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Considerations for Bulk Updating and Activating Messaging Channels
Before you update the settings, activate, and deactivate multiple enhanced Messaging channels, review important considerations.
Required Editions
| View supported editions. | |
This article applies to:
|
Enhanced WhatsApp, Enhanced Facebook Messenger, Enhanced SMS, Enhanced Apple Messages for Business, and Enhanced LINE channels |
This article doesn’t apply to:
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Enhanced In-App Chat, Enhanced Web Chat v1, Enhanced Web Chat v2, Bring Your Own Channel, Standard Facebook Messenger, and Standard SMS channels |
- You can use the bulk update feature to update native enhanced third-party messaging channels only: Facebook Messenger, WhatsApp, SMS, LINE, and Apple Messages for Business. You can’t use this method to update Bring Your Own Channel or Enhanced Chat.
- Use the bulk update method to edit preexisting channels. You can’t use it to create new channels.
- When working with the downloaded CSV file, don’t change the column order. Only modify setting values.
- Don’t modify columns A through F. Salesforce uses them for reference when processing your uploaded file.
- In the CSV, multiple rows can correspond to the same channel (identified by the Messaging Platform Key in column A). Each row can also represent a different language added to that channel. For example, if a channel has 10 languages, the downloaded CSV contains 10 rows with the same Messaging Platform Key, each corresponding to a different language. With these rows, you can manage consent-related settings for each language added to the channel.
- Make sure required CSV column values are filled correctly. Other fields can be field-dependent required. For example, Routing Configuration is required only if Routing Type is User. Read the column description carefully before making changes.
- You can update up to 2,000 records of preexisting channels only. If your downloaded CSV contains more than 2,000 records, create another CSV file for records beyond 2,000 records and upload it separately.
- After Salesforce processes the uploaded CSV, you receive an email that tells you which channels were updated successfully and which failed. Use the CSV file attached to the email to process the failed channel records. After resolving the errors, remove the Status and Description columns from the CSV file and upload it again.
- In the CSV, the New Activation Status column values can be either Y or N, where Y indicates that the messaging channel will be activated, and N indicates that the messaging channel will be deactivated on successful upload of the CSV file. Currently, this is valid only for Enhanced SMS channels.
- If a Messaging Platform Key has multiple rows, the Activation Status column must be the same for all of them.
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