Are you looking forward to managing your customer query? You can integrate Twilio with Salesforce to send SMS to customers whenever they raise a query. Today, we will be simplifying your customer relationships with this powerful solution.

Twilio and Salesforce

  • Twilio is a cloud communication platform that, when integrated with Salesforce, allows communication through various channels.
  • The Twilio for Salesforce allows you to send and receive text messages from Salesforce, notifying you of every change through SMS.
  • Also, it allows you to build relationships with the users and extend the functionalities of Salesforce.

How Twilio and Salesforce integration beneficial to you?

  • Twilio offers an easy to use API and SMS coverage toward rapid development. The quick notifications help you build a better workflow and increases the ease of functionalities.
  • As soon as you open Salesforce and create a lead, a Customized SMS will be sent to the number given instantly.
  • You can use Twilio to reach out to contacts, leads, and personal accounts to make the most out of the conversational messaging.
  • With just one click, your messaging runs on a redundant SuperNetwork, powering billions of interactions all over the world.

Code Illustrations

Step 1: Twilio API Credentials

First, create a trial account in Twilio.com and then get the API Credentials for making the API calls, and also create a phone number for your account from which you can send the SMS. In the trial account, you can send the SMS to only the verified numbers; so, you must verify all the phone numbers you are going to send the SMS.

Step 2: Remote Site Settings

Create a Remote Site Settings in Salesforce for here

Step 3: Create an Apex class (Sendsms)

In this class, we need to replace the value of the AccountSid variable with the ACCOUNT SID value, also replace the value of the token variable with the AUTH TOKEN, and replace the value of the fromPhoneNumber variable with the From phone number you got from the Twilio Account.

Method to Send SMS to lead

Component Bundle for Sending Message

Helper of Component

Style for Component

Controller of Component

Supporting Images



Conclusion

With this solution, you can use your messaging skills to serve the best to your customers. Try out this solution for your business and see how it does wonders. Don’t forget to share your experiences with us. We hope you liked this blog, stay tuned with us for more interesting updates.

Till then, Happy learning! 🙂

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