Docs

Set up, send, and keep every message on the record.

Everything to install ValueText in Salesforce or Zoho, connect a number, and run SMS, MMS and WhatsApp from inside the CRM.

⌕

Start here

01Set up ValueText inside SalesforceInstall the managed package, then run the setup wizard.→ 02Assign ValueText Permission Set to UsersEvery user who sends messages needs the ValueText User permission set.→ 03Assign ValueText License to UsersAssign a license from Setup when your org uses user-based licensing.→

Browse by section

01 Get startedInstall the package, assign licenses, connect a channel.

Set up ValueText inside Salesforce→ Assign ValueText Permission Set to Users→ Assign ValueText License to Users→ Configure Channel Settings in ValueText→ Disable a Phone Field in Salesforce→

02 Sending messagesSingle sends, bulk jobs, list views, reports.

Sending a Message from the Chat Console→ Bulk Messaging in Salesforce→ Bulk Messaging from a List View→ Send Bulk Messages from a CSV File→ Bulk Text (List View) button configuration→ Bulk message job reporting→ Send SMS/WhatsApp from Salesforce Reports→ Send Messages from a Related List→ SMS on Related List button configuration→

03 Chat console & conversationsThe big console, the mini console, Converse view.

Using the Big Chat Console→ Add Mini Chat Console to Salesforce Record Page→ Stay Ahead with the MiniChat Console→ Using Converse View in Salesforce→ Filter Messages in Converse View for Bulk Jobs→ Chat Sessions in ValueText→ Set up mobile notifications in Salesforce→ Set up ValueText notifications in the Utility Bar→

04 Automation & routingFlow, Process Builder, scheduling, routing, bots.

Sending Messages from Flow in Salesforce→ Sending a Message from Process Builder→ Schedule Messages via Process Builder in Salesforce→ Omni-Channel Message Routing in Salesforce→ Bots for Salesforce: Automate Messaging and Workflows→

05 Templates & complianceTemplates, merge fields, sender IDs, opt-outs.

WhatsApp Approved Templates→ SMS Template Creation→ Set up Quick Text in Salesforce→ Access Level or Template Folders→ What Is a Sender ID in ValueText?→ Opt-Out and Opt-In Management in Salesforce→

06 History & record linkingActivity history, record linking, moving old messages.

Configure Message-to-Activity Logging→ Log Chat Conversations to Activity History→ Transfer Old Messages Between Records→ Record Linking for First Incoming Messages→

07 Developers & integrationsThe API, Apex, SFMC, short links, ChatGPT.

Single SMS API Reference→ Send Bulk or Single SMS via Apex→ ChatGPT Integration with Salesforce→ Create Message Bucket Records in Salesforce from SFMC→ Short Link Integration with ValueText→

08 Zoho CRMInstall the extension, run the setup wizard, configure senders and templates.

Install and set up ValueText in Zoho CRM→ Configure ValueText in Zoho CRM→

ValueText

Docs

Set up, send, and keep every message on the record.

Everything to install ValueText in Salesforce or Zoho, connect a number, and run SMS, MMS and WhatsApp from inside the CRM.

⌕

Start here

01Set up ValueText inside SalesforceInstall the managed package, then run the setup wizard.→ 02Assign ValueText Permission Set to UsersEvery user who sends messages needs the ValueText User permission set.→ 03Assign ValueText License to UsersAssign a license from Setup when your org uses user-based licensing.→

Browse by section

01 Get startedInstall the package, assign licenses, connect a channel.

Set up ValueText inside Salesforce→ Assign ValueText Permission Set to Users→ Assign ValueText License to Users→ Configure Channel Settings in ValueText→ Disable a Phone Field in Salesforce→

02 Sending messagesSingle sends, bulk jobs, list views, reports.

Sending a Message from the Chat Console→ Bulk Messaging in Salesforce→ Bulk Messaging from a List View→ Send Bulk Messages from a CSV File→ Bulk Text (List View) button configuration→ Bulk message job reporting→ Send SMS/WhatsApp from Salesforce Reports→ Send Messages from a Related List→ SMS on Related List button configuration→

03 Chat console & conversationsThe big console, the mini console, Converse view.

Using the Big Chat Console→ Add Mini Chat Console to Salesforce Record Page→ Stay Ahead with the MiniChat Console→ Using Converse View in Salesforce→ Filter Messages in Converse View for Bulk Jobs→ Chat Sessions in ValueText→ Set up mobile notifications in Salesforce→ Set up ValueText notifications in the Utility Bar→

04 Automation & routingFlow, Process Builder, scheduling, routing, bots.

Sending Messages from Flow in Salesforce→ Sending a Message from Process Builder→ Schedule Messages via Process Builder in Salesforce→ Omni-Channel Message Routing in Salesforce→ Bots for Salesforce: Automate Messaging and Workflows→

05 Templates & complianceTemplates, merge fields, sender IDs, opt-outs.

WhatsApp Approved Templates→ SMS Template Creation→ Set up Quick Text in Salesforce→ Access Level or Template Folders→ What Is a Sender ID in ValueText?→ Opt-Out and Opt-In Management in Salesforce→

06 History & record linkingActivity history, record linking, moving old messages.

Configure Message-to-Activity Logging→ Log Chat Conversations to Activity History→ Transfer Old Messages Between Records→ Record Linking for First Incoming Messages→

07 Developers & integrationsThe API, Apex, SFMC, short links, ChatGPT.

Single SMS API Reference→ Send Bulk or Single SMS via Apex→ ChatGPT Integration with Salesforce→ Create Message Bucket Records in Salesforce from SFMC→ Short Link Integration with ValueText→

08 Zoho CRMInstall the extension, run the setup wizard, configure senders and templates.

Install and set up ValueText in Zoho CRM→ Configure ValueText in Zoho CRM→

ValueText

Log in Start free trial Talk to us→

Docs

Set up, send, and keep every message on the record.

Everything to install ValueText in Salesforce or Zoho, connect a number, and run SMS, MMS and WhatsApp from inside the CRM.

⌕

Start here

01Set up ValueText inside SalesforceInstall the managed package, then run the setup wizard.→ 02Assign ValueText Permission Set to UsersEvery user who sends messages needs the ValueText User permission set.→ 03Assign ValueText License to UsersAssign a license from Setup when your org uses user-based licensing.→

Browse by section

01 Get startedInstall the package, assign licenses, connect a channel.

Set up ValueText inside Salesforce→ Assign ValueText Permission Set to Users→ Assign ValueText License to Users→ Configure Channel Settings in ValueText→ Disable a Phone Field in Salesforce→

02 Sending messagesSingle sends, bulk jobs, list views, reports.

Sending a Message from the Chat Console→ Bulk Messaging in Salesforce→ Bulk Messaging from a List View→ Send Bulk Messages from a CSV File→ Bulk Text (List View) button configuration→ Bulk message job reporting→ Send SMS/WhatsApp from Salesforce Reports→ Send Messages from a Related List→ SMS on Related List button configuration→

03 Chat console & conversationsThe big console, the mini console, Converse view.

Using the Big Chat Console→ Add Mini Chat Console to Salesforce Record Page→ Stay Ahead with the MiniChat Console→ Using Converse View in Salesforce→ Filter Messages in Converse View for Bulk Jobs→ Chat Sessions in ValueText→ Set up mobile notifications in Salesforce→ Set up ValueText notifications in the Utility Bar→

04 Automation & routingFlow, Process Builder, scheduling, routing, bots.

Sending Messages from Flow in Salesforce→ Sending a Message from Process Builder→ Schedule Messages via Process Builder in Salesforce→ Omni-Channel Message Routing in Salesforce→ Bots for Salesforce: Automate Messaging and Workflows→

05 Templates & complianceTemplates, merge fields, sender IDs, opt-outs.

WhatsApp Approved Templates→ SMS Template Creation→ Set up Quick Text in Salesforce→ Access Level or Template Folders→ What Is a Sender ID in ValueText?→ Opt-Out and Opt-In Management in Salesforce→

06 History & record linkingActivity history, record linking, moving old messages.

Configure Message-to-Activity Logging→ Log Chat Conversations to Activity History→ Transfer Old Messages Between Records→ Record Linking for First Incoming Messages→

07 Developers & integrationsThe API, Apex, SFMC, short links, ChatGPT.

Single SMS API Reference→ Send Bulk or Single SMS via Apex→ ChatGPT Integration with Salesforce→ Create Message Bucket Records in Salesforce from SFMC→ Short Link Integration with ValueText→

08 Zoho CRMInstall the extension, run the setup wizard, configure senders and templates.

Install and set up ValueText in Zoho CRM→ Configure ValueText in Zoho CRM→

ValueText

Log in Start free trial Talk to us→

Docs

Set up, send, and keep every message on the record.

Everything to install ValueText in Salesforce or Zoho, connect a number, and run SMS, MMS and WhatsApp from inside the CRM.

⌕

Start here

01Set up ValueText inside SalesforceInstall the managed package, then run the setup wizard.→ 02Assign ValueText Permission Set to UsersEvery user who sends messages needs the ValueText User permission set.→ 03Assign ValueText License to UsersAssign a license from Setup when your org uses user-based licensing.→

Browse by section

01 Get startedInstall the package, assign licenses, connect a channel.

Set up ValueText inside Salesforce→ Assign ValueText Permission Set to Users→ Assign ValueText License to Users→ Configure Channel Settings in ValueText→ Disable a Phone Field in Salesforce→

02 Sending messagesSingle sends, bulk jobs, list views, reports.

Sending a Message from the Chat Console→ Bulk Messaging in Salesforce→ Bulk Messaging from a List View→ Send Bulk Messages from a CSV File→ Bulk Text (List View) button configuration→ Bulk message job reporting→ Send SMS/WhatsApp from Salesforce Reports→ Send Messages from a Related List→ SMS on Related List button configuration→

03 Chat console & conversationsThe big console, the mini console, Converse view.

Using the Big Chat Console→ Add Mini Chat Console to Salesforce Record Page→ Stay Ahead with the MiniChat Console→ Using Converse View in Salesforce→ Filter Messages in Converse View for Bulk Jobs→ Chat Sessions in ValueText→ Set up mobile notifications in Salesforce→ Set up ValueText notifications in the Utility Bar→

04 Automation & routingFlow, Process Builder, scheduling, routing, bots.

Sending Messages from Flow in Salesforce→ Sending a Message from Process Builder→ Schedule Messages via Process Builder in Salesforce→ Omni-Channel Message Routing in Salesforce→ Bots for Salesforce: Automate Messaging and Workflows→

05 Templates & complianceTemplates, merge fields, sender IDs, opt-outs.

WhatsApp Approved Templates→ SMS Template Creation→ Set up Quick Text in Salesforce→ Access Level or Template Folders→ What Is a Sender ID in ValueText?→ Opt-Out and Opt-In Management in Salesforce→

06 History & record linkingActivity history, record linking, moving old messages.

Configure Message-to-Activity Logging→ Log Chat Conversations to Activity History→ Transfer Old Messages Between Records→ Record Linking for First Incoming Messages→

07 Developers & integrationsThe API, Apex, SFMC, short links, ChatGPT.

Single SMS API Reference→ Send Bulk or Single SMS via Apex→ ChatGPT Integration with Salesforce→ Create Message Bucket Records in Salesforce from SFMC→ Short Link Integration with ValueText→

08 Zoho CRMInstall the extension, run the setup wizard, configure senders and templates.

Install and set up ValueText in Zoho CRM→ Configure ValueText in Zoho CRM→