---
title: "Salesforce SMS Logging"
description: "Log Inbound and Outbound SMS on Salesforce with Symbo"
url: https://help.symbo.ai/en/articles/10404506-salesforce-sms-logging
collection: "CRM"
updated: 2026-09-05
language: en
---

# Salesforce SMS Logging

Log Inbound and Outbound SMS on Salesforce with Symbo

To track incoming and outgoing SMS messages in Salesforce, follow these steps to configure the Task object:

### Step 1: Access Salesforce Setup

1.  Log into your Salesforce account.
    
2.  Click the **gear icon** in the top-right corner.
    
3.  Select **Setup** from the dropdown.
    

### Step 2: Navigate to Object Manager

1.  In the **Quick Find** box on the left, type **Object Manager**.
    
2.  Click on **Object Manager** from the results.
    

### Step 3: Locate and Edit the Task Object

1.  Scroll down and find the **Task** object.
    
2.  Click on **Task** to open its configuration.
    

### Step 4: Add New Picklist Values to the Type Field

1.  From the left-hand menu, select **Fields & Relationships**.
    
2.  Scroll down and click on the **Type** field.
    
3.  Under **Task Type Picklist Values**, click **New**.
    
4.  Add the following values (each on a new line):
    
    -   Incoming SMS
        
    -   Outgoing SMS
        
5.  Click **Save**.
    

### Step 5: Set Field-Level Security

1.  After saving, click on **Set Field-Level Security**.
    
2.  Enable visibility by toggling the **Visible** checkbox.
    
3.  Click **Save**.
    

### **Step 6: Enable SMS Logging to Salesforce in Symbo**

1.  Log in to your **Symbo** account.
    
2.  Navigate to **Org Settings**.
    
3.  Select **Phone Settings** from the sidebar.
    
4.  Locate the toggle labeled **SMS Logging to Salesforce**.
    
5.  Switch the toggle **ON** to enable automatic logging of SMS messages as Salesforce Tasks.
    

* * *

Once these steps are completed, your Salesforce environment will be ready to track SMS communication. You can now successfully log and view SMS interactions both inbound and outbound via Salesforce using Symbo.