# SMS-Magic Converse Salesforce App > **Source**: [SMS-Magic](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app) > >

The SMS-Magic Converse Guide equips admins with setup and configuration steps. This guide also has content for users to use SMS-Magic.

## Browse Collection 1. [License Feature Access](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/49nnhu7L60g-license-feature-access.md) (Article) 2. [User Management](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/En3lMlNjU8Y-user-management.md) (Article) 3. [Introduction - Multichannel compliance](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/04Z1badp4Dc-introduction-multichannel-compliance.md) (Article) 4. [Overview - App Navigation](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/yaDv2U8vifI-overview-app-navigation.md) (Article) 5. [SMS-Magic Setup & Installation](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/fIQeloTOs50-sms-magic-setup-installation.md) (Article) 6. [Overview - SMS Reports and Dashboards](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/ZIbeHmIEx60-overview-sms-reports-and-dashboards.md) (Article) 7. [Automating Conversations with Conversation flow](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/pXwYDO2DfQI-automating-conversations-with-conversation-flow.md) (Article) 8. [Integrating Conversive Button with your Website](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/VoxLa9aFVzs-integrating-conversive-button-with-your-website.md) (Article) 9. [Creating Conversive Buttons](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/9Xi2T1Pylh8-creating-conversive-buttons.md) (Article) 10. [Getting Started with Conversive Buttons](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/wL1oASvC3i8-getting-started-with-conversive-buttons.md) (Article) 11. [New Onboarding via Salesforce AppExchange](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/I1OfSvXI5jw-new-onboarding-via-salesforce-appexchange.md) (Article) 12. [Configure Run SMS Campaign Button in Classic](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/kV7I7Nndwu0-configure-run-sms-campaign-button-in-classic.md) (Article) 13. [Create a New Template](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Yg40DIZ8img-create-a-new-template.md) (Article) 14. [Create New Media Message Template (Package Version 1.73 onwards)](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/ViireASSkK8-create-new-media-message-template-package-version-1-73-onwards.md) (Article) 15. [Create New Rich Media Message Template (Package Version 1.73 onwards)](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/CkJtvIrpuXM-create-new-rich-media-message-template-package-version-1-73-onwards.md) (Article) 16. [Edit a Template](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/2APLxMEISzM-edit-a-template.md) (Article) 17. [Change the Template Owner](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/4zn32gkZEFw-change-the-template-owner.md) (Article) 18. [Delete a Template](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/5337gE1C2pQ-delete-a-template.md) (Article) 19. [Search Template](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/yzPDtPFSP2Y-search-template.md) (Article) 20. [Filter Template](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/W45yp40aY6Q-filter-template.md) (Article) 21. [Overview - WhatsApp channel](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/BFdvSYzn4qA-overview-whatsapp-channel.md) (Article) 22. [Workspace Overview](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/NyQKm8SBYvg-workspace-overview.md) (Article) 23. [Overview - Converse Apps](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Ykb2sC2I2iA-overview-converse-apps.md) (Article) 24. [Manage Access](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/manage-access.md) (Article) 25. [Configurate Notifications for New Conversations ](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/PSx2ROQf7f8-configurate-notifications-for-new-conversations.md) (Article) 26. [FAQ Bot](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/6ReFmf74mPA-faq-bot.md) (Article) 27. [Setup Organization-Wide Email Address](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/EdwHQf2g65I-setup-organization-wide-email-address.md) (Article) 28. [Setup Email Services](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/t8AF47mnhD0-setup-email-services.md) (Article) 29. [Email to Text – FAQs](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/wPdjy6Se0pc-email-to-text-faqs.md) (Article) 30. [Enable Notification](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/gVjK4LLMsM8-enable-notification.md) (Article) 31. [Overview](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/xusbm4l2PcM-overview.md) (Article) 32. [Create an Email Template (Optional)](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/GV2DgVUAy6k-create-an-email-template-optional.md) (Article) 33. [Send a New Message](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/9hK9A3bUn38-send-a-new-message.md) (Article) 34. [Send a Multimedia Message](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/92Pc4EokREo-send-a-multimedia-message.md) (Article) 35. [Reply to a Message](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Bxv7oh1vfCg-reply-to-a-message.md) (Article) 36. [Send a Message from Converse Inbox](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/PqODCulW220-send-a-message-from-converse-inbox.md) (Article) 37. [Send a Message from Record Details](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/1jrUmcJUjJA-send-a-message-from-record-details.md) (Article) 38. [Send a Message from Conversation View on a Record Page](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/WXSZvd68UtI-send-a-message-from-conversation-view-on-a-record-page.md) (Article) 39. [Send Bulk SMS](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/4s6vXaUqrjM-send-bulk-sms.md) (Article) 40. [Schedule Bulk SMS](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/2TkKQ4FjHg8-schedule-bulk-sms.md) (Article) 41. [Email To Text Overview](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/XN6XAeKDFt8-email-to-text-overview.md) (Article) 42. [Overview - converse desk](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/5xkPV1QW3G0-overview-converse-desk.md) (Article) 43. [Managing Conversations & Responses](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/g119eTAOSes-managing-conversations-responses.md) (Article) 44. [Overview - Facebook Messaging](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/GK9tsXRB0Rs-overview-facebook-messaging.md) (Article) 45. [Permission Management](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/w1eIDTRHdfs-permission-management.md) (Article) 46. [Conversations](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/4DvfPbEyZ2k-conversations.md) (Article) 47. [Sender ID and Assignment](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/8gbbufQ5jqM-sender-id-and-assignment.md) (Article) 48. [Overview - Campaign Manager](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/ZuzUXsKtRGU-overview-campaign-manager.md) (Article) 49. [Capturing Basic consumer info & syncing with CRM](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/xJVdzBH0Zpg-capturing-basic-consumer-info-syncing-with-crm.md) (Article) 50. [Message Configuration](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Su3AwPRgXPQ-message-configuration.md) (Article) 51. [Understanding WhatsApp Messaging](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/v23bWOQnjoE-understanding-whatsapp-messaging.md) (Article) 52. [Add Navigation Bar](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/mdK3Q4cw4DU-add-navigation-bar.md) (Article) 53. [Create a New Converse App](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/F8demj8m7O8-create-a-new-converse-app.md) (Article) 54. [Configuring User Profiles](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/eE63F7rmLlM-configuring-user-profiles.md) (Article) 55. [Search Conversations in Converse Desk](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/bVmBx8fqtvY-search-conversations-in-converse-desk.md) (Article) 56. [Prerequisites](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/DvdL66nbUgM-prerequisites.md) (Article) 57. [Converse Dashboard - User](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/ql1r9wYNQZE-converse-dashboard-user.md) (Article) 58. [Features Available as per the Selected Plan](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/0hLwVF36BTw-features-available-as-per-the-selected-plan.md) (Article) 59. [Configure Audit Database](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/QMJ64yDKKTM-configure-audit-database.md) (Article) 60. [Understanding Facebook Messaging](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/t42feYsCgKU-understanding-facebook-messaging.md) (Article) 61. [Steps to get started and configure WhatsApp-enabled business number](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/3wQo24BNfCg-steps-to-get-started-and-configure-whatsapp-enabled-business-number.md) (Article) 62. [Configure Consent Method](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/gzfdHlh1mz4-configure-consent-method.md) (Article) 63. [Compliance](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Z3t4S3wU3vI-compliance.md) (Article) 64. [Enable Facebook Messenger for Your Business Page](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/GDUm3BW9FyQ-enable-facebook-messenger-for-your-business-page.md) (Article) 65. [Manual Sync-up of System Settings](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/HavUvP6w6pk-manual-sync-up-of-system-settings.md) (Article) 66. [Configure Run SMS Salesforce Campaign Lightning Steps](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/jkNGgcL3ZZY-configure-run-sms-salesforce-campaign-lightning-steps.md) (Article) 67. [View Conversations using Global and Conversation Filters](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/KU2e04Mk9bk-view-conversations-using-global-and-conversation-filters.md) (Article) 68. [Add Message Flow](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/7mc4vpLvJgI-add-message-flow.md) (Article) 69. [URL Shortening](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/8k3Jt1UFABE-url-shortening.md) (Article) 70. [Converse Dashboard - Team](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/9A2hqn09NN8-converse-dashboard-team.md) (Article) 71. [Pick & Choose - Additional configurations](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/CGZu3H2lxhc-pick-choose-additional-configurations.md) (Article) 72. [Access Campaign Manager](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/DrBx1QgraF0-access-campaign-manager.md) (Article) 73. [Use Action Key](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Tmw60vWC9jg-use-action-key.md) (Article) 74. [Expiring Short Links](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/A33NDXg4j44-expiring-short-links.md) (Article) 75. [Converse Dashboard - Messages](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/lUnQ794NTWI-converse-dashboard-messages.md) (Article) 76. [Connect Production Accounts from Workspace](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Ei4DXAAv9CI-connect-production-accounts-from-workspace.md) (Article) 77. [SMS Magic - System Update Notifications](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Xhr8aykESO4-sms-magic-system-update-notifications.md) (Article) 78. [Overview - Configure Converse Inbox](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/PUEE4m3s57U-overview-configure-converse-inbox.md) (Article) 79. [Conversations in Converse Inbox](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/U6RVM28z6zE-conversations-in-converse-inbox.md) (Article) 80. [Create Double Opt-In Configuration](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/90wXodwrqE4-create-double-opt-in-configuration.md) (Article) 81. [Creating WhatsApp Templates](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/3dasNhzayr0-creating-whatsapp-templates.md) (Article) 82. [Steps to Integrate Facebook Business Page via Customer Portal](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/W5NBs3txPr0-steps-to-integrate-facebook-business-page-via-customer-portal.md) (Article) 83. [Overview - Analytics Dashboard](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/jbuXJpvfZO8-overview-analytics-dashboard.md) (Article) 84. [Steps to Configure Sender ID and Message Templates in SMS-Magic Converse](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/BVPMvNnrlNU-steps-to-configure-sender-id-and-message-templates-in-sms-magic-converse.md) (Article) 85. [Search Converse App](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/J6VmwmfZofI-search-converse-app.md) (Article) 86. [Deleting Short URL](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/rqn1sHIEOiE-deleting-short-url.md) (Article) 87. [Configure Converse Inbox on Classic Side Panel](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/ICpw3vlh5E8-configure-converse-inbox-on-classic-side-panel.md) (Article) 88. [Create a Campaign](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/1PrKW8L0WOA-create-a-campaign.md) (Article) 89. [Connect Salesforce Sandbox from Workspace ](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/wuOp2Z5M2E0-connect-salesforce-sandbox-from-workspace.md) (Article) 90. [Configure Keywords](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/uBHbOm8A3Lc-configure-keywords.md) (Article) 91. [WhatsApp Tagged Sender IDs, Templates and Messages](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/ybBajubpTP8-whatsapp-tagged-sender-ids-templates-and-messages.md) (Article) 92. [View Conversation Details](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/bf3b4wqG9V4-view-conversation-details.md) (Article) 93. [Save an Unknown Number as a New Lead](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/2fnBiE70IKg-save-an-unknown-number-as-a-new-lead.md) (Article) 94. [Trigger a Message Action from Flows](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/2eP2qVjhGsc-trigger-a-message-action-from-flows.md) (Article) 95. [Campaign Results](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/4wEDNPV7MM8-campaign-results.md) (Article) 96. [Upgrade Package Version From Workspace](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/PyYtRxR2Hvs-upgrade-package-version-from-workspace.md) (Article) 97. [Configure Converse Inbox on Lightning Utility Bar](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/E6MfoR1nbKc-configure-converse-inbox-on-lightning-utility-bar.md) (Article) 98. [FAQ’s](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/cUAsdzbODuo-faq-s.md) (Article) 99. [Automation of URL Shortening](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/VZAWGOVVLrE-automation-of-url-shortening.md) (Article) 100. [Facebook Tagged Sender ID’s, Templates & Messages](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/dpttA0fCNxw-facebook-tagged-sender-id-s-templates-messages.md) (Article) 101. [Introduction - Create consent database](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/wL2BaO1wGms-introduction-create-consent-database.md) (Article) 102. [Consent Status](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/CoYxwuXZF2E-consent-status.md) (Article) 103. [Opt-Out Analysis](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/48GUSi283Q8-opt-out-analysis.md) (Article) 104. [Configure Custom Inbox](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/aTs1hvOko5I-configure-custom-inbox.md) (Article) 105. [View Campaigns](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/IGqgZAdpmwg-view-campaigns.md) (Article) 106. [Transferring Credits: Move and Manage Your Messaging Credits](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/VhEtxW3mfmg-transferring-credits-move-and-manage-your-messaging-credits.md) (Article) 107. [Conversation Filters](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/8pkHQBzuRpQ-conversation-filters.md) (Article) 108. [Facebook Policy Violation Notifications](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Uh2llV1g8ec-facebook-policy-violation-notifications.md) (Article) 109. [Create Consent Automatically](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Jrl8GNxod6s-create-consent-automatically.md) (Article) 110. [SMS-Magic Converse Compatibility with Salesforce](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Yy69sjtAZVs-sms-magic-converse-compatibility-with-salesforce.md) (Article) 111. [Number Transfer: Move and Manage Your Sender IDs](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/IoxERXYAsfw-number-transfer-move-and-manage-your-sender-ids.md) (Article) 112. [Compliance Enforcement Stats](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/nNIiXBTZ33k-compliance-enforcement-stats.md) (Article) 113. [Edit Campaigns](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/bC4yTz2rkaU-edit-campaigns.md) (Article) 114. [URL Tracking](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/C0sKiaNR2ic-url-tracking.md) (Article) 115. [Overview - Configure SMS Buttons](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/h0Bn1UxXtvo-overview-configure-sms-buttons.md) (Article) 116. [Assign Conversations](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/1Ugh9ai27UY-assign-conversations.md) (Article) 117. [Create Consent Manually](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/puDbtlWTQ6s-create-consent-manually.md) (Article) 118. 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[Email Notification on Campaign Failures](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/JmsFn2VyLog-email-notification-on-campaign-failures.md) (Article) 142. [Exporting Campaign Statistics](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/NYZx141Ql2o-exporting-campaign-statistics.md) (Article) --- # ARTICLE: Send a Multimedia Message ## METADATA - id: p6Lp83HsPdMlPD9gMQbhjg - type: article - source: SMS-Magic - content_url: https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/92Pc4EokREo-send-a-multimedia-message - collection_url: https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app ## CONTENT Users exchange documents and files with a record (e.g. insurance application docs on contact object) by attaching them with respective records. SMS-Magic Converse application has been using SMS-Magic storage to store the media files. Many times, the documents were lost in the conversations, as they did not get attached to the record.  Also, irrespective of what is configured at the account level, in terms of file size support, from Salesforce, we have been supporting only 2.5 MB as the max size. This was considered to be a known limitation of the SMS-Magic Salesforce application.  Hence in order to enable sharing of higher size media files and to consider the data privacy issue, we brought in the media file exchange via Salesforce storage. So now, by enabling  Salesforce storage, you need not worry about the media files being lost, you can send higher size media files, and also associate files with a record. **Multimedia Files Salesforce Storage** Users have an option to store incoming and outgoing media files in Salesforce storage manually. While sending messages from Salesforce, users can also upload the media files as per the support available against each Sender ID. Admin users can associate MMS with records or messages. - Click on **‘Converse Settings’** on the Converse Home Page the following page will appear: *[Image]* - Click on **‘Conversations’** the following page will appear: *[Image]* - Click on **‘General Settings’** and scroll down to Media Messaging Settings. This setting is used to manage the incoming and outgoing files storage option.   **Incoming Media Files** By enabling this option, the system will store all incoming media files in local Salesforce storage. The system will continue to store the outgoing media files in SMS-Magic storage. **Outgoing Media Files** By enabling this option, SMS-Magic converse will use Salesforce local storage to store all outgoing media files. However, the system will continue to store the incoming media files in SMS-Magic storage. **Associate Media Files with Records** If this option is enabled, the system will associate all incoming and outgoing media files with the primary object record. For this, either of the two options namely, ‘Incoming Media Files’ and ‘Outgoing Media Files’ should be enabled. *[Image]* - As you can see here in the conversation window, you will find the option **‘**Save this file to Salesforce Storage’. The following page will appear before saving the file: *[Image]* *[Image]* - Once you click on the ‘Save as File’ button, the file gets saved and the following page will appear: *[Image]* The media files will be saved in Salesforce storage. **Associate Media Files with Records** Now by enabling Salesforce storage, it is simple for users to associate media files with records. Follow the steps below: *[Image]* Here, there is a particular contact that has been selected to associate media files with records *[Image]* - Choose the appropriate Sender ID from the drop-down list *[Image]* - Once the appropriate Sender ID is selected from the drop-down list you can see that this Sender ID is SMS enabled - Enter the  message text in the **‘Message Text’** field *[Image]* - Choose the appropriate file that you want to upload *[Image]* - Here, you can see that the file is getting attached. Once the file is attached, click on the **‘Send’** button and the following message will appear: *[Image]* *[Image]* Here, under **‘SMS History’** you can see that the new MMS has been associated. As the Associate Media Files with Records was enabled under General settings it gave us the option to attach the File. **Disable Outgoing Media File** *[Image]* - Disable the Outgoing Media Files to store files on Amazon Server and click on **‘Save Changes’** *[Image]* *[Image]* - Choose the appropriate file and click on **‘Save’** to upload the selected file *[Image]* Here you can see that the file is getting uploaded.  - Enter the message text in the **‘Message Text’** field  - Click on the **‘Send’** button and the following message will appear: *[Image]* Here, you can see that under SMS History the new SMS is associated with the contact.  - Click on the new **‘SMS’** which is created and the following page will appear: *[Image]* Here, you can see the S3 MMS URL has been created which means the files will be stored in S3. - As per the channel level, media files can be exchanged - Across all interfaces now all channel-specific will be supported storage along with different file types and file size