Send a Message from Record Details

  1. On the Salesforce Home page, click . The App Launcher page appears.

  2. Click the object name. The object record list appears.

  3. Under Contacts click and then select All Contacts from the drop-down menu to view the complete contact record list.
  4. Click a record name. The Record details appear.

  5. Under Contact Details, click . The drop-down menu appears.

  6. Click Send SMS. The Send SMS window appears.

  7. Enter the following details:
    • Sender ID
    • Message Template
    • Message Text
  8. If you do not wish to select a template, type your own message.
  9. Click Send.

  10. You can also schedule your message. Refer to the section on Schedule Messages for more detail.

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Important Announcement!

URGENT! Please register the 10-digit business phone number (e.g. 555-555-5555) that your organization uses to send texts to consumers in the U.S. Failure to register may cause heavy penalties and disruption to all your text messaging communications.