This is the detailed specs of the WhatsApp Activity that Cooby logs into Salesforce.

Note: If you don’t see WhatsApp messages or are not able to delete them in Salesforce, you may not have the required permissions.

WhatsApp Activity

Chat name:
1:1 chat will display as Salesforce contact <> Salesforce user
Group chat will display as WhatsApp group chat name
Chat type:
1:1 chat
Group chat
Sync type:
Auto-sync
Manual-sync
Synced by:
1:1 chat: Salesforce user
Group chat
Auto-synced without the syncer
Manual-sync: Salesforce user

Expand the Activity

Message type
Supported: chat | image | video | ppt (push to talk) | document
Others: call_log | location | payment | vcard | ciphertext | multi_vcard | revoked | oversized | groups_v4_invite | template_button_reply | debug | audio | sticker | status_v3 | product | order | list | interactive | interactive_response | list_response | buttons_response | reaction | reaction_enc | poll_creation | request_phone_number | poll_update | native_flow | biz-cover-photo | keep_in_chat | pin_message | unknown

Message text
For Message type = chat (This will be the text string)
For Message type = image, video, ptt, document.
For other Message types = [Message type]

Attachment
Images will be displayed as an attachment card component, with a small image preview in the message body.
You can preview the file formats:
- Images
- PDFs
- Videos (.mp4, .webm, .ogg)


We support multimedia files up to 15 MB.

Contact Profile

When you hover over the chat participant’s profile image or name, you can be able to view their WhatsApp name and Phone number in the tooltip.
If the participant is linked to a Salesforce lead, contact, or user, you can click the link in the tooltip to open the Salesforce profile.

Filters and Sorting

Filter options

Date range
All time (Default)
Today
Yesterday
Last 7 days
Last 30 days
Last 3 months
Last 12 months

Chat type
All chats
1:1 chats
Group chats

Synced by
Filter options include all members in Salesforce
- Synced by all (Default)
- Member A
- Member B
- Member C
A multiple-value filter to filter chats by syncers.
Auto-synced group chats will be excluded from any synced by filter results.
Display Synced by Salesforce user* when only 1 filter is applied
Display Synced by {{ number }} members when multiple filters are applied

Sort options

Oldest date first
Newest dates first (Default)

You can sort the first and second accordions by dates.
Message content will always be displayed in chronological order and won’t be reversed by sorting.

Search

The search result will depend on the filter you applied. If the filter is default, the search result will be based on All Data.

Search options:

1:1 chat names
Group chat names
Chat participant Salesforce names
Chat participant WhatsApp names
Chat participant WhatsApp numbers
Messages
Synced by
File names
File formats

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 you need to view all records or delete synced WhatsApp messages in Salesforce, please ask your Salesforce admin to assign you the necessary permissions through a custom permission set.

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