If you need to send SMS from Salesforce, you can either buy the ‘Digital Engagement’ add-on from Salesforce or go with a 3rd party solution like Twilio.
Unfortunately, Salesforce currently does not provide a trial version of the Digital Engagement. So in this blog post, we will take a look at how to use Twilio to send SMS from Salesforce. What is nice about Twilio is that it provides different ways to send SMS from a Salesforce Org. For example, you can
- Send one-to-one SMS messages to Contacts and/or Leads (one-way or two-way) right from within Salesforce
- Send bulk SMS messages to all the Campaign Members at once
- Send automated & customized SMS messages from Process Builder
- Interact with the Twilio REST API using a flexible Apex library
In this guide, we will take a look how to configure Twilio from scratch and be able to send SMSes from Salesforce using all these options. This includes
- Sign Up for a Twilio Account
- Install Twilio for Salesforce
- Create a Messaging Service
- Create a Webhook for Messaging Service
- Add Twilio Components to Salesforce Record Pages
- Assign Permissions & Licenses to Users
- Send One-to-One SMS Message to Contact/Lead
- Send Bulk SMS Messages to Campaign Members
- Send Automated SMS Messages from Process Builder
- Configure Twilio for the Salesforce Mobile App
- and Explore Pre-Built Twilio reports & Twilio SMS Inbox as Bonus
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References & Useful URLs
- Twilio Sign Up – Webpage – www.twilio.com/referral/K7wqZe (please note that this is an affiliate link)
- Twilio SMS Pricing – Webpage – https://www.twilio.com/sms/pricing/us
- Twilio for Salesforce App – Webpage – https://www.twilio.com/salesforce
- Twilio for Salesforce Help Articles – Twilio Docs (30 mins) – https://www.twilio.com/docs/salesforce