Send SMS, Text & WhatsApp from Salesforce

Send SMS from Salesforce Including Sending Bulk SMS from Salesforce

Send SMS from Salesforce for mortgage enquiries, student communications, pharmacy notifications and hospital appointments.

Send WhatsApp messages from Salesforce for property enquiries, customer service and automated conversations.

Use one to one messaging, bulk messaging, scheduled messages and automation independently, or enhance conversations with Agentforce AI Agents and seamless human takeover.

● Salesforce Native Messaging ● Message Template

Available on AppExchange →

Placeholder illustration for the Two-Way Messaging Inbox feature

Send SMS, Text & WhatsApp from Salesforce

Send Text from Salesforce Including Sending Bulk Text Messaging

Send text from Salesforce for property viewings, mortgage follow ups, student reminders, pharmacy collections and hospital service updates.

Use one to one text messaging, bulk text messaging, scheduled messages and automation independently, or connect conversations with Agentforce AI Agents

● Opt-Out Management ● Real-Time Message Delivery Status

Book a demo →

Placeholder illustration for the AI Agent Auto-Replies feature

Send SMS, Text & WhatsApp from Salesforce

Send WhatsApp Messages from Salesforce Including Sending Bulk WhatsApp Messages from Salesforce

Send WhatsApp messages from Salesforce for mortgage enquiries, property viewings, student communications, pharmacy updates and hospital appointments.

Send bulk WhatsApp messages from Salesforce for campaigns, reminders, service updates and customer engagement.

Automation conversations with Agentforce AI Agents when required

● Incoming Message Notifications ● Schedule Messaging

Salesforce AppExchange Approved →

Salesforce SMS, Text and WhatsApp Messages using Agentforce AI Agent

Send automated SMS from Salesforce Using Agentforce AI Agents

Send Automated SMS from Salesforce for mortgage, property, student, pharmacy and hospital enquiries.

Send automated text from Salesforce using Agentforce AI Agents with Salesforce data.

Use AI Agents for SMS, text and WhatsApp with seamless human takeover.

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

More information available on Salesforce AppExchange →

Configure Every Salesforce SMS and WhatsApp Features Around Your Business

Send SMS and WhatsApp Messages from Any Salesforce Record, you can send your messages from a borrower application, property enquiry, student record, pharmacy request, hospital appointment or any other configured standard or custom Salesforce record using your chosen business number and phone field. You are not limited to a small set of standard objects because your administrator can configure any Salesforce object and any field for your business process.

View All Salesforce Messages in One Messenger Inbox, you can see your received and sent conversations across your configured Salesforce objects, filter your Inbox by channel, object, date and message source, pin your important conversations, open your complete thread and reply from your Inbox or utility bar.

Automatic Message Sharing Through Salesforce Record Access, you do not need to share each conversation manually because your existing Salesforce record access determines which users can see your complete thread, while your users without access to the related record cannot see its messages.

Real Time Messaging, Delivery Status and Incoming Notifications,You can track your messages, view delivery and read status where available, and receive notifications for your assigned numbers so your team can respond quickly to borrowers, buyers, students and patients.

Control SMS and WhatsApp Attachments by File Type, You can enable or disable incoming and outgoing attachments, choose your allowed file types, save permitted incoming files to the related Salesforce record.

Get Faster Customer Responses from Any Salesforce Record for Any Business Process

Bulk, Scheduled and Recurring SMS and WhatsApp Messaging, you can send your bulk messages from Salesforce List Views, Campaigns and Reports, then schedule your one time or recurring communication for borrower updates, property enquiries, student reminders, pharmacy collections or hospital appointments.

Message Templates with Salesforce Merge Fields, you can personalise your individual, bulk and automated messages with fields from your Salesforce record, while your teams reuse consistent wording for each business process.

Automatically Create Salesforce Tasks for Sent Messages, You can save each successful message as a completed Salesforce Task with your sender, related record and full message.

Send Automated Messages from Salesforce Flow, you can send your SMS and WhatsApp messages from record triggered, scheduled or other Salesforce Flows, while your messages run in the background and remain logged against your related records.

Automate Messages Using Apex Class and Apex Trigger, Your developers can use your Apex Class to automate SMS and WhatsApp from custom processes or your Apex Trigger to send messages when Salesforce records change.

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Use Multiple Agentforce AI Agents Across Your Sales, Service and Marketing Multiple Processes

Configure Messaging Numbers, Salesforce Objects, Fields and User Access, your administrator can complete your required brand and campaign setup, connect your business numbers, choose your objects and phone fields, and control your user access and notifications.

Configure Opt Out by Message Category or Checkbox on Any Object and Field, you can use your chosen checkbox for a complete opt out or your message category field for marketing, system and informational messages on any configured Salesforce object.

Use Your Own Agentforce AI Agents for SMS and WhatsApp, you can connect as many of your own new or existing Agentforce AI Agents as you need to different SMS and WhatsApp numbers for your mortgage, property, admissions, pharmacy or hospital processes.

Salesforce User Takeover with End Bot, you can click End Bot when your user needs to take over, so your Agentforce AI Agent stops replying.

Automatically Match or Create Salesforce Records for Incoming Messages, you can configure Match Only, Create Only, Match or Create, Flow or None with your chosen phone fields and filters, so your incoming borrower, buyer, student or patient message follows the right record process.

Automatically Handle Duplicate Salesforce Records, your administrator can use your oldest match, newest match or create a new record when your incoming number finds duplicates, so your borrower, buyer, student or patient conversation keeps the context your process requires.

Talk to us about SMS, text and WhatsApp messaging in Salesforce

Your team ships better conversations when every SMS, text and WhatsApp message lives on the Salesforce record it belongs to. Book a demo and see it working in your own org.

sales@applicationhouse.com

Prefer email? Drop us a line at sales@applicationhouse.com and we’ll come back to you within one working day.

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