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Salesforce | Use Flows to automate messages

  • Updated
✔ Sinch MessageMedia
× DirectSMS
× MessageNet
× MobiPost
× SMSBroadcast
× SMSCentral
× Streetdata
× WholesaleSMS

You can automate your SMS messages in Salesforce via Flows. To do this, you can build a flow and add an SMS message action to the flow.

Note: Salesforce has announced that Workflow Rules and Process builder will be retired - therefore, we recommend using Flows to automate SMS messages.

Add SMS to a flow

An SMS message is triggered when a Task record is created with specific field values.

Every SMS message sent through a Flow must use an existing SMS template. The template's object type needs to match the record type you're sending from e.g. Name ID or Related ID.

To configure your Flow:

  1. Add a Create Records Action to your flow. This action creates the Task record that will trigger your SMS.

  2. Configure the Create Records Action.

    FIELD VALUE
    Label User preference
    API Name User preference
    Description User preference
    How Many Records to Create One
    How to Set the Records Fields Select the option 'Manually'
    Create a Record of this Object Task

  3. In the Set Field Values for the Task section, add and define each required field and its value. 

    FIELD VALUE
    Due Date Only Running Flow > Interview > Current Date
    Description

    {"template":"SMS_Code"}

    Note: Variable = TaskID from Send_SMS. Replace SMS_Code with the SMS Code found on the desired SMS Template. Include the quotations, colon and brackets. The template chosen will define the Send from account and message content.
    Assigned To ID The ID of the user that should be logged as sending the message.
    Status Completed
    Subject User preference
    Name ID The ID of the person object (Contact or Lead) the message is related to (WhoID)
    Related ID

    The Related ID (WhatID) field can be optionally used in conjunction with the Name ID field to add a related record other than a Lead or Contact e.g. account, opportunity.

    Note: If your organization uses Person Accounts in Salesforce, the WhatID field should be used in place of the WhoID field and would become mandatory.
  4. Once configured, click Done and Save your Flow. Your Flow is now ready to send messages automatically.
  5. We recommend the flow is debugged and tested prior to activation.

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