Understanding Long Code Provisioning
When clients hit this issue, it is essential to understand that long code provisioning is a production-level setup. This means that the long code must be provisioned in the production environment, and then a separate test long code can be used in the sandbox for testing purposes.
The root cause of this issue is that long code provisioning is a production-level setup that requires direct configuration in the production environment. This is because long codes are associated with specific phone numbers and campaigns, which must be set up in production to ensure proper functionality.
To properly test the SMS setup, including STOP/HELP behavior, teams must use the separate test long code provided by Salesforce for sandbox testing. This allows teams to test their SMS setup without sending real SMS messages to actual recipients.
Step-by-Step Solution
To configure the long code setup, teams should follow these steps: first, provision the long code in the production environment, then configure the Brand / Campaign / Long Code setup directly in production. Next, obtain a separate test long code from Salesforce for sandbox testing, and finally, refresh the sandbox to get access to the test long code.
By following these steps, teams can ensure that their SMS long code setup is properly configured and tested before sending real SMS messages to actual recipients.
Best Practices
Checklist for Configuring Long Code Setup
- Provision the long code in the production environment
- Configure the Brand / Campaign / Long Code setup directly in production
- Obtain a separate test long code from Salesforce for sandbox testing
- Refresh the sandbox to get access to the test long code
- Test the SMS setup, including STOP/HELP behavior, using the test long code
What is a long code?
A long code is a standard phone number used for sending and receiving SMS messages.
Can I use the same long code for production and sandbox testing?
No, you need to use a separate test long code for sandbox testing.
How do I obtain a test long code for sandbox testing?
You can obtain a test long code from Salesforce for sandbox testing.
What is the purpose of refreshing the sandbox?
Refreshing the sandbox allows you to get access to the test long code and test your SMS setup.
Need help shipping this in production?
Genetrix builds and untangles Salesforce Marketing Cloud and Agentforce setups for teams that want it done right the first time. If anything in this post sounds familiar, talk to us before it ships.
