Sending a Message from Flow

Messages can be triggered from a flow action by choosing to create a record. For example, changing a lead status to "Closed - Converted" can trigger a message to the customer without using the Send SMS button.

To send a message from a flow:

1. Define the flow condition. Set the condition for your flow and specify when it should start.
2. Add the flow element. Choose Create Records from the Add Elements menu.
3. Select the message object. Choose either Message Bucket or SMS Outbox, based on the version you are using.
4. Define the fields. Configure the following five fields as shown below.

• Message (rsplus__Message__c): enter the text you want to send as a message in the resource variable, as a text field.
• Number / To Phone (rsplus__Number__c): choose Field Reference and select the phone number field from the relevant object (for example, Lead).
• Related To (rsplus__Related_To__c): choose Field Reference and select the ID field from the relevant object (for example, Contact). This helps create a history of the message.
• Sender ID (rsplus__Sender_ID__c): choose either From Address or Sender ID for the message. Check your Sender ID tab for the correct value.
• Type (rsplus__Type__c): assign the value Outbound to this field.

Custom and standard objects can both be configured under the flow message.

Sending a Template from Flow

Templates can be triggered from a flow action by choosing to create a record. For example, changing a lead status to "Closed - Converted" can trigger a template to be sent to the customer without using the Send SMS button.

To send a template from a flow:

1. Define the flow condition. Set the condition for your flow and specify when it should start.
2. Add the flow element. Choose Create Records from the Add Elements menu.
3. Select the message object. Choose either Message Bucket or SMS Outbox, based on the version you are using.
4. Define the fields. Configure the following five fields as shown below.

• Template ID (rsplus__Template_ID__c): enter the name of the template you have created (not the Salesforce ID of the template record).
• Number / To Phone (rsplus__Number__c): choose Field Reference and select the phone number field from the relevant object (for example, Lead).
• Related To (rsplus__Related_To__c): choose Field Reference and select the ID field from the relevant object (for example, Contact). This helps create a history of the message.
• Sender ID (rsplus__Sender_ID__c): choose either From Address or Sender ID for the message. Check your Sender ID tab for the correct value.
• Type (rsplus__Type__c): assign the value Outbound to this field.

Custom and standard objects can both be configured under the flow message.

Trigger the Bot from Flow

A bot can be triggered from a flow action by choosing to create a record. For example, changing a lead status to "Closed - Converted" can trigger a bot to be sent to the customer without using the Send SMS button.

To send a bot from a flow:

1. Define the flow condition. Set the condition for your flow and specify when it should start.
2. Add the flow element. Choose Create Records from the Add Elements menu.
3. Select the message object. Choose either Message Bucket or SMS Outbox, based on the version you are using.
4. Define the fields. Configure the following five fields as shown below.

• Bot (rsplus__Bot_Element__c): enter the Bot ID that you want to send.
• Number / To Phone (rsplus__Number__c): choose Field Reference and select the phone number field from the relevant object (for example, Lead).
• Related To (rsplus__Related_To__c): choose Field Reference and select the ID field from the relevant object (for example, Contact). This helps create a history of the message.
• Sender ID (rsplus__Sender_ID__c): choose either From Address or Sender ID for the message. Check your Sender ID tab for the correct value.
• Type (rsplus__Type__c): assign the value Outbound to this field.

Custom and standard objects can both be configured under the flow message.

Find the Bot Element ID to Use in the Flow

The rsplus__Bot_Element__c field needs a Bot Element Record ID, not the bot's name. Follow these steps to find it:

1. Log in to Salesforce. Sign in to your Salesforce org with your credentials.
2. Go to the Bots tab. Navigate to the Bots tab within Salesforce.

   

3. Select the bot. Choose the specific bot that you want to send from the available list.

   

4. Open the bot's details. Click into the selected bot to access its details.
5. Select the bot element. From the bot's details tab, select the desired bot element that you want to send.

   

6. Copy the Record ID. Copy the Record ID of the selected bot element.
7. Paste the Record ID into the flow. Go back to your flow configuration and paste the copied Record ID into the Bot (rsplus__Bot_Element__c) field.

   

Following these steps gets you the correct Bot Element ID to use in the flow's Bot field.

Note: the exact navigation and terminology may vary based on your Salesforce organization's configuration and version.