How to integrate Twilio with Salesforce

Twilio is a new-age communication API used by developers to build innovative solutions and send messages, along with video and voice conversations within the web and mobile apps.

Integrating Twilio with Salesforce presents several benefits empowering users to track customers’ journeys at every stage in a personalized manner.

So, If you are looking to integrate Twilio with Salesforce, Twilio for Salesforce is the best solution out there to bring Twilio’s programmable communications into your Salesforce org.

Without delaying further, let us quickly move to the subsequent sections to learn how to integrate Twilio with Salesforce in our step-by-step guide.

Step 1: Install Twilio for Salesforce from the AppExchange

Install Twilio for Salesforce using the link https://ahoy.twilio.com/salesforce-ty.

 

When prompted, select install for All Users:

Step 2: After Installation Search Twilio Configuration

Step 3: Obtain your Twilio Account SID and Auth Token

1. Create the Account on Twilio to get the account

2. Once your account is created you will get your Account SID and Auth Token.

3. Use the Account SID and Auth Token and validate it.

4. When you validate it you’ll see a confirmation message like this

Step 4: Create messaging service

1. Create Messaging Service by this link https://console.twilio.com/us1/develop/sms/services?frameUrl=%2Fconsole%2Fsms%2Fservices%3Fx-target-region%3Dus

2. Click on create messaging service

3. Add Phone number for messaging service, click Explore products

4. Add Senders to Service

5. Click Add Senders

6. Now select the number, and Add Phone Number button.

7. Select the phone number and click on Add Phone Numbers

Step 5: Create a webhook for your messaging service

1. Go to Explore Products, then Developer tools and click on Twiml Bins.

2. Click on Create New TwiML Bin

3. Inside your new TwiML bin, add a single-line TwiML snippet

4. Click Create.

5. Copy the TwiML Bin’s URL.

Step 6: Select your messaging service in salesforce

1. Select Messaging Service.
2. Fill Email.
3. Click Validate Credentials.

Step 7: Setup to Integration

1. Paste your webhook URL here

2. Click Add Compliance info

Step 8: Add Compliance info

1. Click on complete messaging setup.

 

2. Click Try to Send a Message.

3. Type the Body Text anything you want.

4. Click to Send test SMS.

Conclusion

We hope the solution helps you with seamless Twilio-Salesforce integration.

Reach out to us if you have any suggestions or need assistance with any Salesforce Development Services. We would be happy to help!

Related Articles

In this detailed guide, we will walk you through the significant yet easy steps to configure Email to Salesforce. Without any further ado, let’s get started! About Email to Salesforce As the term refers, Email to Salesforce is valuable for any organization that businesses use as their Customer Relationship Management (CRM) platform. It helps streamline […]

Read More
Guide on CRUD Operations in Node.js with jsForce

CRM developers typically need to integrate Salesforce with Node.js apps. One well-known library for this purpose is jsForce, which provides a comprehensive set of tools for interacting with Salesforce data and performing CRUD tasks effectively. Let’s dive into the blog, where you will understand the use of jsForce to execute key CRUD tasks within Salesforce, […]

Read More
How to Implement Round Robin Assignments in Salesforce Using Apex

Ensuring a proper workload balance and quick follow-ups from internal or external team members, leads, opportunities, or task distributions is crucial. To achieve this, all you need is a Round Robin assignment. In this step-by-step guide, we will walk you through the process of implementing a round-robin assignment in Salesforce using Apex. Here, we’ve used […]

Read More
Best Salesforce Developments Services Provider

In this step-by-step guide, we will walk you through the significant role of Large Data Volumes in Salesforce, and what strategies or practices you should keep in mind. What is Large Data Volumes? In Salesforce, Large Data Volumes (LDV) refers to managing a huge amount of records available in the platform. LDV usually comes into […]

Read More

Salesforce Apex includes numerous built-in text handling classes, and in addition to them, the Pattern and Matcher classes are good for performing complex string operations. These classes enable us to define and work with regular expressions, which are of particular importance for data validation, searching, and modification. In this technical blog, we will find out […]

Read More

Maintaining security and compliance in Salesforce requires effective user access management. This article will lead you through the process of creating expiration dates for Permission Sets and Permission Set Groups, allowing you to automate access removal while minimizing manual work. Know how this functionality simplifies workflows, guarantees compliance, and improves security procedures. Why Use Expiration […]

Read More
Our Location worldwide
Indian Flag India
3rd Floor, A-10, Pegasus Tower, Sector 68, Noida, Uttar Pradesh 201301 +91-1203117884
United States of America Flag USA
333 West Brown Deer Road Unit G – 366 Milwaukee WI, USA 53217 +1(262) 310-7818
United Kingdom Flag UK
7 Bell Yard, London, WC2A 2JR +44 20 3239 9428
Canada Canada
HIC Global Solutions INC
43 Lafferty Lane, Richmond Hill, L4C 3N8, CA +1(262) 310-7818