Send SMS Messages from Process Builder

Process Builder is a popular tool for building automated workflows in Salesforce. Twilio for Salesforce exposes two global Apex classes: Twilio Send SMS and Twilio Send to Studio that you can use to send out automated SMS messages when certain conditions are met. Common uses of Process Builder include:

• SMS notifications.
• Appointment reminders.
• Customer satisfaction surveys.

Process Builder actions

Twilio Send SMS Message allows you to send a text message from Process Builder. This Apex class is useful for single-message use-cases such as alerts and notifications.

Twilio Send to Studio allows you to initiate SMS and Voice chatbots using Twilio Studio, Twilio’s drag-and-drop visual editor. This Apex class is useful for initiating longer conversations that might require if...then branching.

Send SMS messages with Process Builder and Twilio for Salesforce

Ready to get started sending simple SMS alerts? Follow the instructions in the video below.

Twilio Send SMS Message parameters:

Send to Studio with Twilio for Salesforce

Interested in crafting interactive bot conversations with your users? Learn how you can launch SMS bots using Twilio Studio and the Salesforce Process Builder in this video:

To configure the Twilio Send to Studio Apex class, provide the following values:

Updating a Salesforce record with a Twilio Function

The following code sample shows how to create a Salesforce contact using a Twilio Function. Functions can be run in Twilio Studio using the Function widget. Parameters passed to the Function widget will be accessible via the event object.

Note Before running this function, you will need to add nforce as a package dependency in your functions configuration page:

exports.handler = function(context, event, callback) {
  console.log('Running function')

  let nforce = require('nforce');
  let response = new Twilio.Response();
  let oauth;
    
  // Create the connection with the Salesforce connected app
  let org = nforce.createConnection({
    clientId: context.SF_CONSUMER_KEY,
    clientSecret: context.SF_CONSUMER_SECRET,
    redirectUri: 'https://twilio.com',
    mode: 'single'
  });
    
  // Authenticate and return OAuth token
  org.authenticate({
    username: context.SF_USERNAME,
    password: context.SF_PASSWORD + context.SF_TOKEN
  }, function(err, resp){
        
    if (!err) {
      console.log('Successfully authenticated:', resp);
      oauth = resp;
    }
        
    let lastname = `${event.first_name} ${event.last_name}`; 
      
    // Set contact data
    let ct = nforce.createSObject('Contact');
    ct.set('lastname', lastname);
    ct.set('State__c', 'California');
    ct.set('Phone', event.phone);
    ct.set('MobilePhone', event.phone);

    // Create contact in our SFDC org
    org.insert({ sobject: ct, oauth: oauth }, function(err, resp){
      if(!err) {
        console.log('Successfully created contact');
        callback(null, null);
      } else {
        console.log("Error creating contact:", err);
      }
    });
  });
};

For more examples, see the documentation for nforce, the NodeJS client library for Salesforce.