Difference between revisions of "TwilioSMS"

Revision as of 05:45, 21 July 2017

Twilio SMS – Administration and Configuration

Configuration of the functionality of work with the application

Go to "Security Controls - Remote Site Settings" and click "New Remote Site" button.
Fill in the following attributes:

"Remote Site Name" – "Twilio_API";
"Remote Site URL" – "https://api.twilio.com";
"Active" – checked.

Save the settings with the "Save" button.

Go to "Contact Page Layout". Choose "Related Lists" and add "SMS" related list. Go to "SMS Related Lists" settings and add the following fields to the displayed ones: "SMS Number" – unique number of SMS; "SMS Text" – text of SMS; "Status" – status of SMS ("Received"/"Sent"/"Error").

In pick-list "Sort By" select "SMS Number". In settings "Sort By" select "Descending".

Add the "Update SMS" button displaying and save the settings for "SMS Related Lists" with the "OK" button.

Save the settings with the "Save" button.

Go to "Twilio SMS Settings» tab. In section "Twilio Account Data" fill in the following attributes:
"Twilio login" – your Twilio user name; "Twilio password" – your Twilio password; "Twilio phone" – your Twilio user phone number (formatted as in the screenshot below).

In section "SMS managing mode" fill in the following attributes:
: "Use Twilio library" – if checked, SMS will be send using Twilio library (in this case the "Callout" will not be created). Save the settings with the "Save" button.

Twilio SMS – in Action

SMS sending

Go to "SMS" tab and click "New" button for create new message. Fill in the following attributes:

"Text" – text of message;
"Contact" – select Contact for message from Lookup field;

Save and send the message with the "Save" button.