Post-Installation Steps

After the installation is complete you will want to determine which users need access to Blackthorn Messaging and what functions they need to perform. Messaging includes two primary Permission Sets that make it easy to add/remove the necessary permissions from a User. This gives you access control at the User level.

We'll cover the provided Permission Sets and Custom Permissions so that you're familiar with how they work.

Streaming API Access

You will need to ensure that your Users have access to the Streaming API and Streaming Channel object. Follow the steps in the Streaming API Access article.

Permission Sets

Blackthorn Messaging Admin User

This permission set applies to users with a Salesforce license. Users have full access to the Administration page and edit access for all Blackthorn Messaging related objects, fields, and Visualforce pages.

Blackthorn Messaging Admin User - Platform

This permission set applies to users with any license. Users have full access to the Administration page and edit access to all Blackthorn Messaging related objects, fields, and Visualforce pages.

Blackthorn Messaging Lightning User

This permission set applies to users with a Salesforce license. Users have the ability to switch to Lightning, when necessary, to utilize Blackthorn Messaging Lightning Component(s). This permission set isn't required if you have access to Lightning within the User's Profile or another permission set

Blackthorn Messaging Lightning User - Platform

This permission set allows users to switch to Lightning, when necessary, to utilize Blackthorn Messaging Lightning Component(s). This permission set isn't required if users have access to Lightning within the User's Profile or another permission set

Blackthorn Messaging Standard User

This permission set applies to users with a Salesforce license. Users have access to the Blackthorn Messaging related objects, fields, and Visualforce pages, as necessary, to utilize Blackthorn Messaging. Users do not have access to the Administration page.

Blackthorn Messaging Standard User - Community

This permission set applies to community users with any license. Users have access to Blackthorn Messaging related objects and fields, as necessary, to utilize Blackthorn Messaging. This gives the community user the ability to use record messenger to send SMS via the Community record detail page.

Blackthorn Messaging Standard User - Platform

This permission set applies to users with any license. Users have access to Blackthorn Messaging related objects, fields, and Visualforce pages as well as the Send Messaging SMS and Send Messaging Bulk SMS custom permissions. Users do not have access to the Administration page.

Custom Permissions

Send Messaging SMS

This permission allows a user to access the Textey Messenger lightning component on page records. If the user does not have this permission they will not be able to send a text message using the Textey Messenger lightning component.

Send Messaging Bulk SMS

This permission allows a user to access the Messaging Bulk SMS lightning component which is accessed either from list views or a Campaign. If the user does not have this permission they will not be able to send a bulk text message using the Messaging Bulk SMS lightning component.

Messaging Administrator

This permission allows a user to access the Messaging Administration page. The Administration page provides access to phone number management, configuration settings, and it's also where you can purchase additional text messages.

Custom Blackthorn Messaging Standard User - Community

This custom permission set provides limited access to Community users. See Set Up Community User Permission Set for instructions.

Assign Permission Sets

Now that you understand the different permissions you can go ahead and assign them to your users. The most common scenario would be to simply assign a Permission Set to your users. For example, let's say you want to assign the Messaging Standard User Permission Set to everyone who will use Messaging. Let's look at how to do that:

1. Go to Setup > Users > Permission Sets.
2. Click the Messaging Standard User Permission Set.
3. Click the Manage Assignments button.
4. Click the Add Assignments button.
5. Select the Users who need access.
6. Click the Assign button.

Great! Now all of those users have the necessary permissions to use Messaging.

If any of these people will also need access to the Messaging Administration page you can follow the steps above, just select Messaging Administration User instead of Messaging Standard User.

Assign Custom Permissions

If you have a scenario where the Permission Sets won't work for you, or if you'd rather control access at the Profile level or create your own Permission Set then you can do the following:

Add Custom Permissions to a Profile

1. Go to Setup > Users > Profile.
2. Click the specific Profile you want to modify.
3. In the Apps section, click on Custom Permissions.
4. Click Edit. You should see the three Messaging custom permissions.
5. Assign the permissions you want.
6. Click Save.

Add Custom Permissions to a Permission Set

1. Go to Setup > Users > Permission Sets.
2. Click the specific Permission Set you want to modify.
3. In the Apps section, click on Custom Permissions.
4. Click Edit. You should see the three Messaging custom permissions.
5. Assign the permissions you want.
6. Click Save.

Manage Licenses for Blackthorn Messaging Personal Plan

If you are subscribed to the Messaging Personal Plan then you have a limited number of available licenses. This means you need to take an additional step to grant each user a Messaging package license. If you have the Messaging Basic or Messaging Business plan you can ignore the following steps.

1. Go to Setup > Apps > Installed Packages.
2. Click the Manage Licenses link next to Messaging.
3. Click the Add Users button.
4. Select users from the available users list and Add the license.

Set Up the Community User Permission Set

Setup Steps for Assigning Permission Sets to a Community User

1. Click the Gear icon in the upper right-hand corner.
2. Click Setup.
3. Type “Permission Sets” in the Quick Find box.
4. Click Permission Sets.
5. Click Clone next to the permission set “Blackthorn Messaging Standard User – Community”.
6. Set the Label to “Custom Blackthorn Messaging Standard User – Community”.
7. Set the API Name to “Custom_Textey_Standard_User_Community”
8. Click Save.
9. Open the permission set that you just created.
10. In the Apps section, click Assigned Apps.
11. Click Edit.
12. Remove the following Enabled Apps.
    • simplesms.Textey (simplesms__SimpleSMS)
    • simplesms.Textey (simplesms__Textey_ltng)
13. Click Save.

You can now assign this permission set to Community users.

Create Community Users

Create a New Account

1. Enter “Accounts” in the All Apps menu search.
2. Click Accounts.
3. Click New.
4. Enter an Account Name. (We suggest using “Community Account”, but the Account Name can be anything.)
5. Click Save.

Create a New Contact

1. Enter “Contacts” in the All Apps menu search.
2. Click Contacts.
3. Click New.
4. Enter a First Name and Last Name.
5. Set Account Name to the Account created in Create a New Account.
6. Enter a phone number in the Phone field.
7. Click Save.

Create a New User

1. In the Contact you just created, click the Enable Customer User button. (The button is only available if your org has Community access enabled.)
2. Enter an Email.
3. Enter a User Name
4. Set License = “Customer Community Login”.
5. Click Save.

Assign a Permission Set

1. Click the Gear icon in the upper right-hand corner.
2. Click Setup.
3. Type “Permission Sets” in the Quick Find box.
4. Click Permission Sets.
5. Click the permission set you created in Setup Steps for Assigning
6. Permission Sets to a Community User.
7. Click Manage Assignments.
8. Click Add Assignment to assign users to the permission set.
9. Add the user you created in Create a User and click Assign.

Share a From Phone Number with Community Users

Add an Account Lookup to the Phone Number Object

1. Click the Gear icon in the upper right-hand corner.
2. Click Setup.
3. Click the Object Manager tab.
4. In the Quick Find box, enter “Phone Number”.
5. Click Phone Number.
6. Click the Fields & Relationships tab.
7. Click New.
8. Select Lookup Relationship.
9. Click Next.
10. Set Related To = “Account”.
11. Click Next.
12. Enter a Field Label and Field Name.
13. Click Next.
14. Click Next.
15. Click Next.
16. Click Save.

Populate the Account in a Phone Number Record

1. Go to the Messaging app.
2. Open the Phone Number Tab that you want to share with a Community user.
3. In the Account field, add the Account you created in Create a New Account.
4. Click Save.
   NOTE: If you want to make Phone Numbers available to other communities, clone the Phone Number record and add different Accounts to the Phone Number record.

Your Phone Number sharing journey begins here

1. Go to Setup.
2. In the Quick Find box, search for “Digital Experiences”.
3. Open the Digital Experiences folder and click Settings.
4. Scroll down to the Sharing Sets section.
5. Click New.
6. Set Label = “BT Messaging Phone Number Sharing”.
7. Click into the Sharing Set Name field.
8. In the Select Profiles section, select the profile of the Community users that you want to use the From Number.
   Example: Customer Community Login User and Customer Community Plus Login User
9. In the Select Objects section, add the Phone Number object to the Selected Objects column.
   Note: The Phone Number object should be Public Read Only for Default External Access in OWD.
10. In the Configure Access section, click Set-up.
    1. Set the Account for the user.
    2. Set Target Phone Number = “Account__c”.
    3. Set Access Level = “Read Only”.
    4. Click Update.
11. Click Save.