Send SMS, Text & WhatsApp from Salesforce

Unified Inbox for SMS, Text & WhatsApp 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

Unified Inbox for SMS, Text & WhatsApp 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

Unified Inbox for SMS, Text & WhatsApp in Salesforce

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

Unified Inbox for SMS, Text & WhatsApp in Salesforce

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

One inbox for SMS, text and WhatsApp inside Salesforce

Your team manages every SMS, text and WhatsApp conversation from a single unified inbox inside Salesforce. Every message attaches to the right Lead, Contact, Account, Case or custom object. Your users filter by channel, by object, by AI agent, by date range, or by conversation source, without leaving the Salesforce tab.

What's included

Unified Message Inbox

You land every SMS, text and WhatsApp conversation in one central inbox. You filter, pin and prioritise from one screen.

Inbox on the Salesforce Utility Bar

You access the full message inbox from any Salesforce app via the utility bar. You keep context without switching tabs.

Messages on every Salesforce record

Your SMS, text and WhatsApp messages display on the related Lead, Contact, Account or Case for every user with access.

Conversation view and history

You see every message in chat-style threads, with timestamps, delivery status and sender identity on every entry.

Who sent each message

Your every message is stamped with its sender, your user, Agentforce AI agent, bulk campaign or automated process.

Real-time delivery status

You track Created, Sent, Delivered and Read statuses across SMS, text and WhatsApp in real time.

Conversation sessions

Your messages group into active or expired sessions, so ongoing and completed conversations stay cleanly separated.

Incoming message notifications

You get Salesforce notifications and email alerts on incoming messages, so nothing important slips past your team.

Send Message button

You send SMS, text or WhatsApp in one click from any record. You can auto-create a Salesforce Task for follow-up tracking.

See the unified inbox in action

Book a walkthrough and see every SMS, text and WhatsApp conversation land on the right Salesforce record.

Book a Demo

Request for a Discovery Call

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