---
schema_version: "1"
id: a671f2e142134b71a42bfeface80f0eaa231b31aaba0e12866e749878fe950d1
title: Create a Flow to Send Messages in Standard Channels
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/livemessage_automatic_notifications_flows.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.livemessage_automatic_notifications_flows.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 00b50871cfa321236b85d0522f5157c384acccaaf2927d48265542b357ee2e90
description: Set up automation that sends template-based messages in standard Messaging channels when certain conditions are met.
products:
  - Service Cloud
  - Digital Engagement
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
        <colgroup>
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          <col style="width:50%">
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            <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.messaging_editions.htm&amp;type=5&amp;language=en_US" target="_blank">View supported editions.</a></td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">
              <a name="livemessage_automatic_notifications_flows__d1291e728"><!-- --></a><span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" id="livemessage_automatic_notifications_flows__d1291e728" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_channels-264-0-0-production-enus/f3c4b3d2-ff86-4f7c-9fe2-3d8b23d35109/resources-global/_corporate/images/checkmark.png" alt="Checkmark"></span>
              <strong>This article applies to:</strong>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;">Standard SMS channels</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_channels-264-0-0-production-enus/f3c4b3d2-ff86-4f7c-9fe2-3d8b23d35109/resources-global/_corporate/images/crossmark.png" alt="X icon"></span>
              <strong>This article doesn’t apply to:</strong>
            </td>

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

          </tr>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d165855e90">User Permissions Needed</th>
          </tr>
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        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d165855e90 ">To open, edit, or create a flow in Flow Builder:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d165855e90 ">Manage Flow</td>
          </tr>
        </tbody>
      </table>

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](https://help.salesforce.com/s/articleView?id=service.livemessage_automatic_message_notifications_create.htm&release=264.0.0&type=5 "Using a flow, send customers automated, template-based messages in standard Messaging channels to notify them about a product delivery, case update, or something else. "). |
| 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_channels-264-0-0-production-enus/f3c4b3d2-ff86-4f7c-9fe2-3d8b23d35109/images/icon_note.png)

Note Though both are optional, use either Recipient Phone Number or Recipient Record ID to ensure the Message Notification action works.

#### See Also

- [Build a Flow](https://help.salesforce.com/s/articleView?id=platform.flow_build.htm&type=5&language=en_US)