Automate SMS Workflows in Salesforce

Step 1 — Navigate to Flow Builder

1. In Salesforce Setup, use Quick Find to search for Flows.

2. Go to Process Automation → Flows.

3. Click New Flow.

Step 2 — Select Flow Type

Select Record-Triggered Flow, then click Create.

Step 3 — Configure Your Trigger

Example: Send SMS to a New Lead

1. Set Object to Lead.

2. Set Trigger the Flow When to A record is created.

3. Add an Entry Condition: Mobile Phone — Is Null = False. This ensures only leads with a mobile number trigger the Flow.
   

4. Set Optimise for to Actions and Related Records.

5. Give your Flow a label and API name, for example SMS to New Lead / SMS_to_New_Lead.

6. Click Save.

Step 4 — Add an Element

1. Click + in the Flow canvas to add an element.

2. Search for Kudosity.

3. Select Send SMS with Kudosity (SMS Action Apex Class).

When adding the action element, ensure it is set to run asynchronously. This is required for the action to execute correctly. Synchronous execution will cause the Flow to fail.

Step 5 — Create a Message Template Resource

For personalised messages, create a New Text Template Resource:

1. Resource Type: Text Template.

2. Give it an API Name, for example NewLeadSMS.

3. Write your message — use merge fields from the object for personalisation.

4. Click Done.

To include a tracked link in your automated message, use the {tracked-link} variable in your message body.

Step 6 — Set Input Values for the Action

Map the following fields in the action element:

Step 7 — Debug and Activate

1. Click Save on the Flow canvas.

2. Click Debug to run a test before going live — confirm the SMS appears in your Kudosity Sent tab.

3. Click Activate once confirmed working.

Kudosity fires Platform Events back to Salesforce for the following:

These events can be used as triggers in a Platform Event-Triggered Flow to continue automation based on customer engagement — for example, updating a lead status when a reply is received, or enrolling a contact in a follow-up sequence when they click a link.

To use a Kudosity Platform Event as a Flow trigger:

1. Click New Flow and select Platform Event-Triggered Flow.

2. In the Start element, search for Kudosity in the event picker.

3. Select the relevant event — Delivery, Reply, or Link Hit.

4. Build your automation logic from there.

SMS not sending from Flow — confirm the action element is set to run asynchronously. Check entry conditions to verify the mobile number field is not null. Verify the Sender ID is hardcoded correctly in the action input values. Run Debug to inspect the full flow execution path.

Flow activates but no SMS received — confirm the Sender ID is verified in your Kudosity account. Check the Kudosity Sent tab — if the message appears there, the issue is carrier-side. Confirm the mobile number is in the correct international format.

Platform Events not returning to Salesforce — confirm Live Responses / Reporting ECA is connected and showing CONNECTED in the Kudosity setup screen. Re-run the ECA setup if the connection has lapsed.