Suggested Search: Admin Guide, User Guide, Release Notes
Suggested Search: Admin Guide, User Guide, Release Notes

Create SMS Button for Salesforce Classic

  1. From the Salesforce navigation on the top right click and then click Setup.
  2. Select an object by using the Quick Find/ Search field. The object can be Contacts, Opportunities, Leads, and so on.

  3. Click Buttons, Links, and Actions.

  4. Click New Button or Link.

  5. On New Button or Link page enter the details for the button.

    6. FIELDDESCRIPTION
    LabelThis field is the label of the button. For example, Send Msg or Send Bulk Msg.
    NameThis field auto-populates based on what is in the Label field.
    DescriptionThis field is a description of what the button is for.
    Display TypeThere are 3 options to choose from:

    – Detail Page Link

    – Detail Page Button

    – List Button

    1. Select Detail Page Button for single SMS.

    2. Select List Button for bulk SMS.
    BehaviorFor this field select according to the requirements of the organization. There are 5 options to choose from:

    – Display in new window

    – Display in existing window with sidebar

    – Display in existing window without sidebar

    – Display in existing window without sidebar or header

    – Execute JavaScript
    Content SourceThere are 3 options to choose from:

    – URL

    – OnClick Javascript

    – Visualforce Page

    Select Visualforce Page.
    Content1. Select Single SMS Contact for single SMS.
    2. Select Bulk SMS Contact for bulk SMS.
  6. Click Save.

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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.

More Information and Register Here