(Check All the boxed in Read Access and Edit Access Column and then save it.) Grant Access to ClickSend SMS Log Fields. Look for “Custom Field-Level Security” and click view button. Grant ClickSend Log Custom Object FLS and Apex Class to access to the Site User Profile.When filling up the mandatory fields in site, look up for “ClickSendSMS.ClickSendSmsReplyPage” under Active Site Home Page field.If you haven't created a site yet, you'd go to Setup > User Interface > Sites and Domains > Sites > Enable term of use by ticking the checkbox and create a site. Site is required to enable 2 way messaging.Add SMS TemplatesĬreate SMS templates and send messages without a hassle. Then look for ClickSend SMS Logs under Related list and add it by dragging it to the Related list panels. If you are wanting to add logs for Contacts, Leads and Campaigns objects, you'd open Setup > Object manager > search for the object (either contact, lead, campaign) > page layout. Now you can monitor all your outbound messages in one object. Look for Send SMS button from Mobile and Lightning Category and drag it to the Mobile and Lightning Experience Action.Open Setup > Object manager > Campaign > Page layout.Let's do the same thing we did for Contacts and Leads Object, add the Send SMS button to Now you are ready to compose and send your message. When you open a contact or a lead, look for the drop-down button and you can see the Send SMS option.You'll have the Send SMS button under Contacts and Leads. Now click App manager and search for ClickSend.Add the “Send SMS to selected” button to the other box and click Save.Now let's go to 'Search Layout for Classic' and then 'List View' and click drop-down Edit.Go to Custom Buttons & Move the “Send SMS to selected” button to the other box and click save.Go to Object Manager -> Contact -> Search Layout -> Default Layout and click the drop-down and select Edit. Add the Send SMS button to the ListView.Repeat these steps for the 'Lead' object as well. Drag it into the 'Salesforce Mobile and Lightning Experience Action' Panel and Save. Click 'Mobile & Lightning Actions' and look for the Send SMS button.Select 'Page layouts' and then 'Contact layout.'.Look for Object manager and Contact object, then click.This can be found on the config at the top right. Let us add Send SMS button to Contact Object.Using your business name is also supported in this field if your country supports it. The ' From Number' your messages will be sent from, leave blank to use our shared number option.Click the field where the SMS has to be sent for Contact and Lead and then Save.On the ClickSend app, go to Settings Tab and enter the following: Select the check box - Yes, grant access to these third-party websites and click CONTINUE.Select the radio button – Install for all users or for specific profiles.Click the Get It Now button in AppExchange.
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