Salesforce WhatsApp Integration opened a new channel for businesses to provide a more engaging customer experience. The agreement between Salesforce and Facebook has allowed WhatsApp to be used as a customer service channel enabling businesses to create an integrated, connected omnichannel experience for its users.

In this blog today, we will share the steps to integrate WhatsApp with Salesforce. But before that, lets’ take a glance at the prerequisites for Salesforce WhatsApp Integration.

  • Must have Lightning Experience or Salesforce Classic in the Enterprise, Performance, Unlimited, or Developer editions.
  • Must have Digital Engagement, Service Cloud, and Chat user licenses.

So, let’s now move ahead to the steps to integrate WhatsApp with Salesforce!

Steps involved in Salesforce WhatsApp Integration

Step 1: First, you need to set up your WhatsApp account on Facebook Business Manager.

Follow the below steps to set up your WhatsApp Account on Facebook Business Manager

Step 1: Send an Email to WhatsAppEnablement@salesforce.com

Step 2: Write the subject in Email WhatsApp Number Setup.

Step 3: The Body of the Email should provide the following information.

  1. Salesforce Org ID.
  2. Facebook Business Manager ID
  3. Name attached With your Business manager ID
  4. WhatsApp Number, your Name, Email, and Phone Number (any other Number).
  5. Mention the company name you want to see on WhatsApp with the company description, logo, and website URL.

Step 2: Go to Setup, enter Messaging in the Quick Find box, and select Messaging Settings.

Step 3: Enable Messaging

Step 4: Once the button has been enabled there, two buttons will be visible below on the same page.

Step 5: Click on New Channel and create the channel

Step 6: Click Start and choose WhatsApp and then click Next

Step 7: Follow a few more additional steps

Once WhatsApp is turned on, you need to do a few additional steps to connect Salesforce to your Facebook business management account. You are all set to use WhatsApp as a customer service channel.

Conclusion

Wrapping up, we hope the blog provided the solution you needed to integrate your WhatsApp with Salesforce. We will be back with another interesting Salesforce development solution soon! Till then, stay connected, and do not forget to share your feedback with us when you try the solution!

Share This Blog
Related Articles
Step by Step Guide to Configure Email to Salesforce

In this detailed guide, we will walk you through the significant yet easy steps to configure Email to Salesforce. Without any further ado, let’s get started! About Email to Salesforce As the term refers, Email to Salesforce is valuable for any organization that businesses use as their Customer Relationship Management (CRM) platform. It helps streamline […]

Read More
Guide on CRUD Operations in Node.js with jsForce
Step-by-Step Guide: How to Perform Salesforce CRUD Operations and Simplify Workflows with jsForce and Composite API

CRM developers typically need to integrate Salesforce with Node.js apps. One well-known library for this purpose is jsForce, which provides a comprehensive set of tools for interacting with Salesforce data and performing CRUD tasks effectively. Let’s dive into the blog, where you will understand the use of jsForce to execute key CRUD tasks within Salesforce, […]

Read More
How to Implement Round Robin Assignments in Salesforce Using Apex
How to Implement Round Robin Assignments in Salesforce Using Apex

Ensuring a proper workload balance and quick follow-ups from internal or external team members, leads, opportunities, or task distributions is crucial. To achieve this, all you need is a Round Robin assignment. In this step-by-step guide, we will walk you through the process of implementing a round-robin assignment in Salesforce using Apex. Here, we’ve used […]

Read More
Best Salesforce Developments Services Provider
Understanding Large Data Volumes (LDV) in Salesforce

In this step-by-step guide, we will walk you through the significant role of Large Data Volumes in Salesforce, and what strategies or practices you should keep in mind. What is Large Data Volumes? In Salesforce, Large Data Volumes (LDV) refers to managing a huge amount of records available in the platform. LDV usually comes into […]

Read More
Mastering Pattern and Matcher Classes in Salesforce Apex for Advanced Text Processing

Salesforce Apex includes numerous built-in text handling classes, and in addition to them, the Pattern and Matcher classes are good for performing complex string operations. These classes enable us to define and work with regular expressions, which are of particular importance for data validation, searching, and modification. In this technical blog, we will find out […]

Read More
Effortlessly Manage User Access: Setting Expiration Dates for Permission Sets in Salesforce

Maintaining security and compliance in Salesforce requires effective user access management. This article will lead you through the process of creating expiration dates for Permission Sets and Permission Set Groups, allowing you to automate access removal while minimizing manual work. Know how this functionality simplifies workflows, guarantees compliance, and improves security procedures. Why Use Expiration […]

Read More
Our Location worldwide
Indian Flag India
3rd Floor, A-10, Pegasus Tower, Sector 68, Noida, Uttar Pradesh 201301 +91-1203117884
United States of America Flag USA
333 West Brown Deer Road Unit G – 366 Milwaukee WI, USA 53217 +1(262) 310-7818
United Kingdom Flag UK
7 Bell Yard, London, WC2A 2JR +44 20 3239 9428
Canada Canada
HIC Global Solutions INC
43 Lafferty Lane, Richmond Hill, L4C 3N8, CA +1(262) 310-7818