Before installing the WhatsApp Business package

• Register and create a meta developer application using Facebook login  – https://developers.facebook.com/
• Click Get Started and enter the details

• Click Create App button

• Select Other and click Next

• Choose App type as Business and click Next

• Enter the app Name and email and click create app

• A Pop up box asks for a password and click Submit
• Click Setup in WhatsApp section

• Go to App Settings → Basic
• Enter the privacy policy URL in the respective field.
• Choose the Category of the business and Click Save Changes

• Now Click Start Verification

• It will redirect you to another page. Click Start or ‘Continue’ if you had previously started the process

• Click ‘Get Started’ in the pop-up

• Select your country and then enter relevant business details and documents. Click Next.

• Choose Email to receive your verification code. Click Next

• Upload relevant documents asked by Meta to confirm authenticity of your business. Click Next until reaching the end

Changing App Mode To Live :

• Change the App Mode from Development to Live.

• App Mode is changed to Live

• Click on the App Roles in the left panel of the Meta App page.

• Click Roles

• Click on the Business Manager Account created and linked with that.

• Click on the All Tools tab from the left panel on the Business Setting page.
• Select Business Settings.

• Select the System Users in the left panel
• Click Add button to Add new user other than system admin
• Click on Add to add and give admin access
• If you face an error in creating the System User,

• Add Assets for the user created

• Select Apps
• Choose the app that we have created
• Turn On Manage app under Full control and Click Save Changes button

• Click Done

• Click on Generate new token

• Select the app for which we want to generate a token and click on generate token.

• Choose the token expiration as Never

• Check Business Management, Whatsapp business Messaging, Whatsapp business Management Check box under Available permissions

• Click Generate Token Button

• Permanent Access token is generated. Copy this access token for future use. This access token will be used in Custom metadata in Salesforce

• Creating WebHook
• Developers.facebook.com-> Your App -> WhatsApp -> API Setup -> Configure Webhooks.

• Click the ‘Configure Webhooks’ hyperlink and then click ‘Edit’

• Enter the FB Verify token and Site URL, then click Verify and Save

Adding Business Number to Meta :

• Whatsapp → API Setup -> Add Phone Number

• Enter the details Like business name, website and select the country and Click Next

• Select the appropriate category for your business and click Next

• Select country code and enter the phone number
• A verification code will be sent

• Go to Whatsapp → API Setup
• Once the number is verified, it can be used to send messages

• Copy the Phone number Id & Whatsapp business Account Id which will be used in Custom metadata of Salesforce

• Next is adding the payment method

• Click Add Payment Method. It will redirect you to the below page

• You can click on a specific record to view/edit it.

• After generating the access token, click ‘Configuration’ under ‘WhatsApp.’ You will be redirected to the following page:

• Now Click ‘Manage’ and ensure that ‘messages, message_template_Quality_update’ are ticked, but do not untick any other option.

Creating Templates in Meta :

• Click Quickstart under WhatsApp
• Click on Message Templates

• Click Create Template button

• Choose the category of the template and give name and select a language in which the template should be available. Click Continue

• You need to enter the content of the template
• You can see the preview on the right side. Click submit

• The template has been created. It needs to be verified by Meta. Once the template is verified status changes to Active.

Guidelines for Message templates :

• developers.facebook.com/docs/whatsapp/message-templates/guidelines/

Template Record Creation in Salesforce :

• To Create WA Templates
• Search templates

• Click New

• Enter the template name which you created in Meta
• WA Number – WhatsApp number with country extension (Eg : 919876543210)
• Supported Objects – Choose the object type

Note :

• If the template contains any image in header, Give the image URL in Media URL field
• If the template is a dynamic template,
  • Field API Names of field values to be sent as parameter should be given in Fields As Parameters field.
  • Give the default values for the template in Default Values For Parameters field.