Easily send SMS messages directly from your Salesforce Contacts, Leads, and Campaigns using the ClickSend SMS integration.
Installation
Go to the ClickSend SMS App on AppExchange.
Click Get It Now.
Choose Install for All Users (recommended).
Click Install and confirm third-party access by ticking the checkbox.
Authentication
In Salesforce, go to ClickSend Settings > Add New Connection.
Enter your ClickSend Username and API Key (from your Subaccount settings).
Select the correct Phone Number fields for Contacts, Leads, and Campaigns.
Choose your From Number:
Use a TFN, 10DLC, Alpha Tag, or leave blank to use ClickSend's shared Sender ID.
Check supported countries for Alpha Tags.
Set Up Send SMS for Contacts and Leads
Add Button to Page Layout
Go to Setup > Object Manager > Contact (or Lead).
Click Page Layouts > choose the layout (e.g., "Contact Layout").
Drag Send SMS from Mobile & Lightning Actions into the Salesforce Mobile and Lightning Experience Actions panel.
Click Save.
Add to List View
Go to Object Manager > Contact > Search Layouts > Default Layout > click Edit.
Move Send SMS to selected into the Selected box.
Repeat for Search Layout for Classic > List View.
Enable Send SMS for Campaigns
Go to Setup > Object Manager > Campaign > Page Layout.
Drag the Send SMS button to the Mobile and Lightning Experience Actions panel.
Click Save.
You can now send SMS to all Campaign Members using this button.
Add Contacts to Campaign & Send SMS
Create a Campaign and name it (e.g., "June Campaign").
Click Add Leads or Add Contacts.
Use the Send SMS action from the dropdown to compose and send messages.
Use the Send SMS Checkbox
Each Campaign Member has a Send SMS checkbox (enabled by default).
To configure:
Go to Setup > Object Manager > Campaign Member > Page Layouts.
Drag Send SMS field into the layout and click Save.
To disable for specific contacts:
Edit the Send SMS field on the Campaign Member record.
View SMS Logs
You can view SMS activity under:
ClickSend SMS Logs (Related List) in Contact, Lead, and Campaign objects.
To add:
Go to Object Manager > [Object] > Page Layouts.
Add ClickSend SMS Logs to the Related Lists section.
Inbound SMS & Two-Way Messaging
Enable Sites:
Go to Setup > User Interface > Sites and Domains > Sites.
Tick "Enable Terms of Use" and create a new Site.
In the Active Site Home Page, select:
ClickSendSMS.ClickSendSmsReplyPage.
Click Public Access Settings > Set:
Field-Level Security: Grant Read/Edit access to ClickSend SMS fields.
Custom Object Permissions: Enable Read/Create.
Apex Class Access: Add ClickSendSMS.SMSInboundWebhookListener.
Go back to ClickSend Settings and select your site for inbound.
All incoming SMS replies will be logged against each Contact.
Create SMS Templates
Save time by creating message templates:
Go to SMS Templates > New.
Enter a name and message content, then save.
Inbound Notifications
Each incoming SMS triggers a notification bell alert in the top right of your Salesforce UI. You’ll also see replies under the contact’s SMS Logs.
Send SMS via Process Automation
You can automate SMS sends from any object using Flow Builder.
For Individual SMS:
Use Assignment logic to define To, Message, and RecordID.
Use ClickSendSMS Apex Class as a resource.
Use a second Assignment to collect the variables.
Add Send SMS action and pass the collection variable.
For Bulk SMS (e.g., Campaign Members):
Use Get Records to fetch Campaign Members.
Loop through each member.
Use Assignment logic to build your SMS payloads.
Use Send SMS action to send in bulk.
Troubleshooting
If you’re running into issues:
Check API credentials and authentication settings.
Ensure your ClickSend account has credit.
Use international phone number formats.
Alpha Tags must be ≤ 11 characters (no spaces).
Enable debug logs from the ClickSend settings if needed.
FAQs
Can I use an Alpha Tag?
Yes – but only in supported countries. Max 11 characters, no spaces.
Inbound SMS is not supported for Alpha Tags.
Where do replies go?
Replies show up:
Under ClickSend SMS Logs for the Contact.
In the Notification bell.