Button Configuration

Button Configuration

Adding Buttons to Standard Objects

After installing the package, “Send SMS” and “Send Message” buttons are automatically created for Lead, Contact, Account, and Opportunity objects.

• For Classic: Add the “Send SMS” button to your page layout.
• For Lightning: Add the “Send Message” button to your page layout.

Creating Buttons for Custom Objects

If you wish to create these buttons for other custom objects, follow these steps:

For Classic

1. Navigate to your custom object’s Buttons, Links, and Actions.
2. Click on New Button or Link.
3. For the URL, enter /apex/crm_messaging__SendSMSPage?objectName=Your_Object_Name&id={!Your_Object_Name.Id}.

• Replace Your_Object_Name with the API name of your custom object.

For Lightning

1. Navigate to your custom object’s Buttons, Links, and Actions.
2. Click on New Action.
3. Select the Lightning Component named “SendMessage”.
4. Set the height to 550px.

Bulk Messaging

By default, a “SendBulkMessage” button is created for Lead, Contact, Account, and Opportunity objects.

For Custom Objects

1. Navigate to your custom object’s Buttons, Links, and Actions.
2. Click on New Button or Link.
3. Choose Execute JavaScript for the Content Source.
4. Paste the following code: var selectedRecords = {!GETRECORDIDS($ObjectType.Your_Object_Name)}; if (selectedRecords.length > 0) { var idsJoined = selectedRecords.join(","); window.location = '/apex/crm_messaging__BulkMessagePage?ids=' + idsJoined; } else { alert("Please select at least one record."); }
   • Replace Your_Object_Name with the API name of your custom object.
5. Add this button to the list view by including it in the List View Button layout.

Note: Bulk messaging is currently supported in Classic. Support for Lightning will be coming soon.