SMS Channels for the United States and Canada | Salesforce Trailhead

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SMS Channels for the United States and Canada:    • SMS Channels for the United States and Canada  

Your new SMS code appears in the SMS Codes section of Setup, but you now need to activate the code for use. Just follow these steps and you’re ready to go.

Click the code you want to activate.
On the Consent tab, set your consent opt-in status to Explicit or Double Opt-in.
Enter your opt-in and keyword information.
Save your changes.
Now activate the capabilities you want to use with the code:
To use Flows: In the Activate Send and Receive Messages via Flow section, click Activate.
To support agents and bots via Digital Engagement:
In the Activate Access to Agent and Bot Conversational Support section, click Configure.
On the Messaging Settings page, under Omni-Channel Routing, click Edit and set the Omni-Channel Routing configuration to route service messages to queues, flows, or agents depending on your business needs.
Save your configuration.
Return to the SMS code details page and in the Activate Access to Agent and Bot Conversational Support section, click Activate.
Get Consent to Send SMS Messages
No matter where you send your SMS messages, you need consent to do so. Some localities may just require explicit consent, while others require double opt-in. Follow these steps to set up your code’s consent settings.

On the Consent tab, set your consent opt-in status to Explicit or Double Opt-in. If you selected Double Opt-in, optionally modify the Double Opt-in Prompt. Subscribers receive this message to confirm their opt-in before they can receive messages from the selected number.
For Consent Keyword Settings, enter the keywords and messages that enable opt-in, opt-out, and help conversations with your subscribers. All languages default to the keywords that you enter here.
To include language-specific keywords and messages, click Add Language-Specific Consent Keywords and enter the text for the additional languages.
Click Save.

00:00 Introduction
00:10 Discover SMS Channels in Unified Messaging
00:36 Set Up SMS Channels for the US and Canada
01:24 Activate SMS Codes for the US and Canada