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

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.

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.

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.

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...

If contact doesn't exist in Salesforce, then...

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:

These options provide a tailored experience, enabling you to align the integration with your specific needs and preferences within Salesforce.

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.

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.

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.

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.

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.

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:

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.

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.

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.
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Can I connect one Salesforce account with many Salesmsg accounts?

Yes, you can. To enable this feature, please reach out to us.

Contact us on live chat or send an email to us at [email protected].