Salesforce Integration

Introduction

SMSGlobal for Salesforce enables users to configure automated SMS messages and send bulk SMS campaigns from within the Salesforce platform. Keep leads and contacts updated with automatic notifications and SMS triggers.

This robust integration offers the flexibility of automating workflows and sending individual or bulk SMS messages to a variety of recipients and contact lists.

Send SMS to individual Leads, Contacts, and Accounts, as well as bulk SMS campaigns to numerous recipients at once. Ensure that your message is received at the perfect moment with SMS scheduling.

Provide consistent service and streamlined communication with automated SMS triggers and message templates. Track message delivery and Activity History with ease, plus get access to sophisticated reporting in SMSGlobal’s MXT platform.

Easily configure SMSGlobal for Salesforce and start sending!

Features Scroll to Top ▲

• Set up automated messages and SMS triggers
• Send SMS to individual Leads, Contacts, and Accounts
• Send bulk SMS to a Contact List, or select multiple Leads and Accounts
• Create SMS campaigns and message templates
• Schedule messages and stagger SMS campaigns
• Manage Contacts and Contact Lists
• Track message delivery in Activity History with access to sophisticated MXT reporting

Install SMSGlobal for Salesforce integration Scroll to Top ▲

1. 1. Go to the SMSGlobal for Salesforce listing
2. 2. Click Get It Now
3. 3. Select from installation options:
   1. a. Get It Now
   2. b. Install for All Users
   3. c. Install for Specific Profiles
4. 4. Click Install
5. 5. Approve third-party access by ticking the checkbox and click Continue
6. 6. Once complete, click Done
7. 7. Login to your SMSGlobal MXT account to access the API key and Secret key (click here to create a free MXT account)
   1. a. Click API & Integrations on Main Menu, then navigate to API Keys tab
      1. For more information regarding REST API generation, please refer to the MXT support article: 'How to generate a new REST API Key/Secret?'
8. 8. Copy the REST API Key and Secret to the corresponding fields in SMSGlobal for Salesforce
9. 9. Click Save Credentials

Start sending SMS Scroll to Top ▲

To start sending SMS with SMSGlobal for Salesforce, please follow these steps:

1. 1. Login to your SMSGlobal MXT account
2. 2. Secure a pricing model (subscription, pre-paid, or post-paid) and ensure that your account can successfully send SMS.
3. 3. Start sending SMS from the Salesforce platform by clicking the 'Send SMS' tab or set up automated SMS in the 'Settings' tab.
   1. a. 'Activity History' allows you to track the delivery status of all SMS sent, plus you have access to sophisticated reporting in the MXT platform.

Add 'Send SMS' button to page layout Scroll to Top ▲

1. 1. In Salesforce, click on the Settings cog and select Setup
2. 2. Navigate to Objects and Fields, and select Object Manager from the drop-down menu
3. 3. Select the page you would like to edit
4. 4. Click Page Layouts and select Edit
5. 5. You may need to override the default layout to add buttons. Before dragging buttons, find the notification banner and click on the hyperlink that says 'override the predefined actions.'
6. 6. In the edit page, select Mobile & Lightning Actions. Drag the chosen button to the desired location on the page.
   1. a. For example, drag the custom button Send SMS to the Salesforce Mobile and Lightning Experience Actions section.
7. 7. Click Save to finish

Add 'Send Bulk SMS' button to page layout Scroll to Top ▲

1. 1. In Salesforce, click on the Settings cog and select Setup
2. 2. Navigate to Objects and Fields, and select Object Manager from the drop-down menu
3. 3. Select the page you would like to edit
4. 4. Click Search Layouts for Salesforce Classic
5. 5. Choose the layout, then click the down arrow on the right and select Edit
6. 6. In the Custom Buttons section, select the Send Bulk SMS button and click Add >to move it to the right
7. 7. Click Save to finish