Note: Modern Campus Message for Salesforce is a premium offering for Salesforce customers. If you'd like to add Message for Salesforce to your Message account, reach out to your account team. The following article is for administrators only and assume's you've already installed Message for Salesforce. If you're interested in an administrative overview of the package, check out the Configuring and Setting Up Message for Salesforce article
Pushing Records to Message
When you're setting up Message for Salesforce to sync with Message, at some point you'll want to push a population of records over to Message. Doing this from within Salesforce is easy.
First, open Message for Salesforce from your App Launcher. Once you're in Message for Salesforce, go to Program and click the name of the program you want to push records for. Then go to the Push tab.
Step 1: Select Contact records
First, you need to build a query to gather the records you want to send to Message. The query builder is just like any query builder in Salesforce - simply pick fields from the dropdown and start defining. Each criteria you add is adding another AND statement (Push doesn't yet support OR statements) and records that meet the criteria will begin to appear in the preview below.
Step 2: Preview
Here you'll find a preview of records that meet your criteria. Use this to confirm that your criteria are set up correctly and that the records are as expected.
Step 3: Advanced options
Most people should just skip to the final step, but if you need either of these special advanced options you can specify them here:.
- Assign program phone to all records
If you want to force assign an outgoing program phone to all matching records, you can specify it by checking this box. Leaving this blank will have Message automatically assign the outgoing number instead.
- Assign group_list to all records
If you want to force a group_list value to all records being sent, you can specify this here. Note that this will override any group_list value that is assigned by other means.
Once you're ready, simply click "Push to Signal Vine" and Message for Salesforce will queue up these records and send them over the next time the sync runs. The sync will create the records in Message and populate data based on what you've set up in the Fields tab. The process can take anywhere from a few minutes to an hour, depending on how many records you're sending and the Salesforce instance you're running on.