> For the complete documentation index, see [llms.txt](https://help.windmillsoft.kr/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.windmillsoft.kr/en/simplychat/installation-and-basic-setup-guide/salesforce-settings/create-messenger-and-channel-record.md).

# Create messenger and channel record

Create records to link messenger customer information with customer information in your Salesforce org and to manage messenger channels.

## Messengers

> Link customer information from each messenger to an Account, Contact, or Lead record.

* \[App Launcher]![](https://174170309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcMCw4RFNzatnGReKcWKb%2Fuploads%2FD36L6cageRxh1DFXZfei%2F%EC%8A%A4%ED%81%AC%EB%A6%B0%EC%83%B7%202023-07-19%20162527.png?alt=media\&token=bbf4b57f-0131-44f8-9fdf-830ea4e8c2c5) > Enter 'Messengers' > \[Messengers] > \[New]

<figure><img src="https://174170309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcMCw4RFNzatnGReKcWKb%2Fuploads%2FtGTKS3PnkylYqSAliNIW%2F19.png?alt=media&amp;token=fe43857a-7e41-4e0b-95a0-52c77d8c2f1c" alt=""><figcaption></figcaption></figure>

* Enter the fields used to link customer information from each messenger to an Account, Contact, or Lead, and then click \[Save].
  * Refer to the following fields when configuring the mapping.
    * KakaoTalk : Phone

<figure><img src="https://174170309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcMCw4RFNzatnGReKcWKb%2Fuploads%2FsjMWmSe4Dra7ntM5O6oX%2F20.png?alt=media&amp;token=44d77574-10b8-4e64-925d-7f054a25eab0" alt=""><figcaption></figcaption></figure>

## Channels

> Create a record to manage messenger channels.

* \[App Launcher]![](https://174170309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcMCw4RFNzatnGReKcWKb%2Fuploads%2FD36L6cageRxh1DFXZfei%2F%EC%8A%A4%ED%81%AC%EB%A6%B0%EC%83%B7%202023-07-19%20162527.png?alt=media\&token=bbf4b57f-0131-44f8-9fdf-830ea4e8c2c5) > Enter 'Channels' > \[Channels] > \[New].

<figure><img src="https://174170309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcMCw4RFNzatnGReKcWKb%2Fuploads%2FqreQahmzerngZixfxftG%2F21.png?alt=media&amp;token=794aff0f-2e0e-469c-b002-4ff28aa74ea5" alt=""><figcaption></figcaption></figure>

* Enter information such as the channel key provided when the messenger channel is created and the Messenger record to be associated with that channel key, and then click \[Save].

<figure><img src="https://174170309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcMCw4RFNzatnGReKcWKb%2Fuploads%2FdYHP1fnuB7r38WNTg2Tc%2F22.png?alt=media&amp;token=48cc9e7a-be9a-4480-b39c-d000e5e57a23" alt=""><figcaption></figcaption></figure>