How to Set Up Bulk SMS Messages in Salesforce: A Step-by-Step Guide

Bulk SMS messages in Salesforce is a powerful way to engage customers, streamline communication, and enhance marketing campaigns. Whether you’re sending promotional offers, appointment reminders, or transactional messages, integrating bulk SMS with Salesforce can improve efficiency and customer satisfaction. In this guide, we’ll walk you through the step-by-step process to send bulk SMS messages in Salesforce, covering everything from selecting an SMS app to tracking delivery and replies.

Looking for more insights? Check out our detailed guide on Salesforce SMS Marketing Best Practices to optimize your messaging campaigns.

Step 1: Choose a Salesforce Bulk SMS App

To send bulk SMS messages in Salesforce, you’ll need a third-party SMS app from the Salesforce AppExchange. Some popular options include:

• Message Blink (A native Salesforce SMS messaging app for bulk texting)
• Twilio for Salesforce (Twilio bulk SMS API for seamless integration)
• SMS Magic (A Salesforce SMS marketing tool for mass text messaging)
• 360 SMS App (A Salesforce bulk texting solution for automated outreach)

Choose the best SMS app for Salesforce based on your business needs, budget, and integration requirements.

Step 2: Installing and Setting Up Your Salesforce Bulk SMS App

After choosing the right bulk SMS app for Salesforce, the next step is to install and set it up for use in your Salesforce environment:

• Open the Salesforce AppExchange and look up your selected SMS solution

• Click on “Get It Now” and proceed with the guided installation

• Provide necessary access by assigning permissions to relevant users or teams

• Customize your app settings—such as the sender ID, messaging templates, and automation preferences for bulk texting in Salesforce

Step 3: Linking SMS Capabilities to Salesforce Records

To enable mass texting in Salesforce, connect your SMS features to core Salesforce objects:

• Access the configuration panel of your messaging app inside Salesforce

• Choose the objects you want to enable SMS for—like Leads, Contacts, Accounts, or Campaigns

• Activate bulk messaging features to send texts directly from record lists or filtered views

Integrating your SMS tool with standard objects allows for streamlined Salesforce mass texting that works directly within your CRM workflows.

Step 4: Create a Salesforce SMS Template

Instead of typing messages manually, create SMS templates for faster messaging. Templates make bulk SMS Salesforce campaigns faster and more personal:

1. Go to the SMS app settings in Salesforce.
2. Click on Templates and create a new one.
3. Use dynamic fields (e.g., {{FirstName}}, {{OrderStatus}}) to personalize messages.
4. Save and test your template for bulk text messaging in Salesforce.

For more details on personalizing messages, check out our article on Salesforce Mass Texting Best Practices.

Step 5: Send Bulk SMS from Salesforce

You can send bulk SMS in Salesforce using one of these methods:

• List Views: Select multiple records and send mass text messages.
• Campaigns: Add recipients to a campaign and send targeted SMS.
• Automation (Flows & Process Builder): Trigger SMS based on customer actions.
• Salesforce WhatsApp Integration: Use Salesforce to send bulk messages on WhatsApp.

💬 Want to go multichannel? Explore our Salesforce WhatsApp Integration Guide to send messages via WhatsApp too.

Step 6: Track SMS Delivery and Responses

Monitoring SMS performance is crucial for optimizing Salesforce SMS campaigns. Most SMS apps provide:

• Delivery Reports: Check message status (Sent, Delivered, Failed).
• Response Tracking: Capture customer replies and store them in Salesforce.
• Analytics Dashboard: View SMS engagement metrics for Salesforce mass texting.

For advanced tracking methods, explore our article on Salesforce SMS Analytics & Reporting.

Conclusion

Implementing bulk SMS messages in Salesforce empowers businesses to reach customers instantly, ensuring timely notifications, promotions, and updates. With the right strategy, companies can enhance their communication, drive conversions, and build stronger customer relationships. By leveraging automation, templates, and integration, you can ensure efficient and scalable messaging.

By choosing the right bulk SMS app for Salesforce and optimizing campaigns, organizations can enhance customer interactions and maximize ROI.

By selecting the right Salesforce SMS messaging app, configuring it properly, and leveraging automation, businesses can maximize engagement and drive better results.

Are you looking for a Salesforce-native SMS app? Try Message Blink for seamless Salesforce mass texting and WhatsApp bulk messaging!