---
schema_version: "1"
id: 8b7bb52ad4a938dc9986f85b4edd3036e06d9d6eba1fb68d6316917a28e0fca0
title: Set Up Digital Engagement for SMS
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/messaging_for_sales_setup_digital_engagement.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.messaging_for_sales_setup_digital_engagement.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a8a54ec72bd5961ab0329f921ff84b07d07de75346750b91c9c6ab6fa55cb871
description: SMS Messaging for Sales requires that Salesforce Digital Engagement is turned on.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Set Up Digital Engagement for SMS

SMS Messaging for Sales requires that Salesforce Digital Engagement is turned on.

### Required Editions

| REQUIRED EDITIONS |
| --- |
| [View supported editions.](https://help.salesforce.com/s/articleView?id=service.messaging_editions.htm&type=5&language=en_US) |
|   |

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col>
          <col>
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d174054e73">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d174054e73 ">To enable Messaging:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d174054e73 ">
              <p>View Setup and Configuration</p>
              <p>AND</p>
              <p style="margin-bottom:0;">System Administrator</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d174054e73 ">To assign permission sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d174054e73 ">
              <p>View Setup and Configuration</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Assign Permission Sets</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d174054e73 ">To assign permission set licenses:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d174054e73 ">Manage Users</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d174054e73 ">To create permission sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d174054e73 ">Manage Profiless and Permission Sets</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d174054e73 ">To edit users:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d174054e73 ">Manage Internal Users</td>

          </tr>
        </tbody>
      </table>

To set up Digital Engagement for SMS messaging, follow these steps.

1. Turn on Messaging in Service Cloud. For detailed instructions see [Turn On Messaging](https://help.salesforce.com/s/articleView?id=service.livemessage_enable.htm&type=5&language=en_US).
2. To enable users to send SMS messages with Digital Engagement, create a custom permission set for those users with the following steps.
3. In Setup, enter Permission Sets in the Quick Find box and then click **Permission Sets**.
4. On the Permission Sets page, click **New**.
5. Enter a name and description for your permission set and then click **Save**.
6. On the permission set detail page, click **App Permissions** and then turn on the **Send Initial SMS Message to Individual** permission.
7. Assign the permission set to all users who need to use SMS messaging. For details about assigning permission sets to users, see [Manage Permission Set Assignments](https://help.salesforce.com/s/articleView?id=platform.perm_sets_manage_assignments.htm&type=5&language=en_US).
8. Add remaining required permissions to the permission set. For detailed instructions, see [Give Users Access to Messaging](https://help.salesforce.com/s/articleView?id=service.messaging_permissions_parent.htm&type=5&language=en_US).
9. Assign the permission set to users who will message with customers or supervise sales reps in messaging channels.