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#Digital Engagement6 debatiendo

I have been working on automating SMS delivery using the Digital Engagement Channel. Both the Channel and the Messaging Component are defined and active. I am using the "Send Conversation Message" action in a Flow to send the SMS.

The Flow executes successfully, and the ConvMessageSendReq returns a success report. I checked the Conversation and MessagingSession records, and they are populating correctly. I also verified that the running user has the required Messaging User license. Furthermore, I checked for a MessageDeliveryError, and no errors are being logged.

Despite all of this, the message is not being sent to the MessagingEndUser. The MessagingEndUser phone number is properly formatted in E.164 format with the country code. 

No ConversationEntry Record is being created.

Where am I going wrong? Did I miss a configuration step, or is there something else I need to check? 

 

#Digital Engagement  #Salesforce Developer

1 respuesta
  1. Hoy, 3:58

    @Prasanna Achar

     

    Yes, it does work differently in sandbox. Your Flow, licenses, and config are all fine, which is exactly why you get a success report with no errors. The message just never physically leaves the platform.  

    The actual SMS carrier provisioning, the phone number, and the live connection to the messaging provider behind Digital Engagement are tied to your production org.  Sandboxes get the config metadata copied over, so the Channel, number, and Messaging Component all look active and valid, but the live carrier binding doesn't exist in the sandbox.  

    Confirm with Salesforce whether SMS is actually provisioned for your specific sandbox. Usually it isn't by default, and real outbound SMS only sends from production. Some orgs can request a sandbox be provisioned for messaging testing, but it's not automatic and often not available. Thanks! 

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Hello Everyone, has anyone experienced "enable as partner" and "enable as partner user" actions not available on the page layout or record page for accounts & contacts? The digital experience was already enabled. We received gold partner licenses from our sister org. I was trying to setup users and found out how to do so but don't see the action that will kick it all off (on the account nor contact). I also have manage external users permission. I do see actions for community case, disable customer account and others. I've been googling but having hard time to come across a reason.

'Enable as Partner' Action Missing

 

Enable Partner User Record Page.png

 

 

#Digital Engagement

10 respuestas
  1. Divya Chauhan Forum Ambassador
    9 sept, 8:26

    Hi @Desiree Martinez

     

    Add Enable as Partner to the Account page layout and Enable Partner User to the Contact page layout under Salesforce Mobile and Lightning Experience Actions and

     

    the Contact must be associated with an Account.

     

    I hopo this help !!

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 For SMS, if we are using Digital Engagement, we use the Send Conversation Message Flow action to send the SMS.

For Email, Salesforce provides Apex classes such as Messaging.SingleEmailMessage. Does Salesforce provide an Apex equivalent of the Send Conversation Message action

for sending SMS through Digital Engagement? 

 

#Digital Engagement

1 respuesta
  1. 11 ago, 8:32

    Hello @Prasanna Achar

     

    No, Salesforce does not provide a direct native Apex equivalent class (like Messaging.SingleEmailMessage) dedicated to sending Digital Engagement SMS messages. 

     

    Alternative Approaches to Trigger SMS from Apex: Call a Flow from Apex using Flow.Interview where the Flow utilizes the declarative Send Conversation Messages or Messaging Notification action.

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3 respuestas
  1. 17 ago, 18:09

    I agree that branded short links are a better choice for customer-facing SMS. They look more trustworthy and can help avoid confusion around unknown shortened URLs. The time-zone point is also easy to overlook when setting up Business Hours.

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According to the documantation, the best practice of sending outbound messages is by creating a flows. is there a way to send bulk messages to a selected list of users (bulk)?

we do have thier consent of communicating with them via whatsapp so we can create them as opted in messaging users

6 respuestas
  1. 1 sept 2022, 8:06

    @Larry Hall @Kermit Del Rosario was surprised there is no out of the box functionality for bulk message sending. What I did > created a list view button on messaging user object, which launches screenflow, and allows the user to select a template, then sends outbound message.  hope that helps  

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We're trying to send out unique links to each contact as a text message from flow action - something like

"Hi John Doe, Please fill out Survey by clicking the below link

{Contact Specific Unique Link}"

I don't see an option to send the combination of text message & a contact specific unique link embedded in the text message. Did anyone try to achieve this? Please let me know as this is blocking our text message initiative to be able to send text + Unique links. Thanks!

9 respuestas
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Hi everyone,

We are looking for guidance on integrating Facebook Messenger and Instagram Direct with Salesforce Digital Engagement.

Context

WhatsApp is working correctly in Digital Engagement, but Messenger and Instagram are not connecting at all.

What is happening

  • We originally had a standard Messenger channel, which we deactivated.
  • Salesforce then created a new Enhanced Messaging channel, but the connection was never successful (it shows as authenticated and active, yet no messages ever reach Salesforce).
  • In Meta/Facebook, we cannot see any of the technical settings required for the API:
    • Advanced Messaging
    • Connected Apps
    • Primary Receiver / Handover Protocol
  • Salesforce Support suggested that the issue may come from the Facebook Page itself, possibly due to the migration to New Page Experience and loss of API permissions.
  • Instagram Direct also fails to connect, even though the Instagram business account is properly linked to the Page and the Business Manager.

Questions

  1. Has anyone experienced Facebook Pages losing Messenger API capabilities after moving to the New Page Experience?
  2. Did creating a new Facebook Page solve the issue in your case?
  3. Do you recommend using native Digital Engagement for Instagram, or a third-party connector / BYOC option?
  4. Any best practices for rebuilding the Messenger + Instagram integration from scratch?
  5. If possible, could you share any success stories or relatively “smooth” implementations of Meta (especially Instagram Direct) integrated with Salesforce?
    • What approach did you use? (native, partner app, custom integration)
    • Any key lessons learned?

Thanks in advance for any insights or recommendations!

@* Digital Engagement * 

3 respuestas
  1. 21 mar, 9:55

    Yes, this issue can happen after switching to the New Page Experience, as Messenger API permissions may reset. Instead of creating a new Page, re-authorizing the Meta app and reconnecting integrations usually works. For managing Messenger and Instagram with Salesforce, many teams prefer third-party solutions like 360 SMS App for a smoother, centralized messaging integration. 

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Has anyone looked into or already setup SMS in Amazon Connect? It looks a bit arduous based on this documentation from AWS: https://docs.aws.amazon.com/connect/latest/adminguide/setup-sms-messaging.html.

 

Reason I'm asking, we have a use case where we'd want the phone numbers we claim in Amazon Connect that are used for Service Cloud Voice to also be used for SMS, so dual-functionality essentially (Voice & SMS). If we didn't set up SMS via AWS, could we designate the Amazon claimed Voice phone numbers to an Enhanced Messaging channel in Salesforce to use their SMS capabilities?

 

I feel there are likely a lot of no no's to the latter approach, mainly being the integration piece and phone call disruption based on the number also being texted into by other customers. Anybody out there run into documentation or a personal use case they've explored more into this? Looking for any answers that may lead us down the next best path.

 

TIA!

8 respuestas
  1. 10 sept 2024, 17:31

    Digital engagement can use number provisioned by AWS. Submit a case with Salesforce to provision them in your org. There are a number of registration steps to take as well when using these numbers.. 

     

    Integration wise once the number is provisioned, Service Cloud Voice and Digital Engagement can support the number without conflicts. 

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Hi All,

We wish to find how many digital engagement licenses we have in our org which we just purchased.

We know of Company Information page but could find anything with "Digital" keyword on that page.

 

Is it (Digital Engagement License) named something else in org.

It would be great if you can provide the steps to know this.

 

Thanks

8 respuestas
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My client has a legal and HR requirement to bypass displaying the SMS user's first and last name upon sending the initial SMS message. How can this be done? We have searched for that and done some prototyping and it seems that the message is locked down

4 respuestas
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