how to use twilio with salesforce

1. Connect both Twilio and Salesforce by authenticating them on Automate.io platform.
2. Choose Salesforce and select one of its events as a “trigger” that’ll start the automation.
3. Select an “action” event from Twilio which will run every time the trigger event occurs.
4. Map the data fields between Salesforce and Twilio using the drag-drop interface.

How do I create a Twilio account in Salesforce?

From the Twilio Configuration page in Salesforce, click on the Create Account or Log In buttons to go to the Twilio Console. Copy the Account SID and Auth Token values from the front page of the console:

Why Twilio for your business?

Twilio powers companies from small startups to the enterprise. With one click, your messaging runs on a redundant SuperNetwork, powering billions of interactions all over the world.

Is the Twilio product available as a beta release?

This Twilio product is currently available as a beta release. Some features are not yet implemented and others may be changed before the product is declared as Generally Available. Beta products are not covered by a Twilio SLA.

How do I provision my users with licenses in Salesforce?

In production instances of Salesforce, you’ll need to provision your users with licenses. You can do this by going to Twilio App in Salesforce -> Twilio Configuration -> Purchase License Section -> Click on Configure Licenses. The trial package includes 30 free seats for 30 days.

How does Twilio integrate with Salesforce?

Steps to Set Up Twilio Salesforce IntegrationStep 1: Install Twilio Packages for Salesforce from AppExchange.Step 2: Connect Twillio Account with Salesforce.Step 3: Create New Messaging Service in Twilio Salesforce Integration.Step 4: Buy or Add Phone Numbers for your Messaging Service.More items...•

How do I update Twilio for Salesforce?

Go to Salesforce > Twilio Configuration > License Management and click on the Activate button to upgrade to a paid license.

How do I send an SMS from Salesforce?

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 use Twilio?

3:011:26:22How To Use Twilio - Tutorial For Beginners - YouTubeYouTubeStart of suggested clipEnd of suggested clipWelcome back we're going to start the process by going to twilio.com to open an account. Once we getMoreWelcome back we're going to start the process by going to twilio.com to open an account. Once we get there what we're going to do is click the sign up. Button.

Who are Twilio's competitors?

Competitors and Alternatives to TwilioVonage.MessageBird.Plivo.Vidyo.Alvaria.Infobip.Plum Voice.

What is Twilio IVR?

Twilio makes it simple to build IVR, or Interactive Voice Response, into your business's contact center. IVR allows incoming voice dialers to navigate a phone menu to pull down the right information, perform automatic transactions and lookups, and find the right person to help.

Can I text through Salesforce?

You can send an SMS text from objects in Salesforce and even use SMS templates. The automation tool allows you to use workflows to send messages without a lot of micromanaging. You can even get responses from customers through SMS texts as well, and make it so that actions occur as a result.

How do I receive SMS in Salesforce?

Step by Step Guide on Sending & Receiving SMS From / In...Sign up with Twilio.Configure Salesforce to Send SMS.Send SMS from Salesforce.Configure Salesforce to Receive SMS.Receive SMS in Salesforce.

Does Salesforce have SMS marketing?

Build and automate personalized mobile interactions including SMS marketing, push notifications, and group messaging.

How do I integrate Twilio into my website?

Here's how it works at a high level:A website visitor submits a web form with a phone number.Your web application receives the submission and initiates an HTTP request to Twilio asking to initiate an outbound call.Twilio receives the request and initiates a call to the user's phone number.The user picks up the call.More items...•

What exactly does Twilio do?

Twilio Frontline is a programmable mobile application that enables digital relationships over messaging and voice to improve sales efficiency and outcomes. Integrate the app with any CRM or customer database and start building meaningful relationships with customers.

What can I build with Twilio?

Twilio makes web-service APIs so developers can build their own scalable, reliable communications applications for voice and SMS. Thousands of businesses, from sole proprietors to the Fortune 500, use Twilio in diverse industries such a healthcare, education, customer service, retail, and manufacturing.

Prerequisites

To successfully set up Twilio Salesforce Integration you need to meet the following requirements:

Introduction to Twilio

Twilio is Cloud-based software, designed to give corporate organizations effective and productive communication solutions. Developers can use Twilio APIs to create customer reports they need or to integrate Twilio with other platforms.

Introduction to Salesforce

Salesforce is a prominent Customer Relationship Management (CRM) technology that automates the Sales and Marketing processes. It is a pay-as-you-go subscription-based American firm with its headquarters in San Francisco, California.

Significance of Twilio Salesforce Integration

Salesforce’s major goal is to provide clients with personalized services. By integrating with Twilio, they are making this goal a step further by utilizing the services supported by Twilio for Salesforce. Twilio Salesforce Integration helps your business identify the leads that you need to communicate with in order to close the deal.

Steps to Set Up Twilio Salesforce Integration

As now that you understood the importance of Twilio Salesforce Integration, let’s discuss how you can connect Twilio with Salesforce easily. You can follow the steps below to install Twilio for Salesforce.

Key Features of Twilio Salesforce Integration

Twilio Salesforce Integration supports both inbound and outbound calls from Salesforce. Along with this, the Integration supports other key features such as:

Benefits of Twilio Salesforce Integration

Now, that you have gained a deeper understanding of key features as well as the steps to set up Twilio Salesforce Integration, let’s learn some of the key benefits of this Integration.

Who has access to Twilio?

Anyone who should have access to Twilio functionality should be divided between the two new permission sets that were added to your organization during installation: Twilio User and Twilio Administrator. A User can send and view messages, and generally access all the features of the package.

Can you use Twilio with Salesforce?

You can add Twilio for Salesforce’s Lightning components using Salesforce’s Lightning App Builder . Open the Lightning App Builder by opening a record (Leads, Contacts, Person Accounts, Cases, or Campaigns), clicking on the configuration gear icon, and selecting Edit Page.

How to Get Started

Twilio for Salesforce is available in the Salesforce AppExchange. For help installing and setting up Twilio for Salesforce, please see App Installation and Setup (Twilio Docs).

Salesforce Helper Library (Discontinued)

Our old Salesforce Helper Library is being replaced by the new Twilio for Salesforce managed package, and is no longer being actively maintained. For full details, please see The Twilio Salesforce Helper Library (Twilio Docs).

Why is Twilio not authenticating to Salesforce?

This is most frequently caused by a password or security token change.

Can you send outbound messages from Salesforce?

The one exception to this rule is when "Personal Numbers" are enabled by an admin. In this case, a user with a personal number will send the outbound message from that number .

Can Twilio be used in Salesforce?

Yes, Twilio for Salesforce can be embedded as a visualforce component in Salesforce Classic. Note that the Lightning utility bar used by the SMS inbox does not exist in Classic, however the inbox can still be viewed as a visualforce page.

Can you see all messages sent to your number in Twilio?

If Personal Phone Numbers are configured , a user with a Personal Number will also see all messages sent to their number in the inbox. Additionally, administrators can configure SMS inbox message visability in the Twilio Configuration page so that users have the option to "view all" messages.