Exciting news, the Salesmsg integration for Salesforce is now in BETA. Send us a message over chat, or email us at [email protected] if you would like to be among the first to test it out.
To start, you will need a Salesforce account and an active subscription to Salesmsg
Connecting Salesforce to Salesmsg
Before starting, you will need a Salesforce sandbox environment
First you will need to install the Salesmsg package for Salesforce provided by the Salesmsg team. You can access the latest package here.
Put the password, and check the checkbox
wait until installed
Go to your Salesmsg account - Settings - Integrations and click Connect in the Salesforce line
Click “Allow”, and wait until both systems are connected and you see a confirmation message in Salesmsg
Salesforce Edition Limitations
There are no limitations to testing our integration with Enterprise and Plus editions. However, if you are using Salesforce Professional Edition, you would need to create a free Developer Edition Organization for testing purposes.
Configure Your Salesforce Settings
After successfully installing the integration, you can tailor it through specific configuration settings. The integration is managed via two distinct settings pages: one within Salesmsg and the other in Salesforce. Each page offers unique settings that correspond to the behavior of the respective Salesmsg and Salesforce applications, allowing for a customized experience.
Timeline Event Creation
Salesmsg will automatically save any incoming and outgoing texts and calls to the Contact and Lead activity timeline. You can choose to turn it off if required.
Salesmsg gives you the option to link Salesmsg contacts to an Intercom Contact or Lead.
If contact is updated in Salesmsg then...
Do nothing in Salesforce (recommended)
Update contact in Salesforce
If contact doesn't exist in Salesforce, then...
Create a new Salesforce contact (recommended)
Do nothing in Salesforce
You can also specify primary phone number property, chose whether to create new records in Salesforce as Contacts or as Leads, and specify default Company for new Contacts.
On the bottom of the page, you can see mapping for users in Salesmsg and Salesforce.
The Salesforce settings page can be accessed either through the Salesmsg Package Settings by clicking the 'Setup' button, or directly within Salesforce itself.
On the package settings page, you have the ability to customize how specific features will be displayed within Salesforce layouts. Here's an overview of those features:
Salesforce Task Layout: Choose whether to add a Salesmsg section to your existing layout or fully transition to a Salesmsg-centric layout.
Salesmsg Widget Settings: Select how you'd like the Salesmsg Widget to appear on your Contact and Lead pages. Options include displaying it as a button in the top right corner, as a block in the right sidebar, or as a tab in the main component of the Contact and Lead pages.
Salesmsg Mass Action: This setting allows you to decide whether to include the 'Send Mass SMS' option on your lists pages.
Logger Settings: Configure the types of activities between Salesmsg and Salesforce that you wish to log (all, warnings, errors), and specify the duration for retaining these logs.
These options provide a tailored experience, enabling you to align the integration with your specific needs and preferences within Salesforce.
Key Features & Use Cases
Depending on user settings, the package can synchronize specific fields like First Name, Last Name, Email, Phone Number, Mobile Phone Number and others for Leads and Contacts.
With these updates, marketing teams can ensure that promotional SMS campaigns are sent to the most up-to-date phone numbers and to the hottest leads, increasing campaign effectiveness.
On top of property updates, our integration creates timeline events for messages and calls. Events on the timeline are synced on an event-by-event basis.
Customer service teams can track inbound and outbound SMS and call interactions, ensuring they're always updated on the latest communication with a customer.
Two Way Texting with Salesmsg Widget
Depending on the settings, Salesmsg Widget can be launched as a Modal by clicking the “Salesmsg” button in the user interface. It can also be integrated into the Salesforce Layout for both Contact and Lead pages. It provides the ability to send text messages straight from Salesforce UI.
Sales representatives can quickly view and send SMS messages directly from a contact's profile, enhancing lead engagement and nurturing.
Salesforce Automation for Salesmsg Trigger
Users can build automations using the Salesforce UI and insert the Salesmsg Action. This would allow sending automated messages through Salesmsg Triggers functionality based on a number of events, such as creation and or updates to a Contact.
In order to do this, setup Salesmsg Trigger first. Go to Triggers → Create and create a trigger for Salesforce. Copy the URL of the newly created trigger.
Next, go to Salesforce and create new Record Triggered Flow. In configuration, chose Lead or Contact as object and chose when to trigger the fire.
After that, you will see the flow edit window. To utilize your Salesmsg Trigger, you need to add a new Salesmsg action into your Flow and paste the link to webhook URL field.
You can automate appointment reminders, sending SMS notifications to clients about their upcoming appointments, reducing no-show rates.
Salesforce “Send List SMS”
This feature allows users to send mass text messages from any list. To do that, select some Contacts from your list or the whole list at once and press "Send List SMS" button on the top right of the list page.
Launch re-engagement campaigns by sending special offers or news to a segmented list of dormant or inactive customers.
Request Log Page
This feature will allow Salesforce users to view a log of all requests made from Salesforce to Salesmsg. It makes it easier to troubleshoot what went wrong with the synchronization process if any errors occur.
IT teams can monitor and troubleshoot any integration issues, ensuring smooth communication between platforms.
The Salesmsg integration package for Salesforce is a comprehensive solution designed to enhance communication and data synchronization between the two platforms. With its range of features and practical use cases, Salesforce users can now enjoy a more streamlined and efficient messaging experience, driving better engagement, satisfaction, and operational efficiency.
Frequently Asked Questions
Do my members need to individually integrate from their Salesmsg accounts to their Salesforce accounts?
They do not, once the Organization Owner connects all the members with their associated Salesforce accounts automatically.
Can a Salesforce user without a Salesmsg account use Salesmsg from Salesforce?
That user will not be able to do 2-way texting from their own Salesforce account.
How can I tell if my integration is disconnected?
Should an error occur on Salesforce or Salesmsg that disconnects your integration, the next time you log in to Salesmsg you'll see a large status bar at the top of your Salesmsg conversation page indicating your integration has disconnected.
Can I connect one Salesforce account with many Salesmsg accounts?
Yes, you can. To enable this feature, please reach out to us.
Need Help? ✋🏻
Contact us on live chat or send an email to us at [email protected].