Send SMS, Text & WhatsApp from Salesforce

Compliance, Security & Audit for Salesforce Messaging

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

Compliance, Security & Audit for Salesforce Messaging

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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

Compliance, Security & Audit for Salesforce Messaging

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

Compliance, Security & Audit for Salesforce Messaging

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

Compliance, security and audit

Your messaging respects recipient consent, organisational policy and regulatory boundaries across every jurisdiction you operate in. Opt-out rules apply automatically across SMS, text and WhatsApp. Full audit trails log every user action, every AI agent reply, and every bulk send. API key-based access controls keep unauthorised systems out.

What's included

Opt-out management

You configure opt-out rules once during setup. Your rules apply consistently across every SMS, text and WhatsApp message, every user, every automation.

Messaging audit trail

Your every SMS, text and WhatsApp message logs sender, timestamp, delivery status and source: user, AI agent, bulk or automation.

API key security

Your messaging endpoints are protected by API key access controls. You approve which systems can send; unauthorised requests are blocked.

Error logs

You capture detailed error logs for delivery failures, integration issues and template rejections, so your admins can fix problems fast.

User access control

You use Salesforce Permission Sets to decide who can send, who can receive, and who gets notified. Your existing security model applies.

WhatsApp Business API compliance

You get template approval workflow, opt-in consent capture and message-window rules all built in for WhatsApp Business API.

Salesforce record access respected

Your message history is visible only to users with access to the underlying Salesforce record. Your sharing rules are enforced throughout.

HIPAA-aware workflows

You configure patterns for healthcare messaging: opt-in tracking, secure links and audit logging that meet your clinical requirements.

Message with confidence

Book a demo and see the opt-out rules, audit trail and access controls that keep your messaging compliant.

Book a Demo

Request for a Discovery Call

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