Configure Custom Objects

In Textey, you have the option to set up Custom Objects for bulk messaging. Here are the steps to be followed.

Copy the existing Visualforce page markup

  1. Go to Setup > Visualforce Pages
  2. Click into the page named "SendBulkLead_ltng".
  3. Select all of the markup. Copy to the clipboard.

 

Create the new Visualforce page

  1. Go to Setup > Visualforce Pages
  2. Click New to create a new page.
  3. Name the page "SendBulkCustomObjectName".  For example, if your custom object is named Attendee then name your page SendBulkAttendee.
  4. Paste the markup that you copied from the previous step into the page.
  5. Make the following changes:
    1. On Line 1, change the StandardController to the API Name of your object.  This should end with "__c" for custom objects.
    2. On Line 1, change the recordSetVar parameter to the Name of your object. This should be the object label and would typically not end with "__c".
    3. On Line 9, change the "c" in front of SendBulkSMSMessenger to "simplesms".  
    4. On Line 9, change the sobjectApiName to the API Name of your object.
  6. After you're done, click Save.

Create the List View Button

  1. Go to Setup > Object Manager.
  2. Click into your custom object.
  3. Click "Buttons, Links, and Actions".
  4. Click "New Button or Link".
  5. Set the following:
    1. Label = Send Bulk SMS
    2. Name = Send_Bulk_SMS
    3. Choose List Button
    4. Select Display Checkboxes.
    5. Content Source = Visualforce Page
    6. In the drop-down, choose the name of the Visualforce page you just created.
  6. Save the button.

Add the List Button to your Object List Views.

  1. Go to Setup > Object Manager.
  2. Click into your Custom Object.
  3. Click Search Layouts for Salesforce Classic.
  4. Click the drop-down next to List View and choose Edit.
  5. Move your Send SMS Button from the Available Buttons column to the Selected Buttons column.
  6. Click Save.

 

Great job! Now you should be able to visit any of your list views for this object (except Recently Viewed) and you'll see the Send Bulk SMS button!

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