Articles on: Salesforce Integration

Create Salesforce Tasks

To create a task, open your Salesforce sidebar and open a WhatsApp contact that is linked with a Salesforce contact.


  1. Click on Create Task.


  1. Fill in your desired fields, then click Create.


  1. You can also attach the WhatsApp message when creating a task.



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 💜


Updated on: 02/06/2025

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