Salesforce WhatsApp Integration opened a new channel for businesses to provide a more engaging customer experience. The agreement between Salesforce and Facebook has allowed WhatsApp to be used as a customer service channel enabling businesses to create an integrated, connected omnichannel experience for its users.

In this blog today, we will share the steps to integrate WhatsApp with Salesforce. But before that, lets’ take a glance at the prerequisites for Salesforce WhatsApp Integration.

  • Must have Lightning Experience or Salesforce Classic in the Enterprise, Performance, Unlimited, or Developer editions.
  • Must have Digital Engagement, Service Cloud, and Chat user licenses.

So, let’s now move ahead to the steps to integrate WhatsApp with Salesforce!

Steps involved in Salesforce WhatsApp Integration

Step 1: First, you need to set up your WhatsApp account on Facebook Business Manager.

Follow the below steps to set up your WhatsApp Account on Facebook Business Manager

Step 1: Send an Email to WhatsAppEnablement@salesforce.com

Step 2: Write the subject in Email WhatsApp Number Setup.

Step 3: The Body of the Email should provide the following information.

  1. Salesforce Org ID.
  2. Facebook Business Manager ID
  3. Name attached With your Business manager ID
  4. WhatsApp Number, your Name, Email, and Phone Number (any other Number).
  5. Mention the company name you want to see on WhatsApp with the company description, logo, and website URL.

Step 2: Go to Setup, enter Messaging in the Quick Find box, and select Messaging Settings.

1 1 12175e3ff1

Step 3: Enable Messaging

2 1 1217645e17

Step 4: Once the button has been enabled there, two buttons will be visible below on the same page.

3 1 12178dbeb4

Step 5: Click on New Channel and create the channel

4 1 1217975390

Step 6: Click Start and choose WhatsApp and then click Next

5 12180b3a30

Step 7: Follow a few more additional steps

Once WhatsApp is turned on, you need to do a few additional steps to connect Salesforce to your Facebook business management account. You are all set to use WhatsApp as a customer service channel.

6 121819c0c9

Conclusion

Wrapping up, we hope the blog provided the solution you needed to integrate your WhatsApp with Salesforce. We will be back with another interesting Salesforce development solution soon! Till then, stay connected, and do not forget to share your feedback with us when you try the solution!

Share This Blog
Related Articles
Expert Guide On Nominal XIRR Calculation Using LWC in Salesforce
Expert Guide to Calculate Nominal XIRR in Salesforce Using LWC

When building financial tools within Salesforce, handling irregular cash flows with precision is a must. Whether you’re developing investment trackers, portfolio performance dashboards, or funding monitors, calculating Nominal XIRR (Extended Internal Rate of Return) becomes essential. In this blog, you’ll learn how to build a Lightning Web Component (LWC) in Salesforce that calculates Nominal XIRR […]

Read More
Beginners Guide to Making Your LWC Component Multilingual
Beginner’s Guide to Making Your LWC Component Multilingual

If you’re wondering how to make your LWC component multilingual, you’re already ahead of the curve. Global users expect content in their native language, and Salesforce gives you the tools to deliver exactly that. With Custom Labels and the Translation Workbench, you can easily localize your Lightning Web Components without touching a single line of […]

Read More
Hands-On Guide Building a Drag-and-Drop Form Builder Using Lightning Web Components
Hands-On Guide: Building a Drag-and-Drop Form Builder Using Lightning Web Components

Drag-and-drop interfaces are a user experience staple, and when paired with the power of Lightning Web Components (LWC), they unlock dynamic, highly interactive Salesforce components. In this blog post, we’ll walk you through how to build a custom drag-and-drop form builder in LWC. Users can drag form fields like text inputs and dropdowns into a […]

Read More
Please Make Blog Banner How to Create an Agentforce Enabled Scratch Org in Salesforce 100 1
How to Create an Agentforce-Enabled Scratch Org in Salesforce

Setting up an Agentforce-enabled scratch org is the most important step for developers who want to experiment with AI features such as Prompt Builder and Einstein GPT. Whether you’re developing the next generation CRM software or experimenting with how generative AI may improve user experience, a scratch org equipped with Agentforce is your playground. Follow […]

Read More
Step-by-Step Guide to Enhance Your LWC Development Workflow with the Logger API
Step-by-Step Guide to Enhance Your LWC Development Workflow with the Logger API

Are you looking to streamline your LWC development workflow but confused about how to do it? Then you are in the right place. The Salesforce Logger API is a powerful tool that helps you monitor, debug, and improve code quality in real time.  This step-by-step guide walks you through how to set it up and […]

Read More
Enhancing Your Salesforce Experience with a Custom Activity Component
Enhancing Your Salesforce Experience with a Custom Activity Component

In today’s fast-paced business landscape, productivity hinges on streamlined workflows and intuitive interfaces. While Salesforce offers robust activity tracking capabilities, sometimes the standard components fall short of specific organizational needs.  That’s where a Custom Activity Component comes in—designed to tailor your activity management experience, boost user efficiency, and provide deeper insights into customer interactions. In […]

Read More
Our Location worldwide
Indian Flag India
3rd Floor, A-10, Pegasus Tower, Sector 68, Noida, Uttar Pradesh 201301 +91-1203117884
United States of America Flag USA
333 West Brown Deer Road Unit G – 366 Milwaukee WI, USA 53217 +1(262) 310-7818
United Kingdom Flag UK
7 Bell Yard, London, WC2A 2JR +44 20 3239 9428
Canada Canada
HIC Global Solutions INC
43 Lafferty Lane, Richmond Hill, L4C 3N8, CA +1(262) 310-7818