Salesforce
TrueDialog Integration
This article shows you how to create a Contact record configured to send SMS messages with TrueDialog. The TrueDialog system requires two items to send a message to a Contact: a phone number and an opt-in status. When the TrueDialog app was installed, Formatted Phone Number and SMS Opt Out fields were added to your records. See the Salesforce – Adding TrueDialog Fields to Records Layout article for instructions on adding these fields to your layout.
The Formatted Phone Number field is automatically populated with a phone number formatted from the records’s phone field. Refer to the table below to see which phone field is used for each standard object.
| Object | Phone Fields | Notes |
|---|---|---|
| Contacts | Mobile or Phone | The Mobile field will be used if both fields have phone numbers. |
| Leads | Mobile or Phone | The Mobile field will be used if both fields have phone numbers. |
| Accounts | Phone |
The SMS Opt Out field is unchecked or false by default. If this field is checked or set to true, the record will no longer receive any SMS/MMS messages from your account.
The following instructions use the Sales app and the Contacts object in the standard Salesforce format. However, these steps can also be applied to other applications and standard object types. Depending on your Salesforce configuration, some fields may appear in a different layout or not be available. If you cannot view or edit the fields mentioned in this article, please contact your System Administrator for assistance.
Create Contact
- Select the Contacts tab.
- Click New.
- Enter Last Name.
- Select an Account Name.
- Enter Mobile.
This field holds the phone number that TrueDialog will use to send SMS messages. TrueDialog supports many different phone number formats for this field. To verify that your format is compatible with TrueDialog, check the Formatted Phone Number field after creating the record to ensure your phone number was formatted correctly.
- Leave the Formatted Phone Number blank.
- The SMS Opt Out field should be unchecked by default. If checked, the record will not receive SMS messages.
- Click Save.
- Once the contact is created, click the Details tab.
- Verify that the Mobile phone number was correctly populated in the Formatted Phone Number field.
The Formatted Phone Number field includes the country code and will begin with +1.
