Send SMS with Salesforce

Updated 3 months ago

Installation

  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 for specific profiles.
  4. Click the Install button.
  1. Select the check box - Yes, grant access to these third-party websites and click CONTINUE.

Authentication

On the ClickSend app, go to Settings Tab and enter the following:

  • ClickSend API Username
  • ClickSend API key
  • Click the field where 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 business name is also supported in this field if your country supports it.

Contacts and Leads Objects

  1. Let us add Send SMS button to Contact Object. First, go to Setup. This can be found on the config at the top right.
  2. Look for Object manager and Contact object, then click.
  3. Select 'Page layouts' and then 'Contact layout.'
  1. Click 'Mobile & Lightning Actions' and look for the Send SMS button. Drag it into the 'Salesforce Mobile and Lightning Experience Action' Panel and Save. Repeat these steps for the 'Lead' object as well.
  1. Add the Send SMS button to the ListView. Go to Object Manager -> Contact -> Search Layout -> Default Layout and click the drop-down and select Edit.
  1. Go to Custom Buttons & Move the “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 the “Send SMS to selected” button to the other box and click Save.
  1. Now click App manager and search for ClickSend. You'll have the Send SMS button under Contacts and Leads.

  1. When you open a contact or a lead, look for the drop-down button and you can see the Send SMS option. Now you are ready to compose and send your message.

Campaigns Object

Let's do the same thing we did for Contacts and Leads Object, add the Send SMS button to

Campaigns object.

  1. Open Setup > Object manager > Campaign > Page layout
  2. Look for Send SMS button from Mobile and Lightning Category and drag it to the Mobile and Lightning Experience Action
  3. Save and changes will apply.

ClickSend SMS Logs

Now you can monitor all your outbound messages in one object. If you are wanting to add logs for Contacts, Leads and Campaigns objects, you'd open Setup > Object manager > search for the object (either contact, lead, campaign) > page layout.

Then look for ClickSend SMS Logs under Related list and add it by dragging it to the Related list panels.

Add SMS Templates

Create SMS templates and send messages without a hassle. You'd go to SMS templates > New.

Inbound messages are not currently supported.

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 the 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 the

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's finish up our trigger app setup.

Go back to your Zapier setup page.

Then click the 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 the Connect an Account button.

There should be a popup saying to add or allow your Zapier and ClickSend accounts 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 to which 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 the 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.


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