In Blog – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.org), we have covered the installation and configuration of Twilio for Salesforce.
Create a webhook for your messaging service
- You need to configure instructions for Twilio to handle inbound messages, allowing you to view incoming messages within Salesforce. Without this setup, incoming messages will be marked as Failed Error: 30008 and won’t sync to Salesforce.
- To handle inbound requests, create a TwiML Bin with an empty <Response /> TwiML verb, and then add the TwiML Bin’s handler URL as a webhook.
- In the Twilio Console’s left-hand sidebar, click Explore Products, scroll down to the Developer Tools section, and click on TwiML Bins.
Click on the blue + button.
Inside your new TwiML Bin, add the single-line TwiML snippet <Response></Response> to the code already there:
- Click Save .
- Copy your TwiML Bin’s URL
Now, return to your messaging service and click on Integration. Select the Send a Webhook radio button, then paste your TwiML Bin URL into the Request URL field.
Click Save
Select your messaging service in Salesforce
- Return to the Twilio Configuration page in Salesforce and refresh it.
- You should now be able to select your messaging service from the Select Message Service dropdown menu.
- Once selected, click Validate Credentials.
- Once your Twilio Account SID, Auth Token, and messaging service have been validated, you’ll see the full list of configuration options appear on the Twilio Configuration page:
Add Lightning components to Salesforce layouts
- You can add Twilio for Salesforce’s Lightning components to your layouts using Salesforce’s Lightning App Builder. To access the Lightning App Builder, open a record (Leads, Contacts, Person Accounts, Cases, or Campaigns), click the configuration gear icon, and select Edit Page.
- In the Lightning App Builder, you can add components like Twilio’s Two-Way Messages to the page.
Save, activate and assign the page as required.
Add users to the Twilio permission sets
- The final step before using Twilio features in Salesforce is to assign users to the appropriate permission sets.
- Users needing access to Twilio functionality should be assigned to one of two permission sets added during installation: Twilio User and Twilio Administrator.
- Twilio User: Can send and view messages, and access all package features.
- Twilio Administrator: Can view and configure Twilio API credentials.
- To assign these permission sets in Salesforce:
- Go to Setup, search for Permission Sets in the search bar, then click on the permission set you want to assign.
Click ‘Add Assignment’.
Select the user and Assign.
Now the user will be able to send and receive messages.
To learn more, click Twilio for Salesforce | Twilio
Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.
