Skip to main content
All CollectionsIntegrationsSalesforce
How to set up the Salesforce integration
How to set up the Salesforce integration
Updated over a week ago

The TextUs integration for Salesforce connects your TextUs accounts with your Salesforce instance so that you can do the following:

  • Import phone numbers from Salesforce into TextUs using the TextUs Chrome extension.

  • Send and receive text messages with contacts and leads in your Salesforce account using the TextUs web app, Chrome extension, or mobile app.

  • Log your team’s text conversations back to Salesforce contact and lead records.

Advanced users can also customize their integration to send automated two-way text messages that are triggered by specific events, such as sending a follow-up text message after a lead has been contacted in Salesforce. For more information on advanced customization settings, see Add automated text messages to your Salesforce flows.

Supported Salesforce versions

  • Lightning Experience

  • Classic view for Salesforce

Getting started with your Salesforce integration

Note: Your Salesforce admin should complete the steps in this guide to ensure your integration has the correct account settings and permissions. This process should only need to be completed one time.

To integrate TextUs with your Salesforce instance and synchronize data between the two platforms, complete the following steps:

Step 1: Install the TextUs for Salesforce App

To install the TextUs for Salesforce App in your Salesforce account, complete the following steps:

  1. Go to the TextUs for Salesforce page in the AppExchange and click Get It Now.

  2. Click Log in to the AppExchange and log in with your Salesforce credentials.

  3. Enter your connected Salesforce account login and click Install in Production.

  4. Read and accept the terms and conditions, then click Confirm and Install.

  5. Click Install for Admins Only, then click Install.

Step 2: Configure the TextUs for Salesforce App settings

Next, you need to configure the TextUs for Salesforce App settings in your Salesforce account:

  1. On the Setup page, enter Custom Settings in the Quick Find search box.

  2. On the Custom Settings page, locate the TextUs Settings label and click Manage.

  3. Click Edit and update the following items:

    1. Update the Activities Service Class field to ActivitiesServiceNext

    2. Click the checkboxes for Generate Outbound Activities for Users and Generate Inbound Activities for Users.

    3. Update the TextUs Contact Connect Class field to SOSLContactConnectNext.

    4. Click the checkboxes for Use Trigger for Text Activities and TextUs Next.

    5. Update the TextUs API endpoint field to https://next.textus.com/

  4. Click Save.

Step 3: Update task record fields

In some cases, user profiles in Salesforce may not have access to the Type field in task records. To verify that the Type field is visible for all profiles, complete the following steps:

  1. Go to the Setup > Object Manager page and enter Task in the Quick Find search box.

  2. Click Task > Field & Relationships.

  3. Click the Type field label.

  4. Click Set Field-Level Security.

  5. Check that the Visible checkbox is selected for all profiles.

  6. Click Save.

Step 4: Run TextUs batches

Complete the steps below to run TextUs batches in Salesforce and sync your user’s text messages with their contact’s pages:

  1. On your TextUs App in Salesforce, click TextUs Admin Settings.

  2. Under the TextUs Batch Jobs status menu, click Start TextUs Batches.

Step 5: Enable the Salesforce integration in TextUs

After you have completed the TextUs integration process in Salesforce, follow the steps below to enable your integration in the TextUs web app.

Note: Your Salesforce administrator should complete the steps in this section to ensure your integration has correct account settings and permissions. For Bullhorn Messaging customers, you can enable your Salesforce integration in the TextUs web app by logging into next.textus.com.

  1. Log in to next.textus.com with your org admin user account.

  2. Click on your user icon and go to Accounts.

  3. On the Accounts page, find your org account at the top of the account hierarchy and click View.

  4. Go to Settings > Account Settings > Integrations

  5. Click the Salesforce icon, then click Authorize.

    • To test your integration in the sandbox environment before deploying it to production, click the Connect to Sandbox Account toggle.

  6. Go to Salesforce and log in with your admin credentials.

  7. On the Allow Access pop up window in Salesforce, click Allow.

  8. The integration process is complete. Your Salesforce icon on the Integrations page should now be toggled on.

Optional next steps

Your Salesforce integration with TextUs includes Apex components which you can use to send automated text messages through Process Builder. For more information, see the following articles:

Did this answer your question?