App Tutorial

Bulk SMS in Salesforce: A Comprehensive Guide (6 Steps)

author
Jason Gong
App automation expert
Apps used
Salesforce
LAST UPDATED
April 15, 2024
TL;DR

Sending bulk SMS in Salesforce can be done using Salesforce's Marketing Cloud MobileConnect, third-party apps from the Salesforce AppExchange, or Salesforce's native tools. The process involves selecting a messaging platform, creating a message, choosing your audience, and sending or scheduling the message.

This guide provides a step-by-step approach to sending bulk SMS, including best practices for effective campaigns.

Automate your Salesforce SMS campaigns and save time by integrating Bardeen into your workflow.

Sending Bulk SMS in Salesforce

Sending bulk SMS in Salesforce is a powerful way to engage with your audience directly and efficiently. Salesforce provides various methods to send SMS, including using Salesforce's own products, creating a custom solution, or utilizing third-party applications available on the Salesforce AppExchange. This guide will explore these options, focusing on bulk SMS functionalities, and provide best practices for effective SMS campaigns.

Automate your SMS campaigns in Salesforce to save time and increase impact. Download Bardeen to get started.

Bulk SMS Salesforce

To send bulk SMS messages through Salesforce, you have several options. These include using Salesforce's native tools like MobileConnect in Marketing Cloud or leveraging third-party applications that integrate seamlessly with Salesforce. Each method has its unique setup and capabilities, catering to different business needs.

Send SMS from Salesforce

Sending SMS from Salesforce can be achieved through Salesforce Marketing Cloud's MobileConnect, which offers a range of SMS functionalities, including bulk messaging. MobileConnect allows you to create and manage SMS campaigns, automate messages based on customer actions, and track the effectiveness of your SMS marketing efforts.

Learn how to automate sales for SDRs and Sales Ops teams with our comprehensive Salesforce Integration Workflow Automation Guide.

How to Send SMS from Salesforce

To send SMS from Salesforce using MobileConnect, follow these steps:

  1. Navigate to MobileConnect within Salesforce Marketing Cloud.
  2. Create a new SMS message or campaign.
  3. Choose your audience by selecting a list or data extension.
  4. Compose your message, utilizing personalization strings if needed.
  5. Test your message to ensure it appears as intended.
  6. Schedule or send your message immediately.

For bulk SMS, ensure you have the appropriate consent from recipients and comply with local regulations.

SMS Salesforce Integration

Integrating SMS capabilities into Salesforce can be done through native Salesforce products or third-party applications. Third-party apps like Mogli and SleekFlow offer advanced features such as automation, personalized messaging, and analytics. These apps are available on the Salesforce AppExchange and can provide a more feature-rich SMS experience compared to Salesforce's native options.

Salesforce Marketing Cloud Send SMS

Using Salesforce Marketing Cloud's MobileConnect for sending SMS involves setting up mobile codes and keywords for your campaigns. MobileConnect allows for both one-to-one and bulk messaging, with the ability to personalize messages using data from your Salesforce environment. It's important to understand the differences between shared and private codes, as well as the implications of using system keywords for your SMS campaigns.

For detailed guidance on setting up and sending SMS messages with MobileConnect, refer to Salesforce's official documentation and resources.

Best Practices for Salesforce Text Messaging

  • Prioritize clear calls-to-action: Ensure your SMS messages have a clear and easy-to-follow call-to-action.
  • Leverage automation: Use Salesforce's automation tools to send timely follow-ups, reminders, and personalized messages.
  • Integrate SMS into a multichannel strategy: Combine SMS with other channels like email and social media for a cohesive marketing approach.
  • Comply with regulations: Always obtain consent before sending SMS messages and adhere to privacy laws and regulations.
Maximize your Salesforce SMS campaigns with Bardeen's automation playbooks. Download Bardeen and explore our playbooks for sending emails, creating contacts, and sending contact information to Slack.

By following these best practices and choosing the right method for your needs, you can effectively utilize Salesforce for your bulk SMS campaigns, enhancing your engagement and communication strategies.

Boost Your Salesforce SMS Campaigns with Bardeen Automation

Sending bulk SMS in Salesforce is a great way to reach out to your contacts quickly and effectively. While this can be done manually within Salesforce, automating this process can save a significant amount of time and ensure your messages reach the right people at the right time. Bardeen offers automation playbooks that integrate seamlessly with Salesforce, allowing for efficient bulk SMS sending and much more.

  1. Send an email to a Salesforce contact: While not directly related to sending SMS, this playbook demonstrates Bardeen's capability to automate communication processes with Salesforce contacts, potentially streamlining your SMS campaign follow-ups.
  2. Create a new Salesforce contact: Efficiently manage your contacts by automating the creation of new entries in Salesforce. This ensures your SMS campaigns are reaching new leads and customers as your database grows.
  3. Send Salesforce contact information in Slack: Enhance team collaboration by automatically sending contact details or SMS campaign insights from Salesforce to a Slack channel or user, keeping everyone informed and aligned.

By leveraging these playbooks, you can automate various aspects of your SMS marketing campaigns in Salesforce, saving time and increasing efficiency. Get started by downloading the Bardeen app at Bardeen.ai/download

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