# SMS-Magic Converse Salesforce App

> **Source**: [SMS-Magic](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app)
>
> <p>The SMS-Magic Converse Guide equips admins with setup and configuration steps. This guide also has content for users to use SMS-Magic.</p>

## 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)
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---

# ARTICLE: Number Transfer: Move and Manage Your Sender IDs

## METADATA

- id: 9wEVBknjINStmBaCKVTeCg
- type: article
- source: SMS-Magic
- content_url: https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/IoxERXYAsfw-number-transfer-move-and-manage-your-sender-ids

- collection_url: https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app

## CONTENT

By following these simple guidelines, you can efficiently manage your Sender IDs and enjoy a smooth experience with our platform!

- On the workspace page, you can easily view the total number of assigned Sender IDs for each account, helping you keep track of your Sender IDs.
- You can purchase Sender IDs from the main production account and transfer them to a sandbox account based on the allowed limit.
- However, it’s essential to keep at least one Sender ID in the production account before moving others to the sandbox for testing purposes.
- Admins have the authority to transfer Sender IDs between connected accounts, giving them control over number management.
- Additionally, users have the option to select the specific Account ID where they want to move a chosen Sender ID, adding flexibility to the process.

### **A Guide to Number Transfer**

Now, with SMS-Magic Workspace, you can seamlessly move and manage your Sender IDs from the production account to the Sandbox account. You need to be on the Payee plan and not on the Trial plan to do so.

Here’s the procedure for transferring a Sender ID from a Production account to a Sandbox account in SMS-Magic Workspace:

**Step 1: Verify Account Type**

- Before proceeding with the Sender ID transfer, ensure that you have a paid or licensed account as this operation cannot be performed with a Trial plan.

**Step 2:** **Access Connected Salesforce Accounts**

- Login to Salesforce Org using your login credentials.
- On the Workspace page – you can see the list of **Connected Salesforce Accounts**.

**Step 3:** **View and Edit Sender IDs**

- Within the Connected Salesforce Accounts section, you will see the **Sender IDs** options for each account.
- Review the current values of Sender IDs associated with your accounts.

To make changes to Sender IDs, click on the **Link** next to the Sender ID of your Production account. You need to have at least one Sender ID to transfer it from the Production account to the Sandbox account. This action will navigate you to the Settings tab.

*[Image]*

**Step 4:** **Transfer Sender ID**

- From the Settings tab, you will see a window with **My Sender IDs**.
- From the available list of Sender IDs, select the one you wish to transfer.
- Click the three dots (**⋮**) button associated with the selected Sender ID to access additional options.

From the options that appear, choose **Transfer Sender ID**. This action will trigger a dialog box to appear.

*[Image]*

**Step 5: Specify Transfer Details**

In the dialog box, locate the **Select Account ID** drop-down menu and choose the Account ID of the Salesforce account to which you want to transfer the Sender ID.

After selecting the destination account, click the **Confirm** button to initiate the Sender ID transfer.

*[Image]*

**Step 6:** **Confirmation**

- You will receive a confirmation message once the Sender ID transfer is successful.

You have successfully transferred a Sender ID from a Production account to a Sandbox account in SMS-Magic Workspace. Ensure that you have chosen the correct destination account for the transfer to avoid any disruptions in your SMS messaging operations.