Salesmsg now supports sending messages and logging activities directly from your Salesforce Custom Objects. This feature allows you to link a Custom Object to a Salesmsg Contact based on a phone number field, use the embedded Salesmsg widget, and automatically log conversation history to the record's Activity Timeline.
Prerequisites
Salesforce Package: Version 2.90 or later.
Permissions: Salesforce System Administrator access and Salesmsg Owner/Admin access.
Custom Object: You must have a Custom Object created in Salesforce with at least one phone number field.
Part 1: Configure Salesforce
Before configuring Salesmsg, you need to prepare your Custom Object in Salesforce to accept the Salesmsg widget and activity logging.
1. Verify Custom Object and Phone Field
Ensure your Custom Object exists and has a designated Phone field (e.g., Mobile_Phone__c). This field will be used to sync with Salesmsg.
2. Enable Activities
To log SMS history to the Custom Object, you must enable activities.
Go to Setup → Object Manager.
Select your Custom Object.
Click Details in the sidebar, then click Edit.
Under the "Optional Features" section, check Allow Activities.
Click Save.
3. Create the Salesmsg Widget Action
In the Object Manager for your Custom Object, go to Buttons, Links, and Actions.
Click New Action.
Configure the action:
Action Type: Lightning Component
Lightning Component: salesmsg:customObjectSalesmsgWidget (or customObjectSalesmsgWidget)
Label: Send SMS (or your preferred label)
Height: Standard (or adjust as needed)
Click Save.
4. Add Widget to Page Layouts
Go to Page Layouts in the Object Manager sidebar.
Select the layout you wish to edit.
In the palette, select Mobile & Lightning Actions.
Drag your new Send SMS action into the "Salesforce Mobile and Lightning Experience Actions" section.
Click Save.
5. Add Components to the Lightning Record Page
Navigate to any record of your Custom Object in Salesforce.
Click the Gear Icon (top right) and select Edit Page.
Add the Widget:
Drag the Salesmsg Widget component (custom) from the left sidebar onto your page (e.g., into a dedicated Tab or the Right Sidebar).
Add the Activity Timeline:
Drag the standard Activities component onto the page (usually in the main or right region) to see logged messages.
Click Save and Activate (assign as Org Default or App Default if prompted).
Part 2: Configure Salesmsg Settings
Once Salesforce is ready, you need to tell Salesmsg which Custom Object to use and which phone field to target.
In Salesforce, navigate to the Salesmsg App.
Click on the Salesmsg Connection tab.
Scroll down to the Custom Objects Configuration section.
Click Add Custom Object (or using the search bar provided).
Select Object: Search for and select your Custom Object by name.
Select Phone Field: Choose the specific phone number field on that object you want Salesmsg to use for texting.
Click Save.
Part 3: How to Use
Navigate to a record of your Custom Object that has a valid phone number in the mapped field.
The Salesmsg Widget will load and automatically link to the contact in Salesmsg (or create a new one if configured).
Note: If the contact does not exist in Salesmsg and one-way sync is enabled, a new contact will be created in Salesmsg but not synced back as a standard Salesforce Contact/Lead.
Send a message using the widget.
Refresh the timeline (or wait for the update) to see the outbound and inbound messages logged as Activities on the Custom Object record.
Troubleshooting
Widget Not Loading: Ensure the customObjectSalesmsgWidget component is correctly added to the page layout and that you have mapped the object in the Salesmsg Connection settings.
Activities Not Logging: Double-check that Allow Activities is checked in the Custom Object's Details configuration in Salesforce Setup.
Wrong Phone Number: If the widget opens the wrong conversation, verify you selected the correct "Phone Field" in the Salesmsg Connection settings mapping.