SMS & Fax Hub

Highlights

• ✔️SMS and Fax Hub Unifies Salesforce SMS, MMS, Telephony, and Fax Salesforce text messaging and fax can now be accessed in a single workspace for all your communications. Every conversation is searchable, organized, and tied to the right record.
• ✔️Automate Salesforce SMS Using Flows, Apex, and API   • Send an SMS from Salesforce using Flow, Apex or API   • Trigger messages based on changes to a record or approval   • Automatically route incoming SMS or faxes
• ✔️Enable Two-Way Salesforce SMS Messaging with Full CRM Context Let customers have real conversation with you. Any reply is auto-linked to Leads, Cases, custom object so your agents have full context when responding to customer inquiries from within CRM.
• ✔️Send Bulk SMS in Salesforce with Personalized Dynamic Templates Use dynamic templates to send SMS or fax at scale while maintaining personalization. Whether for a campaign, reminder, or update, messages feel personally written.
• ✔️View All Salesforce SMS and Fax Conversations in One Unified Inbox   • See all your text conversations in one place   • Filter, prioritize and assign messages   • Respond to messages right away without opening record
• ✔️Send and Receive Encrypted Online Fax from Salesforce Send and receive encrypted faxes from within Salesforce with delivery confirmations and audit trails. Designed for healthcare, insurance, and finance professionals.
• ✔️Keep SMS and Fax HIPAA-Ready with Audit Logs Each SMS and fax activity stays within Salesforce. This supports HIPAA ready faxing, consent tracking, role based access, and audit logs, supporting compliance requirements without using additional software.
• ✔️Add Salesforce SMS to an Existing Number You can continue using your existing mobile or landline number and immediately activate Salesforce SMS integration. Your team can activate text or fax capability without switching providers or disrupting process
• ✔️See Salesforce SMS and Fax Trends on Dashboards Dashboards provide visibility into trends related to the usage of Salesforce text messaging and fax. Instead of searching through threads, you can now gain insights to plan your outreach and communication