Sending SMS Through Flows Basics
Salesforce Flows provide a code-free approach for effectively managing the triggering of Outbound Text Messages and handling Incoming Messages based on Keywords or other criteria. It offers the flexibility to trigger actions on any Object within the Salesforce platform.
Lead/Contact: These are commonly used scenarios where Outbound SMS messages are triggered when leads/Contact are created or when specific fields undergo changes.
Custom Objects:Similar to Lead/Contact cases, 360 SMS supports triggered messages from any custom Object. Its SMS Templates and iTexts are compatible with all custom Objects.
SMS_History: This is particularly valuable for handling incoming SMS messages. It allows you to read the message and take subsequent actions based on the content, such as updating the corresponding Salesforce record or sending out additional questions. This functionality is useful for conducting iTexts, where a reply of “INTERESTED” or “NO” can trigger updates to fields or statuses in the associated Salesforce record.
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