How to create SMS templates

Owned by Aarushi Anand
Mar 11, 2022
2 min read

SMS Templates are created to make sure that user doesn’t have to type the content of the messages repeatedly. The user can simply select the template he/she wants to use and send it.

Please follow the below metioned steps to make the templates.

  1. Log in to your Salesforce org.

  2. Go to App Launcher and Search for SMS & eFAX Guru Applications

3. Go To SMS Templates Tab under SMS & eFax Guru App.

4. Click on “New” under SMS Templates Tab in order to create a new SMS Template.

5. Enter the Template Name, Object(from which SMS message is to be initiated) and actual message under SMS Template Field.

6. Click On Save.