Post Deployment Step 1 :

Create Named and External credentials for Twilio & Bitly. Provide access to External Credential Principal to the respective profiles.

• Create Principal in both the external credentials. Select Named Principal as Identity Type

NOTE : In Allowed Namespaces for Callouts field in named credentials provide value as WatBox_SMS. In the Bitly account make sure at least a group is there.

Post Deployment Step 2 :

Create a site named SMSWebhookSite with Url Path Suffix. Provide following access.

• Access to the SMSWebhookHandler class

• Twilio External credential Principle access.

• Read and View All Fields access to User External Credentials object

Post Deployment Step 3 :

Update the SMSWebhookSite url in Twilio Account in order to receive incoming messages and status updates.

For Instance

• {Site_Url}/{Path_Prefix}/services/apexrest/WatBox_SMS/api/update/sms/status

• Go to - Develop -> Explore Products -> Super Network -> Phone Numbers -> Manage -> Active Numbers

• Click the number -> Goto Configure Tab

• Configure the url in the Url field of A message comes in under Messaging Configuration.

Post Deployment Step 4 :

Create Platform Configuration record as following

NOTE : When the custom object itself has the Phone number field remember to create an SMS Opt Out field in that object. Make sure the API Name of the field is SMS_Opt_Out__c (Case-Sensitive).

Post Deployment Step 5 :

Update the Business Phone Number with the registered Phone number with Twilio and Enable SMS Bell Notification in the User to send outbound and to have bell notification for Inbound SMS.

Post Deployment Step 6 :

Assign Permission set to the user based on the access level

• SMS Chatbox Admin - For Admin user

• SMS Chatbox User - For all other users

• SMS Chatbox User - For all other users

Post Deployment Step 7 :

To have the Component in Record Detail page place the CreateSMS custom component in the page.

Post Deployment Step 8 :

To send bulk SMS to Leads and Contacts make sure that SMS templates exist for Lead and Contact objects. Include the Send Bulk SMS button in List view layout.

Post Deployment Step 9 :

To send SMS to the Campaign members make sure there are templates available for Campaign and that Campaign record is associated with an SMS Template. If the field is not in the record page then update the page by including the field in the page and include the Send SMS action button in the layout.

Post Deployment Step 10 :

To schedule the batch in every 15 mins interval execute the following script in the anonymous window.

• Execute the below Apex script :

  System.schedule('Watbox-SMS Job 1', '0 0 * * * ?', new WatBox_SMS.BulkSMSBatch());

  System.schedule('Watbox-SMS Job 2', '0 15 * * * ?', new WatBox_SMS.BulkSMSBatch());

  System.schedule('Watbox-SMS Job 3', '0 30 * * * ?', new WatBox_SMS.BulkSMSBatch());

  System.schedule('Watbox-SMS Job 4', '0 45 * * * ?', new WatBox_SMS.BulkSMSBatch());

Setup for Community :

• Go to Setup > Trusted URLs > New Trusted URL

  • Enter the domain URL in URL input text

  • Tick img-src and media-src checkboxes

• Go to the builder page of the community portal and place the component on the respective record page

• Tick the “Enable if placed in community checkbox” after placing the createSMS lightning web component.