“Effortless setup. Instant productivity.”

“Effortless setup. Instant productivity.”

“One smooth connection.”

“Real support. No waiting around.”

Set Up ValueText in Salesforce Step-by-Step

Need help? Book a Setup Call.

Step 1: Install the ValueText Package

Choose your Salesforce environment:

Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tIU000000ye1K&isdtp=p1

Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tIU000000ye1K&isdtp=p1

Then:

  1. Log in to your target Salesforce Org

  2. Choose to install for all users

  3. Select all SSL options

  4. Click Install

  5. If installation takes too long, click Done and refresh the Installed Packages page

Step 3: Open the ValueText Setup Tab

In Lightning:
App Launcher → Search for ValueText → Click ValueText Setup

Step 4: Choose Your Country

In the ValueText Setup tab:

  1. Choose your country from the “Country to send messages” dropdown

  2. Click Update

Step 5: Create and Link Your ValueText Account

  • Sign up at ValueText: https://valuetext.io/login/

  • Click Register, fill in your details, and submit

  • Back in Salesforce Setup, enter your ValueText credentials and click Submit

Step 6: Generate Your API Secret Key

  • Click the Generate / Refresh Secret button

  • You’ll see a $1 test balance to start sending trial messages

Step 7: Enable OAuth (Required for Incoming Messages)

Depending on your org:

  • Production: Click Enable OAuth for Production

  • Sandbox: Click Enable OAuth for Sandbox

Then:

  1. Log in to your Salesforce org when prompted

  2. Approve the access request

  3. You’ll be redirected to ValueText

  4. Log in again and click “Click here to enable OAuth”

Step 8: Set Your Preferred Channels

Only sending SMS?

  • Set Preferred Channel 1 to SMS

  • Leave Channels 2 and 3 blank

Want to use WhatsApp?

  • Choose WhatsApp for one of the preferred channels

  • Click Update

Step 9: Verify Your Number (Trial Only)

In trial mode, you can only send messages to verified numbers:

  1. Enter your phone number in international format (e.g., 19999999999)

  2. Click Generate OTP

  3. Enter the OTP sent to your phone to verify

🔐 Skip this in full version accounts.

Step 10: Add the Mini-Chat Console to Salesforce Records

For Lightning:

  1. Open a Contact record

  2. Click the gear icon → Edit Page

  3. In the left panel, search for ChatWindowWhatsAppAndSMS

  4. Drag the component into your desired layout section

  5. Click Save & Activate

💡 Repeat this for Leads, Accounts, or any object where you want to enable messaging.

Start Messaging!

You’re ready to send and receive SMS or WhatsApp messages directly from Salesforce.

In trial mode:

  • Use the built-in sender ID

  • For WhatsApp, select the “First Template” in the template dropdown

  • Send a message and reply to it from WhatsApp to activate the session

Need help or have questions?
We’re here for you.

For technical setup, troubleshooting, or integration support, reach out to us anytime at: support@valuetext.io

For sales inquiries, upgrades, or demos, contact: sales@valuetext.io

 

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