Skip to contentSkip to navigationSkip to topbar
Page toolsOn this page

Configure the Salesforce Mobile App for Twilio


The best way to use Twilio for Salesforce on a mobile device is through the Salesforce mobile app(link takes you to an external page), a free application created by Salesforce that allows users to access your organization from a smartphone.

In the Salesforce app, objects such as Contacts, Leads, and Person Accounts do not support embedded Lightning components. Instead of Lightning components, Twilio for Salesforce uses the app's Quick Actions to provide access to the 1:1 messaging interface.


Add the TwilioSMS Quick Action to the app

add-the-twiliosms-quick-action-to-the-app page anchor
(information)

Info

The following steps are based on this Salesforce Trailhead(link takes you to an external page), which provides additional useful information about configuring Quick Actions in general.

(warning)

Warning

You configure the TwilioSMS Quick Action on your desktop version of Salesforce, not the Salesforce mobile app — but that's where it will appear and be used.

  1. Click on PLATFORM TOOLS > Objects and Fields > Object Manager under in the Salesforce setup panel:

    Salesforce setup page with Object Manager highlighted in the menu.
  2. Select the object to which you wish to add the TwilioSMS Quick Action. In this example, we'll be adding it to the Contact object, but you could also add it to a Lead, Person Account, or Case:

    Salesforce Object Manager highlighting the Contact object.
  3. Under Page Layouts click on Contact Layout :

    Salesforce contact page layout with mobile and lightning actions highlighted.
  4. Click on Mobile and Lightning Actions in the Contact Layout panel:

    Mobile & Lightning Actions.
  5. Drag the TwilioSMS item from the Contact Layout panel into the Salesforce Mobile and Lightning Experience section. Then click Save in the Contact Layout panel:

    Salesforce contact page layout with Twilio Two Way Messaging highlighted.

Now you can see the results. Open your mobile app. You should now see the TwilioSMS quick action at the bottom of each Contact page:

Twilio integration in Salesforce Mobile showing apps, contacts, and messaging.