Steps to Go Live with SMS, Text & WhatsApp Messaging in Salesforce

How SMS, Text & WhatsApp Messaging Works in Salesforce

Connect your numbers, map conversations to borrower, buyer, Lead or Opportunity records and send SMS messages from Salesforce for mortgage updates, rate enquiries, property viewings and buyer follow-ups.

Use the same setup to send WhatsApp messages from Salesforce for student admissions, pharmacy notifications and hospital appointments, with every conversation stored against the relevant Salesforce record.

● Message Inbox ● Full Conversation History

Steps to Go Live with SMS, Text & WhatsApp Messaging in Salesforce

How to Send Automated SMS from Salesforce with Agentforce AI Agents

Use Agentforce AI Agents and Salesforce Flow to Send Automated SMS messages from Salesforce for mortgage application updates, document requests, property matches and viewing reminders.

Send automated text from Salesforce for student attendance, enrolment deadlines, prescription collections and hospital appointments when Salesforce records reach key stages.

● With Full audit trail ● Multimedia Messaging

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Steps to Go Live with SMS, Text & WhatsApp Messaging in Salesforce

How to Send Bulk WhatsApp from Salesforce

Use List Views, Reports and Campaigns to send bulk SMS messages from Salesforce for mortgage rate alerts, borrower updates, new property listings and price changes.

Send bulk WhatsApp messages from Salesforce for property launches, viewing invitations, closing reminders and richer communications with documents and images.

● Salesforce Task Automation ● Message Opt-Out Management

Salesforce AppExchange Approved →

Steps to Go Live with SMS, Text & WhatsApp Messaging in Salesforce

How to Send Bulk Text and Automated Text Messages from Salesforce

Send bulk text messages from Salesforce for admissions, enrolment, offers, results, open days and important student communications.

Send Automated text messages from Salesforce for prescription collections, refill reminders, hospital appointments and patient updates, while using bulk messaging for campaigns and service notices.

● Salesforce Record Management ● Agentforce AI Agents

Steps to Send SMS, Text and WhatsApp messages from Salesforce

Whether you want a single rep to send sms from Salesforce to one customer, or your whole team to send bulk WhatsApp messages from Salesforce to thousands, the process is the same steps and it works natively on every Salesforce object you already use.

Connect Your SMS & WhatsApp Numbers in the Salesforce

You connect your existing SMS, text and WhatsApp messages account and verify your business sender IDs for consistent delivery.

Map SMS & WhatsApp Conversations to Any Salesforce Record

Point the app at the objects you work in: Contact, Lead, Case, Opportunity, or any custom object. Configure the phone field, opt-out field and record management rules once, and every conversation is stored on the native record, respecting your existing Salesforce visibility.

Send One to One SMS, Text & WhatsApp Messages from Any Salesforce Record

From any Salesforce record, open the Conversation View and message customers in real time. Send SMS from Salesforce using templates, merge fields, attachments and emojis. Send text messages from Salesforce from the same conversation view. Send WhatsApp messages from Salesforce while keeping the full conversation connected to the Salesforce record.

Automate SMS, Text & WhatsApp Messaging with Salesforce Agentforce AI Agents and Salesforce Flow

Let Agentforce AI Agents and Salesforce Flow handle repetitive messaging automatically. Send Automated sms from Salesforce when a record is created or updated. Send automated text from Salesforce when a record reaches a selected stage or meets your defined conditions. You can also Send Automated SMS messages from Salesforce for reminders, updates and follow-ups, with instant human takeover whenever needed.

Send Bulk SMS, Text & WhatsApp Messages from Salesforce and Track Results

Run messaging campaigns directly from Salesforce List Views, Reports or Campaigns. Send bulk SMS from Salesforce for large-scale customer communications. Send bulk text messages from Salesforce for reminders, updates and marketing outreach. Send bulk WhatsApp messages from Salesforce and schedule recurring campaigns, track delivery and read status, and review every message in the audit trail.

How it works for Mortgage Industry

Keep borrowers informed throughout the mortgage journey using SMS, text and WhatsApp directly from Salesforce. Automate application updates, document requests and milestone reminders, send rate alerts to selected borrower groups, and let loan officers respond from the borrower record with full conversation history and context.

Application Stage Updates

Keep borrowers moving through the mortgage pipeline by using Send Automated SMS from Salesforce when an application changes stage, a document is required or a submission is received.

Document Request Automation

Use Send automated text from Salesforce at key mortgage milestones to request outstanding documents, confirm receipt and keep borrowers informed without manual follow-up.

Borrower and Rate Enquiries

Loan officers can send SMS from Salesforce directly from the borrower record to answer rate questions, provide updates and continue conversations with full Salesforce context.

Mortgage Rate Alerts

When interest rates change, send bulk SMS messages from Salesforce to borrowers in a selected pipeline, stage or mortgage segment within seconds.

Segmented Pipeline Messaging

Use Send bulk text messages from Salesforce to communicate rate changes, application updates and important mortgage information to selected groups of borrowers.

Closing and Signing Reminders

Send WhatsApp messages from Salesforce for closing dates, signing reminders and final document requests, with relevant documents attached directly to the conversation.

How it works for Real Estate Industry

Keep buyers and prospects engaged throughout the property journey using SMS, text and WhatsApp directly from Salesforce. Automate property alerts, confirm viewings, share rich property information and send targeted communications to matched buyers based on their interests and Salesforce records.

Automated Property Match Alerts

Use Send Automated text messages from Salesforce when a new property matches a buyer’s criteria, including property details and a link to arrange a viewing.

Viewing Confirmations

Agents can send text from Salesforce directly from the enquiry or buyer record to confirm viewing dates, answer questions and keep conversations connected to Salesforce.

New Development Launches

Use Send bulk WhatsApp messages from Salesforce to share new developments, property photos, floor plans and viewing invitations with matched buyers at once.

New Listing and Price Drop Alerts

Send bulk sms from Salesforce to selected buyers when new properties become available or asking prices change.

Viewing Reminders

Send text messages from Salesforce for viewing confirmations, appointment reminders and last-minute property updates.

Property Details and Brochures

Send WhatsApp messages from Salesforce to share property details, photos, brochures, floor plans and other documents directly with interested buyers.

How it works for Education Sector

Keep applicants, students and parents informed throughout admissions, enrolment and ongoing study using SMS, text and WhatsApp directly from Salesforce. Automate reminders, send important updates at scale and allow staff to manage one-to-one conversations from the relevant Salesforce record.

Clearing and Enrolment Updates

Use Send bulk text from Salesforce during clearing and enrolment to send next steps, document requests and important updates to groups of applicants.

Attendance and Fee Reminders

Use Send Automated SMS messages from Salesforce when a student misses a class, a deadline is approaching or a fee is due.

Admissions Conversations

Admissions staff can send SMS messages from Salesforce directly from the applicant record to answer questions and keep the full conversation connected to Salesforce.

Offer and Results Notifications

Use Send bulk text messages from Salesforce for enrolment confirmations, offer updates, results notifications and other important student communications.

Automated Student Reminders

Use Send Automated SMS from Salesforce for attendance reminders, application deadlines, fee notifications and scheduled student updates.

Student and Parent Conversations

Use Send text from Salesforce for one to one applicant and parent communication.

WhatsApp Student Support

Use Send WhatsApp messages from Salesforce for admissions questions, student support and parent conversations, with the full message history available in Salesforce.

How it works for Healthcare Pharmacies Messaging Automation

Keep patients informed throughout prescription collection, repeat medication and seasonal health campaigns using SMS, text and WhatsApp directly from Salesforce. Automate collection alerts and refill reminders, send targeted health campaigns and keep every conversation connected to the patient record, with opt-out preferences respected.

Prescription Collection Alerts

Use Send Automated SMS messages from Salesforce when a prescription is ready so patients know when to collect their medication.

Repeat Prescription Reminders

Send SMS messages from Salesforce on a scheduled basis for refill reminders, repeat prescription notifications and medication collection updates.

Seasonal Health Campaigns

Send bulk SMS from Salesforce to contact eligible patients about flu vaccinations, seasonal services, health checks and pharmacy campaigns.

Ready to Collect Notifications

Send Automated text messages from Salesforce to notify patients when prescriptions are prepared and available for collection.

Refill and Medication Reminders

Send automated text from Salesforce for repeat medication reminders, refill schedules and regular pharmacy communications.

Targeted Pharmacy Campaigns

Send bulk SMS messages from Salesforce for vaccination campaigns, seasonal health services and targeted patient communications based on Salesforce records.

How it works for Healthcare Hospitals Messaging Automation

Keep patients informed before and after appointments using SMS, text and WhatsApp directly from Salesforce. Automate appointment reminders, communicate clinic changes quickly and support pre-admission and discharge communications while keeping message history connected to the patient record.

Appointment Confirmations and Reminders

Use Send Automated SMS from Salesforce to send appointment confirmations and reminders before scheduled hospital visits.

Patient Appointment Updates

Send Automated text messages from Salesforce for appointment reminders, preparation instructions and scheduled patient notifications.

Clinic Changes and Cancellations

Send bulk SMS from Salesforce to notify affected patients quickly when clinic times, appointments or services change.

Clinic List Communications

Send bulk text from Salesforce to contact groups of patients about clinic changes, cancellations, delays and important service updates.

Patient Record Conversations

Your hospital coordinators can send text messages from Salesforce directly from the patient record for appointment changes, preparation guidance and individual queries.

Pre-Admission and Discharge Communication

Send WhatsApp messages from Salesforce for pre-admission information, discharge guidance, follow-up instructions and richer patient communications.

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