{"id":10137,"date":"2025-05-23T11:36:42","date_gmt":"2025-05-23T09:36:42","guid":{"rendered":"https:\/\/www.retarus.com\/blog\/us\/?p=10137"},"modified":"2025-05-22T15:54:46","modified_gmt":"2025-05-22T13:54:46","slug":"forget-workarounds-sms-messaging-native-for-your-salesforce-workflows","status":"publish","type":"post","link":"https:\/\/www.retarus.com\/blog\/us\/forget-workarounds-sms-messaging-native-for-your-salesforce-workflows\/","title":{"rendered":"Forget workarounds \u2014 SMS messaging native for your Salesforce workflows"},"content":{"rendered":"\n<p>With the SMS for Salesforce add-in, Retarus is launching the SMS backbone your Salesforce has been missing. The solution is <a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=1ec9de35-a039-4e95-954e-62a7bf3e57f4&amp;tab=d&amp;other_source=Web\">available now<\/a> and you can find further information on the <a href=\"https:\/\/www.retarus.com\/us\/products\/cloud-sms\/business-applications\/sms-salesforce\/\">Retarus website<\/a>. The native integration brings enterprise-grade SMS messaging directly into the Salesforce core platform, letting teams send and automate text messages from within their CRM.<\/p>\n\n\n\n<p>The SMS add-in installs directly from AppExchange. Once connected to your Retarus SMS account, Salesforce users can send texts just like emails or Chatter posts, which could be triggered by events through Flow Designer. Likewise, high volume oriented jobs can be setup through campaign management. It works naturally with Lightning pages and record layouts, fitting seamlessly into the Salesforce interface.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo wp-embed-aspect-4-3 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"cookieconsent-optout-marketing cookie-infobox\">Please <a href=\"javascript:Cookiebot.renew()\">accept Marketing cookies<\/a> to view this content.<\/div> <iframe loading=\"lazy\" title=\"Retarus SMS for Salesforce\u2014The Adding of the Plugin into Salesforce\" data-cookieconsent=\"marketing\" data-src=\"https:\/\/player.vimeo.com\/video\/1083859003?dnt=1&amp;app_id=122963\" width=\"1080\" height=\"809\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-sms-matters-in-your-business-communication-strategy\"><strong><br><\/strong>Why SMS matters in your business communication strategy<\/h2>\n\n\n\n<p>While email remains a cornerstone of business communication, SMS delivers what email often cannot: immediate attention. With open rates exceeding 98% and most messages read within three minutes of receipt, SMS provides unmatched engagement potential for time-critical communications.<\/p>\n\n\n\n<p>For businesses already using Salesforce, this integration creates new opportunities to leverage the power of text messaging without leaving your CRM environment and covers multiple use cases.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-real-world-use-cases\">Real-world use cases<\/h2>\n\n\n\n<p>The Salesforce SMS integration unlocks many practical scenarios:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Appointment Reminders (Healthcare &amp; Services):<\/strong>&nbsp;Automate text reminders for patient visits, bookings, or service appointments. For example, our healthcare reference customer <a href=\"https:\/\/www.retarus.com\/de\/case-study-samedi\/\">samedi GmbH<\/a> has already experienced how our messaging solutions strengthen their appointment management and patient communication processes.<\/li>\n\n\n\n<li><strong>Alerts &amp; Notifications:<\/strong>&nbsp;Instantly notify customers of order updates, shipment statuses, support case changes, or field service arrivals directly from Salesforce.<\/li>\n\n\n\n<li><strong>Marketing &amp; Engagement:<\/strong>\u00a0Send opt-in promotions, event invitations, or customer surveys by text, with messages personalized with Salesforce data (e.g., customer name, date, or product).<\/li>\n\n\n\n<li><strong>Support Automation:<\/strong>&nbsp;Alert service agents or customers when service cases are updated or SLAs are close to breach, integrating SMS into standard support workflows.<\/li>\n<\/ul>\n\n\n\n<p>In each case, SMS content can be personalized with Salesforce fields and sent automatically as part of your business processes.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-an-sms-integration-that-works-seamlessly-because-it-should\">An SMS integration that works seamlessly \u2013 because it should<\/h2>\n\n\n\n<p>Our decades of experience in enterprise messaging have taught us that integration should never be complicated. That&#8217;s why we&#8217;ve designed our SMS for Salesforce solution with simplicity and functionality at its core:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Native integration<\/strong>: Works directly within your existing Salesforce instance<\/li>\n\n\n\n<li><strong>No coding required<\/strong>: Configure, customize, and deploy without IT involvement<\/li>\n\n\n\n<li><strong>Enterprise-grade reliability<\/strong>: Backed by our global infrastructure with 99.9% availability<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo wp-embed-aspect-4-3 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"cookieconsent-optout-marketing cookie-infobox\">Please <a href=\"javascript:Cookiebot.renew()\">accept Marketing cookies<\/a> to view this content.<\/div> <iframe loading=\"lazy\" title=\"Retarus SMS for Salesforce\u2014The Functionality of the Plugin\" data-cookieconsent=\"marketing\" data-src=\"https:\/\/player.vimeo.com\/video\/1083860220?dnt=1&amp;app_id=122963\" width=\"1080\" height=\"809\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-automate-sms-with-salesforce-flow-and-triggers\"><strong><br><\/strong>Automate SMS with Salesforce Flow and Triggers<\/h2>\n\n\n\n<p>A major benefit to the SMS Salesforce integration is native automation support. Administrators can use Salesforce\u2019s Flow Builder (or Process Builder) to trigger SMS messages on demand. For example, you can automatically send a welcome text when a new lead is created, alert a manager if a high-value deal is updated, or notify a service team when a case changes status. Messages can be triggered directly and automated in a personalized way by using Flow Builder. The solution also supports quick two-way conversations: replies to SMS are captured and can be handled within Salesforce, ensuring no response is missed.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-reliable-global-sms-delivery-and-compliance\">Reliable global SMS delivery and compliance<\/h2>\n\n\n\n<p>Retarus routes each message through its global, carrier-managed SMS network. This ensures express dispatch with active multi-carrier routing to maximize deliverability. Additionally, you can cover all messages by enterprise-grade SLAs for throughput and latency. For data protection, Retarus operates its own data center security framework and operates with an information security management system (ISMS) audited according to ISAE 3000 SOC2 Type II and certified in accordance with ISO\/IEC 27001. In practice, this means companies can text customers knowing data stays local and secure. For instance, healthcare platform Dr. Flex relies on Retarus SMS for patient notifications precisely because it processes messages \u201csecurely and in full compliance with the GDPR\u201d.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-get-started-today\">Get started today<\/h2>\n\n\n\n<p>The Retarus SMS for Salesforce add-in is available now on Salesforce AppExchange. To learn more, see the <a href=\"https:\/\/docs.retarus.com\/int\/sms-for-salesforce-user-guide\">official documentation<\/a> and <a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=1ec9de35-a039-4e95-954e-62a7bf3e57f4&amp;tab=d&amp;other_source=Web\">AppExchange listing<\/a> or request the installation link via <a href=\"https:\/\/www.retarus.com\/us\/request-credentials\/\">this contact form<\/a>. Admins and solution architects can also install the app in a sandbox to test its capabilities without affecting production data. Try it today and discover how easy it is to enrich your Salesforce workflows with reliable, global SMS messaging.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>With the SMS for Salesforce Add-In, Retarus is launching the SMS backbone your Salesforce has been missing. The native integration brings enterprise-grade SMS messaging directly into the Salesforce core platform, letting teams send and automate text messages from within their CRM.<\/p>\n","protected":false},"author":84,"featured_media":10139,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_s2mail":"yes","footnotes":""},"categories":[8],"tags":[3805],"dipi_cpt_category":[],"class_list":["post-10137","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-enterprise-sms"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.0 (Yoast SEO v25.0) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Forget workarounds \u2014 SMS messaging native for your Salesforce workflows - Retarus Corporate Blog - US<\/title>\n<meta name=\"description\" content=\"With the SMS for Salesforce Add-In, Retarus is launching the SMS backbone your Salesforce has been missing. 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