{"id":7276,"date":"2021-08-28T23:59:40","date_gmt":"2021-08-29T03:59:40","guid":{"rendered":"https:\/\/www.jitendrazaa.com\/blog\/?p=7276"},"modified":"2021-08-29T00:02:20","modified_gmt":"2021-08-29T04:02:20","slug":"send-sms-from-salesforce-using-digital-engagement","status":"publish","type":"post","link":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/send-sms-from-salesforce-using-digital-engagement\/","title":{"rendered":"Enable SMS In Salesforce Using Digital Engagement"},"content":{"rendered":"\n<p class=\"justify\">Amazon, Apple, Google, etc all trillion-dollar companies, what do they have in common? Their obsession for customer service &amp; keeping customers at the center of your business.<\/p>\n\n\n\n<p class=\"justify\">It&#8217;s not only about trillion-dollar companies, but also medium and small businesses, if they want to succeed in this comparative market, they need to make sure customer service is at the heart of their business. <\/p>\n\n\n\n<p class=\"justify\">If I ask you a question, which technology gadget you cannot live with ? That&#8217;s your mobile phone and it is pretty much possible that you are reading this blog post right now on your mobile device. <\/p>\n\n\n\n<p class=\"justify\">So, if you are a customer and you have some issue, what are some of the options that you would like to use to contact companies? Phone calls are great but the problem is its real-time communication and you need to be on call with a customer representative and cannot do multi-tasking. <\/p>\n\n\n\n<p class=\"justify\">The email could be another option, but spammers, marketers they have flooded our email box and to be honest, I hate opening my emails, there are tons of unread email every day.<\/p>\n\n\n\n<p class=\"justify\">So, what point I&#8217;m trying to make here? I&#8217;m indirectly talking about channels and ways customers can try to connect to the company if they face issues. Phone &amp; emails are out because of some reasons mentioned above. The few options which are left are Social media, Live chat, or SMS. Customers can do multi-tasking while using all these channels. They don&#8217;t need to be on call for 30 mins or 1 hour to get issues resolved. <\/p>\n\n\n\n<p class=\"justify\">That brings us to our blog post title, how can we use SMS in Salesforce to enable customers to reach out via text message? Today, we have lots of options like <a href=\"https:\/\/appexchange.salesforce.com\/appxSearchKeywordResults?keywords=SMS\">AppExchange products<\/a>, Live Message and then there is the new kid on the ground &#8211; <strong>Digital Engagement<\/strong>.  <\/p>\n\n\n\n<p class=\"justify\"><strong>Live Message<\/strong> product in Salesforce was part of <a href=\"https:\/\/www.businessinsider.com\/salesforce-buys-heywire-2016-9\">heywire acquisition in 2016<\/a>. However, like most Salesforce products, <a href=\"https:\/\/help.salesforce.com\/s\/articleView?id=000351084&amp;type=1\">Live Message is scheduled to be retired <\/a>in an effort to give a single omni channel experience to customer reps for all digital channels, which in my opinion is a welcome move.<\/p>\n\n\n\n<p class=\"justify\">Enough of background, let&#8217;s dive into how do we set up SMS in digital experience. <\/p>\n\n\n\n<!--more-->\n\n\n\n<p class=\"justify\">If you are video person, go ahead skip this post and watch below video.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to setup SMS in Digital Engagement Salesforce Service Cloud\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/6ISsuuVV_EI?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><figcaption>How to setup SMS in Digital Engagement &#8211; Salesforce Service Cloud<\/figcaption><\/figure>\n\n\n\n<p class=\"justify\">First step is to navigate to Setup | Feature Settings | Service | Messaging Settings and enable <strong>Messaging<\/strong>.<\/p>\n\n\n\n<p>Now, click on <strong>New Channel<\/strong> and select <strong>SMS Text Messaging<\/strong>. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"631\" height=\"569\" src=\"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2021\/08\/Salesforce-Digital-Engagement-Select-SMS-Channel.png?resize=631%2C569&#038;ssl=1\" alt=\"\" class=\"wp-image-7281\" srcset=\"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2021\/08\/Salesforce-Digital-Engagement-Select-SMS-Channel.png?w=631&amp;ssl=1 631w, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2021\/08\/Salesforce-Digital-Engagement-Select-SMS-Channel.png?resize=300%2C271&amp;ssl=1 300w\" sizes=\"auto, (max-width: 631px) 100vw, 631px\" \/><figcaption>Select new Channel in Digital Experience<\/figcaption><\/figure>\n\n\n\n<p class=\"justify\">Depending on which country you are setting up SMS, you may need Letter of Authorization (LOA) or not. <a href=\"https:\/\/www.salesforce.com\/content\/dam\/web\/en_us\/www\/assets\/pdf\/misc\/livemessage-set-up-instructions.pdf\">Refer this link to know more about what is LOA and what information needed by Salesforce to add phone number<\/a>. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"633\" height=\"698\" src=\"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2021\/08\/Salesforce-Digital-Engagement-LOA-for-SMS.png?resize=633%2C698&#038;ssl=1\" alt=\"\" class=\"wp-image-7282\" srcset=\"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2021\/08\/Salesforce-Digital-Engagement-LOA-for-SMS.png?w=633&amp;ssl=1 633w, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2021\/08\/Salesforce-Digital-Engagement-LOA-for-SMS.png?resize=272%2C300&amp;ssl=1 272w\" sizes=\"auto, (max-width: 633px) 100vw, 633px\" \/><figcaption>Upload LOA to enable phone number for SMS<\/figcaption><\/figure>\n\n\n\n<p class=\"justify\">Once case is created, Salesforce would take some time to add phone number and activate it for use.<\/p>\n\n\n\n<p class=\"justify\">Next step is just like any other service channel, add contact center users in Queue and assign presence status to their profile or permission set. <\/p>\n\n\n\n<p>Once all setup is done, open Sales or Service console, change presence status of Omni channel to be available for messaging and start providing world class service to your customer.<\/p>\n\n\n\n<p>If this blog post helped you, feel free to let me know your thoughts in comments.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Improve customer support service by adding SMS channel in Service Cloud using Digital Engagement<\/p>\n","protected":false},"author":1,"featured_media":7279,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"jz_research_post":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[9],"tags":[515,516,517,520,519,331,363,518,212],"class_list":["post-7276","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-salesforce","tag-de","tag-digital-engagement","tag-digital-sku","tag-live-message","tag-omni-channel-2","tag-salesforce","tag-service-cloud","tag-sfdc","tag-video-tutorial"],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2021\/08\/Salesforce-Digital-Experience-SMS-scaled.jpg?fit=2560%2C1707&ssl=1","jetpack_sharing_enabled":true,"jetpack-related-posts":[{"id":30924,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/salesforce-energy-utilities-cloud-complete-admin-guide\/","url_meta":{"origin":7276,"position":0},"title":"Ultimate Guide to Salesforce Energy &#038; Utilities Cloud for Admins","author":"Jitendra Zaa","date":"January 1, 2026","format":false,"excerpt":"Master Salesforce Energy & Utilities Cloud with this comprehensive guide. Learn about the Vlocity-to-Salesforce Industries evolution, data model architecture with Shivanya persona walkthrough, OmniStudio capabilities, Agentforce AI integration, and real-world success stories from ENGIE and British Gas.","rel":"","context":"In &quot;Salesforce&quot;","block_context":{"text":"Salesforce","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/salesforce\/"},"img":{"alt_text":"Salesforce Energy & Utilities Cloud Complete Admin Guide - Featured Image","src":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2026\/01\/salesforce-energy-utilities-cloud-featured.png?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2026\/01\/salesforce-energy-utilities-cloud-featured.png?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2026\/01\/salesforce-energy-utilities-cloud-featured.png?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2026\/01\/salesforce-energy-utilities-cloud-featured.png?fit=1200%2C675&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2026\/01\/salesforce-energy-utilities-cloud-featured.png?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":7286,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/point-click-based-integration-between-facebook-messenger-and-salesforce-in-5-minutes\/","url_meta":{"origin":7276,"position":1},"title":"Point &#038; Click Based Integration Between Facebook Messenger And Salesforce In 5 Minutes","author":"Jitendra","date":"August 29, 2021","format":false,"excerpt":"How to setup Facebook Messenger and Service Cloud in Salesforce within 5 Minutes Using Digital Engagement & No Code Approach","rel":"","context":"In &quot;Salesforce&quot;","block_context":{"text":"Salesforce","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/salesforce\/"},"img":{"alt_text":"Salesforce & Facebook Messenger Integration","src":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2021\/08\/Salesforce-Facebook-Messenger-Integration-scaled.jpg?fit=1200%2C800&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2021\/08\/Salesforce-Facebook-Messenger-Integration-scaled.jpg?fit=1200%2C800&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2021\/08\/Salesforce-Facebook-Messenger-Integration-scaled.jpg?fit=1200%2C800&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2021\/08\/Salesforce-Facebook-Messenger-Integration-scaled.jpg?fit=1200%2C800&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2021\/08\/Salesforce-Facebook-Messenger-Integration-scaled.jpg?fit=1200%2C800&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":31119,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/salesforce-mobile-offline-complete-guide-2026-briefcase-2\/","url_meta":{"origin":7276,"position":2},"title":"Salesforce Mobile Offline Complete Guide 2026 | Briefcase Builder, LWC Offline &amp; Best Practices","author":"Jitendra Zaa","date":"January 15, 2026","format":false,"excerpt":"Master Salesforce Mobile Offline in 2026: Complete guide covering Briefcase Builder, LWC Offline, Mobile App Plus, data priming, sync, and governor limits. Learn offline architecture, conflict resolution, and best practices with official Salesforce sources.","rel":"","context":"In &quot;Experience&quot;","block_context":{"text":"Experience","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/experience\/"},"img":{"alt_text":"Salesforce Mobile Offline Complete Guide 2026 - Featured Image","src":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2026\/01\/Salesforce-Mobile-Offline-Complete-Guide-featured.png?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2026\/01\/Salesforce-Mobile-Offline-Complete-Guide-featured.png?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2026\/01\/Salesforce-Mobile-Offline-Complete-Guide-featured.png?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2026\/01\/Salesforce-Mobile-Offline-Complete-Guide-featured.png?fit=1200%2C675&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2026\/01\/Salesforce-Mobile-Offline-Complete-Guide-featured.png?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":5426,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/new-trail-in-trailhead-navigate-the-salesforce-advantage\/","url_meta":{"origin":7276,"position":3},"title":"New Trail in Trailhead &#8211; Navigate the Salesforce Advantage","author":"Jitendra","date":"March 27, 2016","format":false,"excerpt":"Navigate the Salesforce Advantage - New learning module and project added to Trailhead","rel":"","context":"In &quot;Salesforce&quot;","block_context":{"text":"Salesforce","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/salesforce\/"},"img":{"alt_text":"Salesforce Success Model - Trailhead","src":"https:\/\/i0.wp.com\/developer.salesforce.com\/resource\/images\/trailhead\/badges\/modules\/trailhead_module_advantage_salesforce_success_model.png?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":31957,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/salesforce-data-360-credit-optimization-guide-march-2026\/","url_meta":{"origin":7276,"position":4},"title":"Salesforce Data 360 Credit Optimization Guide | March 2026","author":"Jitendra","date":"March 15, 2026","format":false,"excerpt":"Master Salesforce Data 360 credit optimization with proven strategies to reduce consumption by up to 40%. Complete rate card, new pricing models, and tips.","rel":"","context":"In &quot;Salesforce&quot;","block_context":{"text":"Salesforce","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/salesforce\/"},"img":{"alt_text":"Salesforce Data 360 governance architecture showing data flow from structured, unstructured, and zero-copy sources through metadata exchange into Data 360 with policy-based governance, AI tagging, data space management, and platform encryption, outputting to Agentforce, Analytics, Data Sharing, Automation, Segmentation, and Activation","src":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2026\/03\/salesforce-data-360-governance-architecture.png?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2026\/03\/salesforce-data-360-governance-architecture.png?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2026\/03\/salesforce-data-360-governance-architecture.png?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2026\/03\/salesforce-data-360-governance-architecture.png?fit=1200%2C675&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2026\/03\/salesforce-data-360-governance-architecture.png?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":4826,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/setup-live-agent-in-salesforce-community\/","url_meta":{"origin":7276,"position":5},"title":"Setup Live Agent in Salesforce Community &#8211; Video","author":"Jitendra","date":"September 22, 2015","format":false,"excerpt":"Using Live agent, Service representatives can directly chat with customers and resolve customer issue. Chat support is noways preferable way to contact service representative. No need to stay on call for hours, no need to wait for email reply for days. Even I use chat support wherever it is possible\u2026","rel":"","context":"In &quot;Salesforce&quot;","block_context":{"text":"Salesforce","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/salesforce\/"},"img":{"alt_text":"LiveAgent in Community Demo","src":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2015\/09\/LiveAgent-in-Community-Demo.gif?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2015\/09\/LiveAgent-in-Community-Demo.gif?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2015\/09\/LiveAgent-in-Community-Demo.gif?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2015\/09\/LiveAgent-in-Community-Demo.gif?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2015\/09\/LiveAgent-in-Community-Demo.gif?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2015\/09\/LiveAgent-in-Community-Demo.gif?resize=1400%2C800&ssl=1 4x"},"classes":[]}],"jetpack_likes_enabled":true,"_links":{"self":[{"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/posts\/7276","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/comments?post=7276"}],"version-history":[{"count":6,"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/posts\/7276\/revisions"}],"predecessor-version":[{"id":7285,"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/posts\/7276\/revisions\/7285"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/media\/7279"}],"wp:attachment":[{"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/media?parent=7276"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/categories?post=7276"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/tags?post=7276"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}