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Salesforce SMS and email integration
Send and receive SMS alongside emails from any Salesforce object to meet contacts where they are. Leverage Salesforce records to inform your messaging for stronger engagement. Let AI agents handle routine tasks so your team can focus on higher-value conversations.
Salesforce texting and email without the hassle
Heymarket empowers you to reap the benefits of both SMS and email with secure, intuitive messaging within Salesforce’s platform.
Message right from Salesforce
Send and receive texts alongside emails directly in Salesforce and from all objects using Salesforce data.
Get up and running fast
Heymarket offers easy setup via AppExchange and Lightning Experience so you can text and email from Salesforce in minutes, not days.
2-way and mass messages
Send personalized 1-to-many email and text blasts from List Views and have 2-way conversations without leaving Salesforce.
Use a shared inbox for Salesforce SMS and email
Heymarket integrates seamlessly with Sales Cloud and Marketing Cloud, giving you powerful shared omnichannel inboxes for Salesforce texting, emailing, and messaging. It automatically stores each conversation in a Record that’s linked to its respective Contact, Account, Lead, or other object, no matter where the conversation starts or ends, providing valuable context alongside their most up-to-date information. AI agents can handle repetitive conversations, and escalate more complex queries to human agents.
Sync messaging data to Salesforce in real time
Heymarket’s Salesforce SMS and email integration links messaging to your Salesforce fields and objects, allowing you to use it seamlessly with all Salesforce objects. SFDC customer records automatically update based on messaging behavior and automated conversations can launch when a Salesforce field changes. Texts or emails can send based on Events, Campaigns, custom field changes, and more. Messages are stored in Salesforce Records for later review. AI agents within Salesforce collect details from automated conversations and update Contact records autonomously.
Personalize messaging at scale
Reach multiple contacts at once with personalized Salesforce messaging. AI agents seamlessly draw on customer information during conversations. Your team can use fields from Salesforce Contacts, Accounts, Leads, Opportunities and Custom Objects as merge tokens in one-to-many messages so every customer gets a tailored experience. Segment customers into lists based on custom fields like lead or customer status. Use campaigns to send timely, relevant, and personalized texts and emails at scale directly from List Views, reaching contacts on the channel most likely to drive a response.
Streamline routine work with AI agents in Salesforce
Our specialized agents work alongside your team in your shared inbox to speed up response times, schedule meetings,
and enrich data to reduce manual work.
Q&A Agent
Responds to incoming questions about hours, policies, pricing, and other repeat topics directly within the Heymarket widget. Logs every thread to the Contact record automatically.
- Handles 200+ questions/day
- Leverages your knowledge base
- Cites every source
Scheduling Agent
Manages appointment-related texts—confirming, rescheduling, and sending reminders—without rep involvement, adding or updating the Event directly in Salesforce.
- Books across any channel
- Handles cancellations & reschedules
- Sends calendar confirmations
Lead Enrichment Agent
Engages new leads over text, collects qualification details, and updates the Contact record in Salesforce before a rep picks up the conversation.
- Auto-fills CRM fields
- Detects intent and extracts data
- Tags and scores leads
Collaborate for faster customer support
Work on Salesforce text messaging and email threads with your team directly from Salesforce Cases or Service Cloud. Route and assign messages to the right teammate or AI agent, keeping replies fast and accurate. Use private comments to communicate internally on a ticket. Create record-triggered Flows that automatically send customers update texts or emails when their Case is updated.
Track results right in Salesforce
Measure your texting and email success without leaving Salesforce. Get instant out-of-the-box insights on response and resolution times, messaging volume, and team performance with no setup required. You can also configure or customize your own reports powered by custom Heymarket objects. Or, ask our AI reporting agent any question and get a structured response, complete with visuals and recommendations, in seconds.
Launch text and email Flows in Sales Cloud
Close deals faster by adding texts to your Sales Cloud Flows. Use the Salesforce Process Builder or Flows to trigger messages to send based on Accounts, Contacts, Leads, and Custom Objects. Create automations based on inbound message keywords to resolve objections quickly or use Custom Objects for meetings and schedule a text or email to follow up with them once it’s complete. Respond to urgent requests or high-value customers with keyword-based flows that automatically escalate texts to a manager.
Send texts via any Agentforce agent
Connect Heymarket to your Agentforce agents via Salesforce Flows using the Send Message action. Unlike rule-based Flows, Agentforce agents apply reasoning to decide when and how to respond, so texts go out at the right moment based on context, not just triggers. Any agent you build can use Heymarket as its SMS or email layer, with no custom code required beyond the Flow configuration.
Scale your Salesforce marketing
Upgrade your marketing reach and engagement with messages powered by the SFDC and Heymarket’s Marketing Cloud integration. Segment your text and email lists using Customer data from List Views and create templates using merge tokens to dynamically insert data from Salesforce Custom Fields to engage contacts. Schedule or send timely 2-way messages that increase response rates and speed up conversions. Add SMS and email to your Journey Builder workflows to increase engagement rates, nurture leads with campaigns, and speed up customer response times using automation.
Take your conversation anywhere
With Heymarket, you can SMS-enable your landline, VoIP, or toll-free numbers and keep your current provider. Or, get a new number and route inbound phone calls wherever you’d like. Heymarket is built for flexibility.
Built with security and flexibility
Heymarket’s platform is built for enterprise-grade security. You determine who has access to your company’s shared Salesforce SMS and email inboxes and what permissions they have, ensuring the right person can easily reach out to the right customers at scale on our SOC 2 Type 2, HIPAA and TCPA-compliant platform.
How to text from Salesforce
Sending SMS messages from Salesforce is intuitive and doesn’t require leaving your Salesforce app—in fact, you can access SMS and email right from the Utility Bar.
1. Go to the object you want to send texts from
Navigate to the object you want to text from via Salesforce Lightning. Texting (and emailing) in Salesforce is possible from all standard and custom Salesforce objects or in your team’s shared inbox within your Salesforce instance.
2. Click the Heymarket widget
Click the Heymarket chat widget in your right sidebar or in your shared inbox view on the bottom left corner of your screen.
3. Write your text
Type your message, or select a pre-written and saved SMS template. Add related custom or standard object details from Salesforce to personalize your texts.
4. Send it now or schedule it
Press “Send Now” or to schedule the text to send later, select the clock icon and choose your date and time.
5. See your text get logged
After you send your text, it will automatically log to Heymarket Message Object in Salesforce, so you always have access to your messaging history and context, including both texts and emails.
6. Level up your texting
To take your Salesforce in-app messaging to the next level, you can automate texts by adding SMS to Salesforce Flows and Marketing Cloud Journey Builders.
Salesforce texting and SMS marketing best practices
SMS marketing is an invaluable addition to any business’s marketing efforts, but it’s a newer strategy for many teams. Here are the basics if you’re just getting started.
Build your SMS marketing list
Publish your SMS number across channels. Use Salesforce Flows to automatically create Contacts on opt-in, then use List Views to build your SMS subscriber list.
Get opt in
You need contacts’ permission to text them. Secure it by including SMS opt-in language on forms and allowing them to text a keyword to opt in. Heymarket makes it easy to manage opt-out by recognizing keywords like STOP and START.
Segment your text messaging lists
Leverage List Views with Salesforce Lightning to create targeted SMS lists using segmentation. Filter by custom fields like lead status, location, or organization to ensure your messages resonate with your audience.
Personalize every text
Add merge tokens to texts that automatically fill with data from Cases, Contacts, Accounts, and Custom Objects.
Measure your results
Heymarket’s Salesforce SMS reports empower you to track response times, messaging volume, and team productivity. You can also create your own SMS reports using our Salesforce Custom Objects reports — all directly in Salesforce.
Learn more about Salesforce SMS with Heymarket
How to text from Salesforce
Learn moreHere’s the best way to send texts in Salesforce
Learn moreHow to make the most of a Salesforce SMS integration
Learn moreHow to use an SMS Salesforce Marketing Cloud integration
Learn moreHow to use Salesforce Service Cloud SMS
Learn moreThe Salesforce SMS integration: texting for Salesforce
Learn moreSend texts and emails from Salesforce
with Heymarket
Texts and emails are a critical part of your customer’s journey and your company’s growth. Start using SMS for Salesforce alongside email to engage with leads on their preferred channels and streamline customer service today.
See it in action Add SMS to SalesforceSalesforce SMS Integration FAQs
Looking for more information about Salesforce SMS messaging? We’ve answered some common questions below. Just reach out to our team if you have any additional questions.
Can Salesforce send SMS messages?
Salesforce Service Cloud’s Digital Engagement is an add-on that allows you to send 2-way SMS to contacts. Additionally, Salesforce Marketing Cloud MobileConnect offers mass texting. To combine conversational 2-way texting with 1-way mass texting and have a more intuitive setup process, use a Salesforce text message integration like Heymarket. These apps sync with Salesforce and allow businesses to have 2-way texting conversations and send mass texts directly from their Salesforce instance.
Can Salesforce track text messages?
You can track text messages in Salesforce by using a third-party app. If you use the Heymarket SMS integration, you can view text message history by navigating to a contact object and selecting “Chat History.” You can also access past text messages through your team’s shared inbox.
Does Salesforce have SMS marketing?
Salesforce offers SMS marketing through Marketing Cloud MobileConnect, which allows you to send mass texts to lists of customers. MobileConnect lets you create text templates to send opted-in subscribers promotional messages, order confirmations, account updates, and surveys. If you want to combine mass texting with 2-way conversational messaging, use a Salesforce CRM SMS integration like Heymarket. These text marketing integrations allow businesses to send 2-way messages directly from your Salesforce instance, send mass texts to lists of contacts using ListViews, create SMS templates, and add texting to Journey Builder workflows.
Does Salesforce integrate with SMS?
Yes, Salesforce integrates with SMS. Robust SMS integrations like Heymarket allow you to text from any Salesforce object. You can leverage lead, contact, account, and owner data to add fields from your Salesforce CRM to your messages to personalize them for 1-to-1 and 1-to-many conversations.
How do I set up SMS in Salesforce?
You can use SMS in Salesforce to create SMS marketing campaigns, make sales, provide customer service, and streamline operations. Here are some top examples of SMS strategies you can execute with a Salesforce SMS integration:
- Capture leads using a web form or by texting in a keyword
- Create marketing drip campaigns to welcome customers, promote products, and engage VIPs
- Expedite the sales process by following up with prospects, answering questions quickly, and sending paperwork
- Answer customer questions by providing quick answers through their favorite channel, and responding to FAQs with auto replies
- Improve operations with text messaging Flows
Does Heymarket support email alongside SMS in Salesforce?
Yes. Heymarket’s Salesforce integration brings email and SMS into the same shared inbox within your Salesforce instance, so your team can manage all conversations, see full message history across both channels, and keep every touchpoint logged to the right Salesforce record—without switching tools.
What is omnichannel messaging in Salesforce?
Omnichannel messaging means your team can reach contacts across SMS, email, and messaging apps, all from one place, with full context on every conversation. With Heymarket connected to Salesforce, all of those threads live in a single shared inbox, so records stay accurate, response times improve, and no message falls through the cracks regardless of which channel a customer prefers.
How do SMS and email work together in Salesforce?
SMS and email complement each other naturally within the same Heymarket workflow. For example, you can trigger a follow-up text when an email goes unanswered, or use Journey Builder to sequence both channels based on how contacts engage. All messages—text and email—are automatically stored in the relevant Salesforce Record, giving your team a complete picture of every customer conversation.
Does Heymarket support AI agents in Salesforce?
Yes. Heymarket’s AI agents are available as assignees within the Heymarket shared inbox in Salesforce, and can also be incorporated into record-triggered workflows. You can assign any conversation to an agent and it will handle replies autonomously or in supervised mode where a rep reviews before sending. All exchanges log automatically to the relevant Salesforce record.
Can Agentforce agents send SMS through Heymarket?
Yes. You can connect Heymarket to any Agentforce agent using Salesforce Flows and Heymarket’s Send Message action. This lets Agentforce agents send outbound texts when their reasoning decides to—for example, a lead qualification agent reaching out when a Contact hits a threshold—or respond automatically to inbound texts as part of an automated support workflow.
What's the difference between Heymarket AI agents and Agentforce agents in Salesforce?
Heymarket AI agents are built into the Heymarket platform and operate directly within your Salesforce shared inbox, handling replies, qualifying leads, and managing scheduling conversations as assignees.
Agentforce agents are built on Salesforce’s native AI platform and use Heymarket as their SMS layer, sending and receiving texts through Flows. Both work within Salesforce, but they serve different parts of the workflow.
