![]() ![]() Salesforce LiveMessage provides 2-way SMS & OTT mobile messaging for Service Cloud contact center agents to engage with customers in real-time text conversations with automated workflow. Leverage outbound SMS texting app for event reminders, SMS text chat, bulk SMS, and SMS text workflow rules for 2 way SMS feedback. Text enable your landline phone for incoming SMS messages, SMS campaigns, live web chat, SMS text automation and customer service. Salesforce LiveMessage enables your call center for customer texting via existing 1-800 or landline business phone numbers. SMS text chat, campaigns and automated workflows for customer service, seamlessly integrated with Service Cloud. Salesforce LiveMessage - perfect for contact centers! Message stored as an activity on the contact. Send SMS text messages to a group of Salesforce contacts Send SMS text messages to a Salesforce contact ClickSend makes SMS from Salesforce Easy!ĬlickSend is a cloud-based service for Salesforce that lets you send and receive SMS and Fax messages. Summit Technologies has experience implementing all the leading SMS Text Messaging apps for Salesforce. Once this is done, the SMS will be sent and a record will be created in Talkdesk activities.Send Text Messages from Salesforce? There's an App for that! Fill in the “Flow Label”, and “Flow API Name” areas. Connect the objects, “Start” and “Action”, and click Save. In "Set Input Values" write in the "message" and the "phone number" to where the sms will be sent.Ĩ. Fill in the "Label" and "API Name" fields.Ħ. In the "New Action" screen, search for "Send SMS" and click on it.ĥ. Go to Action, drag it, and drop it on top of Start. Select Screen Flow and click on Create.ģ. In Salesforce go to Setup > Flows > New Flow.Ģ. If you decide to use “Flows”, do the following steps:ġ. Now, a process is established so that, when creating contacts, an SMS is sent to the chosen phone number along with the corresponding defined message. Save your new process by clicking on Activate. If you click on the plus (+) sign, a new row will appear and you can write the phone number to where the SMS will be sent.ġ5. In “Set Apex Variables” choose “String” for your “Type” and write the message you want to send to below “Value”. Select the “Apex Class” labeled “Send SMS”. Select “No criteria - just execute the actions!” in the “Criteria for Executing Actions” menu.ġ2. Select “only when a record is created” in “Start the process”.ħ. ![]() ![]() Choose “Contact” in the “Object” section.ģ. When the new window opens, please follow the next steps:Ģ. Fill in “Process Name”, “API Name”, “Description”, choose the A record changes option, for “The process starts when” field, and click Save. Click New to create a new process in the Process Builder.Ħ. Select the Process Builder result, right below the bar.ĥ. Search for Process Builder in the top left corner, in the search field, and press enter.Ĥ. Click on the gear icon, in the top-right corner.ģ. Hi Nagaraj SV, There is no native way to send SMS messages throuth salesforce.There are several SMS apps avilabe in the AppExchange and some apps are free. To start sending SMS through the Process Builder, log in with your Admin account, and proceed with the following steps:ġ. The following sub-sections show one example for each way. The feature SMS Lightning Flow can be used in two ways: through the “Process Builder” or “Flows” options. Scroll down, and activate the “SMS for Lightning Flows” by choosing the default outbound number. After logging in to Salesforce, click Talkdesk Admin, and choose Settings. Once the feature is activated on your Talkdesk account, please navigate to your Salesforce account, and follow these steps:ħ. Select the number, which will be used to send SMS.Ħ.Scroll down until you see “SMS Settings”, and slide the “SMS” toggle to the right.Log in as “Admin” in your Talkdesk account.To activate SMS for Lightning Flows, follow these steps: To enable the SMS for Lightning Flows feature, you will need to request the enablement to your Customer Success Manager or Talkdesk Support. The SMS (Short Message Service) for Lightning Flows feature allows customers to send SMS from Salesforce Lightning Flows, and(or) the Process Builder. ![]()
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