Custom Metadata

Label

Relay recommends setting this value to Relay Settings

Relay Network Setting Name

Relay recommends setting this value to RelaySettings

Default Client ID

Provide the Relay Client ID given to you by your Relay Implementation Manager. This value serves as the default client ID whenever a Relay Lightning Web Component (LWC) or Flow Action requires a client ID value, and it remains unspecified.

Ext Fields

This field is being deprecated and should no longer be used. Please use the Ext field option on the Relay LWC and Relay Flow Actions.

Enable Multiple Clients

This option is rarely used and should be left unchecked. Your Relay Implementation manager will inform you if this setting is required for your business. See: Multiple Relay Clients in a Single Org

Use Legacy Named Credentials

Legacy Named Credentials are a deprecated feature in Salesforce and should no longer be used. Check this option only if it is absolutely necessary to continue using Legacy Named Credentials. If you are not sure what this is then it is safe to keep this setting unchecked. See: Configure Named Credentials

Account CCID Field Name

This field is utilized by the Relay Events Trigger. If the field storing the Relay CCID is not maintained within the Account object, you may leave this field blank.

Account Relay Consent Field Name

The field name where the Relay consent value is stored.

If you're not storing TCPA consent with the Account object:

• You can leave this field blank.

• You should disable the Relay Account Trigger (below).

Account Mobile Phone Field name

The field name where the user's mobile number is stored.

If you're not storing TCPA consent with the Account object:

• You can leave this field blank.

• You should disable the Relay Account Trigger (below).

Contact CCID Field Name

This field is utilized by the Relay Events Trigger. If the field storing the Relay CCID is not maintained within the Contact object, you may leave this field blank.

Disable

The Relay package contains an Account trigger that monitors SMS TCPA consent changes within your Salesforce org and forwards these changes to Relay. If you do not store SMS TCPA consent with the Account, please check this box to deactivate the Relay Account Trigger.

Disable TCPA Consent Processing Logic

When enabled (unchecked), the Relay Event Trigger will handle incoming TCPA consent changes from Relay. Ensure that the Account section above is properly configured.

When disabled (checked), the Relay Event Trigger will not execute any TCPA consent logic. It will be your responsibility to manage all consent change events from Relay.

Disable Account Ref Lookup

When enabled (unchecked), the Relay Event Trigger will try to link the Relay Event record with an Account record. Please ensure that the Account CCID Field Name is correctly configured in the section above.

When disabled (checked), no account lookup will occur, and the Account__c field on the Relay Event record will remain null.

Disable Contact Ref Lookup

When enabled (unchecked), the Relay Event Trigger will try to link the Relay Event record with an Account record. Please ensure that the Account CCID Field Name is correctly configured in the section above.

When disabled (checked), no contact lookup will occur, and the Contact__c field on the Relay Event record will remain null.