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 seat per month with volume discounts available. Contact sales for more information about purchase and discounts.
- A Twilio account - sign up here if you don’t have one yet
- Access to the Twilio for Salesforce – get it on the AppExchange.
- Administrative access to a Salesforce instance
- MyDomain configured for your Salesforce instance
Twilio for Salesforce installation takes between 10-20 minutes. Let's get started.
We recommend reading this entire guide for setup, but for a click-by-click view of the install process, we've created a video outlining the major configuration steps needed to use the package.
To use Twilio for Salesforce, you'll need to create (or gather) the following things:
Let's walk through each one.
Navigate to your Console dashboard and copy the "Account SID" value from the front page.
Leave this page open, or copy the value to a safe place - you'll need it when you configure the Salesforce package.
Next, you'll need to create an API Key and Secret to allow your Salesforce instance to communicate with Twilio.
Visit the API Key console, then create a new API key pair by pressing the red plus (+) button:
Give your API key a name - whatever you want.
This next bit is important: Make sure you create a "Master" API key!
Click the "Create API Key" button.
You should be presented with two long strings. These are the API credentials you must provide in your Salesforce configuration to communicate with Twilio.
Save these credentials in a secure location/text file: they will only be shown once!
A Messaging Service is a resource within Twilio that allows API users (like your Salesforce organization) to send and receive SMS messages using one (or many) virtual Twilio phone numbers.
Using Twilio's Messaging Copilot, you can configure your Messaging Service to operate at any scale or in a variety of countries around the world. To get started, we'll create a messaging service that's powered by one Twilio number.
First, navigate to the Messaging Services section of the Twilio Console. Create a new Messaging Service by clicking the plus (+) button.
Give your Messaging Service any name you'd like.
Choose the "Notifications, Two-Way" use case (you can choose another one if you know exactly what you're doing).
After creating your Messaging Service, navigate to the "Numbers" section of its configuration UI.
Here, you'll configure a "pool" of virtual Twilio phone numbers from which your users/customers will receive SMS messages.
When SMS messages are sent from Salesforce, those messages come from a numbers in this pool. How many and what kind of numbers you need in this pool will depend greatly on your use case, and how many messages you will need to send per day.
|Message Volume||Number Pool Needs|
|Less than 250 messages per day||At least one Twilio phone number|
|250 - 1000 messages per day.||At least four Twilio phone numbers|
|More than 1,000 messages per day||Consider a short code (US and Canada), with multiple long codes to use as a fallback based on volume. Contact a Twilio expert to help plan for your needs.|
|More than 1,000 international messages per day||At least one Twilio number, ideally local in the country where you plan to send messages. Check international coverage for SMS here. Contact a Twilio expert to help plan your strategy for international messaging.|
For more information on capacity planning, check out our FAQ on the topic.
That's all you'll need on the Twilio side! Next, let's look at how to install and configure the Twilio for Salesforce package.
Install the Twilio for Salesforce package through the App Exchange flow.
Follow the prompts to install the package. If you haven't enabled it already, you may need to enable My Domain for your organization to install the package.
Next, you'll need to configure your Twilio account credentials using the Account SID and API Keys you created in the last step.
In Lightning Experience, you'll find a new page in the Launcher UI to configure Twilio.
Go to this page and enter your Twilio account credentials, which you collected or created earlier. After validating your Twilio credentials, select the Messaging Service you created earlier from the dropdown that appears.
Hit 'Save', and you're all set with your Twilio configuration.
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 org during installation: "Twilio User" and "Twilio Administrator". A "User" can send and view messages, and generally access all the features of the package. An "Administrator" will be able to view and configure Twilio API credentials.
(If you need help finding this feature in the Salesforce Setup UI, check out the video at the top of the page.)
That's it! You can now start using Twilio for Salesforce to set up appointment reminders, engage with donors, and generally automate all the things.
In production instances of Salesforce, you'll need to provision your users with licenses. You can do this by going to Setup > Apps > Installed Packages > Twilio for Salesforce. 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.
Click on manage licenses, and then select the users who you would like to have access to the package. You do not need to provision every user in your organization, only those who will be using Twilio SMS.
Now that your Twilio for Salesforce install is all set, it's time to start sending some messages.
See more Twilio for Salesforce tutorials here:
- Send automated SMS messages from Process Builder
- Send bulk SMS messages to campaign members
- Message contacts one on one from their Salesforce record page
Note: We highly recommend following the steps outlined in "Pushing Inbound Messages and Status Updates to Salesforce" as an additional configuration step. To limit outbound API requests, by default Twilio for Salesforce will poll for messages every 15 minutes unless the lead or contact is open. Once message push is configured, messages will arrive in Salesforce within seconds.