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Prepare Your Service Reps to Use Bring Your Own Channel for Messaging
Give service reps the Service Cloud User license and prepare the service console for Bring Your Own Channel for Messaging.
Required Editions
| View supported editions. | |
This article applies to:
|
Bring Your Own Channel for Messaging |
This article doesn’t apply to:
|
Enhanced In-App Chat, Enhanced Web Chat v1, Enhanced Web Chat v2, Enhanced WhatsApp, Standard and Enhanced Facebook Messenger, Standard and Enhanced SMS, Enhanced Apple Messages for Business, Enhanced LINE, and Bring Your Own Channel for CCaaS |
| User Permissions Needed | |
|---|---|
| To edit users: | Manage Internal Users |
| To assign permission sets: | Assign Permission Sets |
- Assign the Digital Engagement add-on license with Partner Messaging or the Agentforce Contact Center Digital add-on license with Partner Messaging to your Bring Your Own Channel service reps.
- Clone the Contact Center Bring Your Own Channel User permission set and assign the resulting custom permission set to your Bring Your Own Channel service reps. The permission set provides them with the Message Customers with Bring Your Own Channel user permission.
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Give your SCRT2 Integration User Read and Create access to the custom platform event
for your Bring Your Own Channel for Messaging channel.
- From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
- Click SCRT2 Integration User.
- Click Object Settings.
- Click the name of the custom platform event installed as part of your managed package.
- Click Edit, and select the Read and Create checkboxes.
- Click Save.
- Create presence statuses for messaging.
- Give your service reps access to presence statuses.
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