Compliance guide · by Amr Magdy · October 2026

Texting sellers from Salesforce: 10DLC, consent and tools.

To text sellers from Salesforce in the US, you need a texting tool that logs to Salesforce, a registered 10DLC brand and campaign, and consent and opt-out fields every tool respects. Here are the tools, the registration steps, what CTIA’s guidelines say about lists, and how I set up the fields. This is not legal advice. Ready-made wording for each moment: seller follow-up message templates.

Short version

Twilio: “Anyone sending SMS/MMS messages over a 10DLC number from an application to the US must register for A2P 10DLC.” Registration has a brand and a campaign. source
CTIA’s guidelines say marketing texts need express written consent and senders “should not use rented, sold, or shared lists.” That matters for skip-traced lists. source
Salesforce retired its standard SMS channels on February 14, 2026; US long code registration takes 1–4 weeks. source

How can you text sellers from Salesforce?

Option	Built by	What it does	Watch out for
Dialpad or RingCentral	Dialer vendor	Texts from the dialer, logged to Salesforce	Dialpad logs SMS to the contact, not opportunities or shared lines
SMS-Magic Converse	SMS-Magic	Salesforce-native SMS, MMS, WhatsApp; templates, keyword auto-replies, campaigns, opt-in/opt-out tracking	Confirm current product naming with the vendor
Twilio for Salesforce	Twilio	1:1 and bulk SMS from records; inbox component	Public beta, not covered by a Twilio SLA
Salesforce Messaging (enhanced SMS)	Salesforce	Native SMS channel in Service Cloud messaging	Standard channels retired Feb 14, 2026; registration takes 1–4 weeks

Sources: Dialpad · RingCentral · SMS-Magic · Twilio for Salesforce · Salesforce

What is 10DLC and do investors need it?

10DLC is the US system for business texting from regular 10-digit numbers. Twilio says anyone sending app-to-person texts over a 10DLC number to the US must register, including individuals. You register a brand (who is sending; standard brands need a business tax ID) and a campaign (the use case and your opt-in, opt-out and help messages). Registered traffic gets less filtering and more throughput. source

The Campaign Registry runs the registry behind it; brands register through a provider such as Twilio, not directly. source

CTIA guidance (May 2023)	What it means for a wholesaler
Marketing messages need express written consent	A seller who filled out your form and agreed to texts is different from a number on a list
Honor STOP and plain-language opt-outs, one confirmation, then nothing	Opt-out must be a field in Salesforce that every texting tool respects
Don’t use rented, sold or shared lists	Bulk-texting a purchased or skip-traced list conflicts with this guidance

CTIA’s document is voluntary industry guidance, not a substitute for TCPA advice. Talk to a lawyer before you text lists. source

How should Salesforce store texting data?

Consent: a checkbox plus date and source (“web form, October 2026”). No consent, no marketing texts.
Opt-out: one field every tool checks before sending, set automatically when someone replies STOP.
Every text on the timeline: calls and texts in one history, so the next rep sees the whole conversation.
DNC and litigator flags from your skip-tracing provider, if it returns them. BatchData’s API returns DNC and TCPA litigator checks. source

Questions

Do I need 10DLC registration to text sellers?

Twilio says anyone sending app-to-person SMS over a 10DLC number to the US must register for A2P 10DLC. Toll-free numbers and short codes are separate systems.

Can I text a skip-traced list from Salesforce?

CTIA’s guidelines call for express written consent for marketing texts and say senders should not use rented, sold or shared lists. Get legal advice on the TCPA before texting lists.

What happened to Salesforce’s standard SMS channels?

Salesforce retired standard SMS channels on February 14, 2026. New channels are enhanced, and US long code registration takes 1–4 weeks.

Can texts and calls show in one Salesforce timeline?

Yes, if your dialer or texting tool logs both to the same record. Dialpad logs SMS as completed tasks on the contact; RingCentral logs calls and messages.

Sources

All Salesforce integrations for investors · Salesforce features for investors · Real estate CRM guide · Dialers in Salesforce · Seller follow-up cadence · Reactivating dead seller leads · Appointment reminders and no-shows

Last updated October 2026. Product names, editions and limits change; check the linked source before you rely on one. Not legal advice.

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