In today’s digital-first world, timely communication can make or break your customer experience. Businesses using Salesforce are increasingly turning to Salesforce SMS and WhatsApp for Salesforce integrations to enhance customer engagement, boost response rates, and automate communication—all without leaving the Salesforce dashboard.
If you’re a Salesforce user wondering how to integrate WhatsApp or SMS on Salesforce, this blog is for you. We’ll cover everything—from the importance of Salesforce SMS integration to the step-by-step process to connect WhatsApp to Salesforce.
Why You Need WhatsApp and SMS in Salesforce
Salesforce is the world’s #1 CRM—but without real-time messaging, your outreach may lag behind.
-
Salesforce SMS helps you send bulk text messages directly from your CRM.
-
WhatsApp for Salesforce enables two-way messaging via the world’s most popular chat platform.
-
These integrations support both sales and marketing automation.
Whether you’re using Pardot SMS for drip campaigns or need a Salesforce texting app for lead follow-up, combining SMS on Salesforce and WhatsApp integration gives you a 360° communication hub.
Message Blink is a Salesforce-native messaging app developed by Sastorm Software LLC, a certified Meta Tech Provider. It enables businesses to send and receive SMS and WhatsApp messages directly within Salesforce—making it one of the most powerful tools for Salesforce SMS integration.
Step-by-Step Guide to WhatsApp Integration in Salesforce
Let’s walk you through how to integrate WhatsApp with Salesforce. We’ll use a Salesforce-native app like Message Blink, one of the best SMS apps for Salesforce with built-in WhatsApp support.
Step 1: Choose the Right Salesforce Messaging App
To start, pick a Salesforce-native messaging app that offers:
-
Salesforce SMS integration
-
WhatsApp messaging capabilities
-
Bulk texting, personalization, and automation
-
Native support for Salesforce mass texting
Look for keywords like “best SMS app for Salesforce”, “Salesforce WhatsApp”, or “Salesforce texting app” on the AppExchange. Apps like Message Blink provide WhatsApp and SMS features under one interface.
Step 2: Install the App from AppExchange
Go to the Salesforce AppExchange and search for the app using terms like:
-
“WhatsApp for Salesforce”
-
“Salesforce SMS app”
-
“Send SMS through Salesforce”
Click Get It Now, select your environment (sandbox or production), and install the app.
Step 3: Connect Your WhatsApp Business API
Most Salesforce WhatsApp apps will require a verified WhatsApp Business Account. Follow these steps:
-
Create a WhatsApp Business Account via Meta/Facebook Business Manager.
-
Connect it using the app’s admin settings.
-
Verify your number and opt-in for messaging templates.
This setup ensures you can send compliant and timely bulk SMS messages in Salesforce and WhatsApp.
Step 4: Configure Salesforce SMS and WhatsApp Settings
Once installed:
-
Set up messaging templates (for both SMS and WhatsApp).
-
Map messaging fields to Salesforce objects like Leads, Contacts, and Cases.
-
Configure automation with Salesforce Flow or Process Builder for send SMS through Salesforce triggers.
Whether you want to send a single SMS on Salesforce or launch mass texting campaigns, configuring these settings allows seamless use of Salesforce texting.
Step 5: Start Messaging—Right from Salesforce
You’re now ready to:
-
Send WhatsApp messages to leads or customers.
-
Schedule Salesforce SMS reminders.
-
Launch bulk texting from List Views or Campaigns.
-
Track delivery and response analytics in real-time.
All this, from within your Salesforce dashboard.
Use Cases for SMS and WhatsApp on Salesforce
Here are some popular ways Salesforce users use Salesforce SMS and WhatsApp:
-
Sales: Send appointment reminders or follow-ups.
-
Marketing: Launch bulk SMS marketing for Salesforce campaigns.
-
Customer Support: Respond to queries instantly through WhatsApp for Salesforce.
-
Automation: Trigger Pardot SMS workflows or auto-replies.
These use cases make SMS and WhatsApp ideal for Salesforce mass texting and scalable communications.
Salesforce SMS Pricing and Considerations
Before choosing your solution, evaluate:
-
Salesforce SMS pricing per message or user.
-
WhatsApp template approval and charges via Meta.
-
Additional costs for mass texting, automation, or custom templates.
Apps like Message Blink offer flexible pricing suited for small businesses to enterprises looking to send text from Salesforce affordably.
Security and Compliance for Salesforce Messaging
Ensure your Salesforce texting app is:
-
100% native to Salesforce
-
GDPR and HIPAA compliant
-
Securely integrated with WhatsApp APIs
This protects your data while offering the convenience of Salesforce SMS and WhatsApp messaging.
Final Thoughts: Choosing the Right SMS & WhatsApp App for Salesforce
If you’re looking to send SMS through Salesforce, automate WhatsApp messages, or run multi-channel campaigns, choosing the right Salesforce messaging app is crucial.
Apps like Message Blink offer:
-
Easy-to-use UI
-
Automation tools
-
Native Salesforce SMS integration
-
Direct WhatsApp Business connection
-
Cost-effective plans for Salesforce SMS pricing
The result? Higher engagement, faster responses, and smarter workflows—all without leaving Salesforce.
