How to Quickly Send a Message from Salesforce1

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How to Quickly Send a Message from Salesforce1

 

Configure the Quick Action button

Click on the button you created to send a text from Salesforce1 to an object.

 

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You will see the Converse screen and you can type your text from here.

 

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You can know when you get a new incoming text on Salesforce1 through a Custom Chatter Notification.

 

Note: Notification to user will only be sent when record owner is not the same as the user creating the record.

 

Here’s what a notification would look like:

 

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