Configure SMS integration
Sync SMS signatures
Procedure
Log on to Salesforce - Connected Experiences Gateway (CXG) and click Setup > SMS Signature.
Click Get Signature. The synchronization completes in a few seconds.
Sync SMS templates
Procedure
Log on to Salesforce - CXG and click Setup > SMS Template.
Click Get Template.
Create an SMS template
Log on to Salesforce - CXG and click Setup > SMS Template.
Click Create Template.
Enter the required parameters. In the template, you can insert SMS variables to associate with Salesforce objects. You can also associate them with child objects of the primary object. For example, you can associate the AccountName that is linked to the AccountId in a Contact object.
Click Save. The template is then submitted to Alibaba Cloud SMS for review. After the template is approved, you can use it to send text messages. Alternatively, you can save the template as a draft to edit it later.
To increase the approval rate for your SMS templates, follow the Alibaba Cloud SMS template review rules. When you create a template, you must associate it with an approved SMS signature. This signature is for template approval and is different from the one used to send text messages. If your template includes variables, you must also associate their properties.
Configure the SMS component
Procedure
On the page where you want to add the SMS component, click Settings, and then click Edit Page.
You are redirected to the Lightning App Builder. Configure the page components as follows:
Drag the CXG SMS component to the center column. In the settings pane on the right, change the tab name to CXG SMS.
Drag the Related List component under Related.
Drag the Record Detail component to the Details tab.
After you configure all components, click Save in the upper-right corner.
Click Activate. This action configures access permissions for the Record Page, which determines if the page is accessible to the entire organization, a specific app, or certain users. In the activation settings, select Org Default, App Default, or App, Record Type, and Profile, and then set the conditions. For example, select App Default and apply it to the Service Console.
After you configure the activation settings, click Save.