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Integrating with Salesforce

This article will guide you on how to integrate your Salesforce account with your Salesmsg account

AccountManager avatar
Written by AccountManager
Updated over a week ago

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.

AppExchange

Salesforce AppExchange is an online marketplace where you can find and install apps, components, and other solutions that extend Salesforce's capabilities with the Salesmsg integration.

App Exchange Installation

The Installation of Salesmsg in Salesforce is as easy as Downloading the App and linking your two accounts and getting started!

AppExchange Disclosure

Installing the AppExchange version of Salesmsg will result in additional charges for every message or call made while the integration is connected.

See conncetion steps for AppExchange version of the app here.


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 or click "Download" on the Salesforce Integration page in Salesmsg

  • 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. Moreover, we ensure complete compatibility with Salesforce Classic for the core features outlined below.

Separate API limits

With Salesforce's limits on API calls that an organization can place, with the Salesmsg integration the API limits are set through your Salesmsg account and are independent of your Salesforce account.

Allowing you to independently Call and Text as much as you need to be able to keep your business running and growing.

Connecting Your Sandbox Account

You can also connect your Salesforce Sandbox account to Salesmsg. Starting from the integrations settings page in your Salesmsg account, locate the dropdown near Download and Connect buttons. This action allows you to choose between a regular product or a sandbox account. After selecting, you'll be prompted to confirm the package installation and the user group for installation - in this example, it's installed for all users.

Once the package is installed, you'll authorize Salesmsg to access your Salesforce sandbox account. With the integration successful, you can then navigate to the setup page within Salesforce. Here, you can adjust layouts, test features, and, when ready, disconnect the sandbox account. The final step involves downloading the package for your production account and connecting it in the same manner as the sandbox account. This completes the integration process, enabling a seamless connection between Salesmsg and your Salesforce account.

Configure Your Salesforce Settings With Seamless Integration

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.

As you are updating your settings and establishing your Salesforce account any updates to features, apps or customizations seamlessly are applied without distrpution to your workflow and to the system.

Salesmsg Settings

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.

Contact Syncing

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.

Salesforce Settings

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:

  1. Salesforce Task Layout: Choose whether to add a Salesmsg section to your existing layout or fully transition to a Salesmsg-centric layout.

  2. 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.

  3. Salesmsg Mass Action: This setting allows you to decide whether to include the 'Send Mass SMS' option on your lists pages.

  4. 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

Properties Synchronization

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.

Timeline Sync

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.

Supported Salesforce Objects

We continuously expand our support for Salesforce objects to enhance our integration's utility. Below is the list of currently supported objects along with their features:

  • Lead: Supports bidirectional messaging through the Salesmsg Widget, bulk SMS, synchronization of properties, and logging of activities.

  • Contact: Supports bidirectional messaging through the Salesmsg Widget, bulk SMS, synchronization of properties, and logging of activities.

  • Person Account: Supports bidirectional messaging through the Salesmsg Widget, bulk SMS, synchronization of properties, and logging of activities.

  • Case: Supports bidirectional messaging through the Salesmsg Widget, bulk SMS, and activity logging.

  • Campaign: Supports bulk SMS and activity logging.

Updating the Package

In order to update a package download the latest version of our package listed on this page, delete your old version and reinstall the new one. You wil then need to reconnect the integration in the Salesmsg account.

Conclusion

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.


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Connecting Salesforce to Salesmsg (from v. 2.61)

As of version 2.61, the authentication approach has been changed, which requires additional steps in Salesforce to connect to Salesmsg application.

After installing the package, it is necessary to assign permissions for users to work with the Salesmsg package:

  1. Go to Setup > find Users page and open it > open specific user

  2. Find Permission Set Assignments menu item > press Edit Assignment button

  3. In Available Permission Sets section find permissions:

    1. Salesmsg Admin User - permission set allows to work with all Salesmgs functionality (include work with Salesforce Connection page)

    2. Salesmsg User - permission set allows to work with all Salesmgs functionality (except work with Salesforce Connection page)

  4. Move necessary permission set to Enabled Permission Sets section and save settings.

When a permission set is assigned to users, you need to install the Salesmsg app to manage the policy on Connected Apps OAuth Usage page:

  1. Go to Setup > find Connected Apps OAuth Usage page and open it

  2. Press Install button next to Salesmsg App > confirm installation

  3. Press Edit Policies button on opened Salesmsg app page in Salesforce Classic

  4. Set up execution user in Client Credentials Flow section and Save setting

After all the steps are completed, you can connect Salesforce Integration to Salesmsg app in the usual way.

Note!

If Salesmsg App is not displayed on Connected Apps OAuth Usage page you need to do the following steps:

1. Install the package
2. Assign Permissions to the user
3. Go to Salesmsg Connection page in Lightning App via App Launcher
4. Go to Connect and try to connect from Salesmsg side
5. Allow Сonnected app permissions for org (a Server error may occur, and this is normal behavior in this case)
6. Go back to Salesforce
7. Go to Setup > Connected Apps OAuth Usage
8. Install Salesmsg App there
9. Set up Execution User in Edit Policies
10. Go back to Salesmsg and connect

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