There are a wide range of campaigns available in Salesforce (Ex. Automated SMS campaign in Salesforce/Jungo ). Based on the needs of the marketers, salesforce objects can be customized for the desired marketing campaign. This can be done by doing a few configurations in Jungo. For assisting business augmentation through marketing campaigns, Salesforce provides various automation tools. Process builder is one such automation tool. In this article, we are discussing about how automated SMS campaigns in Salesforce/Jungo are accomplished using process builder.
Process Builder
- Process Builder is a standard automation tool provided by Jungo which can help easily automate business processes.
- Unlike workflows, the processes can be viewed in a graphical format.
- The main components of a Process are a Trigger, one or more criteria nodes, and one or more actions
- Trigger identifies when the Process should run.
- Criteria determines whether or not to execute actions. One can add as many criteria nodes as he wants.
- Actions are execute when a criteria node evaluates to true. For scheduled processes, the actions waits to be executed at their scheduled time.
360 SMS app
- Text messaging in businesses can be single messaging, bulk messaging, or text automation.
- 360 SMS app is a powerful, natively built salesforce app Salesforce Messaging App | Send SMS From Salesforce – 360 SMS App %
- It helps users connect with their customers, business partners and prospects through their simple, easy to access texting features.
- The core features include customizable SMS templates to insert the required object fields, batch texting, adding hyperlink to the SMS and so on.
- Enables users to enhance their business by helping them reach out to their customers via brief SMS.
- Can be utilized for automating SMS campaigns in Process builders, Apex, Flows, Workflows.
- On the native salesforce object, scheduled texts can be visible.
- One can manually edit scheduled sms at any time.
360 SMS using Process Builder
- Sending SMS through Process builder is an easy no-code method to trigger outbound messages.
- It is represented in graphical but simply readable form.
- Triggering of outbound messages can be done with 3 methods
- 1- Simplest of all and hence is easy for beginners in salesforce.
- 2 -Uses the Apex class in 360 SMS which uses a formula field for commented code.
- 3 -Uses Apex triggers and is adopted by advanced developers.
- Distinct boxes defines the details of each scheduled SMS.
- Scheduling can be done based on hours or days as desired.
- One can create own SMS templates and can insert relevant fields of the objects into the template.
- One can view SMS history in the record page or from the list view of the 360 SMS app integrated to Salesforce.
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