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Create a Flow to Send Messages in Standard Channels

Set up automation that sends template-based messages in standard Messaging channels when certain conditions are met.

Required Editions

View supported editions.
Checkmark This article applies to: Standard SMS channels
X icon This article doesn’t apply to: Enhanced In-App Chat, Enhanced Web Chat v1, Enhanced Web Chat v2, Enhanced WhatsApp, Enhanced Facebook Messenger, Enhanced SMS, Enhanced Apple Messages for Business, Enhanced LINE, and Bring Your Own Channel
User Permissions Needed
To open, edit, or create a flow in Flow Builder: Manage Flow

When a flow sends an automated message, Salesforce does three things.

  • Create a messaging user record for the recipient, if one doesn’t exist already.
  • Create a messaging session record with a transcript of the sent message and an unchanging status of Ended.
  • Add any message errors to the Standard Messaging Error Log page in Setup.
  1. From Setup, in the Quick Find box, enter Flows, then select Flows.
  2. Click New Flow.
  3. Select the flow type, and click Next.
    The Flow Builder canvas opens.
  4. Add an action to the canvas.
    The New Action window opens.
  5. Enter Message Notification in the search, and then select Message Notification.
  6. Fill out the fields for the Message Notification core action.

You can use values from earlier in a flow to set inputs for the message notification. If the message notification fields don’t contain valid inputs, the flow fails.

Field Description
Messaging Channel Unique Name The developer name associated with the messaging channel.
Messaging Template Unique Name The developer name associated with the messaging template.
Context Record ID A record that can provide context for merge fields. For the message to send successfully, all merge fields must be filled.
ConversationBroadcast Record ID Optional. ID of the conversation broadcast record that links all messages within a broadcast.
Recipient Phone Number Optional. The destination phone number that the message is sent to. Use if Recipient Record ID lists an object other than MessagingEndUser, or if Recipient Record ID isn't completed.
Recipient Record ID Optional. ID of a MessagingEndUser or a record with a phone number, such as a contact record.
Triggered Outbound Type Optional. The type of message. Enter either Standard or Broadcast.
Note
Note Though both are optional, use either Recipient Phone Number or Recipient Record ID to ensure the Message Notification action works.

See Also