Configure Bulk Messaging
- 01 Dec 2023
- 3 Minutes to read
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Configure Bulk Messaging
- Updated on 01 Dec 2023
- 3 Minutes to read
- Print
- DarkLight
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Configure Accounts
- Click the Gear icon in the top right corner.
- Click Setup.
- Click the Object Manager tab.
- Search for and click the Account object.
- Click List View Button Layout.
- Click Edit.
- Scroll down to the Custom Buttons section.
- Add the Send Bulk SMS button to the Selected Buttons column.
- Click Save.
Configure Contacts
- Click the Gear icon in the top right corner.
- Click Setup.
- Click the Object Manager tab.
- Search for and click the Contact object.
- Click List View Button Layout.
- Click Edit.
- Scroll down to the Custom Buttons section.
- Add the Send Bulk SMS button to the Selected Buttons column.
- Click Save.
Configure Leads
- Click the Gear icon in the top right corner.
- Click Setup.
- Click the Object Manager tab.
- Search for and click the Lead object.
- Click List View Button Layout.
- Click Edit.
- Scroll down to the Custom Buttons section.
- Add the Send Bulk SMS button to the Selected Buttons column.
- Click Save.
Configure Opportunities
- Click the Gear icon in the top right corner.
- Click Setup.
- Click the Object Manager tab.
- Search for and click the Opportunity object.
- Click List View Button Layout.
- Click Edit.
- Scroll down to the Custom Buttons section.
- Add the Send Bulk SMS button to the Selected Buttons column.
- Click Save.
Configure Custom Objects
In Blackthorn Messaging, you have the option to set up Custom Objects for bulk messaging. Here are the steps to be followed.
Add a Custom Checkbox or Boolean Field to a Custom Object
- Navigate to the Setup menu.
- Find the specific object.
- Go to Fields and Relationships.
- Click New.
- Choose Data Type = “Checkbox”.
- Click Next.
- Set Field Label = “Do Not SMS”.
- Enter the API name as Field Name = “Do_Not_SMS__c”.
- Click Next.
- Apply the necessary field-level security.
- Click Next.
- Click Save.
Copy the existing Visualforce page markup
- Go to Setup > Visualforce Pages
- Click into the page named "SendBulkLead_ltng".
- Select all of the markup. Copy to the clipboard.
Create the new Visualforce page
- Go to Setup > Visualforce Pages
- Click New to create a new page.
- Name the page "SendBulkCustomObjectName". For example, if your custom object is named Attendee then name your page SendBulkAttendee.
- Paste the markup that you copied from the previous step into the page.
- Make the following changes:
- On Line 1, change the StandardController to the API Name of your object. This should end with "__c" for custom objects.
- On Line 1, change the recordSetVar parameter to the Name of your object. This should be the object label and would typically not end with "__c".
- On Line 9, change the "c" in front of SendBulkSMSMessenger to "simplesms".
- On Line 9, change the sobjectApiName to the API Name of your object.
- Click Save.
- Update all relevant profiles or permission sets to include access to the new Visualforce page.
Create the List View Button
- Go to Setup > Object Manager.
- Click into your custom object.
- Click "Buttons, Links, and Actions".
- Click "New Button or Link".
- Set the following:
Label
= "Send Bulk SMS"Name
= "Send_Bulk_SMS"- Choose List Button
- Select Display Checkboxes.
- Content Source = Visualforce Page
- In the drop-down, choose the name of the Visualforce page you just created.
- Click Save.
Add the List Button to your Object List Views.
- Go to Setup > Object Manager.
- Click into your Custom Object.
- Click Search Layouts for Salesforce Classic.
- Click the drop-down next to List View and choose Edit.
- Move your Send SMS button from the Available Buttons column to the Selected Buttons column.
- Click Save.
Great job! Now you should be able to visit any of your list views for this object (except Recently Viewed) and you'll see the Send Bulk SMS button!