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
- Click on Type
- Add these values: Incoming SMS and Outgoing SMS
- or if you prefer, just add this value only: SMS
6
4
Was this article helpful?
5 out of 6 found this helpful
Articles in this section
- Kixie's Salesforce Integration: Configuration and Behavior
- Salesforce Workflow: Log a Kixie Outcome to Send a Salesforce Email Template
- Salesforce Workflow: Auto-SMS and Auto-Call
- Setting up Salesforce for Kixie
- Setting up Salesforce for Call Dispositions
- Setting Up Salesforce for SMS Message Integration
- Removing CTI (Vonage, RingCentral, etc...) from SalesForce