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Knowledge Articles
Creating Meta Developer App & Register WhatsApp Business Number
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,
Please follow this link:
How to fix the issue arising when creating 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.
View More...
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