Salesforce Integration Setup Guide(myCRMSIM)

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.

myCRMSIM integrates with Salesforce Flow Builder and currently supports 1 trigger and 4 actions, allowing you to automate messaging workflows directly from Salesforce.

Before you can integrate with myCRMSIM, you'll first need to create a Developer account in SaleForce.
Creating a Developer account is free and does not require any additional charges.
Once your Developer account has been created, you can proceed with the integration by following the steps in this guide.

• 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

• 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.

1. Go back to myCRMSIM.
2. Click the Get My Credentials button.
3. Copy your own:
• Consumer Key
• Consumer Secret

• 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.

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.

• myCRMSIM Me
• myCRMSIM SMS

This is what makes the myCRMSIM fields visible in Flow Builder. Skip it and myCRMSIM Inbound / myCRMSIM From Number simply won't show up when you build your Flow.

1. In Salesforce, click the gear icon → Setup, then type Permission Sets in the Quick Find box on the left and open it.
2. Find myCRMSIM Integration in the list — click the letter M in the A–Z bar to jump there — and click its name (not the "Clone" link next to it).
3. On that page click Manage Assignments, then Add Assignment.
4. Tick the checkbox next to your own user, then click Assign (some orgs show a Next step first) and finally Done.
5. Your name should now appear under Current Assignments. Repeat for any teammate who will build or run myCRMSIM Flows.

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:

  12. Click Save.

1. Go to Salesforce Setup.
2. In Quick Find, search: Flows
   
3. Click New Flow.
4. Select: Record-Triggered Flow
5. Click Create.

Configure the trigger using the following values:

1. Click the + icon.
2. Select Action.
3. Search for: Send SMS via myCRMSIM
4. Select the action.

Now fill in the Send SMS action fields:

1. Click Save.
2. Enter the Flow name: myCRMSIM Auto Reply
3. Click Activate.

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

• 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.