Send SMS, text, and WhatsApp messages from Salesforce. Features include Agentforce AI integration, automation, bulk scheduling, multimedia sharing, templates, opt-outs, notifications, emojis, and seamless human takeover support.
Our SMS, Text & WhatsApp Messenger App lets you manage customer conversations, set up instant replies, and send messages directly from Salesforce records. You get Agentforce AI agent integration, marketing automation, bulk and scheduled messaging, multimedia attachments, opt-out management, message templates, notifications, emoji support, and human takeover.
As a Salesforce partner, we support you with Agentforce AI licensing, setup, and configuration, so you can unlock advanced automation and get the most out of AI-powered messaging in your Salesforce environment with Agentforce AI Salesforce.
You can configure your Salesforce AI agent based on your workflows and messaging needs. Your AI agents can automatically respond to incoming SMS, Text & WhatsApp messages, helping you reduce manual work and improve response times across sales, support, and marketing.
You can set up multiple Salesforce Agentforce chatbot instances to manage conversations at scale. This way, your team can focus on important tasks while your AI handles routine interactions.
You can take over conversations from an Agentforce AI agent instantly whenever human intervention is needed, ensuring a smooth customer experience without losing context.
Your Agentforce AI agent sessions organise conversations into clear interaction periods, so you can easily manage ongoing and completed conversations. You control how long AI agents remain active, preventing unnecessary re-engagement while maintaining continuity.
Our AI Messenger App lets you assign and manage multiple business phone numbers for Agentforce AI agents. You control which numbers run on AI and which your Salesforce users handle directly, supporting sales, support, and marketing interactions.
You can have Agentforce AI agents engage in conversations linked to any Salesforce record or start conversations independently. Our AI Messenger App automatically identifies existing records or creates new ones based on your configuration.
Experience SMS, Text & WhatsApp messaging with or without Agentforce AI agents inside Salesforce
Our SMS, Text & WhatsApp Messenger App organises your complete message history into clear conversation threads.
All your SMS, Text & WhatsApp messages are automatically displayed on the related Salesforce record for all users who have been given access. You and your team always see the latest conversation details with no manual sharing required.
Our Salesforce messaging app gives you a simple, chat-style interface so you can manage one-to-one customer conversations directly from Salesforce records or through the Inbox. You can clearly see message timing, delivery status, and whether messages were sent by a user or your AI.
You can easily track who sent each message, whether it was you, someone from your team, your AI, a bulk campaign, or an automated process, giving you full visibility across your communications, especially when using a Salesforce SMS app.
Our App group your messages into conversation sessions, marked as active or expired. You can easily track ongoing and completed customer interactions with full message history.
You can use pre-approved message templates so you can send consistent and compliant communication that matches your business standards. You can also personalise messages using merge fields, making every interaction more relevant.
You can communicate with your customers using widely adopted SMS, Text & WhatsApp message channels directly within Salesforce. You get faster timely responses and more effective engagement.
You can see message delivery statuses – Created, Sent, Delivered, and Read – in real time. All your incoming and outgoing messages are instantly visible to you.
You configure message opt-out rules once during setup, and our application applies them consistently across all your message types. Your messages respect organisational policies and recipient preferences with no manual record-by-record handling needed.
You can use message emojis in both incoming and outgoing conversations to add clarity and tone. Emojis are organised by category with quick search, so you can find the right one without scrolling through endless lists.
You can send messages directly from Salesforce records with a single click using the send message button. You can choose to send messages through a one-to-one conversation view or directly via the button, with optional automatic Salesforce Task creation for follow-up tracking and accountability.
You get a central Message Inbox within Salesforce to manage all your conversations in one place. You can filter messages by channel, Salesforce object, time period, AI agent, and conversation context to prioritise and respond quickly. All your Agentforce AI agents are also visible in the Inbox so you can see every conversation each agent has handled.
You have access to the full message Inbox in your Salesforce utility bar. You get all Inbox features from any Salesforce app so you can manage conversations without switching to the Messenger App.
You can enable Salesforce notifications and email alerts for incoming messages, so you and your team never miss important customer conversations.
You can automate SMS, Text & WhatsApp messaging using Salesforce Agentforce AI agents that respond based on record activity and incoming messages, ensuring timely, relevant communication.
Your Salesforce messaging endpoints and integrations are protected with API key-based access controls. Only approved systems can send SMS, Text & WhatsApp messages and unauthorised requests are blocked.
You can use Salesforce Flow to automate messaging based on record updates, so your messages are triggered only when your defined conditions are met. This works seamlessly with your Salesforce SMS integration to ensure timely communication.
You can use Salesforce Trigger automation to send SMS, Text & WhatsApp messages based on specific Salesforce record changes, reducing manual effort and maintain control.
You can send bulk messages to large audiences directly from Salesforce List Views, Reports, or Campaigns. This makes it easier for you to scale your outreach while keeping track of follow-ups and team accountability.
You can schedule a WhatsApp or Text or SMS message in advance, including recurring communications, and plan outreach that aligns with your business timelines.
You can configure Org-Wide Email for incoming SMS, Text & WhatsApp messages notifications, ensuring your team stays informed.
You can optionally enable Salesforce Task Automation to track message activity, so your team gets built-in follow-up tracking and complete visibility into messaging activity.
You can set up trusted phone numbers for SMS, Text & WhatsApp Salesforce messaging that scale with your business.
You can configure record management to define how incoming messages are associated with Salesforce records. You can link conversations to existing records, use them to create new records, or store them independently for review later.
You get full control over which Salesforce users can send and receive messages, and how they get notified about messaging activity.
You configure how messaging sessions and conversations are grouped over time. Your customer interactions stay organised with clear continuity between ongoing and completed conversations.
You decide whether multimedia messaging attachments are allowed and which file types are supported. Your attachments are kept visible in conversations and automatically linked to Salesforce records, so everything stays accessible for you.
You can securely store and preview incoming and outgoing attachments within messaging conversations using Salesforce Files and File Preview. Your attachments are automatically associated with Salesforce records for easy access and continuity.
Your message attachments are automatically stored in Salesforce Notes & Attachments, so you always have easy access and complete context for every conversation.
You can review detailed Error Logs that capture messaging failures, delivery issues, and integration problems. You can quickly identify and resolve delivery problems.
You get a complete Messaging Audit Trail for every interaction, so you can see who sent each message, when it was sent, its delivery status, and whether it came from a user, automation, or a Salesforce AI chatbot.
See how SMS, WhatsApp, and Agentforce AI automation work in Salesforce
sales@applicationhouse.com →These are the questions we hear a lot and you’ll find the answers below. But if you have others, please don’t hesitate to contact us – we’re here to help.
Incoming messages are automatically matched to the respective Salesforce records. Our system uses the sender's phone number and message channel to instantly associate incoming messages. All incoming messages are available for viewing in the unified inbox.
Yes. You have full control to customize and personalize your message templates. By using merge fields, you can pull any specific information from Salesforce record to ensure every message is relevant and personalized for the recipient.
Yes. The Salesforce Messaging App provides real-time tracking of message statuses, including Sent, Delivered, and Read statuses (when supported by the channel). The Delivery Call URL receives real-time status updates for every outbound message.
Yes. You can enable "Create Task when Sending Single Message" in the Application Setup. When active, tasks will be created automatically when you send a message using the "Send Message" quick action.
Messages are sorted by date and time, with the most recent sent or received messages displayed first. If there are multiple messages for the same Account or Contact, the most recent message appears at the top.
Tell us about your messaging needs and a consultant will be in touch shortly.