Sending Bulk SMS from Salesforce Reports is one of the most powerful ways to reach large audiences instantly without exporting data or performing manual work. With the top 3 Salesforce SMS Messaging apps like Message Blink, users can send messages to thousands or even millions of records pulled directly from Salesforce Reports all while staying inside their CRM.
This guide explains what Salesforce Reports are and how to send bulk text messages using them in just a few simple steps.
What Are Reports in Salesforce? #
Salesforce Reports are structured lists of records generated based on specific conditions or filters that users define.
A report:
- Displays a list of records in a tabular or grouped format
- Can include charts for visual insights
- Helps answer key business questions using real-time CRM data
- Allows filtering, grouping, and sorting based on any standard or custom field
Reports are widely used for analysis, segmentation, and tracking. When combined with a Salesforce SMS app, these reports become a powerful source for bulk SMS campaigns, follow-up messages, customer updates, event reminders, and more.
Steps to Send Bulk SMS from Salesforce Reports #
Follow these steps to send Bulk SMS in Salesforce using your filtered report data:
1.Go to the App Launcher and open Message Blink.
2. Inside the Message Blink app, click on “Bulk SMS Report”. This is where all your Salesforce report folders will be displayed.
3. Select any report folder that contains the reports you want to send SMS from.
4. Choose the specific Salesforce Report that lists the records you want to send mass text messages to. Message Blink supports reports from any standard or custom Salesforce object.
5. Next, click the Send SMS button. This action pulls all the records that match your report criteria.
6. Select the appropriate phone field.
7. Write your SMS message in the message composer. You can use Merge Fields to personalize the SMS.
8. Once your message is ready, click Send SMS.
Your bulk text messages will be delivered instantly to all the report records.
Conclusion #
Sending Bulk SMS from Salesforce Reports is fast, efficient, and perfect for high-volume messaging. With Message Blink, users can:
- Reach thousands or millions of recipients
- Personalize messages with merge fields
- Target deeply filtered segments
- Stay completely inside Salesforce
Whether it’s for campaigns, reminders, updates, or customer follow-ups, Reports-based messaging offers unmatched flexibility and power.
