Send SMS with Salesforce

Updated 3 months ago

  1. Follow this link to Get the App
  2. Click the Get It Now button in AppExchange
  3. Select the radio button – Install for all users or specific profiles
  4. Click Install button
  1. Select the check box - 'Yes, grant access to these third-party web sites' and then click CONTINUE
  1. Let us add Send SMS button. First, go to Setup. The setup can be found on the config button at the top right.
  2. Look for Object manager and look for Contact object and click.
  3. Select 'Page layouts' and then 'Contact layout'
  1. Click 'Mobile & Lightning Actions' and look for Send SMS button. Drag it into the 'Salesforce Mobile and Lightning Experience Action' Panel and Save. Let us repeat these steps for 'Lead' object as well.
  1. Now let us add Send SMS button too to the List View. Go to Object Manger -> Contact -> Search Layout -> Default Layout and click drop button Edit.
  1. Go to Custom Buttons & Move “Send SMS to selected” button to the other box and click save.
  1. Now let's go to 'Search Layout for Classic' and then 'List View' and click drop-down Edit.
  1. Add “Send SMS to selected” button to the other box and click Save.
  1. Click App manager and search ClickSend.
  1. Go to Settings Tab and enter the following:
  • ClickSend API Username
  • ClickSend API key
  • The field to which the SMS has to be sent for Contact and Lead and then Save.
  • The 'From Number' your messages will be sent from, leave blank to use our shared number option. Using your busisness name is also supported in this field if your country supports it.
  1. Click SMS Templates tab to create templates and save them.
  1. When you open a contact or a lead, look for drop down button and you will be able to see Send SMS option.

And that's it, you can now Send SMS with Salesforce.

Zapier Integration

Prerequisite

You need a Zapier account first. If you don't have an account, click here to create a Zapier account.

Introduction

In this article, we will try integrating both Salesforce and ClickSend. So what we want to achieve here is to add a new contact in ClickSend when a contact is added in Salesforce, allowing the user to use ClickSend to communicate with those contacts.

So, let's get started.

Instructions

Step 1:

Log in to your Zapier account. And then click Make a Zap! button.

Step 2:

Let's search and select Salesforce as our trigger app. Next, check New Contact as our trigger action. Then click Save + Continue button.

Step 3:

Let's link your Salesforce account.

Select Choose Account.

Click Connect an Account button.

Connect with your Salesforce account.

Then click Save + Continue button.

Step 4:

Let finish up our trigger app setup.

Go back to your Zapier setup page.

Then click Fetch & Continue button.

Lastly the Continue button.

Step 5:

Ok, let's set up our Action app. Let's search and choose ClickSend. 

Next select Create Contact as our action. 

Then click Save + Continue button.

Step 6:

Next, let's add your ClickSend account. Click Connect an Account button.

There should be a popup saying to add or allow your Zapier and ClickSend account to be linked together.

Type in your ClickSend username and API key.

Click the Test button to check if it was successful.

Then click Save + Continue button.

Step 7:

Let's set up our new contact.

In the Contact List input box, select the contact list that you want the new contacts to be added to (Salesforce contacts etc...)

Set First Name, Last Name, Phone Number, Email, Etc... to their corresponding fields from Salesforce.

Then click Continue button.

Step 8:

Let's finish up everything.

Click Create & Continue button.

Then the Finish button.

Lastly, name your Zap, and turn it ON


How Did We Do?


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