Getting Started

Setting up the Kudosity Salesforce integration is a straightforward installation process.

⚠️

You will need an active, funded Kudosity account with a verified Sender ID to get started.

Ways to send SMS from Salesforce:

• Send bulk campaigns to contact groups via the Messaging UI
• Automate SMS using Salesforce Flow
• Install an SMS conversation panel on any object page for 1-to-1 messaging

Application features include:

• Send campaigns from UI to Salesforce objects
• Schedule campaigns
• Character counter
• Message templates
• Message personalisation with merge fields
• Add SMS conversation panel to objects for 1-to-1 messaging
• Real-time conversation replies via websockets
• Delivery, Reply & Link Hit Platform Events that can trigger Flows
• Send SMS in Flows triggered by record updates or schedules
• SMS activity objects & feeds customisable to your reporting needs

⚠️

Supported clouds: Sales Cloud and Service Cloud only. Marketing Cloud is not supported.

Prerequisites

Before installing, confirm you have the right Salesforce edition:

• Enterprise
• Unlimited
• Force.com
• Developer
• Performance

⚠️

You will need administrative access to install the integration.

Network Access / IP Whitelisting

If your Salesforce instance uses IP whitelisting, add the following to your Network Access Trusted IP Ranges before installing:

3.24.225.42

13.55.133.33

54.66.106.87

Navigate to Setup → Security → Network Access, then under Users/Profiles click Login IP Ranges and add the addresses above.