Use Cases
Common Use Cases
- SMS campaign tracking
- Call logging
- Customer communication history
- Automated follow-ups
Before You Begin
Prerequisites
- Twilio account with phone number
- Salesforce with API access
- Contact records in Salesforce
Walkthrough
Step-by-Step Guide
1
Configure Twilio MCP Server
Set up with your Account SID and Auth Token.
2
Configure Salesforce MCP Server
Connect with your Salesforce OAuth credentials.
3
Log SMS in Salesforce
When an SMS is sent or received, create a Task record on the matching Contact.
async function logSMS(message) {
const contact = await salesforce.query(`SELECT Id FROM Contact WHERE Phone='${message.from}' OR MobilePhone='${message.from}'`);
if (contact.totalSize > 0) {
await salesforce.createTask({
WhoId: contact.records[0].Id,
Subject: `SMS: ${message.body.slice(0, 50)}`,
Description: message.body,
Status: "Completed",
Type: "SMS"
});
}
}4
Enable Two-Way Messaging
Allow sales reps to send SMS from Salesforce via Twilio.
5
Track Engagement
Monitor message delivery rates and response times in Salesforce reports.
Examples
Code Examples
typescript
Bulk SMS Campaign
async function sendCampaign(contactList, template) {
for (const contact of contactList) {
const body = template.replace("{name}", contact.FirstName);
await twilio.sendSMS({ to: contact.MobilePhone, body });
await salesforce.createTask({ WhoId: contact.Id, Subject: "Campaign SMS sent", Status: "Completed" });
}
}Help
Troubleshooting
How do I handle opt-outs?+
What about international numbers?+
Quick Info
DifficultyIntermediate
Time Estimate1 hour
Tools
Twilio MCP ServerSalesforce MCP Server