Drop an apex action in your flow canvas and configure it. If you filter the action by Type and search Twilio, you will see an action with the name Twilio send SMS, select and configure it. You need to provide what you want to send (i.e. text message content) and where you want to send (i.e. mobile number).
Full Answer
How do I schedule a Twilio message in Salesforce?
Step 1: Set up a process builder to trigger when a new Twilio Message record is created Step 2: Set up the criteria to check if the message is an Incoming message. Use the "Direction" field on the Twilio Message Object, and check for "Inbound" as the corresponding value for the field. Step 3: Set up a schedule.
What is Twilio send SMS message?
Twilio Send SMS Message allows you to send a text message from Process Builder. This Apex class is useful for single-message use-cases such as alerts and notifications. Twilio Send to Studio allows you to initiate SMS and Voice chatbots using Twilio Studio, Twilio’s drag-and-drop visual editor.
How do I check if a Twilio message is inbound?
Step 1: Set up a process builder to trigger when a new Twilio Message record is created Step 2: Set up the criteria to check if the message is an Incoming message. Use the "Direction" field on the Twilio Message Object, and check for "Inbound" as the corresponding value for the field.
What is the best tool to send SMS with Salesforce?
SMSGlobal is a great tool to send SMS with, particularly using the Salesforce plugin. You can send bulk SMS campaigns and personalised messages using a variety of combination of actions and triggers, automating the process to make sending easier.
Can Twilio integrate with Salesforce?
Using Twilio for Salesforce, you can: Send automated, customized SMS messages from Process Builder. Send customized SMS messages to Leads and Contacts associated with a Campaign. Message one on one with Contacts from their Salesforce record page.
How do I send SMS alerts in Salesforce?
Send Text Alerts From Salesforce Using Email to SMSCreate a new e-mail field on User named Email to SMS Address.Create a new picklist field on User named Cell Carrier. ... Create a field update workflow rule that updates the Email to SMS Address field you created.
How do I schedule a message in Twilio?
Click the "Try sending a message" button, then:In the "To phone number" pulldown, select your personal number, which should be registered and verified with your Twilio account.In the "From Messaging Service SID", select the Messaging Service you just created.In the "Body Text" enter some text to send yourself.
How is Twilio different from Salesforce?
Salesforce is the leading CRM (Customer Relationship Management) platform that helps you streamline your Sales and Marketing workflows. On the other hand, Twilio is a Cloud communication platform that uses intelligent features to send and receive messages globally.
Can Salesforce send SMS messages?
Salesforce doesn't provide any standard feature to send SMS, but we can send SMS notifications to Leads, Accounts and to the records in custom objects. Customer follow-up can be done easily by sending SMS notifications with the help of 'SMS Magic Interact' app that is available in Salesforce AppExchange.
How do I set up SMS in Salesforce?
From Setup in Lightning Experience, in the Quick Find box, enter Messaging , and then select Messaging Settings. In the Channels section, click New Channel to open the guided setup flow. Click Start. Click SMS.
Is there a way to schedule text messages?
Create your text. Tap and hold the send button (instead of just tapping it). A schedule menu pops up. Choose when you'd like to send it -- either later today, later tonight, tomorrow or a date and time in the future.
How do I set up recurring text messages?
How to schedule a text message on AndroidOpen Messages. If the app isn't easily accessible, pull down on the home screen and enter “Messages” in the search bar.Compose your message. Tap Compose in the lower right corner, then select your recipient and write your text.Schedule the message. ... Set a time and date.
How do you schedule a daily text?
How to schedule text messages on Android using Google MessagesStart Messages and create a text message, but don't send it.Tap and hold the Send button. ... Choose the time you want to send the message. ... Tap the Send button, which now has a small clock icon to indicate this is a scheduled text.
Is Salesforce better than Twilio?
Reviewers felt that Twilio meets the needs of their business better than Salesforce Sales Cloud. When comparing quality of ongoing product support, reviewers felt that Twilio is the preferred option. For feature updates and roadmaps, our reviewers preferred the direction of Twilio over Salesforce Sales Cloud.
Who are Twilio's competitors?
Competitors and Alternatives to TwilioVonage.MessageBird.Plivo.Vidyo.Alvaria.Infobip.Plum Voice.
Will Twilio be acquired?
Twilio said that it will acquire Segment for an estimated $3.2 billion in Twilio Class A stock on a fully diluted and cash free, debt free basis. Segment will become a division of Twilio when the transaction closes in the fourth quarter of 2020.
Twilio for Salesforce Tutorials
Once you have the package installed and Salesforce and Twilio integrated, you're ready to customize your setup. These tutorials and guides will explain in detail, with pictures and explanations, what you need to do to enable common features and expand functionality in Salesforce.
Twilio for Salesforce Setup and Reference
Need to use other Twilio products than Messaging? Want to integrate with the Salesforce 1 Mobile application? We've got you covered with these quick guides.
Create your Flow
You'll start by creating a brand-new Studio Flow for your autoresponder. All the logic and routing for your project will exist in this Flow.
Send a message
In this Flow, you're creating an autoresponder that responds to an incoming message with an automated text message response.
Connect a Phone Number to this Flow
Once you’re happy with your Flow and you've published all changes, you can connect it to a Twilio Number so people can start interacting with it. You can use this for Flows that are triggered through Incoming Messages or Incoming Calls.
WhatsApp and other Messaging Services
To connect this Autoresponder to WhatsApp or another Messaging Service, you'll use the Studio Flow's Webhook URL. You can find the Webhook URL in the Trigger Widget's Inspector Panel. Click on the Trigger Widget at the top of your Flow to open its Inspector Panel. Then, copy the Webhook URL that you see in the menu under Webhook URL.
Next Steps
Now that you've built an autoresponder with the Send Message Widget, you can explore other Studio Widgets.
Create Your Flow
We’ll start with a fresh Twilio Studio flow; log into your Twilio account and navigate to the Studio Dashboard, then tap the + icon to create a new flow. You can name your flow anything you like; we’re calling ours Appointment Reminder.
Send & Wait For Reply
We’ll start by dragging a Send & Wait For Reply widget onto the canvas, and connecting it to the REST API trigger by dragging the red dot to the grey dot in the corner of the new widget. We can use this widget to send an SMS to the user with a prompt to reply to.
Split Based on Reply
We’re expecting the user to reply to this text message to confirm or cancel their appointment. We’ll need some logic that will help us know which choice the user would like to make. We’ll use the Split Based On... widget to help handle that. Drag it onto the canvas and connect it to the dangling Reply dot from our Send & Wait For Reply widget.
Set Transition Conditions
Next, we’ll need to declare the choices we’re looking for in those text replies -- the digits 1 and 2. Tap the red New at the bottom of the Split widget to reveal the Transition On... dropdown menu. Select Condition Matches to create a new Transition.
Make an HTTP Request
Next, we’re going to want to handle the appointment confirmation by making a request back to our servers. We can do this by dragging an HTTP Request widget onto the canvas and filling in the required fields (Request Method and Request URL) in the right sidebar.
Cancellation Path
Now it’s time to do the same steps over again, this time for the cancellation. We’ll drag an HTTP Request widget onto the canvas and hook it to the dangling 2 from our Split widget, make a request to our cancellation endpoint, and send an acknowledgment message to the user.
No Match Condition
But what if the user enters text besides 1 or 2 (our confirmation and cancellation conditions)? We can take advantage of the built-in No Matches condition, and prompt the user with the reminder again. Drag a Send Message widget onto the canvas and connect it to the No Matches dot, then enter the error message of your choosing.
Features
As a powerful two-way messaging tool, Mogli has identified text messages as a better, faster way to obtain a response from (or to simply alert) Leads, Contacts, Person Accounts, or any other standard/custom object.
Use Cases
Sales teams are batting for attention with competitors. Using SMS can help them cut through the noise, and help reach high response rates and provide an awesome end-to-end experience.
Setup
Not only is the Mogli SMS setup a breeze, but the Mogli team is available to support you every step of the way!
Documentation
Up-to-date documentation can be found either within the knowledge base or by accessing the most recent user guide published by Mogli in the AppExchange listing .
Pricing
One of the unique advantages Mogli SMS brings to the table is being a site license – this means that all users in your org are included. This approach is sure to result in significant savings compared to a seat license model.
Summary
Beyond a shadow of a doubt, Mogli SMS will increase your team’s productivity, regardless of which way the SMS, MMS, or WhatsApp functionalities are going to be used within your organization.
