Step By Step Guide To Sending SMS Declaratively from Salesforce using Twilio : Adwait Gogate

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December 23, 2020
Step By Step Guide To Sending SMS Declaratively from Salesforce using Twilio
by: Adwait Gogate
blow post content copied from  Ashish Agarwal – Salesforce.com Architect & Blogger
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Send SMS Declaratively from SalesforceIf you need to send SMS from Salesforce, you can either buy the ‘Digital Engagement’ add-on from Salesforce or go with a 3rd party solution like Twilio.

Unfortunately, Salesforce currently does not provide a trial version of the Digital Engagement. So in this blog post, we will take a look at how to use Twilio to send SMS from Salesforce. What is nice about Twilio is that it provides different ways to send SMS from a Salesforce Org. For example, you can

  • Send one-to-one SMS messages to Contacts and/or Leads (one-way or two-way) right from within Salesforce 
  • Send bulk SMS messages to all the Campaign Members at once
  • Send automated & customized SMS messages from Process Builder
  • Interact with the Twilio REST API using a flexible Apex library

In this guide, we will take a look at the first three options of sending SMS from Salesforce, which is using declarative point-and-click tools. For the last option of sending SMS using APEX & APIs, please refer to another blog post here.

So here is what we will be covering in this guide.

  • Sign Up for a Twilio Account
  • Install Twilio for Salesforce
  • Create a Messaging Service
  • Create a Webhook for Messaging Service
  • Add Twilio Components to Salesforce Record Pages
  • Assign Permissions & Licenses to Users
  • Send One-to-One SMS Message to Contact/Lead
  • Send Bulk SMS Messages to Campaign Members
  • Send Automated SMS Messages from Process Builder
  • Configure Twilio for the Salesforce Mobile App
  • and Explore Pre-Built Twilio reports & Twilio SMS Inbox as Bonus


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The post Step By Step Guide To Sending SMS Declaratively from Salesforce using Twilio appeared first on Ashish Agarwal - Salesforce.com Architect & Blogger.


December 23, 2020 at 03:30AM
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