> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.cooby.co/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Admin Setup

|| Only **Cooby Custom plan** users can integrate Cooby with Salesforce. If you are interested in Salesforce Integration, please contact the [Cooby Sales Team.](https://www.cooby.co/pricing/?open=request-form)

Follow the steps to set up Salesforce integration for your team. Once you have completed all the steps, your team can start syncing messages!

||| Please note that Salesforce System Administrator permission is required for this setup.

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# I. Connect Cooby to Salesforce

### Connect to Salesforce

1. From the integration center of your Cooby Workspace. Click on **Salesforce**.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/1_1ewdcx7.png =980x511)
2. Press **Admin setup** then click **Connect** to **Salesforce**

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/2_2nz2m0.png =980x588)
| Click Connect to Salesforce Sandbox if you want to test Cooby in the [Sandbox](https://help.salesforce.com/s/articleView?id=sf.data_sandbox_create.htm&type=5) environment before officially applying it. You can also reconnect to the production version by disconnecting from your sandbox version afterward. For more details, please refer to the [Salesforce Sandbox installation guide](https://help.cooby.co/en/article/salesforce-sandbox-installation-guide-y9ncn1/).

### Install Cooby in Salesforce from AppExchange

1. Click **Install Cooby** to be directed to the AppExchange page.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/1_1k8aw9s.png =980x588)
2. Click **Get It Now**.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/2_1xmavms.png =980x560)
3. Log in to your Salesforce account. (If you're already logged in, please skip these steps.)

* If you haven't logged in to AppExchange yet, select **Login** in the Trailblazer.me field.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/a_h54kbo.png =980x511)

* Select **Continue with Salesforce**

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/b_1u6trej.png =980x511)
* Enter your username and password, then click **Log In**

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/3c_1w0mr6x.png =980x511)k Allow to authorize the access

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/3d_1ni9z36.png =980x511)
4. Select which Salesforce account you want to install Cooby, then choose which environment to install Cooby into.

a. Press **Install** **in** **Sandbox** if you want to test Cooby in the Sandbox environment before officially applying it. You can also reconnect to the production version by disconnecting from your sandbox version afterward.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/4_1vkac4z.png =980x511)
5. Click **Confirm and Install.**

6. Choose **Install for all users** in the pop-up when prompted, then **click Install**

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/6_1a7grpc.png =980x511)
7. It will take a while to install. You will receive an email: “Package Cooby Install Successful” when it’s done.

### Set Up API Key

1. Copy the API key list from your Salesforce settings page. Then, click **Manage API key** to be directed to the Salesforce page.
![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/1_m1tzg.png =980x588)
2. Paste it on the **API key** value, and click **Save**.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/2_lrsibh.png =980x551)

### Enable Cooby Required Fields permission set

1. Click **Enable permission set** to create the permission set with required Salesforce fields.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/1_18xm0rg.png =980x588)
2. Once enabled, a success notification will be displayed on your page, and you will automatically be led to the next step.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/2_s5e2jt.png =980x588)
# II. Set up Admin Permissions

### Assign Cooby Admin permission set

1. Click **Assign permission** set to enable your Cooby admin permission in Salesforce.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/1_e8vo2d.png =980x588)
2. You will be directed to the assign Cooby Admin permission set page. Select the user for this permission set, then click **Next** and **Assign**.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/2_gfddmq.png =980x511)
3. Once completed, manually check this step to mark it as done!

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/3_107e38s.png =980x588)
|| Note: As part of recent security updates, the Cooby Admin and Cooby Member permission sets no longer include "Delete" or "View All" access by default. **If users require higher-level permissions, please have your Salesforce admin configure and assign a custom permission set.**


### Assign Cooby Required Fields permission set

1. Click **Assign permission set** to enable your Cooby required fields permission in Salesforce.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/1_k6pfk2.png =980x588)
2. You will be directed to the assign Cooby Required Fields permission set page. Select the user for this permission set, then click **Next** and **Assign**.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/2_16b5kzi.png =980x511)
3. Once completed, manually check this step to mark it as done!

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/1_bpv19s.png =950x570)

# III. Testing WhatsApp Message Syncing

### Grant sync access to Cooby

1. Go to your WhatsApp Web, **refresh** the page, and you will see the Salesforce icon on the Cooby nav bar as well as the Salesforce right-side panel. Click **Authorize**.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/image-from-intercom_1kztkek.png =980x502)
### Auto-link contacts

1. Click on a WhatsApp contact. If a phone number matches one of your Salesforce contacts, a contact card will be displayed on your WhatsApp Web side panel.
![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/2_sspccm.png =950x486)

### Start syncing messages

1. Once the contact is created, you can start syncing messages! With Auto-sync permission, your messages with this contact will automatically sync to Salesforce. If you use manual sync, you’ll need to select the messages to sync to Salesforce.
2. If you would like to manage your sync permission setting, click **Manage permission.**

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/2_7ilyew.png =980x573)

* **Integration permission**
This permission enables a user access to the Salesforce permission. When turned on, they will have access to the Salesforce Sidebar on their WhatsApp Web, and they will have the ability to sync chats into Salesforce.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/a_1ojm8le.png =980x573)

* **Sync permission**
This permission setting enables a user’s chats to be automatically synced to Salesforce. By default, **Auto-Sync** is enabled, meaning all chats from linked contacts will be automatically synced to Salesforce. You can also change the setting to Manual-Sync, allowing you to select which messages to sync manually.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/b_nf1x0y.png =980x573)
[Learn more about message syncing](https://help.cooby.co/en/article/synced-messages-yp1a9/)

# IV. View WhatsApp Messages in Salesforce

### Open Lead/Contact profile

1. On WhatsApp Web, find a linked Lead/Contact and click the **Salesforce icon** next to their name to open their profile in Salesforce.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/image-from-intercom-1_1yzddv.png =980x494)
### Enable WhatsApp Conversations view

1. Click **setting** and select **Edit Page**.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/1_1wuv455.png =980x500)
2. Drag **WhatsApp Conversations** to wherever you want to add the component. For example, it can be under the Activity section.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/2_1imq5fv.png =980x676)
3. Click on **Save** then **Activate**, choose App Default then select **Sales**.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/3_g3glk3.png =980x500)
4. Click **Save** and return to the previous page, you should see the new component.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/4_snyrqy.png =980x499)

| The above steps can be applied to Contacts, Leads, Tasks, Opportunities, and Accounts. The example provided only shows the Contact object, but the steps are the same for each.


### View WhatsApp messages

1. The initial message sync may take up to 15 minutes. Once syncing is complete, WhatsApp messages will appear in the **WhatsApp Chats by Cooby** panel.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/1_16s7fer.png =980x488)

# V. Onboard Team Members

### Invite team members

1. Click **Invite Member** to member page, onboard others and sync their WhatsApp messages.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/1_17cn081.png =980x573)
2. For how to send the invitation, please review [here](https://help.cooby.co/en/article/invite-team-members-7gd8m1/).

### Assign Cooby Member permission set

1. Click **Assign permission set** to manage team members who can sync and view messages in Salesforce.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/1_1jjw3ia.png =980x573)
2. Choose the member whose messages will be synced to Salesforce, then click **Save**.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/2_56alnq.png =980x475)
### Assign Cooby Required Fields permission set

1. Click **Assign permission set** to enable member's Cooby required fields permission in Salesforce.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/1_uhsd06.png =980x573)
2. You will be directed to the assign Cooby Required Fields permission set page. Select the user for this permission set, then click **Next** and **Assign**.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/image-2_192ug3k.png =980x476)
3. Congregation! All your admin setup is completed! 🎉 You can now notify your members to start syncing their messages!

We hope this document helps you better understand how Cooby works. For any concerns or questions regarding your Salesforce integration, kindly email us at [support@cooby.co](mailto:support@cooby.co) 💜