Add the "Chat on WhatsApp" action button to your Contact and Lead pages in Salesforce to quickly start a conversation with any contact. This lets you jump straight into WhatsApp without needing to copy numbers or switch tabs.
Adding Chat on WhatsApp button on Lead page
Click the Gear icon on top right.
Choose Setup.
In the top search bar, type "Object Manager" and open it.
4. Find and click on Lead.
5. In the left menu, click "Page Layouts" and choose the layout you want to edit (e.g., Lead Layout).
6. In the layout editor, at the top, click the "Mobile & Lightning Actions" section.
7. Drag it to the Salesforce Mobile and Lightning Experience Actions area on the layout.
8. Click Save (top left)
Tip: If you don’t see the section, you may need to click the wrench icon 🔧 to enable it.
9. Go back to the Lead page. You’ll see the "Chat on WhatsApp" button at the top right.
Adding Chat on WhatsApp button on Contact page
Click the Gear icon on top right.
Choose Setup.
In the top search bar, type "Object Manager" and open it.
4. Find and click on Contact.
5. In the left menu, click "Page Layouts" and choose the layout you want to edit (e.g., Contact Layout).
6. In the layout editor, at the top, click the "Mobile & Lightning Actions" section.
7. Drag it to the Salesforce Mobile and Lightning Experience Actions area on the layout.
8. Click Save (top left)
Tip: If you don’t see the section, you may need to click the wrench icon 🔧 to enable it.
9. Go back to the Contact page. You’ll see the "Chat on WhatsApp" button at the top right.
We hope this document helps you better understand how Cooby works. For any concerns or questions regarding your Salesforce integration, kindly email us at [email protected] 💜