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            Create a Message Template for the Self-Service Scheduling Flow for New Appointments

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            Create a Message Template for the Self-Service Scheduling Flow for New Appointments

            Create a template for the message sent to customers with the verification code.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
            Available only if Digital Engagement is enabled.
            User Permissions Needed
            To create a message template: Configure Messaging
            1. From Setup, in the Quick Find box, enter Messaging, and then select Messaging Templates.
            2. Click New.
            3. In the Information area, enter the template name, developer name, and an optional description.
            4. In Insert Merge Field, create a custom field on the contact object or use an existing field.
              1. For Related To, select Contact.
              2. For Field, select a text custom field or an existing field to update with a random 6-digit code.
              3. Click Insert.
            5. Enter your message. Make sure to include the placeholder for the verification code. For example:
              Your access code is: {!Contact.CustomField__c}. To book your appointment, we must confirm that this is you. Enter the code to continue.
            6. In the Channels area, select one or more channels.
            7. Save your changes.
             
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