How To Send SMS Through Cases In Salesforce?



Text message salesforce can be sent now by using cases in salesforce. One can now create leads, contact, opportunity and cases on incoming text messages. Both manual and auto configuration process is feasible to get SMS to case salesforce. The manual way is quite simple as one just has to click on and open salesforce application, check for incoming SMS, select a view, select a record and create SMS to case salesforce. However, in auto configuration one needs to be bit well-informed, as per steps we bring below-

To create a case for the contacts –
  • Open the cases and click on new cases
  • Enter the case details and click on save
  • Case will be created soon and you will start receiving an SMS on your contact number with the case number and case subject.
  • Refresh the case page and see the record history with the subjects like in sent case creation SMS.
Cases are also used where the user’s mobile number is used to extract the special characters and then pulverizing it with the carrier’s respective Email address to SMS address. Once, the special characters are identified and edited as per the requirement. As soon as it is done, a case statement is generated to determine which carrier is inserted and which is deleted.

A proficient salesforce App like, 360 SMS App serves best to give one step salesforce solution and get text message salesforce done through various campaigns, attractive conversation panel, salesforce communities which is compatible through all the objects may it be standard or customized. It also assists in automation of sending SMS and MMS, may it be single or in bulk of 200 to 50,000 from any campaigns in one go. Thus, one can integrate, pursue, interact and captivate the SMS to case platform through 360 SMS App with best ease.

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