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Salesforce Digital Engagement

Salesforce Digital Engagement: Let’s Unify 11+ Channels

In the era of digitalization, where everything is rapidly changing due to the demands of the modern economy, it is not sufficient to be just available in several channels. Customers expect more than being available; they require fast responses, personalization, and a smooth experience regardless of where the user initiated the conversation. Be it a DM on Instagram, a support ticket via live chat, or a text message about a purchase, the brands are feeling the pressure to do much more than be there; they have to listen, respond, and engage in real time.

Here, the Salesforce Digital Engagement comes in. It lets you manage all the chats of your customers in Salesforce, whether it is on SMS and WhatsApp platforms or Facebook. It seems like heaven to any team that has to manage several channels and points of interaction.

The only thing here, though, is that this engagement is not as unified as it seems. Does it have the capacity to unify all the channels that your business is dependent on? And then what about the mobile accessibility or automation on all these platforms?

Well, then, here are some of those questions and a way to learn how to make the most of multichannel engagement with Digital Engagement on Steroids (DEOS).

Table of Contents
  1. The Gaps in Salesforce’s Channel Coverage
  2. How DEOS Bridges the Omnichannel Divide
  3. Transforming Engagement Experiences with DEOS
  4. FAQs: Quick Takes on Common Queries
  5. Final Thoughts

The Gaps in Salesforce Digital Engagement Channel Coverage

Even within the supported channels, there are limitations—like disconnected threads, inconsistent conversation histories, and minimal control over unified routing.

These limitations make it difficult to handle Salesforce digital conversations efficiently, especially for teams managing large volumes across regions or departments. The result? Delayed replies, context switching, and a fragmented customer experience.

The opportunity is clear when teams start using Salesforce Digital Engagement to enable multichannel conversations. Yet, this is not always how reality looks like.

It includes such common channels as WhatsApp, SMS, Facebook Messenger, and Web Chat, but Salesforce Digital Engagement does not stretch to many other channels. What about Instagram DMs, ringless voicemail, and telephony? The more channels you use, the better it is.

Salesforce Digital Engagement allows for managing conversations across multiple digital channels like SMS, WhatsApp, Facebook Messenger, and live chat—each appearing as a separate threaded conversation within the Service Console.

However, these conversations are siloed by channel. In other words, when a client contacts you today on SMS and tomorrow through WhatsApp, the agent will not see the unified conversation history until records are connected through a third-party tool. This complicates multichannel continuity and tracking context, particularly for businesses intending to provide superior cross-platform customer experiences.

How DEOS Bridges the Omnichannel Divide

That’s where Digital Engagement on Steroids (DEOS) comes in. Built to work within Salesforce, DEOS unlocks 11+ channels natively and lets you:

  • Handle Instagram DMs, Ringless Voicemail, and Telephony alongside standard channels
  • Merge every interaction into a unified thread per customer—no more jumping tabs.
  • Run automated replies and dynamic flows with zero-code bots
  • Track clicks on every URL sent in SMS, WhatsApp, Instagram, and more.
  • Access out-of-the-box features like user-defined color-coded unread messages, Incoming alert notifications, bulk messaging, and many more.

Imagine a rep responding to an Instagram query, a WhatsApp message, and a Web Chat—all from the same console. That’s the kind of Salesforce messaging automation DEOS makes possible.

Even better? Each interaction still syncs with Salesforce records, so you don’t lose data or history.

Creating Seamless Engagement Experiences with DEOS

Salesforce Digital Conversations

Centralizing Conversations with a Unified Inbox

Managing conversations on 11+ platforms can be overwhelming—unless you’ve got a single place where everything flows in.

With DEOS, you don’t just integrate channels—you unify them. That means:

This kind of Salesforce messaging automation doesn’t just improve efficiency—it transforms service delivery. Reps respond faster, customers feel heard, and managers get better visibility.

Beyond Service—Engagement for Sales, Support & More

Most teams associate Salesforce Digital Engagement with Service Cloud and omnichannel setup. But when powered by DEOS, its use cases explode across:

  • Sales Cloud: Reps can follow up leads via SMS, WhatsApp, or Instagram in real time—right from their Lead or Opportunity records

  • Marketing Cloud: Run multichannel drip campaigns that reach users on the channels they actually use

  • Pardot: Trigger hyper-personalized follow-ups across messaging platforms based on engagement.

So whether you’re selling, supporting, or surveying—Digital Engagement for Sales Cloud, Service Cloud, or Marketing Cloud becomes seamless with DEOS.

Engagement On the Go with Salesforce 1 Mobile

Standard Salesforce Digital Engagement doesn’t support full functionality within the Salesforce Mobile app. That limits agents who need to respond while away from their desks. DEOS changes the game by bringing the combined capabilities of 360 SMS and Salesforce Digital Engagement right into the mobile experience. Whether it’s replying to a lead, following up on a case, or automating messages, teams can stay connected and responsive—anytime, anywhere.

No-Code Workflows for Smarter Responses

Automation does not need to be complicated or rely on IT. With DEOS, teams can design and automate Salesforce messaging without writing a single line of code. They can set automated responses based on keywords, define next-best actions based on replies, or trigger follow-ups after a specific time, all using point-and-click capability for Salesforce messaging automation.

FAQs related to Salesforce Digital Engagement

Let’s quickly answer a few common questions people have:

How does Salesforce Digital Engagement support digital conversations?

It lets businesses engage with customers via channels like SMS, chat, and social, directly within Salesforce.

Can I automate messages using Salesforce Digital Engagement?

Yes, but automation is limited—DEOS expands these capabilities significantly with no-code bots and workflows.

Which messaging channels can be used with Salesforce Digital Engagement?

SMS, WhatsApp, Web Chat, and Facebook Messenger are supported natively by DEOS, you can extend this to 11+ channels and more clouds.

How does a unified inbox improve customer service?

With a Unified inbox,  it becomes easy to access all different channel conversations in one place, which results in faster and relevant responses.

Is Salesforce Digital Engagement suitable for marketing as well?

Yes—with DEOS, teams can run multi-channel campaigns across SMS, Instagram, and WhatsApp—all inside Salesforce.

Final Thoughts

Customer expectations are rising—and so is the complexity of digital interactions. While Salesforce Digital Engagement gives you a solid foundation, DEOS is what turns that into a truly scalable engagement engine.

From native access to 11+ platforms to unified views, DEOS ensures your team can meet your customers wherever they are, without breaking workflows or switching screens.

Ready to get more channels in Salesforce Digital Engagement?

Bring the power of 11+ channels and the ability to manage them well using a unified view.

Contact our experts today and book a demo of Digital Engagement on Steroids now!

Siddharth Sehgal

CEO

Siddharth Sehgal is CEO & Salesforce Communication Guru. He helps businesses grow exponentially by putting their Salesforce CRM on steroids with his unique techniques. He is on a mission to help businesses build deeper relationships with their customers.

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