Salesmsg integrates with Salesforce Agentforce, bringing your SMS conversation history directly into the AI agent experience. Ask the agent questions about a contact's messages, get instant summaries, and generate ready-to-send SMS drafts — all without leaving Salesforce.
What You Can Do
With the Salesmsg integration for Agentforce, your AI agent can:
Retrieve SMS conversations for any active Salesforce contact
Answer questions about a contact's message history in natural language
Summarize conversations so you can prep for calls or follow-ups instantly
Generate SMS drafts tailored to each contact based on their past interactions
How It Works
When you open a contact in Salesforce and ask Agentforce a question about their SMS history, the agent:
Identifies the active contact using their Salesforce record (e.g., phone number)
Looks up that contact in Salesmsg and retrieves their conversation(s)
Analyzes the messages and responds to your question directly in the Agentforce chat
If the contact has no SMS conversations in Salesmsg, the agent will let you know there's nothing to analyze.
If the contact has multiple conversations, the agent will ask which one you'd like to focus on — or you can ask it to analyze all of them.
Getting Started
Step 1 — Find the Integration
Log into your Salesmsg account
Go to Integrations in the left navigation
Scroll to the Agents category (at the bottom of the list)
Click on Agentforce (marked as Beta)
Step 2 — Install the Salesmsg Package in Salesforce
On the Agentforce integration page, click Package to download and install the Salesmsg managed package in your Salesforce org. This package includes the Apex actions that allow Agentforce to query Salesmsg data.
Note: The Package button will become available once the package is published to the Salesforce AppExchange. If it appears grayed out, it hasn't been released yet — check back soon or contact support.
Step 3 — Configure Agentforce
Once the package is installed, follow the setup steps in your Salesforce org to connect the Salesmsg actions to your Agentforce agent. Refer to your Salesforce admin for help with agent configuration.
Step 4 — Start Using It
Open any contact in Salesforce, launch Agentforce, and start asking questions:
"What did this contact say in their last message?"
"Summarize all SMS conversations with this contact."
"Draft a follow-up message based on our last conversation."
Example Questions to Ask
You ask... | Agentforce does... |
"What was the last message from this contact?" | Retrieves and displays the most recent SMS |
"Summarize our conversation history" | Summarizes all conversations for the contact |
"Did this contact ever mention pricing?" | Scans conversations and surfaces relevant messages |
"Write a follow-up SMS for this contact" | Generates a draft based on past conversation tone and content |
Requirements
An active Salesmsg account
Salesforce with Agentforce enabled
The Salesmsg managed package installed in your Salesforce org
The contact must exist in both Salesforce and Salesmsg (matched by phone number)
FAQ
Does this work for all Salesforce editions? Agentforce availability depends on your Salesforce license. Check with your Salesforce admin to confirm Agentforce is enabled in your org.
What if a contact exists in Salesforce but not in Salesmsg? The agent will notify you that no SMS conversations were found for that contact.
Can Agentforce send SMS messages directly? Not in this release. Agentforce can draft a message, but you'll send it from within Salesmsg.
Is my data secure? Yes. Agentforce operates within your Salesforce security model and only accesses data your org is permitted to see. Salesmsg does not share conversation data beyond what the agent explicitly requests for the active contact.
Who do I contact if something isn't working? Reach out to Salesmsg Support and reference the Agentforce integration.
This feature is currently in Beta. Functionality may change as we continue to develop the integration.