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SMS Workflow Functionality-August 2015 release

Pre requisite

You should have a SMS Provider like Sybase that would actually take care of the Messaging

How to set up SMS workflow (done by the Administrator)

1) Set up the SMS Channel

    1. Enable Messaging in Scoping

Scoping element:  Sales  -> Account and Activity Management -> Activity Management .
Question: Do you want to record messaging activity?

b. Request Gateway Provider (eg Sybase) to give the Endpoint URL for Outbound SMS.

c. Go to Administrator -> Business Flexibility ->  Mashup Web Services .. Create a Mash up web service to integrate to the SMS provider

WS.png

2) Create Workflow Rules: Go to Administrator->Workflow Rules. Set up a Workflow Rule as usual. In the Actions tab, select “Messaging” and the parameters as explained below

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3) Testing: Test by triggering the workflow. The mobile number to which the SMS is to be sent is taken from the Mobile number defined in the Employeeconfiguration.

Cheers,

Geetha

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