Salesforce | Send Bulk SMS by Template in Salesforce Flows

The Apex action Send Bulk SMS by Template in Salesforce Flows allows you to send SMS messages to a large list of records (e.g. Leads, Contacts, Accounts, Case) using a single SMS template. It’s designed for bulk processing, making it perfect for Scheduled Flows or handling lists of records efficiently.

Send Bulk SMS by Template

• Action Name: Send Bulk SMS by Template (mercury__MercuryBulkSMSAction)
• Input parameters:
  • SMS Template ID: The ID of the mercury__SMS_Template__c record you want to use.
  • Record IDs: A collection (list) of Record IDs to send the message to - this supports any object type (e.g. Lead, Contact, Account, Case).

Create a Daily Scheduled Flow for Leads

An example of how to send a daily SMS reminder to all Leads with a specific status.

1. Go to Setup and then click Flows.
2. Click New Flow.
3. Select Schedule-Triggered Flow and click Create.
4. Set the schedule by setting the Start Date and Time e.g. Daily at 9:00AM.
5. Set Frequency to Daily.
6. Get records (e.g. Leads) by adding a Get Records element.
   • Label: Get Target Leads
   • Object: Lead
   • Condition Requirements:
     • MobilePhone IsNull False
     • Status Equals Working - Contacted (example)
   • How Many Records to Store: All records
   • Automatically store all fields: Yes
7. The Apex Action requires a List of IDs (Collection of Strings), not a List of Records. You can extract Record IDs using a Loop.
8. Create a Variable Resource:
   • API Name: varLeadIds
   • Data Type:Text
   • Allow Multiple Values (Collection): Checked (True)
9. Add a Loop element to iterate over Get Target Leads.
10. Inside the loop, add an Assignment element:
    • Variable: varLeadIds
    • Operator: Add
    • Value: Current Item from Loop > Id
11. To get the SMS Template ID, you can hardcode the ID or query it. 
12. Add a Get Records element.
    • Label: Get SMS Template
    • Object: SMS_Template__c
    • Filter: Name Equals ‘Your Template Name'
13. Store the Id.
14. Call the Apex Action by adding an Action element.
15. Search for Send Bulk SMS by Template.
16. Set Input Values:
    • Record IDs: {!varLeadIDs} i.e. the collection variable in step 8.
    • SMS Template ID: {!Get_SMS_Template.Id} or paste a hardcoded ID e.g. ‘a0A...'
17. Save the Flow e.g. Daily Lead SMS Campaign.
18. Debug to test with a small set of records.
19. Activate when ready.