Salesforce – Overview

TrueDialog provides SMS messaging in Salesforce through the TrueDialog app. The app allows you to leverage TrueDialog’s advanced SMS messaging platform with one-to-one and mass SMS messages. The TrueDialog app is integrated into Salesforce’s powerful Flow Builder to automate messaging. The TrueDialog Messenger provides a chat-style messaging window directly from a contact’s page.

The TrueDialog app requires your account to use Single Opt-In for your Subscription Opt-In Type. See the Setting Single Opt-In For Integrations article for instructions on how to check and change this setting.

Quick Start

The following article outlines steps to help you send your first SMS message using the TrueDialog integration.

Installing and Configuring the TrueDialog App

Install

To install the TrueDialog app for your organization, a System Administrator must follow the instructions in the article below to install and connect the app.

Authenticate

Once the TrueDialog app is installed, users must authenticate with their TrueDialog account before they can begin messaging with TrueDialog. The following instructions will show you how to complete this task.

Authenticating TrueDialog App For Users

Configure

The table below lists articles with instructions for configuring your Salesforce setup to include different features of the TrueDialog integration.

	Article	Description
	Configure Existing Records	These instructions show how to update existing records to work with the TrueDialog integration.
	Adding TrueDialog Fields to Records Layout	These instructions show how to add the Formatted Phone Number and SMS Opt Out fields to your records page layout.
	Adding TrueDialog Messenger	These instructions show how to add the TrueDialog Messenger to your records page.
	Adding TrueDialog Settings Utility	These instructions show how to add the TrueDialog Settings utility to your app.
	Adding SMS Records to a Contacts Related Lists	These instructions show how to add a list of SMS records for a record to the Related Lists of that record’s page.
	Adding Send Mass SMS Button to List View	These instructions show how to add the Send Mass SMS button to your list view.
	Adding TrueDialog Messenger to Opportunities	These instructions show how to add the TrueDialog Messenger to your Opportunity records page.
	Learning The TrueDialog App	This article explains each tab of the TrueDialog App.

Register 10DLC

Registering your 10DLC is performed through the TrueDialog Portal. The following articles explain how to access the Portal and register your 10DLC.

	Article	Description
	Portal Access	These instructions show how to log into the TrueDialog Portal so you can register your 10DLC.
	Campaign Registry	These instructions show how to complete the process of registering a 10DLC.

Messaging

The TrueDialog App supports one-to-one and mass SMS messaging. You can also attach media files to your one-to-one message to send an MMS message.

One-to-One Messaging

TrueDialog provides one-to-one messaging through the TrueDialog Messenger. The following articles explain how to use all of the Messenger’s features.

	Article	Description
	TrueDialog Messenger Overview	This overview explains how the Messenger works and how to use the features not covered in the other Messenger articles.
	Sending a Single SMS with Messenger	These instructions show how to send an SMS message.
	Sending a Single MMS with Messenger	These instructions show how to send an MMS message.
	Using Messenger with Opportunities	The Messenger works differently with the Opportunity object than the other standard objects. This article explains these differences and how to send messages with an Opportunity.

Mass Messaging

Various tools and methods are available for sending mass SMS messages, each with different limitations on the number of recipients. The table below outlines the mass SMS messaging tools and their respective limits.

	Article	Record Limit	Description
	Sending a Mass SMS from List View	200	These instructions show you how to send a mass SMS from an object’s List View.
	Sending a Mass SMS from Send Mass Messages	1000	These instructions show you how to send a mass SMS from the Send Mass Messages tool.
	Sending a Mass SMS from Flow	Unlimited	These instructions show you how to create a Flow to send a mass SMS using the Send Message apex action.

Other Messaging Features

The articles below cover additional messaging features such as templates, SMS records, and message logging.

	Article	Description
	Creating a Message Template	This article explains how to create a message template that can be sent as a single or mass SMS message.
	Using Log a Call On SMS	This article explains how to use the Log a Call On SMS feature.
	Creating an Incoming SMS Log a Call Flow	This article explains creating a Flow to log incoming SMS messages to a Task.
	Using SMS Records	This article explains the SMS object and its use.

Other Tasks

The following articles will show you how to complete tasks related to the TrueDialog Integration.

	Article	Description
	Creating a Contact Record	This article explains how to create a Contact record compatible with the TrueDialog integration.
	Receiving Notifications	This article explains how an incoming SMS notification is displayed.
	Using TrueDialog Settings Utility	This article explains how to use all the tools and features in the TrueDialog Settings utility.
	Handling Unassigned Messages	This article explains how incoming messages are routed depending on the account structure used.
	Creating Records From Unknown Numbers	This article explains how to enable a trigger that creates a new record when a message is received from a number that does not match existing records.
	Disabling Populate Formatted Phone Number	This article explains disabling the trigger for populating the Formatted Phone Number field.
	Enabling Mobile App SMS Notifications	This article explains how to enable incoming SMS message notifications in the mobile app.
	Disabling Reassign SMS From Converted Leads	This article explains how to disable the trigger for reassigning SMS messages from a converted Lead.
	Enabling Mobile Phone Form Factor	This article explains how to enable a page’s mobile phone form factor.
	Using a Custom Field or Object With TrueDialog	This article explains how to configure the TrueDialog integration to work with custom objects and fields.