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            Move Enhanced SMS Channel Metadata to Sandbox

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            Move Enhanced SMS Channel Metadata to Sandbox

            If you have configured enhanced SMS channels, you can move their configurations from a production org to a sandbox org for testing or development, from sandbox to sandbox, or from sandbox to production. These steps apply for enhanced long code, toll-free long code, and short code channels.

            To move your SMS channel configurations to the destination org, retrieve the metadata by using a package.xml manifest file. You can then deploy it to the target org. Also, you can either perform a Sandbox refresh or perform Metadata API operations by using a developer tool. The tools can be Salesforce CLI, Salesforce Extensions for VS Code, or browser extensions like Salesforce Bench Press.

            For demo purposes, here we’re showing how to move metadata from production to sandbox using the Salesforce Bench Press extension.

            For a better user experience, when moving your metadata, make sure that you perform these prerequisites.

            • Set Up Routing for Messaging Channels in Service Cloud.
            • Make sure that in the destination org, you have a similar routing metadata present.
            • Make sure that you deactivate the SMS channel in your source org before you activate it in your destination org and vice versa. An SMS channel can only be active in one org at a time.

            Step 1: Find the Developer Name of Your Enhanced SMS Channel

            1. In your source org, from Setup, in the Quick Find box, enter Messaging Settings, and then select Messaging Settings.
            2. Under the Channels section, locate the specific SMS channel you want to migrate.
            3. Click the channel name to view its details.
            4. Copy the value in the Developer Name field.

            Step 2: Create the package.xml File

            1. Open a plain text editor (like Notepad or VS Code) on your computer.
            2. Paste this XML code, replacing YOUR_DEVELOPER_NAME with the Developer Name you copied in the previous step. 
              <?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>YOUR_DEVELOPER_NAME</members>
        <name>MessagingChannel</name>
    </types>
    <version>65.0</version>
</Package>
            3. Save the file to your computer as package.xml.

              By specifying the exact Developer Name, your retrieved.zip file from the Salesforce Bench Press extension will only contain the metadata for that single SMS channel. This file ensures a clean and conflict-free deployment to your destination org.

            Step 3: Retrieve the Metadata from Your Production Org

            1. Log in to your source org.
            2. Open the Salesforce Bench Press extension.
            3. Select the Metadata tab.
            4. On the Retrieve subtab, under Package XML, click Choose file, and then select your package.xml file.
            5. Click Retrieve.
            6. To monitor your request, select the Status subtab.
            7. When the status changes to Succeeded, click Fetch.
            8. Click Download, and then save the ZIP file to your computer.
            9. Extract the downloaded ZIP file and make necessary modifications to the SMS channel files for your destination environment. Make sure that the isoCountryCode field contains a valid country code.
            10. Compress the files into a new deployment ZIP file.

            Step 4: Deploy the Metadata to Your Sandbox Org

            1. Log in to your destination org.
            2. Open the Salesforce Bench Press extension.
            3. Select the Metadata tab, and then select the Deploy subtab.
            4. Under File, click Choose file, and then select your deployment ZIP file.
            5. Select Single Package.
            6. Under Testing, select None.
            7. Click Deploy.
            8. Select the Status subtab, and then click Update to refresh the operation status.
            9. When the status changes to Succeeded, from Setup, in the Quick Find box, enter Messaging Settings, and then select Messaging Settings.
            10. Select the SMS channel that you deployed.
            11. Click Activate Channel.
             
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