Salesforce | Create SMS templates

You can create SMS templates for any Salesforce Object that has a Phone field and Allows Activities.

Create SMS templates

1. Navigate to the SMS Templates tab in the Sinch SMS for Salesforce app.
2. Click on the New button from the list view action bar.
3. Configure the template:
   • Template Name: The internal reference for the template.
   • Object: The object the template will send against.
   • Folder: Select the template folder you wish to place the template into
   • Sender account: The account the message will be sent from.
   • Sender ID: The phone number the message will send from.
   • Send to: The phone number the message will send to.
   • Override with User's Default Account: 
     • Unchecked: The account is defined by the Sender account field.
     • Checked: Overrides the Sender account field with User's Default Account.
   • Related Object (if using a merge field): The primary Object set on the template or a directly related object.
   • Merge field: Select the merge field you wish to use (e.g. First Name) to automatically insert the into the message area.
   • Customize field mapping for each language: Select if you want to create separate field mappings for different languages.
4. When you're ready, click Save template.

WhatsApp templates

If you have a WhatsApp business account connected, you can pull or build WhatsApp templates directly from within Sinch SMS for Salesforce.

1. Navigate to the SMS Templates tab in the Sinch SMS for Salesforce app.
2. Click the down-arrow in the list view action bar.
3. Click Pull WhatsApp Templates or Build WhatsApp Templates.
   • Pull WhatsApp Templates: Sinch SMS for Salesforce will automatically pull templates from your Sinch MessageMedia account.
   • Build WhatsApp Templates: You'll be taken to the Social templates tab in your Sinch MessageMedia account.