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Salesforce | Setup | Configure the Send SMS Button

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

Sinch SMS for Salesforce comes with Send SMS buttons for the following objects:

OBJECT DETAIL PAGE BUTTON LIST VIEW BUTTON BULK SMS BUTTON
Lead Check Mark Check Mark Cross Mark
Contact Check Mark Check Mark Cross Mark
Account Check Mark Cross Mark Cross Mark
Opportunity Check Mark Check Mark Cross Mark
Case Check Mark Check Mark Cross Mark
Campaign Cross Mark Cross Mark Check Mark
Campaign Member Check Mark Cross Mark Cross Mark

You can also create your own custom buttons for other supported objects. Preset and custom buttons must be added to the relevant page layouts for each object.

Note: The Bulk SMS button is only used for sending bulk messages to Campaign Members and can't be recreated for other Standard or Custom Objects. If you need to send a bulk message to any other Standard or Custom Object, you can use the Bulk SMS Manager.

Create custom Send SMS buttons 

Detail Page buttons allow you to send an SMS to any phone type field stored on a record. To create this:

  1. Navigate to the desired object in the Salesforce setup.
  2. Select Buttons, Links, and Actions from the left sidebar menu.
  3. Create a new custom button.

  4. Configure the button. Replace [objectname] with the name of the object the button is being created on.

    Label Send SMS
    Name Send_SMS
    Display Type Detail Page Button
    Behaviour Display in new window
    Content Source URL
    Body /apex/mercury__composemessage?id={![objectname].Id}
  5. Save the button.
  6. Set the height to 400px in the Window Open Properties.
  7. After creating the Send SMS button, add it to the relevant page layouts for that object.

Add an SMS button to page layouts

You can now add the Send SMS button to your Page Layouts:

  1. Navigate to the desired object in Salesforce setup. 
  2. Select Page Layouts from the left sidebar menu. 
  3. Edit the desired page layout to add the button.

  4. Add the Send SMS button found in the Buttons menu to the Custom Buttons section on the layout. 

    For the User object page layout, this is found in the Custom Links section.

  5. Add the Send SMS button found in the Mobile & Lightning Actions menu to the Salesforce Mobile and Lightning Experience Actions.

  6. Repeat this process for all objects you want to be able to send SMS messages from using a Send SMS button. 

    If you can't find a Send SMS button in the page layout of an object, ensure you have created the button and it was created as a Detail Page Button.

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