Create the Managed Package

Create the managed package for external distribution or internal testing. Create and distribute the managed package so customers can download it to install and use Interaction Service APIs. Before you create the package for external distribution, you can create a beta test version first to internally test and validate the package. If you’ve developed apps in the org using first-generation managed packages, create a first-generation Bring Your Own Channel for CCaaS managed package. If you don’t have any managed packages in your org or if you’re using a scratch org to test the managed package, create a second-generation Bring Your Own Channel for CCaaS managed package.

Create a first-generation managed package if you’ve already used first-generation managed packages to develop apps in your org, Otherwise, create a second-generation managed package.

  1. From Setup, in the Quick Find box, enter Package Manager, and then select Package Manager.

  2. Click New.

  3. Enter a package name for your managed package and then click Save.

  4. In the package you created, click the Components tab.

  5. In the Component Type picklist, select Conversation Channel Definition, and then click Add to Package.

    All foreign keys are also added to the package.

  6. If you created a sample Einstein Bot and associated Omni-Channel flows, complete these steps.

    • In the Component Type picklist, select Bot, select the sample Einstein Bot that you created, and then click Add to Package.
    • In the Compontent Type picklist, select Flow Definition, select the outbound flow that you created and the automatically created inbound flow, and then click Add to Package.

  7. In the Component Type picklist, select Connected App, select the interaction service connected app you created, and then click Add to Package. If you created multiple connected apps, select them all.

    • To create the managed package for distribution to customers, select Managed - Release .
    • If you want to test and validate the package internally or with select customers before creating the formal “Managed - Release” version, select Managed - Beta.

  8. Click Upload.

  9. After the upload is complete, copy the installation URL and send it to your customer, who can install the package and set up the product in their orgs.

Create a second-generation managed package if you don’t have any managed packages in your org or if you’re using a scratch org to test the managed package. Otherwise, if you’ve developed apps in the org using first-generation managed packages, create a first-generation managed package.