Send SMS, Text & WhatsApp from Salesforce

Bulk Messaging, Automation & Scheduling in Salesforce

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Salesforce Native Messaging Message Template
Placeholder illustration for the Two-Way Messaging Inbox feature
Send SMS, Text & WhatsApp from Salesforce

Bulk Messaging, Automation & Scheduling in Salesforce

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Opt-Out Management Real-Time Message Delivery Status
Placeholder illustration for the AI Agent Auto-Replies feature
Send SMS, Text & WhatsApp from Salesforce

Bulk Messaging, Automation & Scheduling in Salesforce

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Incoming Message Notifications Schedule Messaging
Salesforce SMS, Text and WhatsApp Messages using Agentforce AI Agent

Bulk Messaging, Automation & Scheduling in Salesforce

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Agentforce AI Agent Phone Number Assignment Human Takeover from Agentforce AI Agent

Bulk messaging, automation and scheduling

Your marketing team sends bulk SMS, text and WhatsApp messages from Salesforce List Views, Reports and Campaigns. Your operations team triggers messages on record changes with Salesforce Flow or Apex Triggers. Your whole org schedules messages in advance, including recurring sequences, without leaving the platform.

What's included

Bulk SMS, text and WhatsApp

You send bulk SMS, text and WhatsApp campaigns from any Salesforce List View, Report or Campaign object.

Message scheduling

You schedule individual or recurring SMS, text and WhatsApp messages in advance. You align outreach with business hours and time zones.

Salesforce Flow automation

You trigger SMS, text and WhatsApp messages from any Flow. You fire on record update, field change, stage progression or any condition Flow supports.

Apex Trigger automation

You use Apex Triggers for code-level control over when SMS, text and WhatsApp messages fire. You handle edge cases Flow can’t reach.

Reusable message templates

Your pre-approved templates with Salesforce merge fields keep every message consistent, compliant and personalised.

Multimedia attachments

You attach images, files, PDFs, floor plans, videos and property documents to SMS, text and WhatsApp conversations.

Channel switching

You switch any conversation between SMS, text and WhatsApp mid-thread. Your history stays unified on the Salesforce record.

Emoji support

You pick from category-organised emoji with quick search, for conversational, human replies that don’t read robotic.

Salesforce Task automation

You can auto-create Salesforce Tasks when messages send. You track every follow-up, you hold every rep accountable.

Automate your outreach

Book a demo and see bulk sends, Flow-triggered messages and scheduled sequences running from inside Salesforce.

Book a Demo

Request for a Discovery Call

Tell us about your messaging challenge and a specialist will be in touch shortly.