How to Use Twilio for Salesforce to Reach Your Audience

With Twilio for Salesforce, you can integrate world-class text messaging into Salesforce in just a few minutes. Use the Salesforce data and components you rely on every day to customize SMS messaging and report on results.

Twilio for Salesforce is the easiest way to send and receive SMS messages from Salesforce. In just a few minutes you can install, configure, and start messaging with your audience using Salesforce Leads, Contacts, Person Accounts, and Process Builder.

In this demo, we’ll show you how to:

  • Create SMS conversations with contacts and leads
  • Manage conversations with the group inbox
  • Trigger SMS with Process Builder and integrate a chatbot
  • Send bulk SMS through campaigns
  • Report on messaging activity
  • Extend your communications to any channel with the Twilio Apex API library