Send SMS from any Salesforce record

Send SMS from Custom Salesforce Records

You can also send SMS from your custom Salesforce records when your business uses objects created around your own processes.

You can configure your messaging around the Salesforce data model you already use instead of changing your process to fit a predefined messaging object.

With Application House, you can use your custom records for specialised processes such as mortgage applications, property enquiries, student applications, pharmacy services or hospital interactions.

Choose Your Phone Number Field for Each Salesforce Object

You can configure your customer phone number field for each Salesforce object you use for messaging.

You can use the phone field that matches your Salesforce design, so your messaging can fit around your existing data rather than forcing you to restructure it.

Send SMS with One Click from Salesforce

You can send your SMS directly from a Salesforce record using the Send Message button .

You can start your message with one click and keep your conversation connected to the record where your users are already working.

You can reduce unnecessary navigation because your users can communicate without leaving the Salesforce record.

Use the Send Message Button

You can use your Send Message button when you want to start an individual SMS conversation directly from a Salesforce record.

You can choose your recipient, compose your message and send your SMS while keeping your activity associated with the relevant record.

You can also configure your process to create a Salesforce Task when your message is sent, so your follow up activity can remain connected to your customer record.

Continue Your SMS Conversation from the Same Record

You can use your Conversation View to continue your incoming and outgoing SMS conversation without losing the Salesforce context around your customer.

You can see your previous messages before you respond, so your users can understand what your customer has already discussed.

You can keep your conversation history available from the record instead of depending on separate notes or manual handovers.

View Your Complete SMS History

You can keep your conversation history together within your Salesforce messaging sessions.

You can see your previous incoming and outgoing messages, so your users can continue your conversation with the context they need.
You can avoid asking your users to search through another application to understand your previous customer communication.

See Who Sent Each SMS

You can see whether your SMS was sent by your Salesforce user, your Agentforce AI Agent, your Salesforce Flow, your Apex Trigger or your bulk messaging process.

You can give your users clearer visibility into how your customer communication was created.

You can understand whether your previous interaction came from a person or your automation before you continue the conversation.

Track Your SMS Delivery Status

You can track your SMS message status as your message moves through its lifecycle.

You can see statuses such as Created, Sent, Delivered and Read where your messaging channel provides the relevant status.

You can use your delivery information to understand whether your customer communication has progressed successfully.

Automate SMS from Salesforce Record Changes

You can Send Automated SMS from Salesforce when your business process reaches the conditions you define.

You can use your Salesforce record changes to determine when your customer should receive a message.

You can reduce your manual work while keeping your automation connected to your Salesforce data.

Send Automated SMS Using Salesforce Trigger

You can use your Salesforce Trigger when your messaging process requires custom automation logic.

You can configure your Trigger to send your SMS based on your record events and your own conditions.

You can use your existing Salesforce development approach when your process needs more specialised automation.

Trigger SMS When Your Record Is Created or Updated

You can send your SMS when your record reaches an important business stage.

You can automatically communicate when your application changes status, your appointment is confirmed, your document is required or another relevant value changes in your Salesforce record.

You can make your communication more timely because your message can follow the same Salesforce data changes your users already rely on.

Use SMS for Time Sensitive Business Communication

You can use SMS from Salesforce when your customer needs a short and timely update connected to an important business process.

You can use your Salesforce record data to keep each message related to the customer, application, appointment or service your user is managing.

You can apply the same record based messaging approach across your mortgage, real estate, education, pharmacy and hospital processes.

Send Mortgage Application and Document Updates

You can send SMS from your mortgage Lead, Contact, Opportunity or custom application record when your borrower needs an update.

You can use your SMS to request documents, confirm appointments, remind your borrower about outstanding information or provide an application progress update.

You can keep your borrower communication connected to the Salesforce record where you manage your mortgage process.

Send Property Viewing Confirmations

You can send SMS from your real estate records when your buyer or tenant makes a property enquiry.

You can use your SMS to confirm viewings, send appointment reminders or follow up after your customer visits a property.

You can keep your communication connected to the record where you manage your property enquiry and customer relationship.

Send Pharmacy Prescription Collection Notifications

You can send SMS from your pharmacy related Salesforce record when your customer needs a prescription or service update.

You can use your SMS to provide collection notifications, medication reminders or other customer communications that fit your pharmacy process.

You can keep your pharmacy messaging connected to the customer record your users already manage.

Send Hospital Appointment Reminders

You can send SMS from your hospital or patient related Salesforce record when your patient needs an appointment update.

You can use your SMS for appointment confirmations, reminders, visit instructions or follow up communication.

You can keep your hospital communication connected to the Salesforce record your authorised users already work with.

Keep Your SMS Visible Through Salesforce Record Access

You can keep your SMS visibility aligned with the Salesforce record access your organisation already manages.

You can allow your users to see related SMS history when they already have access to the Salesforce record.

You can avoid separately sharing your SMS conversation with every user who already has permission to work with the related record.

Automatically Share SMS History with Your Salesforce Users

You can make your SMS conversation available to users who already have access to your related Salesforce record.

You can give your users the conversation context they need without creating another manual message sharing process.

You can keep your existing Salesforce record access at the centre of your messaging visibility.

Keep Your SMS Conversation Connected to the Customer Record

You can keep your customer data and your SMS communication together throughout your sales, service or operational process.

You can give your users one place to understand your customer record and the communication that has already taken place.

You can make your Salesforce record a more complete source of customer context by keeping your SMS conversation connected to it.