Steps to Send SMS from Email in Salesforce

Step 1: Create an Org-Wide Email Address
#

1. Go to Setup
2. Search for Organization- Wide Email Addresses
   
   
3. Click Add
   
   
4. Enter the email address used for notifications
5. Verify the email address
6. Allow access to all profiles
   
   
7. Save

(This org-wide email address will be used to send email notifications that convert into SMS replies.)

Step 2: Create an Email Service in Salesforce #

1. 1. Go to Setup → Email Services
   2. Click New Email Service
      
      
   3. Enter:

• Email Service Name

1. Apex Class: Inbound Email Handler

 

 

1. Save the email service

Step 3: Configure Custom Settings for Email Notifications #

1. Go to Setup → Custom Settings
2. Find Email Notifications
3. Click Manage

1. Add a new record with:

• To Email Address

• Org-Wide Email Address

• Inbound Email Address

1. Save

Step 4: Test Incoming Email to SMS #

1. Send a test email to the inbound email address
2. Reply to the email notification
3. Salesforce processes the reply using the inbound email handler
   

Step 5: Reply to Email to Send SMS from Salesforce #

• When you reply to the email:
  • The reply is captured by Email Services
  • The message is converted into an SMS
  • SMS is sent to the related Contact or Lead

Step 6: Verify SMS in Salesforce #

1. Open the Contact or Lead record
2. Navigate to:
   • Message Blink Chat Component
   • Message object
3. View the SMS message logged inside Salesforce