Step 1 · Admin
Add the component to a page
In Lightning App Builder, drag ConnectSMS Text Messages onto a record page. It works on Contacts, Leads, Accounts, Cases and any object your admin sets up in Recipients.
Text Messaging
Send SMS and MMS from any Salesforce record.
The ConnectSMS Text Messages component puts the whole text history and a composer on your record pages. Choose who to text and which business number to send from, then send now or schedule it.
- No credit card required
- Listed on Salesforce AgentExchange
- Then $120 per user per year
- Runs on your own Twilio account
How do you send SMS from Salesforce? With ConnectSMS, an admin adds the ConnectSMS Text Messages component to a record page in Lightning App Builder. On the record, you type the message, check the business number it's sent from, and select Send. ConnectSMS sends it through your Twilio account and shows its delivery status on the record.
Animation: a user writes "Hi Sarah, your appointment is confirmed for tomorrow at 10:30 AM." in the ConnectSMS Text Messages component on a Salesforce Contact record. ConnectSMS sends it through the company's own Twilio account to the customer's phone, the status changes to Delivered, and the customer's reply "Perfect, thank you." appears on the same record.
How it works
From the record to the customer's phone, in three steps.
Step 2 · You
Choose who and from where
If the record has more than one phone field, pick the number to text. The phone button lists only the business numbers you're allowed to send from, with your default first.
Step 3 · You
Write, check and send
Type or insert a template, preview it with merge fields filled in, then send now or schedule it. The status updates on the record as Twilio reports it.
On every record
Everything you need to text, without leaving the record.
The Text Messages component is small enough for a record page sidebar and adapts to the Salesforce mobile app.
-
Pick the number to text
Records with several phone fields show Phone number to text. Numbers in any country work; invalid or opted-out ones are marked and can't be used.
-
Send from an authorized number
Only the business numbers you can send from are listed, with your default first.
-
Templates and quick replies
Search your templates and insert one in a click. Quick replies work on any record.
-
Merge fields with fallbacks
{!Contact.FirstName|there}fills in record data, and the fallback covers an empty field. -
Preview before sending
See the merged message, its characters, segments and encoding, and the number it goes to.
-
Pictures and files (MMS)
Attach up to 10 files and 5 MB in total, for US, Canadian and Australian numbers from an MMS-capable business number, once your admin has turned MMS on.
-
Send now or schedule
Schedule in 15-minute slots up to 35 days ahead, in your Salesforce time zone.
-
Cancel and retry
Cancel a queued or scheduled message before it reaches Twilio. Retry a failed one as a new message linked to the first.
-
Full history and status
Every message with who sent it, when, and its status, from Queued and Sending to Sent and Delivered.
-
Failures in plain language
When a message fails, ConnectSMS says why and what to do next, with the Twilio error code.
-
Opt-out protection
If the person has opted out, the composer tells you and won't send.
-
Updates on their own
New messages and status changes appear without reloading the page. Drafts survive a reload for up to 24 hours.
Segments first
Know the segment count before you send.
Texts are billed per segment, and one emoji can cut how much fits in each by more than half. ConnectSMS works out the encoding and segment count as you write.
- Characters, segments and encoding in the preview, before anything is sent
- Tells you which characters switched the message to Unicode
- Warns when a message needs several segments, each billed as a separate text
Preview
This is what the recipient will receive. Merge fields are filled in by Salesforce.
Hi Sarah, your appointment is confirmed for tomorrow at 10:30 AM.
65 characters · 1 segment · GSM-7
To +1 (212) 555-0147 from Support line · +1 (415) 555-0199
| Encoding | One segment | Per segment when split |
|---|---|---|
| GSM-7 (standard characters) | 160 characters | 153 characters |
| Unicode / UCS-2 (emoji, some accents) | 70 characters | 67 characters |
Personalize safely
Personalized messages that never go out half-filled.
Merge fields fill in Salesforce data when the message is sent. Add a fallback after a vertical bar for fields that might be empty.
{!Contact.FirstName|there} becomes Hi Sarah on Sarah's record and Hi there when the first name is blank.
If a field can't be filled and has no fallback, ConnectSMS names the field and won't send until it's fixed.
Preview
This is what the recipient will receive. Merge fields are filled in by Salesforce.
Hi Sarah, your warranty for the Model 7 boiler ends on {!Contact.Warranty_End__c}.
82 characters · 1 segment · GSM-7
To +1 (212) 555-0147 from Support line · +1 (415) 555-0199
Fix these before sending:
- Some merge fields could not be filled in: {!Contact.Warranty_End__c}. Fix the template, fill in the record, or add a fallback such as {!Contact.FirstName|there}.
Recreated from the ConnectSMS interface with sample data.
Scheduling
Schedule customer messages, checked again at send time.
Choose a date and a 15-minute time slot up to 35 days ahead. Times use your Salesforce time zone, shown next to the time so there's no guessing.
- Scheduled messages appear on the record with Sends Tue, Oct 13 at 9:00 AM
- Before sending, ConnectSMS checks permissions, number access and opt-outs again
- Cancel sending any time before the message is handed to Twilio
Animation: on Sarah Chen's Contact record, Alex Kim writes "Hi Sarah, a reminder of your visit today at 10:30 AM. Reply here if you need to reschedule.", opens the Send options and chooses Schedule for later, then changes the date from today to Oct 13, 2026 and picks the 9:00 AM slot. After Schedule, the reminder appears on the record as Scheduled, with "Sends Tue, Oct 13 at 9:00 AM EDT" and a Cancel sending link.
Recreated from the ConnectSMS interface with sample data.
What happens after you select Send
- Recorded in Salesforce
- Queued
- Handed to your Twilio account
- Sent to the carrier
- Delivered
Each step shows on the record. If Twilio's answer is ever lost, the message is marked Unknown and checked with Twilio rather than sent twice. How reliability works
FAQ
Texting from Salesforce: common questions
Can Salesforce send SMS?
Yes, with an SMS app such as ConnectSMS. Once it's installed, people send texts from the ConnectSMS Text Messages component on record pages, from the shared inbox and from outreach, and Flow, Apex and REST integrations can send them too. Every message goes out through your Twilio account.
Can I schedule an SMS from Salesforce?
Yes. One-to-one texts can be scheduled in 15-minute slots up to 35 days ahead, in your Salesforce time zone. Outreach can send once, daily, weekly or monthly in the time zone you choose. Before a scheduled message goes out, ConnectSMS checks permissions, number access and opt-outs again.
Can I send MMS from Salesforce?
Yes, once an admin turns on attachments. Pictures and files are sent as MMS to US, Canadian and Australian numbers from MMS-capable business numbers, up to 10 files and 5 MB per message. ConnectSMS shares each file through a temporary link that expires after a set number of hours.
Which Salesforce records can I text from?
Contacts, Leads, Accounts and Cases are set up out of the box. Admins can add other objects in Recipients and choose which phone fields ConnectSMS uses, in order.
Which number do replies come from?
Always the business number the customer texted. ConnectSMS never switches numbers on a reply, so the customer keeps seeing the same number, and people without Send access to that number can read the conversation but not reply.
Keep exploring
Shared inbox
Work every conversation as a team, across all your business numbers.
Templates
Reusable messages with merge fields, fallbacks and previews.
MMS from Salesforce
Send pictures and files where MMS is supported.
Try it now: every feature, free for 14 days
Put every customer text where your team already works.
Install ConnectSMS from AgentExchange, connect your Twilio account and give your team the numbers they should text from.
- No credit card required
- Listed on Salesforce AgentExchange
- Then $120 per user per year
- Runs on your own Twilio account
ConnectSMS is published by WorkBridge Solutions. Twilio bills your Twilio account directly for messaging, including during the trial.