Salesforce

Combine CRM power with reliable SMS delivery

Integrate the Salesforce platform with the MessageFlow infrastructure to fully automate mobile communication with your customers. This connection allows you to send individual and bulk SMS campaigns directly from your CRM using data stored in the system.

Before you start

To complete the integration, you need authentication data from your MessageFlow account. Log in to the panel and generate the appropriate access keys by following these steps:

1. Go to the Account -> Settings -> API section in the main panel.

2. Enter your chosen key name in the input field, then click the Generate API key button.

3. The system will generate and display two unique parameters: Application-Key and Authorization.

4. Copy the generated keys and store them in a secure location.

Security note

After reloading the page, the authorization key will no longer be visible, and you will not be able to copy it again. The generated data serves as access credentials to your sending infrastructure, so never share it with unauthorized individuals.

For the plugin to work properly, ensure you have at least one approved sender name (Sender). By default, the "SMS TEST" sender is active on your account. You can find instructions on configuring a new name in the documentation: Sender IDs

Additionally, download and install the MessageFlow app from the official Salesforce AppExchange platform.

Step-by-step configuration

Part 1: Creating an External Client App in Salesforce

Authorizing the MessageFlow plugin requires creating a dedicated client application within your Salesforce instance.

1. Log in to Salesforce and select the gear icon from the main menu to navigate to the Setup area.

2. In the left navigation panel, expand the Platform Tools section, then Apps, and select External Client Apps.

1. Create a new application. In the Settings tab under the Basic Information section, fill in the External Client App Name and Contact Email fields. Save the settings.

Part 2: Configuring OAuth permissions

The next step is to define access permissions for the newly created application.

1. While remaining in the client app view, go to the OAuth Settings section.

2. In the Callback URL field, enter the exact address: https://salesforce.messageflow.com/oauth.

3. In the OAuth Scopes section, locate and move the following items to the selected permissions column:

   • Access the identity URL service (id, profile, email, address, phone)

   • Manage user data via APIs (api)

   • Perform requests at any time (refresh_token, offline_access)

4. In the Flow Enablement section, check the Enable Client Credentials Flow option.

5. In the Security section, check the Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows and Enable Refresh Token Rotation options.

1. Save the configuration. Next, click the Consumer Key and Secret button visible at the top of the screen and copy the generated key (Client ID).

Part 3: Connecting within the MessageFlow plugin

The final stage is pairing data from both systems inside the plugin itself.

1. Search for and launch the MessageFlow application from your main Salesforce menu (App Launcher).

2. Go to the Configuration tab.

3. In the first Connect section, paste the previously prepared data from your MessageFlow account: Authorization and Application-Key. Confirm with the Change button.

4. In the second Settings section, select a default sender name from the dropdown list in the Sender field (for example, SMS TEST).

5. In the Access API Salesforce field, paste the previously copied Client ID key and save the configuration by clicking Save.

Next steps: Verifying your sends

To ensure the integration is functioning correctly, go to the Send SMS tab. Select a sender, enter your own phone number in the Recipient field, and type a sample message. Select the Immediately sending option and click Send.

You can instantly verify the status of the sent message by navigating to the Reports tab, which displays detailed operational logs directly within the Salesforce interface.

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Features: Sending from CRM objects

Once the integration is properly configured, you gain the ability to send SMS messages directly from individual object records within the Salesforce system, such as Contacts, Leads, and Campaigns.

Sending from a Contact or Lead record

In the detailed view of a selected contact, a dedicated SMS Send component is available on the right side of the screen. This allows for quick communication with a given person without leaving their profile.

1. In the Sender field, select an authorized sender name from the list.

2. Enter the message content in the Text window.

3. Use personalization variables to automatically substitute customer data from your CRM database. The plugin supports the following tags:

   • {name} (first and last name)

   • {firstname} (first name)

   • {lastname} (last name)

   • {phone} (landline/main phone)

   • {mobile} (mobile phone)

   • {email} (email address)

4. In the Sending date section, specify your preferred sending time. Select the Immediately option to send the message right away, or choose At a specified time to schedule it for a specific date and time.

5. Confirm the action by clicking the Send button below the form.

Bulk sending from Campaigns

An identical SMS Send component is located in the campaign details view. The mechanics of the form are the same as with individual contacts.

The difference lies in the scale of operation. A message sent this way will automatically reach all records assigned to the given campaign (visible in the Campaign Members section). The system will independently substitute personalization parameters for each recipient.