Automatic Text Message Sharing for Salesforce Records

How to Share Text Messages in Salesforce Automatically

You can use your existing Salesforce record access to make your text conversations visible to the right users.

When you give your user access to a Contact, Lead, Case, Opportunity or supported custom record, your user can also see the related text messages.

You keep your record access and your messaging visibility working together.

View Text Messages on Salesforce Records

You can keep your complete text message history directly alongside your Salesforce records.

When your user opens a record they have access to, your user can review the previous conversation before sending your next message.

You give your users the context they need without asking them to search another messaging system.

Automatic Text Message Sharing for Contacts

You can connect your text messages directly to your Contact records.

When your colleague has access to your Contact, your colleague can see the text messages associated with that Contact.

You make it easier for your users to continue conversations when more than one person works with the same customer.

Automatic Text Message Sharing for Leads

You can keep your lead conversations visible throughout your sales process.

When your sales user gains access to your Lead, your sales user can review the previous text messages before making contact.

You reduce duplicated communication and help your users continue from where the previous conversation stopped.

Automatic Text Message Sharing for Cases

You can keep your customer service text conversations connected to your Case or related customer record.

When your service user has access to your record, your service user can see what your customer has already asked and how your organisation responded.

You give your customer a more consistent experience when another user continues the conversation.

Automatic Text Message Sharing for Custom Salesforce Objects

You can connect your text messages to the custom Salesforce objects your organisation already uses.

You can keep your conversations aligned with your own Salesforce data model rather than limiting your messaging to predefined objects.

When your user has access to your custom record, your user can see the related text message history.

Use Your Salesforce Record Access for Text Message Visibility

You already decide who can access your Salesforce records through your Salesforce security configuration.

You can use your existing record access to determine who can see your related text message conversations.

You avoid managing separate access rules for your records and your messages.

No Separate Text Message Sharing Required

You do not need to manually share your conversation every time your organisation sends or receives a text message.

You let your Salesforce record access make your related message history available to users who already work with that record.

You reduce your administration while keeping your conversations available to the people who need them.

Keep Your Text Message History Together

You can keep your incoming and outgoing text messages together in your Salesforce conversation history.

You give your users access to the communication context they need before they reply to your customer.

You reduce the risk of your users repeating questions or sending messages without understanding your previous conversation.

Support Better Sales Handover with Shared Text History

You can make your sales handovers easier by keeping your previous text conversations connected to your Salesforce records.

When your lead or opportunity moves to another user, your new owner can see your previous text messages when your record access allows it.

You help your sales users continue conversations naturally without asking another colleague for screenshots or message summaries.

Keep Your Text Conversations in Salesforce

You can keep your text communication alongside the Salesforce data your users already rely on.

You give your users one place to understand your customer, your record history and your text conversations.

You avoid moving your conversation history between separate systems simply to make it available internally.

Why Automatic Text Message Sharing Matters

You save your users time because they do not need to request access to conversations separately.

You improve your handovers because your users can see the text history connected to records they already access.

You keep your messaging visibility aligned with your existing Salesforce record access.

Automatic Text Message Sharing Your Way

You keep your Salesforce records at the centre of your messaging process.

You keep your existing Salesforce access model.

You give your users automatic visibility into your related text conversations when they already have access to your record.

You stay in control without creating another sharing process.

See Automatic Text Message Sharing in Salesforce

You can see how your text conversations follow your Salesforce record access during a demonstration.

You can test how your users see your text message history across Contacts, Leads, Cases, Opportunities and your custom Salesforce records.

You can also ask us for your Salesforce Messaging Competitor Feature Comparison to see how your AI SMS House messaging capabilities compare with other Salesforce messaging applications .