Modernize your communication by letting agents message customers from the Salesforce mobile app. Agents who use enhanced messaging channels or Enhanced Chat can chat with customers on the go.
Required Editions
| Available in: Lightning Experience. View required editions. | |
This article applies to:
|
Messaging for In-App, Messaging for Web, enhanced WhatsApp, enhanced Facebook Messenger, enhanced SMS, enhanced Apple Messages for Business, enhanced LINE, Bring Your Own Channel, and Bring Your Own Channel for CCaaS |
This article doesn’t apply to:
|
Standard WhatsApp, standard Facebook Messenger, and standard SMS channels |
Gone are the days of requiring agents to sign in to the desktop site to message customers. Some of our customers work in face-to-face environments such as real estate or the sharing economy where a computer isn’t available. Some of our customers want to be available all the time, even when they’re away from a computer. Some of our customers work in highly regulated industries where they need to use an approved device to have 1:1 engagements with their clients in a compliant way. We offer messaging in the Salesforce mobile app as a solution to the evolving landscape of human connectedness.
- Considerations and Limitations for Messaging in the Salesforce Mobile App
Before starting your setup process, review the considerations and limitations for using the Salesforce mobile app when messaging customers. - Set Up Messaging in the Salesforce Mobile App
Create your messaging channel, customize a mobile-friendly agent interface, and then let your agents do the talking. - Message Customers in the Salesforce Mobile App
The messaging experience in the Salesforce mobile app is similar to the messaging experience on the desktop site. You can message from a smartphone or tablet. Review the relevant messaging documentation for agents to learn more.