MessageBird for Salesforce 

Installation & Setup

• Visit the Ulgebra Apps Marketplace.

• Click on Salesforce Integrations.

• Here you can view the MessageBird extension for Salesforce CRM.

• Click on 'Install MessageBird for Salesforce'.

• Sign in to Ulgebra using your SalesForce email id.

• Authorize your SalesForce CRM

• Enter the MessageBird Live Access Key and authorize the MessageBird account.

MessageBird for SalesForce is now ready to explore!

Applications

MessageBird Conversations 

• Go to any SalesForce contact.

• Click on the MessageBird icon from the contact panel on top.

• Click on Choose Sender.

• Select the MessageBird channel. 

• Conversations can be initiated using different channels.

• Use the 'Add Recipients' option to include multiple contacts.

• Select a SalesForce list to add the contact within the list.

• Search for a particular Salesforce contact to be added.

• You can also import recipients from an Excel sheet.

• Enter and add the required contact numbers.

• Enter a default country code. 

• Select the condition for the default country code.

• The conditions available are as follows:

1. do not add country code

The default country code can be ignored using this option and can be used if all the contacts in your CRM contain a country code.

2. add for all phone numbers

In case the contact numbers in your CRM do not contain a country code, you can use this option to add the country code to all the phone numbers.

3. add if phone number starts with 0

In case some of saved contact numbers begin with 0, you can use this option to add the default country code to such numbers alone

4. add if phone number not starts with country code

Using the option the default country code would be added to contact numbers that do not contain a country code alone. In case the number contains a country code, the default country code will be ignored.

• Enter the message or insert a template. 

• Access and use MessageBird approved templates as well.

• Insert contact fields, user fields and emojis if required.

• Add attachments in case of media templates.

• Send the Message.

Send Messages from list view

• Within any SalesForce module, select the required contacts.

• Click on the MessageBird icon at the top.

• Select the MessageBird channel.

• Include additional contacts as recipients using the 'Add Recipients' option.

• Enter your message or select a template.

• Insert placeholders and emojis if required.

• Include attachments in case of MessageBird media templates.

• Send the message.

MessageBird Chat

• Go to any SalesForce contact and access MessageBird.

• Click on the chat icon to access the Chat View.

• Select the MessageBird Channel.

• Select the contact phone field.

• You can now view the complete conversation with the contact from the selected MessageBird channel.

• You can also send messages from the Chat View and view the read receipts for the messages sent.

Incoming Notifications

• Within the MessageBird interface, access the bell icon.

• Here you can view the recent and past incoming messages.

• Click on 'Mark all as read' to clear the notifications.

MessageBird User Management

• Within the MessageBird interface, click on your profile.

• Select 'Manage App Users'.

• You can view the list of SalesForce CRM users.

• Add the users you wish to be able to use your authorized MessageBird account.

• The users can be added and removed based on the requirements of the admin.

MessageBird History

• Within the contact, view the history of MessageBird messages.

Templates

Approved WhatsApp Templates

• Click on 'Insert WhatsApp Templates'.

• Here you can access the MessageBird approved WhatsApp templates.

• Select any template.

• Under Placeholders, you can view the list of variables within the template.

• Adjacent to each variable, enter the value required or insert a CRM field.

Create Templates

• Click on 'Insert Template'.

• Select '+Add New Template'.

• Enter the name of the template.

• Enter the content of the template with placeholders and emojis if required.

• Click on 'Save Template'.

Edit Templates

• Click on the edit icon adjacent to the name of the template.

• Make the required changes.

• Click on 'Save Template'.

Delete Template

• Click on the delete icon adjacent to the name of the template to delete any template.

MessageBird Sender

Add Sender

• All the MessageBird channels would be available under Sender upon installation of the extension.

• In case you wish to add a sender, click on '+Add New Sender'.

• Select the channel type of the Sender as required.

• Enter the MessageBird Sender ID.

• Enter the display name of the sender.

Default Sender

• Adjacent to the name of the sender, click on the pin icon to make it a default sender.

• You can unpin the selected sender using the pin icon.

Access the abundant features to enhance communications.

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