Automate SMS and MMS Campaigns Using JustCall Salesforce Integration

Overview

This guide explains how to set up automated SMS and MMS messaging through Salesforce Flow Builder using JustCall's integration. The process allows businesses to streamline communication by triggering messages based on specific events or conditions within Salesforce.

Why SMS Automation Matters

Automating SMS communication helps organizations save time, reduce manual errors, and ultimately increase productivity. Flow Builder enables this without requiring coding expertise.

Step-by-Step Setup Instructions

1. Access Flow Builder

• Log into your Salesforce account
• Click Setup under Settings (top-right corner)
• Search for "flows" in the Quick Find bar
• Click Flows to open the All Flows page

2. Create a New Flow

• Select the "New Flow" button
• Choose your preferred flow type
• Click Create

3. Define the Trigger

Establish criteria for when the automation executes. For example, send an SMS when a lead is closed but not converted. Configure the Lead Object settings and click Done when ready.

4. Add the SMS Action

• Click the plus icon and select "Action"
• Search for "Send an SMS from JustCall"
• Configure these required fields:
  • Label: Descriptive name (e.g., "Lead Not Converted | Send SMS")
  • API Name: Typically matches the label
  • Description: Explain the automation's purpose
  • From Mobile Number: Your JustCall number
  • Lead/Contact ID: Use dynamic values
  • To Mobile Number: Use dynamic values
  • Message: Compose using dynamic values

5. Configure MMS (Optional)

To attach media files and send MMS messages, add links after your message content using this format:

{your message content} media_url: URL1, URL2, URL3

Example:

Hi James, we're having a blockbuster sale. Visit now.
media_url: https://example.com/image1, https://example.com/image2

Media Requirements:

• Maximum 10 files per message
• Total size limit: 5MB
• URLs must be publicly accessible and comma-separated
• Supported formats include JPEG, PNG, GIF, MP3, MP4, PDF, and more

6. Save and Activate

• Click Done after configuring the action
• Save the flow (provide Flow Label and API Name)
• Click Activate to make the flow live

Testing

Once activated, test the automation to ensure proper functionality. You should receive an SMS from JustCall when the trigger conditions are met.