Resources
Practical, vendor-neutral explanations for Salesforce admins, developers and the people who own customer messaging. Each guide notes where ConnectSMS fits, and keeps that part short.
What do these guides cover? Choosing an SMS app for Salesforce, setting up ConnectSMS step by step, how SMS segments are counted and billed, how Twilio and Salesforce connect (callouts, webhooks, signatures and registration), how to automate appointment reminders with Salesforce Flow, and how to handle STOP and START opt-outs.
Choosing an SMS app
Buyer's guide · 7 min read
The three ways to add texting to Salesforce, bundled messaging versus your own Twilio account, 15 questions to ask any vendor, and what to test in a trial.
Setting up ConnectSMS
Start here · 36 min read
Everything a Salesforce admin does to get ConnectSMS working: Twilio account, numbers and US registration, install, the Setup checklist, webhook, access, testing and troubleshooting.
Guides
Messaging basics
The 160/153 and 70/67 rules, the characters that quietly switch a text to UCS-2, worked examples with real counts, and tips to keep messages to one segment.
Architecture
Callouts, webhooks on a Salesforce Site, status callbacks, Messaging Services, A2P 10DLC, signature checks and idempotency, plus a neutral build-or-buy checklist.
Flow how-to
Data model, time zones, scheduled paths versus Send At, canceling reminders when plans change, replies, quiet hours, opt-outs and a sandbox test plan.
Consent
Twilio's STOP and START keywords, why whole-message matching misses "please stop", one number or all of them, manual opt-outs, send-time checks and the limits of software.
We add guides as Salesforce teams bring us new questions.
Reference
Straight answers about ConnectSMS, Twilio, setup, consent and limits.
The global Apex API, the REST actions endpoint, the ten Flow actions, statuses and error handling.
How ConnectSMS checks Twilio's signature, enforces opt-outs and handles results it can't confirm.
Try it now: every feature, free for 14 days
Install ConnectSMS from AgentExchange, connect your Twilio account and give your team the numbers they should text from.
ConnectSMS is published by WorkBridge Solutions. Twilio bills your Twilio account directly for messaging, including during the trial.
