Start your free trial of Twilio for Salesforce here. The trial package includes 30 free seats for 30 days. Twilio for Salesforce is priced at $15 per user per month.
Twilio for Salesforce installation takes 10-20 minutes. Let's get started.
Install Twilio for Salesforce using the links available on this page. When prompted, select Install for All Users :
Once the package has finished installing, search for
Twilio Configuration from the Salesforce App Launcher. You should then see this page:
Copy the Account SID and Auth Token values from the front page of the Console:
Back in Salesforce, paste your Account SID and Auth Token into Salesforce, then click on Validate Credentials :
You'll see a confirmation message like this:
If you need to configure Twilio with multiple Salesforce instances or environments, we recommend creating a separate Twilio Account for each instance. Each instance will have its own Account SID and Auth Token.
A messaging service is a pool of Twilio phone numbers that are enabled with software to prevent text encoding issues, provide international phone numbers, and scale messaging capacity. Twilio for Salesforce uses a messaging service to provide phone numbers for three types of SMS:
Click on Create new Messaging Service :
Give your messaging service a name that makes sense for your project: for example,
Connect to Salesforce. When you're ready, click the blue Create Messaging Service button to establish your new messaging service:
If you already have phone numbers ready and a TwiML Bin that will manage the webhook that will be used to relay messages to Salesforce, you can proceed through the messaging service setup wizard. For this guide, we assume that you don't, so just click the Skip Setup button for now. We'll work through each of these setup stages separately.
Use the phone numbers interface to search for a number and then click on Buy to purchase it:
Click the Add Senders button:
In the Add Senders panel, make sure the Sender Type is Phone Number and click Continue :
Now select the number you just bought, and click the Add Phone Number button:
You now need to provide instructions to tell Twilio how to handle inbound messages. This step is necessary for you to see your incoming messages inside Salesforce. If this process is not configured, your incoming messages will be marked as
Failed Error: 30008 and will not be synced to Salesforce.
To handle inbound requests, you create a TwiML Bin with an empty
<Response /> TwiML verb and then add that TwiML Bin's handler URL as a webhook. If you're new to Twilio and this sounds unfamiliar, don't worry: we'll show you what to do.
Click on the blue + button :
Inside your new TwiML Bin, add the following single-line TwiML snippet to the code already there:
It will look like this:
Copy your TwiML Bin's URL:
Now go back to your messaging service and then click on Integration , check the Send a Webhook radio button, and paste your TwiML Bin URL into the Request URL field:
Your messaging service now has a URL to send messages to. This will stop you from getting false warnings when you receive an inbound message.
Return to the Twilio Configuration page in Salesforce and refresh the page. You can now be able to select your messaging service from the Select Message Service popup menu. Do so then click Validate Credentials :
Once your Twilio Account SID, Auth Token, and messaging service have been validated, you'll see the full list of configuration options appear on the Twilio Configuration page:
You can add Twilio for Salesforce's Lightning components to your layout using Salesforce's Lightning App Builder. Open the Lightning App Builder by opening a record (Leads, Contacts, Person Accounts, Cases, or Campaigns), clicking on the configuration gear icon, and then selecting Edit Page .
You can then use the Lightning App Builder to add components, such as Twilio's Two-Way Messages, to the page:
Click Save in the top-right corner of the Lightning App Builder and then follow the instructions to deploy your layout to users.
The last step before using the Twilio features in your Salesforce install is to add users.
Anyone who should have access to Twilio functionality should be divided between the two new permission sets that were added to your organization during installation: Twilio User and Twilio Administrator .
To add these permission sets in Salesforce:
Go to Setup then search for
Permission Sets in the find field, then click on the permission set you'd like to provision:
On the Permission Set page, click on Manage Assignments :
Click on the user you would like to assign to the permission set:
If you're in a sandbox environment, you don't need to do anything further — you can jump ahead past the next step. If you're in a production organization, however, you'll need to configure Salesforce licenses for the users who'll need access. We'll show you how to do that now, but if you are a sanbox user, jump to the next step.
In production instances of Salesforce, you'll need to provision your users with licenses. The trial package includes 30 free seats for 30 days. Twilio for Salesforce is priced at $15 per seat per month with volume discounts available. Contact sales for more information about purchase and discounts.
You can do this by going to Twilio App in Salesforce > Twilio Configuration > Purchase Licenses and then clicking on Configure Licenses :
Click on Add Users , and then select the users who you would like to have access to the package:
That's it — you're done!
Now that your Twilio for Salesforce install is all set, it's time to start sending some messages.
Here are some more Twilio for Salesforce tutorials to help you make the most of your installation: