RingCentral for Salesforce lets you send text messages to donors, volunteers, and corporate partners directly from your Salesforce account. Once you've sent your text, you can log the text message with details and notes as activity on the account.
This article shares how to send texts through RingCentral for Salesforce. To learn how to login to RingCentral for Salesforce for the first time, click here.
Send a Text Message to a Contact in Salesforce
1. Click on the phone icon in the bottom left-hand corner of the browser.
2. Click on the envelope icon.
3. Click the plus sign.
4. Type in the name of the contact you'd like to text.
5. Select the correct contact.
6. Type the message you'd like to send.
7. Press Send.
Your text message sent and was logged as activity on the account. If you don't see it, make sure Auto log sms is toggled on in settings (gear icon).
