Pre requisite
You should have a SMS Provider like Sybase that would actually take care of the Messaging
How to set up SMS workflow (done by the Administrator)
1) Set up the SMS Channel
- Enable Messaging in Scoping
Scoping element: Sales -> Account and Activity Management -> Activity Management .
Question: Do you want to record messaging activity?
b. Request Gateway Provider (eg Sybase) to give the Endpoint URL for Outbound SMS.
c. Go to Administrator -> Business Flexibility -> Mashup Web Services .. Create a Mash up web service to integrate to the SMS provider
2) Create Workflow Rules: Go to Administrator->Workflow Rules. Set up a Workflow Rule as usual. In the Actions tab, select “Messaging” and the parameters as explained below
3) Testing: Test by triggering the workflow. The mobile number to which the SMS is to be sent is taken from the Mobile number defined in the Employeeconfiguration.
Cheers,
Geetha