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Omnichannel Messaging for Salesforce

Enterprise-grade unified messaging right inside Salesforce. Manage SMS, MMS, WhatsApp, and RCS within your secure CRM for compliant customer engagement.
Salesforce dashboard showing recent activities, leads chart, contacts list, accounts, and a chat sidebar with ongoing conversations. The layout is organized with data panels and navigation menus at the top and sides.
Connect • Collaborate • Comply

Choose Your Messaging Channel

Whether customers prefer SMS, MMS, WhatsApp, or RCS, your team can manage every conversation directly within Salesforce – switching channels mid-thread without losing context, visibility, or control.

SMS/MMS

Enterprise-grade SMS and MMS messaging for instant, compliant communication with universal reach.

WhatsApp

WhatsApp Business Messaging for secure international engagement and global customer reach.
A smartphone screen shows a message from Summit Financial with a video preview of a hand using a touchscreen device. Above, Salesforce and RCS app icons are displayed on a blue gradient background.

RCS

RCS for Business enables rich media, branded layouts, and tap-to-reply actions that drive deeper engagement.

Why Omnichannel Messaging in Salesforce Matters

Most domestic business messaging still happens over SMS. But a single channel isn't enough to reach everyone, everywhere.True customer connection requires flexibility: SMS and MMS for universal reach, WhatsApp to effortlessly engage international clients, and RCS for rich, interactive conversations.YakChat's Omnichannel Messaging for Salesforce unifies SMS, MMS, WhatsApp, and RCS directly inside your CRM. Conversations can switch between channels instantly based on student, patient, or customer preference as needed, while every interaction stays in a single, compliant thread with full history.Reach your customers on the channel they prefer, entirely managed from Salesforce.
Add YakChat from the Salesforce AgentExchange

Omnichannel Messaging Unified in Salesforce 

A screenshot of an email inbox shows messages from various senders, including Mason Sanchez and Oliver Smith, with subjects about products, websites, and business conversations. The YakChat app is highlighted at the bottom right.

YakChat Salesforce Lightning App

Access SMS, MMS, WhatsApp, and RCS from the YakChat Lightning app in the Salesforce utility bar, making advanced messaging features, and full conversation management instantly available.
A computer screen shows a dashboard with a YakChat window open, displaying a chat with Technical support and a list of messages. Icons for notifications and settings are visible at the top.

New Message Notifications

Get instant alerts the moment new messages arrive. With a message counter in the Salesforce utility bar and a badge on your notification bell, your team can respond instantly to incoming conversations.
A CRM dashboard displays account details for Sarah White, including contact info, address in San Francisco, and recent SMS messages with times listed on the right under Activity. Tabs and navigation options appear at the top.

Messages Saved in Salesforce

Automatically save messages and media to the Salesforce Activity history. Create a single, searchable messaging timeline alongside emails, calls, and other customer interactions to maintain full visibility and compliance.
A computer screen showing a contacts list in Salesforce, with names, colored initials, and phone numbers. The Personal contacts tab is selected, displaying five contacts with checkboxes beside each name.

Salesforce Contacts

View and message Salesforce contacts seamlessly alongside contacts from your other business systems, without requiring full synchronization.
A Salesforce account page for Sarah White displays contact details, account info, mailing address, and a YakChat sidebar showing chat messages with contacts named Oliver Smith and Mason Sanchez.

Contact Matching

Match incoming messages to Salesforce contacts, displaying the contact name and linking the conversation to the customer record.
Login screen for YakChat with options: Continue with Salesforce, Continue with Webex, Sign in with Okta, and Continue with other options (Google icon). The Salesforce option is highlighted.

Salesforce Authentication

Access YakChat using your Salesforce identity – no additional usernames or passwords required.
One experience. Any platform

See YakChat on Other Platforms

The same omnichannel messaging experience — wherever your team works.