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
Check the check boxes below SSL Encrypted.
Check the access checkbox and click Continue
Once the installation is complete Click Done
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 : SUBSTITUTE (SUBSTITUTE (SUBSTITUTE (SUBSTITUTE (SUBSTITUTE (Phone, ‘(‘, ”), ‘)’, ”), ‘-‘, ”), ‘+’, ”), ‘ ‘, ”) }
Go to Setup. Search Custom Metadata Types in Quick Find Box and click on that
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
Click on Manage Records near WhatsApp Business URL
Click New button
(If you are placing the component in Custom Object with Contact lookup)
(If you are placing the component in Custom Object without Contact lookup)
Click Save Button
Go to Contacts tab
Select a Contact Record and give edit page
Drag & drop the wA_CustomObjectWithContact from components to the page
Contact API Name – Enter Contact Lookup Api name if component is placed in Custom object record page otherwise leave it as blank
Contact Phone Field API Name – Enter the API Name of corresponding phone field
Click Save
Go to respective Custom Object page
Select the record and give edit page
Drag & drop the wA_CusObjScreen from components to the page and click Save
Phone Field – Enter the API Name of Respective Phone Field
Respective Custom Object → Buttons, Links, Actions → New Button or Link
Label – Button Label
Display Type – List button
Content Source – URL
URL – /flow/WA_CustomObject/Send_Bulk_Messages?retURL=<URL OF Custom Object List View>
Click Save
Respective Custom Object → List View Button Layout
Edit the list view and add the Recently created button
Click Save
Go to respective Custom Object List View
Select the records and Click Send Whatsapp Messages button
Choose the WA Template and Click Send Messages button
To Get Notification for inbound messages. Goto setup → Notification Delivery Settings
Click the down arrow and choose Edit button
Choose Salesforce for iOS and Salesforce for Android Checkbox and Click Save
Start with a 30 day trial for you to taste the CRM + WhatsApp interactions!