SMS Event Reminders

Automatically sends SMS reminders to Event participants at a scheduled time. When an Event is created or updated with an SMS Reminder Time, a message is sent to the participant's mobile phone at that time containing the event subject, start time, and end time. This package depends on Enclude Gateway SMS.

How It Works

1. A user sets the SMS Reminder Time field on an Event record. See Defaulting the SMS_Reminder_Time__c for more options.
2. At the scheduled time, a record-triggered flow checks that the reminder is still current (within a 15-minute processing window).
3. If valid, the flow looks up the Contact associated with the Event via the WhoId field and verifies they have a mobile phone number.
4. An SMS message is created via the Enclude Gateway SMS package, which handles delivery.

Warning

No SMS will be sent if the participant is not a Contact or has no mobile phone number. See Supporting Additional Objects for more options.

Post-install Customisations

This being an unlocked package, it's possible to modify the metadata.

Defaulting the SMS_Reminder_Time__c

Normally, the field SMS_Reminder_Time__c should be populated automatically. Add a default value or a flow to define it's default value, such as 1 hour before the Event Start Date/Time.

Supporting Additional Objects

If SMS reminders need to be sent to objects other than Contact, such as Lead, modify the flow SUBFLOW_Send_Event_SMS_Notification

Additional Notifications

If SMS notifications should be sent at other parts of the Event's lifecycle, such as immediately on record creation, create additional record-triggered Event flows and invoke the subflow SUBFLOW_Send_Event_SMS_Notification

Prerequisites

• CumulusCI installed and configured
• The Enclude Gateway SMS package must be installed in the target org before deploying this project

Objects & Fields

Object	Field	Type	Description
Activity (Event/Task)	SMS Reminder Time	DateTime	The date and time at which the SMS reminder should be sent

Flows

Flow	Type	Description
Event_Schedule_SMS_Reminder	Record-Triggered (AutoLaunched)	Triggers on Event create/update when SMS Reminder Time and WhoId are populated. Schedules a path to fire at the reminder time, then checks the reminder is still current before invoking the subflow.
SUBFLOW_Send_Event_SMS_Notification	AutoLaunched (Subflow)	Called by the parent flow. Looks up the Contact via WhoId, validates their mobile phone is populated, and creates an SMS Message record via the Enclude package to trigger delivery.

Permission Sets

Permission Set	Description
SMS Event Reminders	Grants read/edit access to the SMS Reminder Time field on Events and Tasks

Assign this permission set to any users who should be able to schedule SMS reminders.

Development

1. Set up CumulusCI
2. Run cci flow run dev_org --org dev to deploy this project.
3. Run cci org browser dev to open the org in your browser.

Release

1. Release a Beta Version

cci flow run release_unlocked_beta --org dev

2. Test Deploy the Beta Version

cci flow run ci_beta --org beta

3. Promote to a Production Version. This promotes the latest beta version by default

cci flow run release_unlocked_production --org release