Relationship Activation Overview

When you are ready to send and receive messages for a specific messaging relationship, you can activate the relationship by specifying an activation method. If an activation method has already been specified, for example, for managed relationships, the messaging relationship displays details of the selected activation method.

There are several activation methods available:

Define how and when to send messages using Salesforce Flow Builder. For example, you can use this option to incorporate Flow features in your messaging process or if you like to visualize the action criteria. For more information about invoking messaging with Flows, see Invoking Messaging with a Flow.
You can specify the name of the flow 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.

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 transfer 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.

Note: The Default activation method is no longer supported. If a messaging relationship has been activated using the Default activation method, the activation method remains until it is superseded. If you change the activation method to any other option, you cannot reinstate the Default option.

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.

Note: The Button activation method is no longer supported. If a messaging relationship has been activated using the Button activation method, the activation method remains until it is superseded. If you change the activation method to any other option, you cannot reinstate the Button option.

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.

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.

By default, no activation method is specified for new relationships.

If you have imported message type details, we recommend that you update your relationship promptly to display the relevant activation method.

You can also specify whether you want to conditionally deliver messages, based on the value of a source field.