I was attending a Salesforce demo the other day when I spotted an impressive Lightning Component on the side of the Lead page. The Component looked the spitting image of iMessage or Whatsapp so it was immediately obvious what it was. The demo I was attending was from a well-known Recruitment platform based on the Force.com platform, as they are dealing with large volumes of candidates, SMS was a popular way to talk to their user base. The Component in question allowed the recruiters to have conversations with their candidates directly from the Salesforce record.
I knew that these solutions were about but had never seen one in the flesh, so I decided to try it out myself.
Salesforce & SMS
After seeing a live demo of the SMS capabilities of Salesforce through an app called Mercury SMS, it got me thinking of all the possible use cases that an app like this can be used for.
- Following up with Leads after the initial phone call
- Keeping in touch with some of your top Accounts
- Bulk messaging users for marketing purposes
- Providing updates to contact about a case they currently have open.
Whatever your business does, there is probably a nice use case for SMS messaging somewhere. In addition the particular app that I tried out worked seamlessly with Lightning and was extremely easy to setup. I was messaging my buddies in minutes!
To give you an overview of what these types of applications can accomplish I’d like to cover a few of the popular features that Mercury SMS has as standard and the installation process.
If you would like to give MercurySMS a go, you can easily install it from the AppExchange and obtain a free trial with a limited amount of SMS Messages. The process of installation is nothing more than filling in some fields and ensuring that the connected application has enough permissions in order to access the correct fields.
After this has been completed, you simply need to place the Lightning Component on the desired page and away you go!
I’m sure that Mecury SMS has many features that I will miss out here, but I’d like to give you an overview of my favourites from my initial evaluation.
- The ability to send and receive messages from a live component.
- SMS can be generated off of workflow rules in the system to automatically trigger messages
- You can actually create records based off of incoming messages, for example create leads or cases when someone new messages in.
- You can bulk send SMS for a marketing campaign or to alert users that you have an issue or bug.
- You can update fields based on incoming or outgoing messages
If you would like to give MercurySMS a go, you can install it free from the AppExchange to trial it out. If you are interested in actually going ahead, SalesforceBen readers get a 10% discount off of MercurySMS using the code “SalesforceBen”.