Activating a Messaging Relationship

To activate a messaging relationship:

1. On the Message Types tab, click the name of the message type that contains the messaging relationship.
2. In the Relationship & Mapping Details section, click Manage Activation.
3. Depending on the activation method you want to use, select one of the following and complete the relevant steps:
   Default (Sandbox Setup Required)

   Tip:

   This option is available for use following setup in your sandbox environment. To apply the default activation method in a production environment, first create the messaging relationship in your sandbox and activate it, then apply the changes to your production environment. For more information, see Using the Default Messaging Activation Method.

   Foundations automatically creates a trigger to send messages for new and updated source records.
   You can specify whether you want to send these messages as soon as a record is created or use a scheduled job to define the delivery schedule. To do this, select one of the following options:

   • Immediate
     Send messages as soon as source records are created or updated.
   • Scheduled Job
     Send messages for new and updated source records when the message delivery scheduled job runs.
     Tip:

     If specifying you want to send messages using a scheduled job, check the details of the scheduled job. For more information, see Scheduled Jobs.

   Flow

   Define how and when to send messages using Salesforce Flow Builder or Process Builder. For example, you can use this option to incorporate Process Builder features in your messaging process or if you like to visualize the action criteria. For more information about setting up a custom action using Salesforce Process Builder, see Creating a Custom Action.
   You can specify the name of the flow or process for your reference. Providing this information is for reference only and does not impact messaging activation. You must also ensure that the relevant associated actions have been set up for messages to be sent.

   Button

   Trigger messaging manually using a button on a list view or record page. Foundations automatically creates a Visualforce page for each button location that you select that you can link to a custom button.

   Custom Code

   Define how and when to send messages using custom code. You can use this option if you want to incorporate custom Apex into your messaging setup. For more information about Apex triggers, see the Salesforce Help.
   Selecting this option only indicates that this is the relationship’s designated activation method. You must also ensure that the relevant associated actions have been set up for messages to be sent.

   None

   Indicates that no activation method has been specified for this relationship. This option is for information only and does not deactivate your messaging relationship. If the publication is enabled and an active process, flow, or custom trigger exists for the publication, messages are sent.

   Managed (Available for managed publications only)

   Send messages using the actions provided by the application that created the managed publication.

4. [Optional and Available from Winter 2022 Only] To conditionally deliver messages based on specific information on the source record, select a delivery filter field. You can select any checkbox or formula field that exists on the source object.
   Leave this field blank to always send messages.
   Show More

   The filter field determines whether records are sent via messaging. For records to be sent, the value in the field must evaluate to true. For example, if you select a filter field that relates to an Active checkbox on the source record, the record details are only sent via messaging if the checkbox is selected.

   Data Type Examples

   Data Type	Example
   Checkbox	Selected
   Formula of type checkbox	Selected

5. Click Save.

When activated, the activation method is displayed on the messaging relationship. You cannot update the source and target objects on the relationship while the relationship is activated. To update the source and target objects, remove the activation method, make the required changes and reactivate the relationship.

Note:

To update details on a relationship with the Default activation method, apply the changes in your sandbox org and apply them to your production org. For more information, see Using the Default Messaging Activation Method.