Knowledge Base > Salesforce > Settings – adding inwise modules – fast SMS

in Salesforce

The connection between Salesforce and inwise allows you to send short text messages (SMS) directly from the contact / lead screen.
In order to do this, you have to set up display windows: send messages, view outgoing and incoming messages. In this guide, we will explain how to do this

Setting up quick SMS sending

Enter to Contact / Lead / Person Account and choose an existing contact / lead or create a new one.

Classic interface – When entering  a Contact / Lead / Person-Account click on “Edit Layout”

 Setup fast SMS - Salesforce

Lightning interface  – In the menu bar on the right side of the screen, Navigate to Setup -> Objects and Mields -> Object Manager – > Contact / Lead / Person Account -> Page Layouts –
Finally, click on “Contact / Lead Layout”

 Setup fast SMS - Salesforce

Classic interface

  1. Click on the “Buttons” category on the menu.
  2. Drag the button – ‘Send SMS’ to the “Classic” button area.
  3. To save and finish, click Save.

Lightning interface

  1. Click on the “Mobile & Lightning Actions” category on the menu.
  2. Drag the button – “Send SMS” to the “Lightning” button area.
  3. To save and finish, click Save.SF fast SMS

You will now be able to see the Send SMS button in the Contact / Lead / Person Account interface.

What next: Send a fast SMS

Setting up the display of incoming and outgoing SMS messages

In the layout screen, choose “inwise Messaging History” from the “Related Lists” and drag it.

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Click on the “Properties” icon (1)
Select the fields (one of the fields each time):  Channel Type, direction, Message, To Number – from the left pane “Available Fields” (2) and add (3) to the right pane “Selected Fields”.
At the bottom of this window, in the Buttons area, click on the plus (+) icon, and choose the button “ConversationView”, it will make viewing messages more convenient.

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Setting up incoming fast SMS

The integration between Salesforce and inwise allows you to get SMS to the contact / lead screen.
First, contact our support team to buy a virtual phone number.

In the “Settings” screen, select “Inbound SMS Configuration”.
1. Check the box “Messaging History”.
2. Select the mobile phone of the contact/lead.
3. Copy the displayed URL WEBHOOK.

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Now, login to your inwise account (If you didn’t integrate between your inwise account to Salesforce, do that now).

In the left main menu bar, click on Automations > Creat automation.

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Select Empty template.
1. Drag the trigger: “Contact replied on SMS”
2. Drag the action: “Notify Web Page”

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3. Click on the Action and paste in the field “Url Name” the URL WEBHOOK that you copied in the previous stage.
https://xxxxxxxxx.my.salesforce.com/services/apexrest/inwise/inwiseinboudsms.
4. Check the box “Add Qauth authentication”.
5. Select “Salesforce”.
6. Remove the “Parameters”
Finally, click “Update”

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Now, your incoming SMS (the messages that your contacts send to you), will update directly to your Salesforce account.