Add Text Messaging Conversations to Leads in SalesForce

Using a visual force page inside Salesforce objects like Leads or Contacts, now view text messages that are routing to and from a tracking number as a conversation in Salesforce.


Create a Visualforce Page for Text Messages

  1. Begin by navigating to the Setup page in your Organization.
  2. Locate the Quick Find search box in the left-hand navigation, search for, and select Visualforce Pages.
  3. Click New to start a new Visualforce page.
  4. Enter a name for the page and paste the snippet of code from your accounts' integration page to your Visualforce markup:

    Click Save.

Adding Text Messaging to the Lead

  1. Open a Lead in Salesforce
  2. Click the gear and then Edit Object
  3. Go to Page Layout
  4. Click on the Layout to which you would like to add the text message conversation window.
  5. In the page layout section, scroll to Visualforce Pages
  6. Drag the CTM Text box and drag it to where it will be viewed on the page, then Save.


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