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, generate ready-to-send SMS drafts, and send messages — 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
Send SMS messages through your connected Salesmessage account
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
Before you begin, make sure you have:
An active Salesmessage account
Salesforce with Agentforce enabled
Salesforce System Administrator access (required to complete setup)
The Salesmsg managed package installed in your Salesforce org (see Step 1)
Step 1 — Install the Salesmsg Package
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)
Click Connect to download and install the Salesmsg managed package in your Salesforce org
This managed package includes the Salesmsg Agent Setup app, the Salesmsg Agent Access permission set, and the Apex actions that allow Agentforce to query Salesmsg data.
Note: The Connect button becomes 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 2 — Assign the Permission Set
In Salesforce, give your users access to the Salesmsg actions:
Go to Setup → Permission Sets
Open Salesmsg Agent Access
Click Manage Assignments, then Add Assignment
Select the users who need access and assign the permission set
Step 3 — Connect to Salesmessage
Open the App Launcher, search for Salesmsg Agent Setup, and open the app
On the Salesmessage Setup tab, click Connect to Salesmessage
You'll be redirected to Salesmessage — log in and authorize access (click Confirm)
After authorization, the setup page shows ✓ Connected to Salesmessage
Note: The first time you open the setup page, the system configures the OAuth credentials in the background. If you see an authentication error when clicking Connect to Salesmessage, wait about a minute and try again — the credentials may still be initializing. You can confirm they're ready under Setup → Named Credentials → External Auth Identity Providers → Salesmsg_OIDC, where the Client ID and Client Secret fields should be populated.
Step 4 — Create the Agent
Go to Agentforce Agents → New Agent
Select Salesmsg Employee Agent, then click Next
Confirm the agent details, then click Next and Create:
Name: Salesmsg Employee Agent
API Name: auto-filled
Description: The agent assists with sending SMS, retrieving communication details, and supporting daily business operations. It improves productivity by providing quick access to conversation history, templates, and relevant organizational data.
Role: You are an Agentforce Employee Agent
Company: your company name (e.g., SalesMSG)
Next, add a context variable so the agent can recognize the record that's currently open:
Name: currentRecordId
API Name: currentRecordId
Data Type: Text
Description: The ID of the record on the user's screen. It may not relate to the user's input. Only use this if the user input mentions 'this', 'current', 'the record', etc. If in doubt, don't use it.
Allow value to be set by API: enabled
Allow LLM to use value: enabled
Then open the Subagents tab and confirm Salesmsg Messaging is listed. If it isn't, deactivate the agent first, then click New → Add from Asset Library and select the Salesmsg Messaging topic.
Finally, click Activate → Ignore & Activate.
Step 5 — Configure Agent Access
Open Agentforce Agents and select Salesmsg Employee Agent
Go to the Agent Access tab, then Profiles with Agent Access
Click Add, select the profiles that should have access (for example, System Administrator), and click Add
Step 6 — Test the Agent
Open any contact (or other record), open the Agentforce panel, and start a chat. Try prompts like:
"Fetch conversations for this contact."
"Send an SMS to this contact."
"Find the message thread for this contact."
Step 7 — (Optional) Adjust the Agent Log Layout
Agent activity is recorded to the Agent Log object. To customize what's displayed:
Go to Setup → Object Manager → Agent Log → Page Layouts → Agent Log Layout
Adjust the layout as needed
To review logs at any time, open the App Launcher and go to Agent Logs.
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 |
"Send an SMS to this contact" | Sends a message through your connected Salesmessage account |
"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
Salesforce System Administrator access to complete the setup
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? Yes. With the Salesmsg Messaging subagent enabled, Agentforce can send SMS through your connected Salesmessage account — for example, "Send an SMS to this contact." It can also draft a message for you to review before sending.
I get an authentication error when connecting. What should I do? The first time you open the setup page, Salesmsg configures the OAuth credentials in the background. Wait about a minute and click Connect to Salesmessage again. You can verify the credentials under Setup → Named Credentials → External Auth Identity Providers → Salesmsg_OIDC.
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? Check the Agent Logs (App Launcher → Agent Logs) for error details, then 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.