How Salesforce + Textlocal Integrations Work.
- Step 1: Authenticate Salesforce and Textlocal.
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.
- Step 3: Choose a resulting action from the other app. 15 seconds.
- Step 4: Select the data you want to send from one app to the other.
- That’s it! More time to work on other things.
Full Answer
What makes a good Salesforce SMS integration?
Top SMS integrations also include enterprise-grade features built for scale and reliability in a truly native integration that operates inside of your Salesforce CRM. If you’re selecting a Salesforce SMS texting solution, insist on the following features:
What is the best Salesforce texting solution for managers?
With an ISO 9001 database, 99.9% service uptime, direct carrier connections, and true native Salesforce SMS integration, TrueDialog is the perfect Salesforce texting solution for managers serious about personalized customer engagement at scale.
What can I do with the Salesforce and codescience integration?
Use this integration to simplify the process for preparing and tracking e-signature documents. Build customer apps lightning fast, with the Salesforce and CodeScience integration. Build apps fast.
How do you make Salesforce even better?
Integrate Salesforce with the apps you use every day. How do you make Salesforce even better? Integrate it with the apps you already use. From productivity to marketing to collaboration and beyond, now you can connect your Salesforce to the other tools you need to run your business.
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What Is Salesforce?
Salesforce is the world’s most trusted customer relationship management (CRM) platform. They help your marketing, sales, commerce, service and IT teams work as one from anywhere — so you can keep your customers happy everywhere.
Don't Want to Use Zapier?
No headaches or coding necessary. Tell our specialists what you need, and we’ll help build it.
Popular Ways to Integrate Salesforce and SimpleTexting
Create automated processes that cut back on busy work and save you time. Here are some ideas to get you started…
What Else Can You Do?
Thousands of stores use our Salesforce-SimpleTexting integration to automate their workflows. Below are some of the most common triggers and actions. Want to see a full list? Visit Zapier.
How Do I Get Started?
A few minutes now can save you hours later. Here’s how to connect the two apps in just a few easy steps.
More Resources for Salesforce Customers
Become an expert in all things Salesforce and SimpleTexting. Browse our library of guides, case studies, and more.
What is native integration in Salesforce?
Native integrations must abide by the strict security standards that are part of the Salesforce CRM platform. With native integration, information is never saved on 3rd party servers. Data storage and processing happen within the confines of your existing Salesforce instance.
Why use native SMS in Salesforce?
Because native applications live entirely within the user’s Salesforce instance, they operate more efficiently and are less susceptible to errors or incompatibilities. Businesses selecting a native SMS integration hosted in a cloud environment also reduce the risk of downtime from provider outages.
Can you call back on the same number with a dedicated short code?
Dedicated Short Codes can alleviate this problem but can be expensive (depending on volume) and still do not allow a customer to call back on the same number. Additionally, many SMS vendors don’t offer dedicated Short Codes. Ideally, you want to find a provider who offers all three options at once.
Can you use Slack to show open leads?
You can use a slack command to show you a list of open leads assigned to you within Slack. After selecting a lead you can create a new Slack channel and send templetized SMS or email to the Salesforce lead, merging in data from Salesforce.
Can Salesforce send SMS?
Although there is no default functionality in Salesforce to send SMS, there are some apps in the appexchange which can send SMS. Just search for the keyword 'SMS' in the appexchange. https://appexchange.salesforce.com.
What is Zapier integration?
Zapier is an online tool that helps you create simple software integrations with over 500 popular applications in just a few clicks. Zapier is designed for non-developers; it’s a self-serve portal that guides users through creating templated integrations in a few simple steps. Textlocal can connect to over 500 apps using Zapier.
Is SMS API free?
Our SMS API is freely available and has been recommended by customers for its ease of use and flexibility. Comprehensive API documentation is provided and our technical team are on hand to provide support where needed. Easily send or receive an SMS message using our API today.
What is Salesforce CRM?
The Salesforce CRM platform is all about uniting information into personalized views that help users and managers make better decisions. Small businesses can use CRM customization to shape the CRM into a tool that streamlines processes and delivers the right information when and where it is needed.
What is CRM platform?
With the world’s #1 CRM platform, sales reps can customize their consoles, managers can automate common tasks to cut wasted time and reduce errors, and leadership can use dashboards and analytics to see how individuals and groups are performing, so they can adjust processes and forecast trends.
How does Boost Agent work?
Boost agent productivity with a solution that lets agents manage multiple text conversations at once — with all the context and intelligence they need to resolve cases and deliver an awesome customer experience every time.
Can agents send messages?
Be there for customers the way a good friend is — with mobile messaging. Agents can send messages while having instant access to the information they need to address customers — all within the Service Cloud Console.