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Salesforce Users: Reading Incoming text messages using smrtPhone within Salesforce
Salesforce Users: Reading Incoming text messages using smrtPhone within Salesforce

You can read inbound text messages within Salesforce or within any part of the smrtPhone platform (Web App, Chrome Extension, Mobile App)

Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Incoming text messages can be routed to an individual user's inbox or a team inbox, depending on how your SMS Flows are configured by Account Owners or Users with the applicable Activity Management permissions.

Users of smrtPhone can access their SMS/text messages within Salesforce or from within any smrtPhone platform. Only Users with applicable Finance and Billing Permissions can review the full history of inbound and outbound messages for the entire account via SMS Logs.

Many Ways to Read Text Messages

Your received text messages are found in your Inbox or Team Inbox to which you belong. The Inbox is accessible several ways:

  • Inside your smrtPhone dialer, accessed by the “📞 Phone” button in the lower left of your Salesforce window.

  • The Inbox tab within your Chrome Extension window, when you click on the triangle icon in the upper right of your browser (available from any tab)

  • Within the smrtPhone Web App at

  • Inside the smrtPhone Mobile App

Receiving Text Messages within Salesforce

If your smrtPhone is open within Salesforce: for each new text message received, you will see a small notification on your inbox including a preview of the message. You can click the preview to read the entire message.

The content of an inbound text can be found in both your smrtPhone dialer Inbox and in the Comments within your Tasks.

You can also view your text logs in two locations including:

  • On the right side of your Dashboard in Today’s Tasks

  • In the Activity section of the respective lead who messaged you

Also, it is possible to see your messages in a more traditional visual text message conversation format.

SMS Logs

Those with the appropriate Finance and Billing permissions can access logs of all inbound and outbound calls and SMS/Text Messages for the entire account.

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