- 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.
- 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.
- 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.
