![]() The substitute function is finding the “special” characters (dashes, spaces, commas, etc) and effectively deleting them. For example, if you have Verizon then your domain is So if my number was 80 (it’s not by the way!) then my Email to SMS address would be field update action is taking the user’s cell phone number, extracting the special characters, and then mashing it up with the corresponding carrier’s Email to SMS address. The specific syntax for each carrier’s domain will vary but most of them are available online. Speaking of Email to SMS address domains, now is a good time to take a peek behind the curtain and explain exactly how this whole thing works.Įach cell carrier has an address that can be used to send an email to a phone via text. If you have any smaller regional carriers you could use them too, but only if you can find their Email to SMS address domain. For reference, you may be wondering what values work in the Cell Carrier pick list. Now let’s get into the field update action. Here is my syntax for the rule entry criteria: I would also recommend adding a validation rule that enforces if a mobile number is entered, a cell carrier must also be selected and vice versa. the mobile number field is not blank AND.In my rule, I decided to go with logic that updates the Email to SMS Address field when: The steps, logic and syntax remain mostly the same. Quick note before we go much further I am doing this on User, but you could do this same process on Lead or Contact or anywhere in the system you are capturing a mobile number. I start by creating a new workflow rule on the User object and name it SMS Email create. Let’s do a deeper dive into the workflow rule that will create your SMS email address. ![]() Create a field update workflow rule that updates the Email to SMS Address field you created. ![]() We will have several in our example below. Your list options can be any carrier that is local to you or that your business uses. Create a new picklist field on User named Cell Carrier.Create a new e-mail field on User named Email to SMS Address.Let’s begin by outlining the basic steps: We won’t be detailing the full solution here, instead we’re just focusing on what you need to do to generate your Email to SMS Address. ![]() Pretty straightforward, right? If you already know how to create E-mail alert Workflow rules then it will be pretty easy to set this up too. When a critical field is updated on an Account, I want to send a notification to the Account owner via text. If you want to impress your users and save the day with a declarative option, well you are in luck, because I just so happen to have one! Both of those approaches typically come with an additional cost, though. A fairly common request that I get is, “how can I send my users/customers’ text messages from Salesforce?” There are apps on the app exchange that can do this, as well as Apex solutions too. ![]()
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