Create Salesforce Tasks
To create a task, open your Salesforce sidebar and open a WhatsApp contact that is linked with a Salesforce contact.
Click on Create Task.
Fill in your desired fields, then click Create.
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 💜
Click on Create Task.
Fill in your desired fields, then click Create.
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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