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SMS Icon

SMS for Salesforce

Bring compliant business-grade SMS directly into Salesforce, so teams can text customers, track conversations, and collaborate in real-time without switching tools.
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Connect . Collaborate . Comply

Why SMS and MMS in Salesforce Matter

Compliant, professional SMS built directly into Salesforce replaces unmanaged personal texting with controlled, auditable customer communication. Your teams can respond faster, collaborate more effectively, and ensure every message is automatically logged to your customer record — making your SMS outreach governed, visible, and accountable.
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Simple to deploy, easy to use

Give Salesforce SMS Superpowers

YakChat’s SMS for Salesforce delivers fast, business-grade messaging directly into the Salesforce workspace, allowing users to engage customers within the CRM they use every day. It goes far beyond basic one-on-one texting.Designed for both individuals and teams, YakChat enables users to message one or multiple contacts directly from Salesforce. You can review messaging history alongside all other customer interactions and access YakChat instantly from the Salesforce utility bar—eliminating application switching and fragmented communication.From a single interface, teams can collaborate through group chats and share images or files in real time, keeping every conversation synchronized and visible.
Go beyond basic one-on-one SMS

All the Features You Need...

Extend Salesforce with powerful SMS and MMS features built for real-time customer engagement, collaboration, compliance, and scale.
A pop-up window shows a task assigned to Jake Morgan, with a list of users including Harry Lawson, Amelia Rodriguez, Benjamin Wilson, Andrew Adams, Avery Scott, and John Bernard. An icon of a book appears on the right.

Individuals & Teams

Add SMS to individual user numbers with a personal inbox. For teams, use a shared inbox linked to a group number so everyone can respond from a single number.
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Pictures & Files

Send and receive pictures, paste screenshots, or attach files in the Salesforce embedded Lightning app.
A chat conversation about rescheduling a seminar. One person apologizes for being late, others respond positively, and the organizer confirms setting up the new time. A group icon is shown on the right.

Broadcast & Group Chat

Quickly send a message to multiple contacts as a private one-to-one conversation. Alternatively, use group chat to co-ordinate more effectively across your team.

...and All the Features You Could Wish For

A message draft reads Hola John, soy Will from Summit Finan... with Hola John, soy highlighted. A translation icon is selected, suggesting a translation feature is being used.

Language Translation

Translate inbound and outbound SMS messages in real time, so it's easier to chat with contacts across regions and languages.
A messaging interface showing a Shortcuts menu with options for Greetings, Thank you, and Campaign. Each shortcut includes a sample message with a placeholder for a first name. Icons and text input are visible below.

Message Templates

Create and reuse approved message templates to respond faster while keeping communication consistent and compliant.
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Scheduled Messages

Schedule SMS messages up to 30 days in advance to ensure timely communication without time-consuming, manual follow-ups.
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Unified contact hub

Connect with Contacts Wherever They're Saved

Bring together contacts from Salesforce, YakChat, Microsoft Outlook, SharePoint, and Entra ID into a single view inside YakChat.By accessing Salesforce contacts directly instead of synchronizing them, YakChat eliminates duplicate records and keeps your customer data secure inside your CRM.Salesforce contacts are available wherever users message — in Salesforce, Microsoft Teams, Webex, the browser app, or mobile — so teams can find, message and share contacts without switching systems.YakChat automatically matches phone numbers to contacts and displays names instead of just numbers, giving instant context and making conversations easier to manage.
Download YakChat from the Salesforce AgentExchange

Seamless SMS Integration with Salesforce

Benefit from the most integrated professional SMS solution for Salesforce.
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YakChat Salesforce Lightning App

Access SMS and MMS 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 in Salesforce the moment new SMS messages arrive. With a message counter in the Salesforce utility bar and a badge on the 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 SMS 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.
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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 SMS/MMS messages to Salesforce contacts, displaying the contact name and linking the conversation to the Salesforce customer record.
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Salesforce Authentication

Access YakChat using your Salesforce identity – no additional usernames or passwords required.
Flexible number options

SMS and MMS on your Business Number

Quickly add a new local text-only number or add SMS to your existing VoIP or landline numbers or bring your own SMS carrier. YakChat provides hands-on 10DLC Campaign registration support.

YakChat Number

Grab a new SMS-only number in your local area

Landline/VoIP

Existing PBX, landline, SIP, and VoIP numbers

BYOC

Integrate your own CPaaS service provider

Compliance built-in

YakChat + SMS: Compliance by Design

Using SMS on personal phones puts your business at risk of shadow IT. Messages are scattered across individual devices with no central oversight, records, or control.If a message is deleted, it’s gone. Lose an employee, and you lose the entire conversation. CCPA and FCC obligations around data access, retention, consent, and auditability can be breached in an instant.YakChat provides a controlled, auditable way to use SMS in Salesforce. Messages are centrally managed, archived, and retained in line with organizational policies — ensuring data protection and compliance.Built-in opt-out handling ensures customer preferences are respected, reinforcing compliant messaging.
One platform. Every channel.

Add More Messaging Channels to Salesforce

Effective customer engagement spans multiple channels While SMS and MMS deliver universal reach across the US and Canada, WhatsApp supports secure international messaging.YakChat brings them together in one place — so teams can move conversations across channels and devices without losing context or control.
WhatsApp

WhatsApp

Business Messaging

RCS

RCS

For Business