Step-by-Step Guide to Bulk SMS in Salesforce
With unbeatable open rates, SMS is one of the most powerful tools for building customer engagement. SMS marketing allows you to reach customers through their preferred communication channel - creating a direct and personal connection. By choosing the right method and tools, you can ensure your communication is both efficient and impactful.
In this article, we explore the benefits of sending bulk SMS in Salesforce - and how to get started.
Key Considerations for Using Bulk SMS Functionality in Salesforce

Personalized Communication
Bulk SMS enables you to segment your audience and tailor messages based on customer data stored in Salesforce. Delivering relevant content leads to better engagement and an improved customer experience.Integrated Customer Journeys
Thanks to Salesforce’s powerful CRM features, LINK Mobility’s SMS solution can be seamlessly integrated into your multichannel campaigns - ensuring that SMS supports email, social, and other touchpoints as part of a cohesive journey.Time-Sensitive Communication
Whether it is delivery updates, appointment reminders, or service alerts, SMS is perfect for messages that require immediate attention.Cost-Effective Marketing
With low cost per message and high engagement rates, SMS is a valuable marketing channel for businesses of any size.Advanced Analytics and Reporting
Salesforce SMS services include built-in analytics that let you track delivery, engagement, and conversion rates - helping you refine your messaging and maximize ROI.Industry-Leading Open Rates
According to Gartner, SMS messages are read far more quickly than emails - usually within minutes - making SMS ideal for time-sensitive communications.Pay-As-You-Go Model
You only pay for the messages you send - no licenses or unnecessary overhead. This makes SMS highly scalable and cost-efficient.Direct Carrier Connections
Working with a provider like LINK Mobility, which offers direct connections to operators, ensures reliable delivery and campaign performance.
How to Send Bulk SMS in Salesforce
Salesforce does not include native bulk SMS functionality, but it supports integrations with third-party apps and custom APIs that allow businesses to manage and send SMS directly within Salesforce.
Before choosing your SMS provider, consider the following:
What features are included?
Look for scheduling, analytics, and contact management tools.How easy is integration?
The solution should slot into your current infrastructure with minimal disruption.Is it user-friendly?
Your team should be able to use it without extensive training, and it should sync well with your contact database.
Below, we outline the most common options for enabling SMS in Salesforce.
Option 1: AppExchange Third-Party Apps
Setting up and configuring bulk SMS in Salesforce can be complex - especially when done internally. It may require technical expertise, configuration of add-ons, and sometimes even coding.
Instead, you can save time and resources by using ready-made apps from AppExchange - such asLINK Mobility,Mogli, orValueText.
These apps offer:
Advanced features
Quick implementation
Dedicated support
LINK Mobility's Salesforce Integration
LINK Mobility provides a native SMS integration for Salesforce.
Using a simple drag-and-drop interface in Journey Builder, you can:
Automate campaigns
Send messages via SMS
Use landing pages with text, images, barcodes, scratchcards, CTAs, and more
Support alerts, 2FA, marketing, and customer service flows
Top benefits of using LINK Mobility in Salesforce:
Global delivery with 98% open rates
Flexible integration via API, portals, and chatbot builder
Actionable insights to optimize strategy and ROI
Local support teams for guidance and implementation
Scalable across use cases—from urgent alerts to personalized promotions
Compared to custom-built setups, LINK Mobility’s solution saves you significant time and effort.
Option 2: Custom SMS API Integration
For businesses that need a tailored setup, you can also build a custom Salesforce application that connects to an SMS provider using an API.
This allows you to:
Build unique logic and triggers
Include custom merge fields
Control bulk criteria for SMS sends
While offering maximum flexibility, custom API integrations are more time- and resource-intensive. This is where certified Salesforce partners - likeTwistellar, can help.
“As more companies rely on SMS to connect with customers, it is critical to bring in the right expertise. Salesforce is powerful, but getting it to work effectively for SMS marketing takes experience and precision.”
Serge Koczanowski, CTO at Twistellar, LINK Mobility’s certified Salesforce implementation partner
Get the Most Out of Bulk SMS in Salesforce with the Right Tools and Support
To succeed with bulk SMS in Salesforce, it is not just about choosing a tool - it is about finding a solution that fits your business and grows with it. Whether you prefer a plug-and-play AppExchange app or a custom API integration, your platform must be configured, maintained, and aligned with your goals. LINK Mobility offers the flexibility, scalability, and local expertise to help you build high-performing SMS campaigns directly within Salesforce - supported every step of the way.
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