Knowledge Articles

Whatsapp Business Advanced - Help Guide

Installation :

Enter the org details in which the application is to be installed with the given link

Choose Install for All Users and acknowledge by checking the checkbox 

click Install Button

Automated Customer Service via WhatsApp

Check the check boxes below SSL Encrypted.

Check the access checkbox and click Continue

Salesforce Real-Time Messaging

Once the installation is complete Click Done

WhatsApp Integration Features Salesforce

1. Create Phone Code Prefix field and Whatsapp Opt out field in Respective custom object (Create Only for Pure Custom Object)

2. If Customer is using phone field with special characters Create a new Formula field like WA Formatted Phone

{ Formula : 

{ Formula :  SUBSTITUTE (SUBSTITUTE (SUBSTITUTE (SUBSTITUTE (SUBSTITUTE (Phone, ‘(‘, ”), ‘)’, ”), ‘-‘, ”), ‘+’, ”), ‘ ‘, ”) }

Click on Manage Records near WhatsApp Business URL

Creating Records in Custom Meta Data :

Go to Setup. Search Custom Metadata Types  in Quick Find Box and click on that

Salesforce Customer Success WhatsApp

Click on Manage Records near Country Phone Code Mapping

Click New Button

 

Label – Enter the Country Name 

Phone Prefix – Phone code prefix of respective country

Click Save

Enterprise Messaging with Salesforce

Click on Manage Records near WhatsApp Business URL

Salesforce Chat Solutions

Click New button

Optimizing Customer Service with WhatsApp
  • Label   –  Lead / Contact
  • WhatsApp Business URL Name  –  Gets pre populated automatically
  • Access Token  – Permanent access token generated from Meta
  • Encryption Key – ****************
  • FB Verify Token – Token used while verifying Webhook
  • Phone Id  –  Phone Number Id From Meta
  • Value   –  graph.facebook.com
  • Version  – v15.0
  • WhatsApp Business Id  –  WhatsApp Business Account Id from Meta
  • Phone Code  –    +1(For US Phone Numbers)
  • Target Object – Choose the Target Object as Lead / Contact
  • Display Number  – From Number in Meta
  • Formatted Phone Field – If Customer is using phone field with special characters then enter the API Name of Created Formatted Phone Field or use Phone field API

Click Save & New button

  • Label   –  Case
  • WhatsApp Business URL Name  –  Gets pre populated automatically
  • Access Token  – Permanent access token generated from Meta
  • Encryption Key – ****************
  • FB Verify Token – Token used while verifying Webhook
  • Phone Id  –  Phone Number Id From Meta
  • Value   –  graph.facebook.com
  • Version  – v15.0
  • WhatsApp Business Id  –  WhatsApp Business Account Id from Meta
  • Phone Code  –    +1(For US Phone Numbers)
  • Target Object – Choose the Target Object as Case
  • Display Number  – From Number in Meta
  • Formatted Phone Field – If Customer is using phone field with special characters then enter the API Name of Created Formatted Phone Field or use Phone field API

Click Save Button

Salesforce Communication Platform

Picklist Values for Lead & Case :

Go to setup → Object Manager → Lead → Fields & Relationships → Lead source

Under Account/Lead Source Picklist Values Section, Click the New Button

WhatsApp desktop call tab

Enter Value as Whatsapp and Click Save

WhatsApp Business directory integration

Go to setup → Object Manager → Case → Fields & Relationships → Origin

Under Case Origin Picklist Values section Click the New Button

Interactive WhatsApp Business communications

Enter Value as Whatsapp and Click Save

WhatsApp Business security features

Component Placement :

Lead Page :

Go to Leads tab 

Select a Lead Record and give edit page

Drag & drop the wA_LeadScreen from components to the page and click Save

WhatsApp one-time voice messages
Advanced WhatsApp Business tools

Contact Page :

Go to Contacts tab 

Select a contact Record and give edit page

Drag & drop the wA_ContactScreen from components to the page and click Save

WhatsApp Business multimedia messages
WhatsApp Business clickable links

Case Page :

Go to Cases tab 

Select a case Record and give edit page

Drag & drop the wA_CaseScreen from components to the page and click Save

WhatsApp encrypted business messaging
Business communication via WhatsApp

Campaign Member Page :

Go to Campaigns tab 

Select a campaign Member Record and give edit page

Drag & drop the wA_CampaignScreen from components to the page and click Save

WhatsApp Business platform improvements
Using WhatsApp for customer service

Object Manager → Campaign → Page Layouts  

Click Campaign Layout → Mobile & Lightning Actions

WhatsApp Business marketing tools
Deploying WhatsApp interactive buttons

Drag and drop the Whatsapp Messages button under Salesforce Mobile & Lightning Experience Actions

Business call management with WhatsApp

Click Fields

Salesforce WhatsApp integration healthcare

Drag & drop the WA Campaign and WA Template button in page layout

Click Save

Digital healthcare communication

Mobile Notification :

To Get Notification for inbound messages. Goto setup → Notification Delivery Settings

Click the down arrow and choose Edit button

Patient engagement WhatsApp Salesforce

Choose Salesforce for iOS and Salesforce for Android Checkbox and Click Save

Healthcare CRM solutions

Frequently Asked Questions

Is Watbox GDPR compliant?

WatboxApp, which uses WhatsApp with Salesforce, is fully GDPR compliant. Here's how we ensure data protection and privacy :

Secure Data Handling : All customer data is encrypted during transmission and storage between WhatsApp and Salesforce. There is no third party involved in the data storage. Only your salesforce system will have the customer data.

User Consent : We obtain explicit consent from users when they interact with us via WhatsApp and also the customer data with the consent you already have can be used for WhatsApp communication.

Data Minimization : We collect only the necessary personal data required for customer service purposes. Strict access controls are in place within Salesforce. Only authorized personnel with the necessary permissions can access personal data.

Opt-Out/Unsubscribe : Customers can opt out or unsubscribe from WhatsApp Communication anytime by responding or clicking the opt-out buttons.

How does WatBox connect to Sales in Salesforce?

When a customer interacts through WhatsApp, scanning a QR code or initiating a chat from a platform like Facebook, WatBox forwards the message and phone number to Salesforce. If the phone number is new, WatBox creates a Person Account, Contact, or Lead. If the number already exists, the message is added to the appropriate record.

Can WatBox messages be tagged to any Salesforce objects?

Yes, WatBox allows configuration for tagging inbound or outbound messages to any specific Salesforce objects.

WhatsApp Business for Salesforce Users

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