Sinch SMS for Salesforce comes with preset Phone Mapping Fields on the Lead and Contact objects that allow unsolicited inbound messages to be matched to the appropriate record. Custom Phone Mapping Fields can be created to support matching for other phone fields.
Custom Phone Mapping Field
To create a Phone Mapping Field to match unsolicited inbound messages to phone fields other than the Lead and Contact Mobile Phone fields:
- Determine the reference phone field - this is the phone field on the object you want to be able to match unsolicited inbound messages to.
-
Create a custom field on the desired object using this configuration.
Replace [Field Name] with the name of the phone field being referenced.
Field Label [Field Label] Short
e.g. Spouse Mobile Phone Short
Field Name [Field Name]_Short
e.g. Spouse_Mobile_Phone_Short
Formula Return Type Formula (Text) Formula SUBSTITUTE( SUBSTITUTE( SUBSTITUTE( SUBSTITUTE( SUBSTITUTE( [Field Name], '+', ''), ')', ''), '(', ''), '-', ''), ' ', '')
e.g. example: SUBSTITUTE( SUBSTITUTE( SUBSTITUTE( SUBSTITUTE( SUBSTITUTE( Spouse_Mobile_Phone, '+', ''), ')', ''), '(', ''), '-', ''), ' ', '')
- Save the field - it's not necessary to add to page layouts.
- Future unsolicited inbound messages will attempt to match to the new Phone Mapping Field's record.