---
schema_version: "1"
id: fe7d0dd339e227468ff6a51431fa61448c99d5cb5275c88f4515c3dcb32ae57d
title: Create a Bring Your Own Channel for Messaging Channel
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/partner_messaging_install.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.partner_messaging_install.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 376b4665df8b4befbfdde5c3a68607ac8e2a9a82e48a20644a9325c95fd354ba
description: To create a Bring Your Own Channel for Messaging channel, follow the setup flow.
products:
  - Service Cloud
  - Digital Engagement
release: "264"
---
# Create a Bring Your Own Channel for Messaging Channel

To create a Bring Your Own Channel for Messaging channel, follow the setup flow.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <tbody>
          <tr class="">
            <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="partner_messaging_install__d736e2076"><!-- --></a><span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" id="partner_messaging_install__d736e2076" 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;">Bring Your Own Channel for Messaging</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, Standard and Enhanced SMS, Enhanced Apple
              Messages for Business, Enhanced LINE, and Bring Your Own Channel for CCaaS</td>

          </tr>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </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="d129505e93">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d129505e93 ">To install packages:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d129505e93 ">Download AppExchange Packages</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d129505e93 ">To set up and edit Messaging channels:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d129505e93 ">Configure Messaging</td>

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

![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 Bring Your Own Channel for Messaging is now Partner Messaging. You may see references to Bring Your Own Channel for Messaging in Salesforce applications and documentation.

## Install a Managed Package

[Install the managed package](https://help.salesforce.com/s/articleView?language=en_US&id=sf.distribution_installing_packages.htm&type=5) for your Bring Your Own Channel for Messaging provider.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_channels-264-0-0-production-enus/f3c4b3d2-ff86-4f7c-9fe2-3d8b23d35109/images/icon_tip.png)

Tip To learn how to create your own Messaging provider integration instead of installing a managed package from AppExchange, see the [Bring Your Own Channel for Messaging Developer Guide](https://developer.salesforce.com/docs/service/messaging-partner/guide/create-your-own-integration.html).

## Create a Bring Your Own Channel for Messaging Channel

1. From Setup, enter Messaging Settings, and then select **Messaging Settings**.
2. Click **New Channel**.
3. Select the Conversation Channel Definition tile that represents the Managed Package that you installed previously, and click **Next**.
4. Give your Bring Your Own Channel for Messaging channel a name.
5. Click anywhere to populate the **API Name** field, and save your changes.
6. If required for your Messaging channel, turn on **Event-Driven Settings**. These options appear if your Messaging partner supports them in the Conversation Channel Definition. Usage counts towards your high volume platform event allocation. See [Considerations and Limitations for Bring Your Own Channel and Bring Your Own Channel for CCaaS](https://help.salesforce.com/s/articleView?id=service.partner_messaging_consideration_and_limitations.htm&release=264.0.0&type=5 "Before starting your setup process, review the considerations and limitations for Bring Your Own Channel for Messaging.") for more information.
    1. To show messaging end users an indicator when a rep is typing, select **Show agent typing indicator**.
    2. To send end users acknowledgments when their inbound messages are read or delivered, select **Show messaging users read and delivered receipts**.
    3. To show end users loading text and progress animations while an Agentforce Service agent is processing, select **Show Agentforce agent progress indicator**.
7. Set up routing for this Messaging channel.
    1. Under Omni-Channel Routing, click **Edit**.
    2. To route messages with an Omni-Channel flow, select **Omni-Channel Flow** in the Routing Type field, and then enter the names of the Omni-Channel flow and fallback queue that you created previously.
    3. To route messages to a queue, select **Queue** in the Routing Type field, and then enter the name of the Salesforce queue that you created previously.
8. Save your changes.
9. Click **Activate**.

## Create and Configure an External Client App for OAuth Integration

Certain Messaging providers require you to set up and manage your own external client app (ECA) to provide authentication for the integration between their platform and the Salesforce Interaction Service API. Check with your provider whether setting up your own app is a required setup step for their integration. First create the ECA and then update the Conversation Channel Definition (CCD).

If you don’t have a self-signed certificate, follow the steps to [Create a Private Key and Self-Signed Digital Certificate](https://developer.salesforce.com/docs/atlas.en-us.sfdx_dev.meta/sfdx_dev/sfdx_dev_auth_key_and_cert.htm). Make sure you have the certificate saved in your system. You upload the file when you create the ECA.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_channels-264-0-0-production-enus/f3c4b3d2-ff86-4f7c-9fe2-3d8b23d35109/images/icon_tip.png)

Tip

- To check whether your Messaging provider requires you to set up your own external client app, from Setup, go to Messaging Settings and select the Messaging channel you created. In the Conversation Channel Definition section, if you see **Modify Conversation Channel Definition**, you must create your own ECA. Otherwise, the partner provider manages the app for you.
- We recommend using an external client app for Interaction Service authentication instead of a connected app. Starting in Spring ’26, customers can’t create a connected app unless they request the ability to create connected apps from Salesforce Support. To migrate a preexisting connected app, see [Create an External Client App from a Connected App](https://help.salesforce.com/s/articleView?id=xcloud.migrate_connected_app_to_external_client_app.htm&language=en_US).

1. [Create an external client app](https://help.salesforce.com/s/articleView?id=xcloud.create_a_local_external_client_app.htm&language=en_US) and set Distribution State set to **Local**.
2. In the OAuth Settings area of the page, select **Enable OAuth**.
    
    The OAuth Settings area expands and the OAuth settings fields are visible.
3. Add a callback URL (endpoint), which is the same as the OAuth redirect URI. We recommend you use `https://login.salesforce.com` to start with.
4. Add the OAuth scopes **Access Interaction API resources (interaction\_api)** and **Perform Requests at any time (refresh\_token, offline\_access)**.
5. In the Flow Enablement section, select **Enable JWT Bearer Flow**.
6. Upload your self-signed certificate.
7. To create the ECA, click **Create**.
8. In your external client app’s Policies tab, click **Edit**.
9. Under OAuth policies, from the Permitted Users dropdown, select **Admin approved users are pre-authorized**. If you see a warning message, click **OK**.
10. Under App Policies, add the **System Administrator** profile.
11. Save your changes.
12. After setting up your ECA, update the Conversation Channel Definition for your Messaging channel to reference the app you created.
    1. From Setup, in the Quick Find box, enter Messaging Settings, and then select **Messaging Settings**.
    2. Select the Messaging channel you created.
    3. In the Conversation Channel Definition section, click **Manage Conversation Channel Definition**. If this button isn’t available, your CCaaS provider manages the ECA, and you don’t need to create one and associate it with the Conversation Channel Definition.
    4. Select the external client app that you created.
13. Save your changes.

## Test Your Bring Your Own Channel for Messaging Channel

1. Open the Service Console app, and go to the Omni-Channel utility bar at the bottom of the console, provided it’s installed. Go online as the service rep assigned to the messaging button.
2. Open the app where your customers initiate Bring Your Own Channel for Messaging, and start a conversation.
3. In the console tab, verify that you received a conversation request. Accept the request and try sending a message.

#### See Also

- [External Client Apps](https://help.salesforce.com/s/articleView?id=xcloud.external_client_apps.htm&language=en_US)
- [Configure the External Client App OAuth Settings](https://help.salesforce.com/s/articleView?id=xcloud.configure_external_client_app_oauth_settings.htm&language=en_US)
- [Create an External Client App from a Connected App](https://help.salesforce.com/s/articleView?id=xcloud.migrate_connected_app_to_external_client_app.htm&language=en_US)
- [Enable OAuth Settings for API Integration](https://help.salesforce.com/s/articleView?id=xcloud.connected_app_create_api_integration.htm&language=en_US)