Salesforce: Setting Up SMS for Salesforce

• Got to AppExchange and look for Retarus Enterprise SMS for Salesforce

• Request Retarus Enterprise SMS for Salesforce

• Retarus will contact you for providing test, agreements and credentials

• From Setup, in the Quick Find box, enter Named Credentials, and then select Named Credentials.

• Click New Named Credential

• Enter a label for your Named Credential. The label can contain no spaces or special characters

• (Optional) Enter a name for your Named Credential or use the system generated name.

• Leave Certificate empty

• Select Named Principal for Identity Type

• Select Password Authentication for Authentication Protocol

• Fill out username and password with the credentials for the Retarus API

• Click Save
  

  

On the Record page (e.g., Account, Contact, ...)

• Click the "gear" icon and select Edit Page

• In the edit page find "Retarus - Send SMS" component from the left side list under custom component

• "Drag and drop" the component onto any part of the page

• In the "configuration panel" on the right side, select the name of the field where the phone number is stored

• You can choose as Admin if the user should have permission to set values

• Select the API (If you did not create Named Credentials, please read the previous step "Create Named Credentials")

• You can also set the values in the "component configuration panel"

• API Label: Provide a Name for the dashboard

• Phone number field: choose e.g, "Mobilephone"

• Allow user to set the log recipient: Number can be provided by the user

• Allow user to set the log message: Message can be provided by the user

• Allow the user to select the API: User can choose between several dashboards

• Allow user to set the BillCode: User can provide a Billing Code in the dashboard, which is visible at reporting and invoice level

• Allow the user to set Status Requested

• Allow user to set the ValidityMin

• Allow user to set the MaxParts

• Allow the user to set the Quality of Service

• Allow the user to set the JobPeriod

• Name or Number of the sender: Set the name or number that should appear as the sender on the recipient's page

• BillCode: Set a billing code that should be mapped to the user or user group

For more information please check the SMS-for-Application documentation.

• In the "Screen Flow", add a new screen

• Provide the name and label for your screen

• Make sure to uncheck "Show Footer" under the "Configure Footer" in the right-side panel

• Find "Retarus - Send SMS (Flow)" component from the left side list under "custom component"

• Drag and drop the component onto any part of the screen

• provide API Name (this is different than the API for Retarus)

• You can also set the values in the component “configuration panel"

• Click Done

• Add an action in the flow

• In the search bar type "SMS" and select "Send SMS"

  

• Select an API (This is the API for Retarus - Named Credentials) 

• You can configure the destination and message with either "reference values" or "actual values"

• If you choose to send bulk SMS (only one message to multiple numbers), you need to insert a "collection variable reference" in the destination

• In "advanced configuration section" you can set the other parameters (see the picture)

• click Done

The method sendSMS in the Class named Retarus should be used. You can check the example.

• The following classes are set as global to give the developer the ability to send SMS directly in apex in the org where the package is installed.

• SMSConfiguration

  • Retarus

  • JobStatus
    

    

• Admins can get a comprehensive overview in the myEAS Portal

• SMS report details like status, status code can be reported by the related SMS Job ID

• The status codes are described in the Retarus SMS for Application status code online documentation