Mogli works seamlessly within the Salesforce mobile app. It’s easy to keep conducting your 1:1 Conversations and Bulk sends while you’re on the go.
Conduct a 1:1 Conversation within the Salesforce Mobile App
Download the Salesforce Mobile app for iOS or Android
Navigate to a record of an object upon which Mogli is configured
Scroll down to Conversation View (if you don’t see it, let us know!)
Conduct your conversation. You can choose the Gateway, select an Mogli Template, schedule the message, or attach MMS.
Even though you’re using your personal mobile device to send your message, you’ll be sending messages via the Gateways we’ve configured for you - NOT your personal cell phone number.
Send or Schedule a Bulk Message in the Salesforce Mobile App
From the Salesforce Mobile app, select the Bulk SMS tab
Attach a Campaign or manually add other records by selecting them and clicking the Add button
Use an Mogli Template, Merge Fields, or manually type a message
Select a Gateway.
Keeping the Gateway at -Default- will send the message via the Default Gateway as listed on your recipients’ records.
If there is no Default Gateway populated on their record, the message will be sent via the Global Default Gateway as listed in Mogli Settings
Optionally schedule the message and click Send
Notifications within the Salesforce Mobile App
Push Notifications may be configured with a Mogli Flow, which will trigger a mobile alert to a record owner when important messages arrive.
For more info and how-to’s, see our section on Notifications.
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Add conversation view for mobile
You must use Lightning view, if you use classic, the lightening page will crash.
Click on the Gear icon
Click on Object Manager and choose the object that you'd like to add the conversation view to.
Click on Lighting Record Pages
Click on the Lightning Page and click Edit
Search for Mogli on the left side and drag "Mogli Conversation View Lightning" to the page. The "Mogli Conversation view" is for Salesforce Classic only.
Click Save.