Knowledges

Knowledge Articles

WatBox

Features of WhatsApp Integration with Salesforce

An overview of the key functionalities enabled by integrating WhatsApp with Salesforce, including real-time messaging...

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WatBox

Meta App Developer Guide

A comprehensive resource for developers detailing the processes and best practices for creating, integrating, and managing applications on the Meta platform.

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WatBox

WhatsApp Business Template Messages

A guide to creating and using pre-approved message templates for efficient and compliant communication on the WhatsApp Business Platform.

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WatBox

Automate the WhatsApp Response

Enhance customer communication on WhatsApp with automated response solutions, streamlining interactions for efficiency and satisfaction.

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WatBox

WhatsApp Business Platform - Help Guide

Discover how to set up, integrate, and optimize WhatsApp Business API for improved customer engagement and streamlined communication.

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WatBox

WhatsApp Business Advanced - Help Guide

Explore advanced WhatsApp Business Platform features and integrations for optimizing business communication and customer engagement.

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WatBox

Product Terms & Conditions

Detailed document outlining rules, responsibilities, and guidelines for WatBox product use, including user obligations and privacy policies.

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WatBox

WatBox GDPR Compliance

Discover real-world success stories with WatBox's Salesforce, WhatsApp, and AI integration. Explore our case studies for impactful insights.

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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.

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