Setting Up Salesforce for SMS Message Integration Setting Up Salesforce for SMS Message Integration

Setting Up Salesforce for SMS Message Integration

Alex Mann Alex Mann
 
In order for Kixie to log SMS messages into Salesforce, your Salesforce admin will need to update the Salesforce Task object as follows:
  • Go to Setup, select:
    • Customize->Activities->Task Fields
    • 2018-05-30_1329.png
    • Click on Type
    • Add these values: Incoming SMS and Outgoing SMS
      • or if you prefer, just add this value only: SMS