View WhatsApp properties in Salesforce
The following is a guide for how to view WhatsApp properties in Contact and Leads’ page.
How to customize Salesforce UI
- Go to Setup -> Object Manager
- Select Contact -> Page Layout -> Contact Layout, click dropdown button and select Edit.
- Drag and drop the 13 properties to Contact Information area
- First message sent by contact (all chats)
- First message sent by team (all chats)
- First message sent by contact (1:1 chats)
- First message sent by team (1:1 chats)
- First message sent by contact (group chats)
- First message sent by team (group chats)
- Last message sent by contact (all chats)
- Last message sent by team (all chats)
- Last message sent by contact (1:1 chats)
- Last message sent by team (1:1 chats)
- Last message sent by contact (group chats)
- Last message sent by team (group chats)
- Last WhatsApp contact properties update time
- Click Save, and you should see the new properties being added to the contact layout.
- Repeat step 2-4 for Lead (Setup -> Object Manager -> Lead -> Page Layout -> Lead Layout)
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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