Salesforce | SMS for reports

The SMS for Report feature lets you send and schedule messages (including WhatsApp) directly to the records included in a Salesforce report. This gives you greater flexibility than traditional bulk messaging - allowing you to send up to 2 million records across multiple objects (up to 50,000 at a time), based on how your report is segmented. 

You need to make sure that the Object ID is in the report e.g. if you're looking at Leads, please make sure that the Lead ID is in the report.

Currently basic objects like Leads and Contacts are supported. Objects like Opportunity and Campaigns aren't yet supported.

You can use any standard Salesforce Tabular, Summary, or Matrix report that returns Contact, Lead, or Person Account records. The report must contain the field that holds the mobile number for the send.

Send SMS for Report

1. Navigate to the SMS For Reports tab in the Sinch SMS for Salesforce app.

2. You'll see a list of reports and folders that you have permission to access. Select the report you want to use and click the Send SMS button.

   

3. Configure your message:
   • Select template (optional): Select a template to populate the message automatically.

   • Sender account: Choose the account that will send the message.

   • Sender ID: Select the number or name your recipients will see as the sender.

   • Send to: Pick the phone field to use for the recipient.

   • Merge field (optional): Add merge fields to your message by first selecting the Field type(merge object), then the merge field.
   • Merge option (optional): Select the Field type for the merge field.

   • Show Preview: See how your message will appear, including populated merge fields.

   • Highlight special characters: Identify Unicode characters that may affect message length.

   • Character count: View how many characters and message credits will be used.

   • Attach file: Add an image to send an MMS (picture message).

     

4. When you're ready, click on Send to send the message. A green confirmation message will appear, showing your report has been added to the send queue.

5. You can click on the Delivery Report tab from the left-sidebar to monitor message status. The Delivery Report takes time to generate.

   • Total Recipients: Total number of records included in the report.

   • Delivered: Number of recipients to successfully receive the message.

   • Failed: Number of failed delivery attempts - helpful for checking data accuracy.

   • Sending: Number of messages still in the queue to send.

   

6. Select the Report Name to view a list of records, objects, and fields used to define the report's segmentation.

Schedule bulk messaging

You can schedule reports and set up recurring sends which may be helpful if you need to automate message sends outside of standard business hours. The bulk sends are based on dynamic data from the Salesforce reports. You can use any standard Salesforce Tabular, Summary, or Matrix report that returns Contact, Lead, or Person Account records. The report must contain the field that holds the mobile number for the SMS send.

1. Navigate to the SMS For Reports tab in the Sinch SMS for Salesforce app.
2. You'll see a list of reports and folders that you have permission to access. Select the report you want to use and click the clock icon in the Send SMS button.

3. Configure the message:

   • Select template (optional): Select a template to populate the message automatically.

   • Sender account: Choose the account that will send the message.

   • Sender ID: Select the number or name your recipients will see as the sender.

   • Send to: Pick the phone field to use for the recipient.

   • Merge field (optional): Add merge fields to your message by first selecting the Field type(merge object), then the merge field.
   • Merge option (optional): Select the Field type for the merge field.
   • Date: Select a date for the scheduled message.
   • Time: Select a time for the scheduled message. 
   • Repeat message: Frequency you want the report to be repeated.
   • Repeat until: The last date you want the report to be repeated until.

   • Show Preview: See how your message will appear, including populated merge fields.

   • Highlight special characters: Identify Unicode characters that may affect message length.

   • Character count: View how many characters and message credits will be used.

   • Attach file: Add an image to send an MMS (picture message).

   

4. When you're ready, click on Schedule Report to schedule the report.
5. You can check on the Scheduled Report tab from the left-sidebar to see the details of the scheduled report. 
   • Status: Current status of the scheduled report.
   • Start date: Start date of the scheduled report.
   • Last Run: Date of the last time the report was run.
   • Next Run: Date of the next time the report is run.
   • Recurring: Frequency of the recurring report.
   • EST Recipients: Number of people the message is being sent to.

6. In the Scheduled Reports screen, you can click the down-arrow on the right of the table to Pause & Edit or Delete the scheduled report.

   

7. Select the Report Name to view a list of records, objects, and fields used to define the report's segmentation.