Salesforce users: Stop switching tabs to text leads and customers. With Aloware’s Talk2Messenger embedded directly in Salesforce, your team can send and receive SMS, MMS, faxes, and emails right inside every lead and contact record—while automatically logging every message to the CRM.
Why native SMS in Salesforce matters for sales and support teams
Salesforce is the hub for your customer data, but when texting happens outside the platform, you lose critical context:
- Reps can’t see full communication history.
- Managers can’t track follow-ups or response times.
- Customers have to repeat themselves when handed off between reps.
Aloware’s Talk2Messenger changes that. By embedding our full messaging interface inside Salesforce, you get:
- Native SMS/MMS, fax, and email in every lead and contact view.
- Automatic message logging to the right record for clean data.
- Unified conversation history including texts, calls, call dispositions, and recordings.
How to embed Talk2Messenger in Salesforce (step-by-step)
1. Install Aloware’s CTI Package
First, make sure the Aloware CTI package is installed in your Salesforce org. (We have a separate tutorial for this—check it out here.)
2. Open any lead or contact record
Navigate to the record where you want to embed messaging.
3. Edit the page layout
Click the gear icon in Salesforce, then select Edit Page.
4. Add a custom tab
- Add a new tab to the record page.
- Click Details and then select the Custom option for the tab type.
- Name it something like Aloware SMS for clarity.
5. Drag in the Aloware messenger component
From the list of components, find Aloware Messenger and drag it into your new tab.
6. Save and activate
Click Save and activate the page for your whole org or specific user profiles.
Your team now has a full SMS/MMS interface embedded in every lead and contact record.
What you can do inside Salesforce once it’s set up
With Talk2Messenger embedded, reps and managers can:
- Send SMS, MMS, faxes, and add notes without leaving Salesforce.
- Check message delivery status and details right on the record.
- View complete communication history, including calls, dispositions, and recordings.
- Select which phone line to use for outbound messages.
- Seamlessly hand off accounts with full conversation context intact.
The ROI of embedded messaging in Salesforce
When texting lives inside Salesforce:
- Managers get visibility: See if reps are following up, when they’re responding, and how leads are engaging.
- Reps save time: No more switching between tabs or manually logging messages.
- Customers get better experiences: No need to repeat information to multiple reps.
By keeping all conversations in one place, you close more deals, reduce missed follow-ups, and ensure every interaction is tracked for reporting and compliance.
Ready to start texting seamlessly in Salesforce? Schedule a demo with our team today.
