SMS On Related List


Description : SMS on Related List option lets you send an SMS to multiple contacts within a single account.

“SMS on Related list” also lets you send text messages to a list of child record as long as there is a relation between these objects.

How To: Send a SMS

Click on an Account that you wish to send an SMS to their contacts or any related child record. On the Account detail page - click on “SMS On Related List” Button.

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This opens up a new Window,  Fill in the required fields appropriately and select the Child (Related list) Records that you wish to send an SMS to.

 

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** Contact your Salesforce Admin if you do not find the “SMS Related List” button.

After your selection it will populate all the data for the related list and for below Image it has shown 20 records which account is having. Now click “Send SMS” to send messages out.

 

Tip: You can use the same functionality for sending SMS for all Campaign members from the Campaign.

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Note : You can use the same functionality for sending SMS for all Campaign members from  The Campaign.

Special Benefits :

  1.  Send an SMS to multiple contacts with a Click of a Button.

Limitations :

  1. A limit of 1000 records will display in the preview window, but you can send SMS for 10,000 contacts / records.