent records Click Go or selecta vie dropdown to display records Mercury User Guide Version 1 7 December 2014 17 Copyright 2014 Aprika Business Solutions Mercury SMS Connected Customer Communications MERCURYSMS Enter the SMS Template Name and Message using merge fields if you wish SRECU i a SMS Schedules Leads Contacts Campaigns Cases Mercury ea Create Edit SMS Template Give your Name l AE AOA Object Contact D e look forward to being able to provide you with exciting special offers Merge Fields anks User FirstName Field lt user gt FirstName is s s sSCSF Merge Text i User FirstName insert Text Type your message text in this section Characters 170 Save Cancel Note If you wish to add merge fields to an SMS Template you need to follow the steps below 1 Select the Object This is the Object that the template will work for You need to create specific templates for each Object you wish to send SMS from Selecting an Object automatically generates the fields that are available for merge for that Object 2 Select the Field 3 Click the Insert Text button
6. Sample Mobile 1 415 555 1212 Company Sample Company Fax 1 415 555 1212 Title Sample Title Email sarah sample company com Lead Source Sample Lead Source Website www salesforce com Campaign Sample Campaign Lead Status Sample Lead Status Industry Sample Industry Rating Sample Rating Annual Revenue 123 45 No of Employees 47 711 SMSOptOut y In Buttons drag Send SMS on to the page layout Clone Find Duplicates Convert Send SMS Delete Sharing Edit Submit for Approval Visualforce Pages Related Lists Actions Lead Sample i Highlights Panel Customize the highlights panel for this page layout Chatter Feed Publisher Actions The publisher actions are currently inherited from the global publisher layout You can override the global layout to set a customized list of actions for this layout Lead Detail Standard Buttons Custom Buttons Edit Delete Convert Clone Sharing Find Duplicates Send SMS Click Save Mercury User Guide Version 1 7 December 2014 15 Copyright 2014 Aprika Business Solutions Mercury SMS Connected Customer Communications MERCURYSMS Once you have completed this action for all of the required Objects return to the Mercury SMS Setup amp Configuration Tab Step 8 Activate the outbound scheduler Click Activate to enable the Outbound Scheduler The icon will appear indicating Mercury SMS is now active Step 8 Activate your Outbound Schedule
7. branded domain or subdomain to redirect to your site Create multiple sites that appeal to different audiences and satisfy your company s various business needs For example a software company could create one site for new developers another for customers and a third for marketing Your Sites MyCompany force com Your Force com Domain Create Your Force com Sites Your Force com domain name is aprikademo developer edition ap1 force com Force com Sites Terms and Conditions CI i ck N ew Sites aprikademo developer edition ap1 force com Site Label Site URL Site Description Site Type Last Modified By No records to display Configure your Site EXACTLY as shown below and click Save Site Edit New Site Save Cancel Site Label Name and Label Site Name should be Mercury Site Description Site Contact Default Web Address Active CA i Active Site Home Page InMaintenance Inactive Site Home Page InMaintenance Site Template SiteTemplate Site Robots txt Select SiteTemplate Site Favorite Icon Analytics Tracking Code URL Rewriter Class Enable Feeds Click to Save Save Cancel Mercury User Guide Version 1 7 December 2014 8 Copyright 2014 Aprika Business Solutions MERCURYSMS Mercury SMS Connected Customer Communications Grant the Site Access to the Relevant Objects and Fields Click on Public Access Settings Site Details Mercury
8. value you will need to insert both values e g Lead FirstName Contact FirstName Sending an SMS via a Workflow Rule Mercury SMS can send SMS Template messages via a Workflow Rule To send an SMS Template message via a workflow rule you will need to follow the steps below Create a Workflow Rule Mercury User Guide Version 1 7 December 2014 21 Copyright 2014 Aprika Business Solutions Mercury SMS Connected Customer Communications MERCURYSMS Create a Field Update Workflow Action which performs a field update on the SMS Code field on the Object Lead or Contact The value the field should be updated with needs to be the Record ID of the SMS Template record you wish to send To access this value go to the detail page of the SMS Template record where you can copy and paste the value from the SMS Code field SMS Template Edit Layout Printable 2 Welcome Template Back to List Workflow Rules SMS Template Detail Clone SMS Template Name Welcome Template Owner Colin Johnson Change Message Hi Contact FirstName thank you for subscribing to our SMS Object Contact Updates We look forward to being to provide you with exciting special offers Thanks User FirstName SMS Code N1 ke L Ci eh Created By Colin Johnson Last Modified By Colin Johnson 4 07 2013 2 48 PM Note The Record ID should be inserted into Formula Field section of the Field Update rule in double quotes e g a0190000
9. 007coVy see the below screenshot for reference Edit Field Update Help for this Page Field Update SMS Code Define the field update including the object associated with the workflow rule approval process or entitlement process the field to update and the value to apply Note that the field to update may be on a related object Fields are shown only for the type that you select Field Update Edit Save Save amp New Cancel Identification I Required Information Unique Name Field_Update_SMS_Cor i E ee 4 Object Contact Field to Update Contact SMS Code Field DataType Text Re evaluate Workflow Rules after Ofi Field Change Specify New Field Value Text Options A blank value null Use a formula to set the new value Show Formula Editor a0190000007coVy Use formula syntax e g Text in double quotes hello Number 25 Percent as decimal 0 10 Date expression Today 7 Save Save amp New Cancel Message Character Length amp Credits There is no hard limit on the number of characters you can send within your message however we recommend keeping your messages short to avoid using too many SMS credits per message Each message credit gives you up to 160 characters So if you were sending a message with 200 characters for example this would cost 2 message credits The number of characters being used in your message is displayed underneath the message area as follows Mercur
10. Mercury SMS Email _ 2 Way SMS for Salesforce GE ees No Rating Y Tweet lt 0 Overview Details Reviews Provider Save How would you like to continue Select to install in amp install in production Production or Sandbox Includes active trial or developer orgs b Install in sandbox Test in a copy of your production org Mercury User Guide Version 1 7 December 2014 3 Copyright 2014 Aprika Business Solutions at MERCURYSMS Mercury SMS Connected Customer Communications Enter your Salesforce com User Name and Password and click Login Accept the Terms amp Conditions and click Confirm amp Install ka exchange MERCURYSMS Mercury SMS 2 Way SMS for Salesforce No Rating Overview Details Reviews Provider WHAT YOU ARE INSTALLING PACKAGE Mercury SMS Agree to the terms and conditions Does Not Expire NUMBER OF SUBSCRIE Site wide Almost there WHERE YOU ARE INSTALLING ORGANIZATION Aprika Business Solutions EDITION Enterprise Edition USER NAME colin johnson aprika com au My Saved List 3 7 Fi ue M Save gt Get It Now Click to Confirm and Install O I have read and agree to the terms and conditions Cancel Install Back to previous step Confirm and Install Salesforce com Inc is not the provider of this application but has conducted a limited security review Please click Review the package contents and click Cont
11. Record Type View Assignment Ensure the profile has Read access to the Account Contact and Leads Objects in the Standard Object Permissions section then click Save Standard Object Permissions The permissions defined here control access at the object level Access to individual records within that object type is controlled by the sharing model Set access levels based on the functional requirements for the profile For example create different groups of permissions for individual contributors managers and administrators How dol choose Accounts Assets Campaigns Cases Contacts Contracts Documents Custom Object Permissions SMS Schedules Data Administration Read Create Edit Delete ViewAll Modify All i Ensure these objects have Products read access Solutions Data Administration Read Create Edit Delete ViewAll Modify All i SMS Templates Click Save Mercury User Guide Version 1 7 December 2014 9 Data Administration Read Create Edit Delete View All Modify All 1 Data Administration Read Create Edit Delete View All Modify All Copyright 2014 Aprika Business Solutions Mercury SMS Connected Customer Communications MERCURYSMS Next scroll to the Field Level Security section and click View next to Leads Field Level Security Standard Field Level Security Account Opportunity Asset Opportunity Product Campaign Price Book Campaign
12. Send SMS Campaign Custom Button Send Bulk SMS Campaign Member Custom Button Send SMS Mercury User Guide Version 1 7 December 2014 14 Copyright 2014 Aprika Business Solutions Mercury SMS Connected Customer Communications MERCURYSMS Below are the instructions on how to add the Custom Button and the Custom Field to the Lead Object The same process should be followed for the other Objects Click Your Name gt Setup gt Customise gt Leads gt Page Layouts gt Edit In Fields drag SMS Opt Out on to the page layout E Layout Properties Field Name x j paign Email Opt Out Last Modified By Lead Status No of Employees Product Interest SMS Opt Out Visualforce Pages Related Lists ipany Description Fax Last Transfer Date Mobile Number of Locations Rating Title ela IS Actions ated By Do Not Call Fax Opt Out Lead Owner Mobile Phone Short Phone SIC Code Website rent Generator s Email Industry Lead Source Name Primary Highlights Panel Customize the highlights panel for this page layout _ Chatter Feed Publisher Actions l The publisher actions are currently inherited from the global publisher layout You can override the global layout to set a customized list of actions for this layout Lead Detail Standard Buttons Custom Buttons Edit Delete Convert Clone Sharing Find Duplicates Lead Information Header visible on edit only Lead Owner Sample User Phone 1 415 555 1212 Name Sarah
13. Username AprikaBusines003 MessageMedia Password XXXXXXKXX _ login details Any queries please do not hesitate to contact me Kind Regards Mairead Note if you have already configured the Site as outlined in the instructions above you can now proceed straight to Step 3 If you have not yet configured the Site please refer to the Configure Force com Site section on Page 8 Step 3 Enter your MessageMedia Login Details Enter your User name and Password and click Save The Account Details Saved icon should appear Step 3 After receiving up your MessageMedia account details please enter the login credentials belo Username J AprikaBusines002 Enter your MessageMedia eel a login details here Update Account Details Saved Click update Step 4 Generate a Token Click the Generate Token button The Token will appear in the text box and the Token Created icon will appear Step 4 Generate the unique token that is used by MessageMedia to securely send messages to Salesforce Token MzczMjkyOTM4NDUZNTQzMDQ4Mw Generate Token Q Token Created Click here Step 5 Generate Web Push URL You are now ready to generate your Web Push URL that will be used by MessageMedia to process inbound messages Select the Secure Web Address this should be the Mercury Site previously configured and then click the Generate Web Push URL button your URL will be displayed It is
14. age field The message is now ready to be sent You can choose to either send it straight away or to schedule it for delivery at a later date time Send Now Click the Send Now button Click OK to confirm you wish to send the message Send Later Enter a date and time in the Date Time field Click the Send Later button Click OK to confirm you wish to schedule the message to be sent later Once you have confirmed the message is ready to be sent a Success message will appear at the top of the page At this point you can choose to click the Send Another button or close the window returning you to the detail page of the record All SMS messages sent or received via Mercury SMS will appear in the Activity History related list Activity History Action Subject Task Due Date Assigned To Last Modified Date Time Edit Del SMS Sent va 4 07 2013 Colin Johnson 4 07 2013 4 00 PM Edit Del SMS Received v 4 07 2013 Colin Johnson 4 07 2013 1 56 PM Edit Del SMS Sent x 4 07 2013 Colin Johnson 4 07 2013 1 55 PM Mercury User Guide Version 1 7 December 2014 20 Copyright 2014 Aprika Business Solutions Mercury SMS Connected Customer Communications MERCURYSMS Sending a Bulk SMS Message Mercury SMS provides the ability to send a bulk message to a list of Campaign Members To send a bulk SMS message to Campaign Members click the Send Bulk SMS button on the d
15. atform It enables Salesforce com users to communicate with their clients via SMS It provides Salesforce com users with the ability to send individual SMS messages and bulk messages to Lead and Contact records Outbound messages can be constructed ad hoc as required or selected from a previously created template library Field value merging is supported allowing SMS messages to be personalised on the fly Sending SMS messages via Workflow is also supported Mercury SMS also provides inbound messaging allowing clients to reply to a message or to opt out of receiving further SMS communications How Mercury SMS works Mercury SMS uses an API to connect Salesforce com with MessageMedia to send individual and bulk SMS messages to Leads and Contacts held within Salesforce com To use Mercury SMS a MessageMedia account is required A free trial account will be provided for evaluation purposes during the 14 day free trial of Mercury SMS This can be upgraded to a live account once subscription to Mercury SMS has been completed Mercury User Guide Version 1 7 December 2014 2 Copyright 2014 Aprika Business Solutions Mercury SMS Connected Customer Communications MERCURYSMS Installation To install Mercury SMS click the Get It Now link on the AppExchange Mercury SMS Two way text messaging applicaton Mercury SMS Email w aes rA Click here to install m No Rating Mercury SMS mmg Overview De
16. e age E OEA coe Sete EEEE EEEE es Ge A E E ee eee 23 Receiving Inbound SMS Messages ccceccseeeeecceeccuceeuccneceeeceuceencceecceeseuceeuceeeceeeeueeeeeceeetseeeneeeeeeeess 23 Receiving Opt OUT REGUE Sera A ESAE NEE EN E ETN 23 Contact OT CO sea ia e EEEE ERE EE TE vende AE E E EEE EE 24 MC URW DOTE oaa E E E AAAA AA AAA E E ANS 24 eae copter pee E E EA E E AE O AE 24 SCI a NCCE Fora oeren E E E E E EEE EEEE E EEEE E 24 Mercury User Guide Version 1 7 December 2014 il Copyright 2014 Aprika Business Solutions Mercury SMS Connected Customer Communications MERCURYSMS Introduction Welcome to Mercury SMS the application that enables you to communicate with your clients via SMS directly from your Salesforce com CRM system In a world where we are connected to our clients in so many ways via so many channels it is important to streamline the growing number of systems we use to communicate Which is why it is so great that you re able to send your SMS communications to your clients from your familiar Salesforce com environment This user guide will assist you with the installation configuration and administration of Mercury SMS It is anticipated that you will have Mercury SMS fully configured and operational within approximately 30 minutes However if you require assistance please don t hesitate to contact us on support aprika com au What is Mercury SMS Mercury SMS is an application that runs on the Force com pl
17. e security level Step 2 of 3 Select security settings Click Next to continue Grant access to admins only Users with your profile get full access best for limited deployments Grant access to all users All internal custom profiles get full access Select security settings User access set by profile recommended for most packages Previous Next Cancel Mercury User Guide Version 1 7 December 2014 5 Copyright 2014 Aprika Business Solutions Mercury SMS Connected Customer Communications MERCURYSMS On the Install Package page click Install Package Installer Help for this Page e Mercury Step 3 Install Package Step 3 of 3 The package is ready to be installed Click Install to continue Click Install cane You will now get a message that states your installation is complete Package Details Help for this Page Mercury Managed Back to List Installed Package Installed Package Detail Uninstall View Components Vew Dependencies Package Name Mercury Version Number 1 0 Beta 3 Language English Package Type Managed Version Name Summer 2013 API Access Unrestricted Enable Restrictions Namespace Prefix mercury Modified By Colin Johnson 3 07 2013 7 11 PM Publisher Aprika Description Mercury SMS by Aprika Business Solutions Installed By Colin Johnson 3 07 2013 7 11 PM Congratulations Your Mercury SMS application has been installed correctly You are now ready to move o
18. etail page of the Campaign _ Campaign Customize Page Edit Layout Printable View Help for this Page 2 W Welcome Message Back to List Campaign Hierarchy 1 Open Activities 0 Activity History 0 Attachments 0 Opportunities 0 Campaign Members 3 Campaign Detail Edit Delete Clone Manage Members Advanced Setup Send Bulk SMS Click Send Total Leads 3 Bulk SMS Campaign Owner Colin Johnson Change Campaign Name Welcome Message View Hierarchy Converted Leads 1 Active wA Total Contacts 1 The same options are available as for sending an SMS message to an individual You can create an ad hoc message or select from the SMS Template library You can also choose to only send the SMS message to Campaign Members with a particular Status In addition you can choose to update the Status of for recipient Campaign Members Filter campaign members here Campaign Details Send To Welcome Message Members Status Filter All 3 Recipients Characters 163 Status Update Message Status Draft v Merge Fields Field User lt User gt FirstName Merge Text 1User FirstName Insert Text v Send Later Details Date Time 23191202014 11 47 AM Note If you would like to use merge fields on an SMS message to Campaign Members comprising of both Leads and Contacts you will need to include both the Lead and the Contact merge field For example to include the First Name
19. h URL into the Message box e Click Save as template e Click Logout e Return to the Mercury SMS Setup amp Configuration page and click the click here as shown on the screenshot above link to notify MessageMedia you have completed this setup process Live Account Setup 1 Goto www message media com 2 Click Sign In 3 Enter your MessageMedia User Name and Password you would have received this following successful completion of Step 1 above Click Settings on the Account you need to update Click the Reply Settings Tab Paste your Web Push URL into the Inbound message processing URL field Click Update Click Close Click Logout Se eee Step 6 Specify an Orphan Message Owner Type in the name of the User that will be the Orphan Message Owner Note as you begin to type a User s name a list of possible Users will appear and then click Save Specify orphan message owner and then click Save Step 6 Specify the User that will be assigned as the owner of Taskgpftif received from a number that cannot be found in your system Orphan Message Owner _ chris mercury dev aprika c Q Default Owner Saved Step 7 Adjust Page Layouts Add the Custom Button and SMS Opt Out Field to the page layouts as per the table below Object Components to add Lead Custom Button Send SMS Custom Field SMS Opt Out Contact Custom Button Send SMS Custom Field SMS Opt Out Case Custom Button
20. ility 2 Check availability http aprikademo Success The Force com domain name aprikademo developer edition is available M Ihave read and accepted the Force com Sites Terms of Use__ Register My Force com Domain 4 Click to Reg iste r 3 Agree to the terms and conditions Once you have a registered domain you can create a new site Mercury User Guide Version 1 7 December 2014 7 Copyright 2014 Aprika Business Solutions Mercury SMS Connected Customer Communications MERCURYSMS Create a Site Click the New button to create a new site Sites Help for this Page 2 What is a Site Force com sites enables you to create public websites and applications that are directly integrated with your Salesforce com organization without requiring users to log in with a username and password You can publicly expose any information stored in your organization through pages that match the look and feel of your company s brand Use sites to create public community sites to gather customer feedback branded login and registration pages for your portals Web forms for capturing leads and so on Because sites are hosted on Force com servers there are no data integration issues And because sites are built on native Visualforce pages data validation on collected information is performed automatically You can allow users to access your site through your unique Force com domain and URL or you can register your own
21. inue Package Installation Details Package Name Version Name Version Number Publisher Mercury Summer 2013 1 0 Beta 3 Aprika Select to install in Production or Sandbox Package Compone w Objects 4 Action Component Name Parent Object Component Type Installation Notes Create configprivate Create Create Create w Tabs 3 Action Create Create Create wv Pages 9 Action SMS Schedule config SMS Template Component Name SMS Schedule SMS Template Parent Object Setup amp Configuration Component Name Parent Object Mercury User Guide Version 1 7 December 2014 Custom Setting Custom Object Custom Setting Custom Object Component Type Tab Tab Tab Component Type This is a brand new component This is a brand new component This is a brand new component This is a brand new component Installation Notes This is a brand new component This is a brand new component This is a brand new component Installation Notes Copyright 2014 Aprika Business Solutions Mercury SMS Connected Customer Communications MERCURYSMS Approve the third party access by selecting the checkbox for Yes grant access to these third party web sites and clicking Continue note this is to communicate with the MessageMedia API Approve Third Party Access L This package may send or receive data from third party websites Make sure you trust
22. n to Configuration Configuration Before you can begin using Mercury SMS there are a few steps required to configure the application to your specific Salesforce com org Configure Force com Site To enable the inbound SMS functionality a Site needs to be configured which can be done by following the steps below To access the setup menu click Your Name gt Setup Colin Johnson My Profile lick Set Click Setup Setup Developer Console Logout Mercury User Guide Version 1 7 December 2014 6 Copyright 2014 Aprika Business Solutions y Mercury SMS Connected Customer Communications MERCURYSMS Type Sites in the left hand Quick Search box Then click Sites under the Develop sub heading l Expand All Collapse All Search Sites eres nae A N A Sites App Setup Select Sites Develop Sites Register a Force com Domain Note This step only applies if you do not already have a force com Domain To register a domain follow these steps e Enter Your Company Name in to the text box and click Check Availability e f the Force com Domain Name is available select the checkbox and click Register My Force com Domain Help for this Page g Sites What is a Site Force com sites enables you to create public websites and applications that are directly integrated with your Salesforce com organization without requiring users to log in with a username and
23. ncel to the enabled apex classes Enabled Apex Class s ForgotPasswordControllerTest MyProfilePageController MyProfilePageControllerTest SiteLoginController Add SiteLoginControllerTest SiteRegisterController SiteRegisterControllerTest mercury mercuryAPI mercury mercuryBatch Remove mercury mercuryCampaignBatch mercury mercurySchedule mercury mercuryTestWebService mercury mercuryWebHooks mercury mercuryReply EE Mercury User Guide Version 1 7 December 2014 11 Copyright 2014 Aprika Business Solutions Mercury SMS Connected Customer Communications MERCURYSMS You can now go to the Mercury SMS app to complete the remaining steps Colin Johnson v Setup Help Call Center Marketing Community Site com X Salesforce Chatter AAA Content Mercury SMS Click Mercury SMS N sonal information le to users with this profile AppExchange Developer Community Now go to the Setup amp Configuration tab and follow the steps as listed below Home KOTIZO Tet SMS Templates SMS Schedules Leads Contacts Campaigns Cases k Mercury gt e Setup amp Configuration Recent items ere t Go to the Setup amp Configuration tab amp Mercury Site Guest User 00001026 j Colin Johnson Installation Case Template Step 1 Request a trial account from MessageMedia To request your free trial account please click
24. ould like your messages to be sent from Company Name if different from that already selected Contact Name if different from that already selected Contact Email if different from that already selected Check Send a copy to me to be cc d on the email Click the Request Trial button mail shortly afterwards containing your ou on the steps necessary to provision a local Step 1 Request a trial account from MessageMedia To request your account details Please note numbers are only readily avaialble i ber for reply messaging if required Then click Activation Details Request Trial Country Mobile Cell 61 Australia Company Name Aprika E i i Contact Email colin johnson aprika com au Contact Name Colin Johnson Contact Phone Send a copy to me an Request Trial g Activation Sent The Activation Sent icon will appear Mercury User Guide Version 1 7 December 2014 12 Copyright 2014 Aprika Business Solutions Mercury SMS Connected Customer Communications MERCURYSMS You will shortly receive your account details via email from MessageMedia the email will look similar to the following example Hi Colin Thank you for trialling MessageMedia and Aprika Your trial account credentials are below Includes 50 Test Messages Company Aprika Name Colin Johnson Phone 1300 446 133 Email colin johnson aprika com au These are your
25. password You can publicly expose any information stored in your organization through pages that match the look and feel of your company s brand Use sites to create public community sites to gather customer feedback branded login and registration pages for your portals Web forms for capturing leads and so on Because sites are hosted on Force com servers there are no data integration issues And because sites are built on native Visualforce pages data validation on collected information is performed automatically You can allow users to access your site through your unique Force com domain and URL or you can register your own branded domain or subdomain to redirect to your site Create multiple sites that appeal to different audiences and satisfy your company s various business needs For example a software company could create one site for new developers another for customers and a third for marketing Your Sites Your Force com Domain MyCompany force com developers MyCompany force com f MyCompany force com customers MyCompany force com marketing Register Your Force com Domain To get started first register your company s Force com domain Your Force com domain must be unique and must consist of only alphanumeric characters Salesforce com recommends using your company s name or a variation of your company s name bas mycompan 1 Enter a domain developer edition ap1 force com Check Availab
26. r to process SMS messages that are scheduled for delivery The Outbound Scheduler will process every 15 minutes Activate Click Activate Step 9 Congratulations You are now ready to start using Mercury SMS Step 9 Start sending SMS messages Inbound SMS Notification You can also configure notification emails to be sent when inbound SMS messages are received To do this go to the Setup amp Configuration tab and scroll down to the configuration section From here make sure to tick the Trigger User Email checkbox and select the user to notify for Lead and Contact Person Account messages then click the Save button Configuration To ensure a User is notified when an Inbound SMS is received please tick the box below and click Save You can select the most appropriate User to notify when an Inbound SMS message is received Use the picklists below to make your selections and click Save Trigger UserEmail J T ic k h ere Lead Task Assignment Lead Owner 3 ContacPorson Account Task Assignment Click Save Select users to notify The users you can choose to notify are as follows e Owner The User who is the Lead Contact Person Account Owner will be notified of the inbound SMS e Last Modified By The User who last modified the Lead Contact Person Account will be notified of the inbound SMS e Last Message Sent The User who sent the most recent outbound SMS to the Lead Con
27. recommended that you copy this now for use in a later step Be sure to notify MessageMedia of this change by clicking on the Click Here link Step 5 Select your Force com site see step 2 and generate your Web Push URL pa ar ei https mercury sms developer edition ap1l force com sms Generate Web Push URL Ge ne rate U RL F Your Web Push URL https mercury sms developer edition ap1 force com sms services apexrest mercury sms reply v1 token Mz Refer to our user guide for further information on updating the Web Push URL in the MessageMedia console Click th i S in k IMPORTANT Once you have updated your Web Push URL in the MessageMedia console click here Stify N up to 1 hour during business hours for this change to take effect If you do not receive confirmation of the change within this time please contact MessageMedia Suppa For MessageMedia Live accounts please refer to the Mercury user guide Mercury User Guide Version 1 7 December 2014 13 Copyright 2014 Aprika Business Solutions Mercury SMS Connected Customer Communications MERCURYSMS You are now Ready to set up your MessageMedia Trial Account Trial Account Setup e Goto www message media com e Click Sign In e Enter your MessageMedia User Name and Password you would have received this following successful completion of Step 1 above e Click Create a new broadcast e Set the Internal Tracking Name as Token e Paste your Web Pus
28. s can be sent to that Lead or Contact Mercury User Guide Version 1 7 December 2014 23 Copyright 2014 Aprika Business Solutions MERCURYSMS Contact Information 7 16 Gilbert Street Torquay VIC 3228 Australia Tel 1300 446 133 Web www aprika com au Technical Support Mon Fri 8 30am 5 30pm AEST Email support aprika com au Sales Email enquiries aprika com au Social Media Forums www aprika com au twitter www aprika com au facebook www aprika com au linkedin www aprika com au blog Mercury User Guide Version 1 7 December 2014 24 Mercury SMS Connected Customer Communications Copyright 2014 Aprika Business Solutions
29. t Clone Find Duplicates Send SMS Lead Owner Colin Johnson Change Phone Name Mr Colin Johnson Mobile 0418 165 511 Company Aprika Business Solutions Fax Title Managing Director Email colin johnson aprika com au This will open up a new browser window that will let you create an ad hoc message or select an SMS Template from the library SMS Templates SMS Schedules 17 Contacts Campaigns Cases refte Select an existing j message template E hps mercury ap1 visual force com apex mercuryLead scontrol Caching ro p Show Back to List Message Status Type an ad hoc 2p Send To Joel Parkinson Mobile Number 0432 734 888 message Status Draft Field Please sea O O et i I Tat Date Time 2374242014 11 45 AM Mercury User Guide Version 1 7 December 2014 19 Copyright 2014 Aprika Business Solutions Mercury SMS Connected Customer Communications MERCURYSMS Create an ad hoc message Type the text directly into the Message field Note If you wish to add merge fields to an SMS Template you need to follow the steps below e Select the Field e Click the Insert Text button This will merge the correct merge field code into the Message text box Select an SMS Template message Click the Select Template button Click the Name link of the message you wish to use This will populate the SMS Template text into the Mess
30. tact Person Account will be notified of the inbound SMS Mercury User Guide Version 1 7 December 2014 16 Copyright 2014 Aprika Business Solutions Mercury SMS Connected Customer Communications MERCURYSMS Using Mercury SMS The remaining sections of this user guide provide instructions on how to use the various features Outbound SMS When sending outbound messages from Mercury SMS there are several options to choose from which include e Senda message to an individual e Senda message to a list of Campaign Members e Create an ad hoc message e Select an SMS Template message e Send the SMS message immediately e Schedule the SMS message to be sent at a later date time e Execute a Workflow Rule to send an SMS Template message to an individual All outbound SMS messages whether ad hoc or SMS Template support merge fields A message can merge fields in from the object record owner or sending user Instructions on how to use each of the features are provided below When an outbound SMS message is sent an Activity History record is created with a Subject of SMS Sent and the Description field will contain the actual SMS message Creating an SMS Template To create an SMS Template first click on the SMS Template Tab ayo 13 ul Setup amp Configuration SMS Templates SMS Schedules Leads Contacts Campaigns Cases X Click on the SMS Tl Templates tab Recent items Hide Feer Now click on the
31. tails Reviews Provider Get It Now DESCRIPTION CONTACT INFORMATION SUPPORT Mercury SMS provides 2 way text message communication integrated directly within 1300 446 133 Email Salesforce com Send outbound messages to individuals and bulk lists Select from a library Website Terms and Conditions of templates or create an ad hoc message Receive inbound messages Email e Outbound messaging individual amp bulk immediate amp scheduled e Inbound messaging including auto opt out PACKAGE DETAILS 2 COMPONENTS e Create message templates Merge field values into message Name Mercury Custom Objects 4 Version Summer 2013 1 3 0 Custom Tabs 3 Mercury SMS is an application that runs on the Force com platform It enables Type Managed Package Custom Applications 1 Salesforce com users to communicate with their clients via SMS It provides Salesforce com users with the ability to send individual SMS messages and bulk Inf aioe neh oe t ided messages to Lead and Contact records Outbound messages can be constructed ad hoc as nena seat ina a required or selected from a previously created template library Field value merging is INDUSTRY SOLUTIONS supported allowing SMS messages to be personalised on the fly Sending SMS messaged Information not provided via Workflow is also supported Select whether you wish to install Mercury SMS into your Production or Sandbox environment Mercury SMS Two way text messaging applicaton Gp
32. the Request Trial button Once requested you will receive and email shortly afterwards containing your a Aprika Business Solutions account details Please note numbers are only readily avaialble in certain supported countries Where your country isn t supported MessageMedia will advise you on the steps necessary to provision a local Y Mercury SMS Campai number for reply messaging if required Brad Walsh y Activation Details Kelly Slater Country Mobile Cell l 1 United States Contact Name Colin Johnson Company Name Aprika Business Solutions Contact Email colin johnson aprika com au a Recycle Bin Contact Phone Sendacopytome 7 Request Trial EA Activation Sent Configure a Force com Site Follow the instructions in the Mercury Installation Guide to configure your secure web address for inbound messages After receiving up your MessageMedia account details please enter the login credentials below and click the Save button Username AprikaBusines003 Password Update Q Account Detais Saved Generate the unique token that is used by MessageMedia to securely send messages to Salesforce Token uMkuXJjosDQO0dKmR2QqYiyg_3D_3D Generate Token Q Token Created Step 1 Request your MessageMedia trial account In order to request your MessageMedia trial account complete the Activation Details as follows Country Mobile Cell select the Country you w
33. these websites What if you are unsure Website SSL Encrypted soap m4u com au va Agree to grant access __ Yes grant access to these third party web sites Continue Then click Continue P Approve the package API access by clicking Next Package Installer Help for this Page YU Mercury Step 1 Approve Package API Access Step 1 of 3 These settings contro the access that s controls and other components in this package have to standard objects via the API The access will still be constrained by the user s profile You can view and edit the package API access to standard objects after the package is installed from the package detail page Tell me more Package Custom Objects This Package will have the user s access via the AP to all custom objects in your organization Extended Object Permissions Read Create Edit Delete Read Create Edit Delete vt vv wx Leads Opportunities Price Books Products Contracts Push Topics Documents Solutions General User Permissions This Package will be able to use all of the general user permissions from the user s profile Click Next to continue Administrative Permissions This Package will be able to use all of the administrative privileges from the user s profile Next choose your security level and click Next We recommend selecting to grant access to all users Package Installer Help for this Page e Mercury Select security settings Step 2 Choos
34. tunity Asset View Opportunity Product Campaign View Price Book Campaign Member View Price Book Entry Af Case View p Click View Product Contact View Social Persona Contract View Solution Event View Task idea View User Lead View Custom Field Level Security Action View SMS Template SMS Schedule View Click edit and then mark the Mobile Phone Short and SMS Opt Out fields as visible then Save Mailing Address Tick visible for Mobile Phone Short Mobile Phone Short Name Other Address Other Phone Phone Reports To Tick visible for es SMS Opt Out SMS Opt Out i l Prs Click Save e Save Cancel AQARQAASAARAA Q Q Next you need to scroll down to the Enabled Apex Class Access related list and click Edit Login IP Ranges New Login IP Ranges Help No login IP ranges specified Users from any IP address are allowed to log in F 6 4 se Click Edit Enabled Apex Class Access Edit Enabled Apex Class Access Help No Apex Classes enabled Enabled Visualforce Page Access Enabled Visualforce Page Access Help Select mercury mercuryReply from the list of Available Apex Classes and move it across to the Enabled Apex Classes column then click Save Enable Apex Class Access Select the Visualforce pages that you want to make accessible at this Force com site Move mercury mercuryReply Save Ca
35. y User Guide Version 1 7 December 2014 22 Copyright 2014 Aprika Business Solutions Mercury SMS Connected Customer Communications MERCURYSMS Send Later Select Template Hello this is showing the length of the message string Message Status Send To Tim Barr Mobile Number 312 596 1230 Characters 54 Status Draft v Merge Fields Field Please Select Merge Texts v Send Later Details Date Time 25 11 2014 1 35 PM Inbound SMS Mercury SMS provides inbound message capability This means a Lead or Contact can reply to a message they received and it will be inserted as an Activity History record relating to their record Note where there are multiple records containing the same Mobile number an Activity History records will be created for each record Receiving Inbound SMS Messages When an inbound SMS message is received an Activity History record is created with a Subject of SMS Received and the Description field will contain the actual SMS message An email notification will also be sent to the designated user if the Trigger User Email setting has been configured Receiving Opt Out Requests If a Lead or Contact no longer wishes to receive SMS messages they can unsubscribe by sending a message with the word STOP This will automatically set the SMS Opt Out field for the record to TRUE Note If the SMS Opt Out field is set to TRUE no outbound SMS message
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