---
schema_version: "1"
id: 8d4f1aa579c1b38351140e98d1c735efffb08ef508db40ef9a1eea8f189d16e9
title: Set Up SMS Messaging for Sales
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/messaging_for_sales_setup_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.messaging_for_sales_setup_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a2341e7d8e70eaff8857ad50a8ad1f4fe5a21a4512762f77ea81e2e455ebc7be
description: SMS Messaging for Sales builds upon Salesforce Digital Engagement, Omni Channel and Salesforce Voice for Sales. If Sales Engagement is also enabled, your sales team can also use SMS messages in cadences.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Set Up SMS Messaging for Sales

SMS Messaging for Sales builds upon Salesforce Digital Engagement, Omni Channel and Salesforce Voice for Sales. If Sales Engagement is also enabled, your sales team can also use SMS messages in cadences.

| REQUIRED EDITIONS |
| --- |
| [View supported editions.](https://help.salesforce.com/s/articleView?id=service.messaging_editions.htm&type=5&language=en_US) |
|   |

Turning on SMS Messaging includes these primary steps.

1. **Set up Digital Engagement**. This Service feature lets provides the foundation for digital communication, including SMS, WhatApp, and other channels.
2. **Set up Omni Channel**. This enables routing incoming messages directly to the correct sales rep phone number.
3. **Create an SMS Channel for Each Rep in Digital Engagement**. This allows direct 1:1 messaging between customers and sales reps.
4. **Enable SMS messages in the Activity Composer**. This lets sales users start conversations from the composer.
5. **Optional: Set up Salesforce Voice**. Do this if you want sales reps to use the same phone number for both voice and SMS messaging.

- **[Set Up Digital Engagement for SMS](https://help.salesforce.com/s/articleView?id=sales.messaging_for_sales_setup_digital_engagement.htm&release=264.0.0&type=5)**  
    SMS Messaging for Sales requires that Salesforce Digital Engagement is turned on.
- **[Set Up Omni-Channel for SMS](https://help.salesforce.com/s/articleView?id=sales.messaging_for_sales_setup_omni_channel.htm&release=264.0.0&type=5)**  
    SMS Messaging for Sales relies on Salesforce Omni Channel to route incoming messages to the right sales rep. Set up Omni Channel to route messages directly to and from reps.
- **[Create an SMS Channel for Each Rep in Digital Engagement](https://help.salesforce.com/s/articleView?id=sales.messaging_for_sales_setup_channels_for_reps.htm&release=264.0.0&type=5)**  
    When you have set up Digital Engagement, you can create SMS channels for each sales rep who will be sending SMS messages. Each channel corresponds to an individual sales rep’s phone number.
- **[Enable SMS in the Activity Composer](https://help.salesforce.com/s/articleView?id=sales.messaging_for_sales_setup_sms_in_activity_composer.htm&release=264.0.0&type=5)**  
    To let sales reps start sending SMS messages, add the SMS button to the Activity Composer on record detail pages.
- **[Set up Salesforce Voice for Sales](https://help.salesforce.com/s/articleView?id=sales.messaging_for_sales_setup_scv_for_sales.htm&release=264.0.0&type=5)**  
    To let each sales rep have their own phone number for both voice calls and SMS messages, set up Salesforce Voice for Sales. This step is optional when setting up SMS Messaging for Sales.