Configure Bulk Messaging

Configure Accounts

1. Go to Setup > Customize > Accounts > Search Layouts > Accounts List View.
2. Add the Send Bulk SMS button to the Selected Buttons section and click Save.

Configure Contacts

1. Go to Setup > Customize > Contacts > Search Layouts > Contacts List View.
2. Add the Send Bulk SMS button to the Selected Buttons section and click Save.

Configure Leads

1. Go to Setup > Customize > Leads > Search Layouts > Leads List View.
2. Add the Send Bulk SMS button to the Selected Buttons section and click Save.

Configure Opportunities

1. Go to Setup > Customize > Opportunities > Search Layouts > Opportunities List View.
2. Add the Send Bulk SMS button to the Selected Buttons section and 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

1. Navigate to the Setup menu.
2. Find the specific object.
3. Go to Fields and Relationships.
4. Click New.
5. Choose Data Type = “Checkbox”.
6. Click Next.
7. Set Field Label = “Do Not SMS”.
8. Enter the API name as Field Name = “Do_Not_SMS__c”.
9. Click Next.
10. Apply the necessary field-level security.
11. Click Next.
12. Click Save.

Copy the existing Visualforce page markup

1. Go to Setup > Visualforce Pages
2. Click into the page named "SendBulkLead_ltng".
3. Select all of the markup. Copy to the clipboard.

Create the new Visualforce page

1. Go to Setup > Visualforce Pages
2. Click New to create a new page.
3. Name the page "SendBulkCustomObjectName". For example, if your custom object is named Attendee then name your page SendBulkAttendee.
4. Paste the markup that you copied from the previous step into the page.
5. Make the following changes:
   1. On Line 1, change the StandardController to the API Name of your object. This should end with "__c" for custom objects.
   2. 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".
   3. On Line 9, change the "c" in front of SendBulkSMSMessenger to "simplesms".
   4. On Line 9, change the sobjectApiName to the API Name of your object.
6. Click Save.
7. Update all relevant profiles or permission sets to include access to the new Visualforce page.

Create the List View Button

1. Go to Setup > Object Manager.
2. Click into your custom object.
3. Click "Buttons, Links, and Actions".
4. Click "New Button or Link".
5. Set the following:
   1. Label = "Send Bulk SMS"
   2. Name = "Send_Bulk_SMS"
   3. Choose List Button
   4. Select Display Checkboxes.
   5. Content Source = Visualforce Page
   6. In the drop-down, choose the name of the Visualforce page you just created.
6. Click Save.

Add the List Button to your Object List Views.

1. Go to Setup > Object Manager.
2. Click into your Custom Object.
3. Click Search Layouts for Salesforce Classic.
4. Click the drop-down next to List View and choose Edit.
5. Move your Send SMS button from the Available Buttons column to the Selected Buttons column.
6. 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!