With Retarus SMS for Salesforce you can send text messages easily and intuitively. Through the seamless integration, text messages can be triggered directly and automatized in a personalized way by using Flow Builder, which accelerates customer processes and improves customer satisfaction. The solution also supports quick direct responses and can be equipped with different functionalities depending on the user requirements for embedding custom components into the user dashboard by the administrator.
Developer: Retarus
Category: CRM, ERP Integration
Prerequisites How to get started 1. Request Retarus SMS through AppExchange
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
2. Create Named 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
3. Configure LWC (Lightning Web Component) for Record Page
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 .
4. Configure LWC (Lightning Web Component) for Screen Flow
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
5. Apex Action Configuration Editor in Screen Flow
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
6. How to send an SMS using Apex Code
The method sendSMS in the Class named Retarus should be used. You can check the example.
7. Reporting via myEAS Portal
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
SMS Outbound Reporting in myEAS