In today’s fast-paced world, SMS is still one of the most effective ways to reach your customers instantly. Whether it’s a marketing campaign or a service update, texting through Salesforce can help you improve communication and engagement—right from your CRM. If you’ve ever wondered how to send text from Salesforce, this blog will guide you through the easiest and most effective ways to do it.
At Message Blink, we specialize in helping Salesforce users send text from Salesforce quickly and efficiently using automation, personalization, and bulk texting features—all without leaving their Salesforce dashboard.
Why Send Text from Salesforce?
Salesforce is a powerful CRM, but when combined with SMS features, it becomes even more effective. Here are some reasons why businesses are choosing to send text from Salesforce:
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Faster customer communication
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Better open and response rates compared to email
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Personalized messaging through Salesforce data
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Automated SMS for reminders, alerts, and follow-ups
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All conversations logged directly into Salesforce
When you use texting through Salesforce, you streamline your communication process, save time, and create stronger customer relationships.
Ways to Send Text from Salesforce
There are multiple ways to send text from Salesforce, but the best option is to use a Salesforce-native app like Message Blink. Let’s explore the most common methods:
1. Manual SMS Sending
You can send text message from Salesforce manually by opening a contact or lead record, typing your message, and hitting send. This is great for one-to-one communication.
Best for: Sales reps and support teams
Key feature: Live inbox and quick replies
Example: “Hi John, your service is scheduled for tomorrow at 11 AM. Reply YES to confirm.”
2. Bulk SMS Messaging
Need to contact hundreds of customers at once? Use bulk texting features to send text from Salesforce to a list of leads or contacts with just a few clicks.
Best for: Marketing campaigns, updates, event reminders
Key feature: Mass texting from Salesforce campaigns
Example: “Get 20% off on our new collection. Offer valid till Friday. Click here to shop now.”
3. Automated SMS Workflows
You can also automate your messages using Salesforce Flows and Process Builder. Set up conditions and triggers to send text from Salesforce without manual input.
Best for: Appointment reminders, payment alerts, follow-ups
Key feature: Full automation with real-time messaging
Example: “Hi Mike, your payment has been received. Thank you!”
Benefits of Using Message Blink to Send Text from Salesforce
Message Blink is built natively on Salesforce and is designed to make texting through Salesforce easy and powerful. Here’s why it’s trusted by businesses around the world:
- 100% Salesforce Native
No third-party platforms—everything stays within your Salesforce org. This means better data security and performance.
- Easy to Use
Whether you’re a sales rep or admin, you can send text message from Salesforce with zero learning curve.
- Supports SMS & WhatsApp
Use SMS for short messages and switch to WhatsApp for longer conversations or rich media.
- Personalization at Scale
Pull Salesforce data into your messages to send personalized content automatically.
- Mass Texting + Automation
Combine bulk messaging and automation to run campaigns with minimal effort.
Use Cases: Send Text from Salesforce in Real-Life Scenarios
If you’re still wondering when to send text from Salesforce, here are some practical use cases:
1. Sales Follow-Ups
Automatically send text message from Salesforce after a lead fills out a form.
“Thanks for contacting us! We’ll be in touch soon.”
2. Event Reminders
Use bulk SMS messages in Salesforce to notify attendees before a webinar or event.
“Reminder: Join our webinar today at 4 PM. Zoom link: [link]”
3. Customer Service Updates
Keep customers informed about ticket progress, delivery times, or service changes.
“Your support ticket #123 has been resolved. Thank you for your patience.”
How to Send Text from Salesforce: Step-by-Step
Let’s break down how you can send text from Salesforce using an app like Message Blink.
Step 1: Install a Salesforce-Native SMS App
Use an app like Message Blink, available on AppExchange. It’s 100% native to Salesforce and requires no third-party logins.
Step 2: Open a Lead or Contact
Go to the lead or contact record from which you want to send text message from Salesforce.
Step 3: Type Your Message
You’ll see a text box inside the record page. Type your message here.
Step 4: Hit Send
Click “Send” and the message is delivered instantly. The reply, if any, will be shown in the same thread.
What are the methods to send text from Salesforce?
1. One-on-One Messaging
Manually message leads or contacts by typing directly into their Salesforce record.
Use case: Sales follow-ups, appointment confirmations
2. Mass Texting in Salesforce
Send bulk SMS from Salesforce using campaign members or list views.
Use case: Event invitations, promotional campaigns
3. Automated SMS with Salesforce Flows
Trigger messages based on actions like new leads, closed deals, or missed calls.
Use case: Drip campaigns, reminders, alerts
Conclusion
If you’re still managing customer SMS communication manually or outside your CRM, you’re missing out on automation, insights, and efficiency.
With the right tool, it’s incredibly easy to send text from Salesforce, personalize your messaging, and boost engagement. Whether you’re in sales, support, or marketing, integrating texting into Salesforce gives you a powerful way to stay connected.
Frequently Asked Questions
How do I send a mass text message from Salesforce?
To send a mass text from Salesforce, use an app like Message Blink. Select contacts via campaign, list view, or reports, compose your message, and send all at once.
Can I automate SMS from Salesforce?
Yes. With Message Blink and Salesforce Flows, you can automatically send text from Salesforce based on actions, like a lead being created or a task being completed.
Can replies be tracked in Salesforce?
Absolutely. All replies are logged against the contact or lead record and can be viewed in a Live Inbox inside Salesforce.
Does this work with WhatsApp?
Yes. Message Blink supports both SMS and WhatsApp messaging, and both can be managed directly within Salesforce.
