OAppS : SMS for Salesforce

Experience seamless SMS communication within Salesforce with the OAppS SMS Extension. Send templated and custom SMS messages, as well as MMS messages, to clients worldwide, all from the Salesforce user interface. Enhance your customer interactions, automate SMS communications, and boost your Salesforce capabilities with this powerful SMS integration.

Key Features :

Two-Way SMS: Send and receive SMS directly from the Zoho CRM Interface.

Personalized Templates: Create and manage multiple SMS templates for personalized messaging.

SMS Automation: Streamline communication, automate workflows, and send/receive SMS messages seamlessly within Zoho CRM.

Targeted SMS Campaigns: Send personalized SMS campaigns to segmented users.

SMS History: View inbound and outbound message history with easy Zoho CRM records lookup.

Multi-Number Support: Easily add and enable SMS communication from multiple phone numbers.

Installation and Configurations: 

Here are the steps to install "OApps: SMS for Salesforce" from AppExchange:

1. Go to AppExchange and search for "OApps: SMS for Salesforce," then click "Get it Now."

2. Choose the location where you want to install the extension.

3. Agree to the terms and conditions, then click "Confirm and Install."

4. Select the audience for the installation (Admins/All Users/Specific Profile).

5. Click "Install."

6. After installation, go to App Launcher and search for "OAppS."

7. On the Home page, you'll find the OAppS Configuration page.

8. Skip the Intro Page to Install Messaging services.

9. Enjoy a three-day free trial that will be automatically activated.

Experience streamlined SMS communication within Salesforce with "OApps: SMS for Salesforce."

Messaging Services  - Install 

1. List of all supported services will be listed under Services tab.

2. Click on any service to get Install screen.

3. On Top right corner click on Install button.

4. Authorise the service and click on Complete Installation Button. 

5. The SMS enable Phone numbers will be auto listed. Choose the number and map with corresponding friendly name.

Personalised Templates :

1. Click on Templates ( only available for higher plans )

2. Provide Template name. 

3. Save the template message with Zoho Desk mail merge Fields. 

4. The template will be saved for future reference.

Send SMS & Send Bulk SMS :

1. Click on Send SMS / Send BULK SMS option in Left tab.

2. Send SMS Compose window will be loaded with saved From Numbers. Choose the number.

3. Enter the To number and Select the template if available.

4. Click on the Send SMS button. SMS will be queued and sent to the selected To Numbers.

Please mail us for any queries help@oapps.xyz

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