Salesforce integration
Salesforce runs your record. Aktify runs the conversation.
Two-way SMS on top of the CRM you already have, with no API project on your side. Leads flow in from your campaigns, agents work every one of them, and each conversation writes back to the contact record.
The CRM holds the record. Something still has to hold the conversation.
Salesforce is built to be the system of record and the orchestration layer, and it is very good at both. Messaging execution is the part it hands to specialists, which is why the ecosystem is full of them. The question is never whether Salesforce can store the outcome. It is who runs the thousands of individual exchanges that produce one.
Teams that build that layer themselves usually discover the same list. A decision tree for every branch a real person might take. A response for the question nobody scripted. Two-way syncs that stay correct when a rep edits a record mid-conversation. And then the tuning, which never finishes, because language drifts and so do the people replying.
The harder gap is the one that stays invisible after all of that work. Salesforce's own SMS reporting covers subscriber counts, send status, and message activity. Carrier-level deliverability, spam-likely rates, and whether carriers are filtering your traffic sit outside it. You can see that a message was sent. Seeing whether it was delivered the way you think it was is a different instrument.
How the integration works
Aktify Lead Sync installs into your Salesforce org and reads the campaigns you point it at. Your team does not build an integration.
01
Leads flow from your campaigns
Add a campaign to the sync and its leads arrive in Aktify. No middleware, no nightly export, and no API project on your side.
02
An agent opens the conversation in under 60 seconds
Not a blast. A two-way conversation that answers questions, handles objections, and keeps going when someone replies three days later.
03
Everything writes back to the contact record
The full exchange lands on the contact in Salesforce, so your reps open a record and read what was actually said.
04
Your rep gets a task or a live call
When someone is ready, the agent either books the appointment and creates the task, or transfers the call while the person is still on the line.
An insurance agency group, and a list that had gone cold
An agency group pointed Aktify at 11,677 aged leads. The AI texted every one of them, held the conversations that came back, and handed agents live calls that averaged more than twelve minutes. Nobody dialed a list.
11,677
Aged leads worked
92%
Message deliverability
14%
Engaged in conversation
12:30
Average live transfer
These were aged leads rather than fresh inbound requests, and 14% is an honest number for a list like that. The figure worth looking at is the twelve and a half minutes. That is an agent on the phone with someone who wanted to talk, on a list the team had already written off.
The parts nobody wants to own
Running messaging at volume is mostly compliance and carrier work. That is our side of the line, not yours.
10DLC registration and carrier vetting
Brand and campaign registration, the paperwork behind it, and the resubmissions when a carrier pushes back.
Carrier relationships and deliverability
Number health, throughput, and the filtering behaviour that decides whether your traffic arrives at all.
TCPA posture and opt-out handling
Consent tracking, honoring stops immediately and permanently, and quiet hours by recipient time zone.
Brand reputation over time
Sending patterns that keep your numbers trusted, rather than burning through them and starting over.
The conversations are yours
Every message, reply, and outcome writes back into your Salesforce org and stays there. You are not renting visibility into your own pipeline, and you are not looking at a summary of what happened somewhere else.
Aktify is the team running the conversations. It is not the party holding them.
Twelve questions your SMS reporting should be able to answer
A self-audit for teams running SMS out of Salesforce. It takes an afternoon and nobody sees your answers but you. For each question, decide whether you could answer it from a report you can pull yourself, right now, without asking a vendor and without asking someone to write a query first.
Part one. Did the message leave?
- How many SMS did you send last month, broken out by campaign?
- How many subscribers were opted in on the first of the month, and how many on the last?
- What is your opt-out rate for each campaign, and which campaign is your highest?
- For one named subscriber, can you see the status of every message you have sent them?
If you run MobileConnect, all four are covered by the standard SMS reports. Answering yes here is the expected result, not a distinction.
Part two. Did it arrive?
- How many of last month’s messages came back undelivered?
- Can you pull that number from a report, or does someone write a query first?
- When a message fails, do you get a reason code back?
- How soon do you learn about it, the same day or whenever someone next goes looking?
In Marketing Cloud, undelivered-message reasons are retrievable through SQL and the API. That is a lookup you run after the send has gone out. It answers what happened last week rather than what is happening now.
Part three. Did the carrier let it through?
- What share of last month’s sends were filtered by a carrier rather than rejected outright?
- What is your spam-likely rate on each number you send from?
- Which carrier delivers your traffic best, and which one delivers it worst?
- If delivery to one carrier fell by a third tomorrow, what would tell you, and how long would that take?
Salesforce documents carrier filtering in detail, and its own MobileConnect training covers what carriers block and which phrasing trips spam filters. The three standard SMS reports cover opted-in counts, message volume, per-subscriber send status and per-keyword activity. Carrier-level deliverability, spam-likely rates and carrier filtering sit outside them. The behavior is documented and the instrument for measuring it is not in the standard reporting. Salesforce Trailhead, SMS Messaging with MobileConnect
Why question 12 is the one that matters
Say your reply rate drops by a fifth next month. Either fewer people wanted to answer, which is a message problem worth rewriting for, or fewer people received the message, where rewriting makes it worse because every additional send into a filtered number deepens the filtering.
On a report that counts sends and replies, those two look identical. Most teams assume the message, because that is the explanation they know how to act on, and a delivery problem can run quietly for a quarter while everyone works on copy.
Take the twelve questions with you
The same audit as a printable PDF, with room to mark your answers. No form, no email required.
Download the self-auditTwenty minutes, and bring your campaign structure
The useful version of this call is looking at how your campaigns are set up and what happens to a lead after it lands. No deck.