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salesforce-inte-twilio
Cloud communications platform provider Twilio has introduced Twilio for Salesforce on Salesforce.com’s AppExchange in March 2019. Twilio for Salesforce is the simplest way to send and receive SMS messages from Salesforce. Within a few minutes, you can install, configure, and start messaging with your customer using Salesforce Leads, Contacts, Person Accounts, and Process Builder.

Features:

  • Two-way conversations with contacts and leads.
  • 15 standard reports to analyze engagement and results.
  • Opt-in/opt-out handling with standard and custom keywords.
  • Process Builder integration to trigger SMS with workflows.
  • Group inbox to oversee all text messages in one place.
  • Scheduling for outbound text messages.
  • Twilio Apex API library go up to any Twilio channel.
  • Delivery status notifications and reporting.
  • Mass message builder to broadcast SMS to campaign members.
App Installation and Setup:

Step 1:

Install the package in salesforce.

install-twilio-salesforce

Step 2:

Search for Twilio in salesforce then, select Twilio application.

search-twilio-salesforce

Step 3:

Login into the Twilio account which you have purchased. And then authenticate with salesforce.

salesforce-twilio-configuration

Step 4:

In the Twilio app, you have already account id and auth token then copy it and paste into salesforce. Authenticate Twilio with salesforce.

salesforce-trial-balance

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Step 5:

Then create a message service in Twilio.

salesforce-messaging-services

Step 6:

Select the sender number which you have purchased for sending SMS on mobile using salesforce.

salesforce-sender-pool

Step 7:

Then have to select a messaging service into salesforce which you have created in Twilio.

salesforce-connect

Step 8:

  • There are many components in salesforce where
    you can attach Twilio for Salesforce’s lightning components using the Salesforce Lightning App Builder.
  • Open the Lightning App Builder by opening a record (Leads, Contacts, Person Accounts, Cases, or Campaigns), clicking on the configuration gear icon, and selecting “Edit Page”.
  • You can then use the Lightning App Builder to attach components to the page.

salesforce-twilio

Step 9:

Then the Twilio package will provide permission sets in salesforce. In ‘Twilio Administrator’ you have to add a user from salesforce. A “User” can send and view messages, and generally access all the features of the package.
salesforce-permission-sets
Step 10:

Now, SMS will be sent from salesforce or mobile and you can chat easily.
The trial package consists of 30 free seats for 30 days. Twilio for Salesforce is priced around $15 per user per month.
Conclusion:

Twilio also forces the Salesforce Lightning Dialer, enabling businesses to call customers directly through the Salesforce platform, supported by Twilio Voice. Salesforce is an investor, partner, and customer in Twilio.

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