

In order to associate an incoming SMS with Lead or Account, we need to configure in ‘Incoming Lookup’ within ‘SMS Settings’ by creating a ‘New Incoming Lookup’ record.

This object holds all SMS records that are received by Salesforce and is associated with the corresponding Lead or Account. This object holds all SMS records that are sent from Salesforce and is associated with the corresponding Lead or Account. Before creating an SMS template, we need to create a ‘Template Type’, which specifies to which object the SMS template is created. SMS templates can be created to send SMS messages similar to Email template. SMS can be sent to Lead, Contact, and Users, and also by directly entering Mobile Number via ‘SMS Home’.
