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Salesforce Integration

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Salesforce Integration Setup Guide(myCRMSIM)

Salesforce Integration Setup Guide(myCRMSIM)

Overview

 

This guide explains how to install and connect the myCRMSIM Salesforce package, configure the required Salesforce settings, and create an automated Salesforce Flow to send SMS replies using myCRMSIM.
Once the setup is complete, Salesforce will be able to receive inbound SMS events from myCRMSIM and automatically send SMS replies through the myCRMSIM Send SMS action.

 
Prerequisites
Before starting, make sure you have:
  • A Salesforce Developer Account
  • Access to your myCRMSIM account
  • A connected device in myCRMSIM, such as:
    • SMS
    • iMessage
    • WhatsApp
    • RCS
    • Twilio
  • The correct Location ID for your myCRMSIM subaccount
Important:
You must have a Salesforce Developer Account to install the myCRMSIM Salesforce package.
If you do not already have one, create an account from the Salesforce Developer portal before continuing.
 
Step 1: Install myCRMSIM Salesforce Package
  • Go to the Salesforce Integration section in myCRMSIM.
  • Click Install Package.
  • The Salesforce package installation page will open in a new tab.
  • Log in to your Salesforce Developer Account.
  • Select: Install for All Users
  • Wait until the installation is completed successfully.
  • Once the package is installed, return to myCRMSIM and click: Mark as Installed
  • The setup guide will now open.
✅ The myCRMSIM Salesforce package is now installed.
 
Get Your myCRMSIM Credentials
After the package installation is complete:
  1. Go back to myCRMSIM.
  2. Click the Get My Credentials button.
  3. Copy your own:
    • Consumer Key
    • Consumer Secret
You will need to paste these credentials into the Salesforce Auth Provider settings in the next step.
 
Step 2: Configure Auth Provider in Salesforce
  • Open your Salesforce dashboard.
  • Go to: Setup → Auth. Providers
  • Find and open: myCRMSIM
  • Click Edit.
  • Paste your own:
    • Consumer Key
    • Consumer Secret
  • These are the credentials you copied from myCRMSIM.
  • Click Save.
    • ✅ The Auth Provider is now configured.
 
Step 3: Configure Named Credentials
  1. In Salesforce Setup, go to: Setup → Named Credentials
  2. Open: myCRMSIM
  3. Click Edit.
  4. Click Save without making any changes.
  5. A login popup will appear.
  6. Log in with your myCRMSIM account.
  7. Click Allow to authorize the connection.
Repeat the same process for:
  • myCRMSIM Me
  • myCRMSIM SMS
✅ Named Credentials are now connected with your myCRMSIM account.
 
Step 4: Create a Salesforce Site
  1. Go to Salesforce Setup.
  2. Navigate to: Setup → Sites
  3. If Sites are not already enabled, click Register and complete the registration.
  4. Click New to create a new site.
  5. Fill in the required site details.
  6. Click Save.
  7. After creating the site, open the site settings by clicking on the site label Name.
  8. Click Public Access Settings.
  9. Go to: Apex Class Access
  10. Click Edit.
  11. Add the following Apex class to the enabled list:
                     MyCRMSIMInboundReceiver

  12. Click Save.

✅ Salesforce Site is now created and configured for inbound SMS events.
 
Step 5: Subscribe to the Inbound SMS Trigger
  1. Copy your Salesforce Site URL.
Example:
https://yourorg.salesforce-sites.com
  1. In Salesforce, go to:
    Developer Console → Debug → Execute Anonymous

  2. Run the following command:
  • Replace YOUR_SITE with your actual Salesforce Site URL.
Example in this command
MyCRMSIMService.subscribe('https://yourorg.salesforce-sites.com/services/apexrest/inbound-sms');
  1. Click Execute.
✅ Your Salesforce org is now subscribed to receive inbound SMS events from myCRMSIM.
 
Step 6: Create the Salesforce Flow
  1. Go to Salesforce Setup.
  2. In Quick Find, search: Flows
  3. Click New Flow.
  4. Select: Record-Triggered Flow
  5. Click Create.
 
Step 7: Configure the Flow Trigger

Configure the trigger using the following values:

Field

Value

Object
Task
Trigger
A record is created
Condition Requirements
All Conditions Are Met
Field
Subject
Operator
Contains
Value
Inbound SMS from
When to Run
Only when a record is created
Optimize For
Actions and Related Records
Click Done.
 
Step 8: Add the Send SMS Action
  1. Click the + icon.
  2. Select Action.
  3. Search for: Send SMS via myCRMSIM
  4. Select the action.
Create Phone Number Formula
Before filling in the action fields, create a formula to extract the phone number from the inbound SMS subject.
  1. Click New Resource.
  2. Select Formula.
  3. Name it: PhoneFromSubject
  4. Use this formula:
SUBSTITUTE({!$Record.Subject}, 'Inbound SMS from ', '')
This formula removes the text Inbound SMS from and keeps only the phone number.
Configure Action Inputs

Now fill in the Send SMS action fields:

Input
Value
Label
Send Reply SMS
Phone Number
{!PhoneFromSubject}
Message
{Message.Body}
Location ID
{Subaccount.Location.ID} 
Note:
You can customize the label and message according to your own use case.
Click Done.
 
Step 9: Save and Activate the Flow
  1. Click Save.
  2. Enter the Flow name: myCRMSIM Auto Reply
  3. Click Activate.
✅ Your Salesforce Flow is now active.
 

Step 10: Test the Salesforce SMS Automation

After completing the setup, test the automation to confirm that inbound and outbound SMS messages are working correctly between myCRMSIM and Salesforce.

 

Final Result

After completing this setup:
  • myCRMSIM receives an inbound SMS.
  • Salesforce automatically receives the inbound SMS event.
  • A new Task is created in Salesforce.
  • The Salesforce Flow is triggered.
  • Salesforce sends an SMS reply using the Send SMS via myCRMSIM action.
  • The action can be tracked inside Salesforce Flow execution and debug logs.
 
 
 
 
 
 
 
 
 

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