For Incoming Messages/Task: Sending a message to salesforce from the registered number : Cloufi

For Incoming Messages/Task: Sending a message to salesforce from the registered number Print

Created by: Cloufi Technologies

Modified on: Wed, 10 Jul, 2019 at 12:14 AM

User can send the message from a phone/mobile number which is saved in salesforce Contacts/Leads/Opportunities:

1. Send a message from a desired handheld device (cell phone, tablet or any other) to a salesforce saved Contact number (Contacts/Leads/Opportunities).

2. Now, login to the salesforce and select the Contact where message is sent.

3. Contact will show the message as Incoming message/Task under the Activity tab.

$Description: Z:\Prasanna\Twilio SMS\Incoming Message.jpg$

Note: For receiving messages make sure that the Site URL which is generated on the Company Information tab should be registered/saved to the connected Twilio account under the related phone number as shown:

Cloufi is the author of this solution article.

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For Incoming Messages/Task: Sending a message to salesforce from the registered number Print

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