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SMS & Fax Hub: Text Messaging and Secure Fax Inside Salesforce

One Workspace to Send, Receive, and Automate SMS Messages and Fax

Overview

Send and receive text messages and fax directly in Salesforce from one unified inbox. SMS & Fax Hub automates reminders, updates, and document delivery, supports 10DLC texting, and provides secure, HIPAA-ready online fax with full tracking & audit history

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See How SMS & Fax Hub: Text Messaging and Secure Fax Inside Salesforce Works

  • ✔️SMS and Fax Hub Unifies Salesforce SMS, MMS, Telephony, and Fax Salesforce text messaging and fax can now be accessed in a single workspace for all your communications. Every conversation is searchable, organized, and tied to the right record.

  • ✔️Automate Salesforce SMS Using Flows, Apex, and API   • Send an SMS from Salesforce using Flow, Apex or API   • Trigger messages based on changes to a record or approval   • Automatically route incoming SMS or faxes

  • ✔️Enable Two-Way Salesforce SMS Messaging with Full CRM Context Let customers have real conversation with you. Any reply is auto-linked to Leads, Cases, custom object so your agents have full context when responding to customer inquiries from within CRM.

  • ✔️Send Bulk SMS in Salesforce with Personalized Dynamic Templates Use dynamic templates to send SMS or fax at scale while maintaining personalization. Whether for a campaign, reminder, or update, messages feel personally written.

  • ✔️View All Salesforce SMS and Fax Conversations in One Unified Inbox   • See all your text conversations in one place   • Filter, prioritize and assign messages   • Respond to messages right away without opening record

  • ✔️Send and Receive Encrypted Online Fax from Salesforce Send and receive encrypted faxes from within Salesforce with delivery confirmations and audit trails. Designed for healthcare, insurance, and finance professionals.

  • ✔️Keep SMS and Fax HIPAA-Ready with Audit Logs Each SMS and fax activity stays within Salesforce. This supports HIPAA ready faxing, consent tracking, role based access, and audit logs, supporting compliance requirements without using additional software.

  • ✔️Add Salesforce SMS to an Existing Number You can continue using your existing mobile or landline number and immediately activate Salesforce SMS integration. Your team can activate text or fax capability without switching providers or disrupting process

  • ✔️See Salesforce SMS and Fax Trends on Dashboards Dashboards provide visibility into trends related to the usage of Salesforce text messaging and fax. Instead of searching through threads, you can now gain insights to plan your outreach and communication

SMS & Fax Hub brings end-to-end Salesforce SMS and secure online fax into one single place, removing the need for separate text or fax tools. Your team members can send SMS messages from Salesforce, interact with customers through two-way conversations, and send online faxes directly from CRM. The built-in 10DLC-approved Salesforce text messaging ensures fast, reliable delivery. Every message or fax you send or receive is automatically tracked, logged, and linked to the correct Salesforce record. Seamless integration with Salesforce Flows, Apex, and APIs triggers automated confirmations, reminders, alerts, and document workflows. A single inbox to view all communications allows you to respond efficiently and quickly. Dynamic templates are available for use in creating personalized SMS and fax communications at scale. ✔️Salesforce SMS integration for two-way text messaging ✔️Unified inbox for viewing SMS, MMS, voice, telephony, and faxes ✔️Secure online fax service with delivery receipts ✔️Automated workflows and bulk messaging ✔️Complete message tracking, logs, and dashboards

Categories

Business Needs
Sales
Productivity
Marketing
Industries
Horizontal Product
Financial Services
Healthcare & Life Sciences
Personas
Business Operations Manager
Sales Representative / Manager
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder

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