The following is a guide for how to customize Salesforce UI to display Contact and Leads’ WhatsApp properties.
Go to Setup ->
Object Manager
Select Contact -> Page Layout -> Contact Layout, click dropdown button and select
Edit.
Drag and drop the 8 properties to Contact Information area
First message sent by contact
First message sent by team
Last message sent by contact
Last message sent by team
Last WhatsApp message sync time
Last WhatsApp properties sync time
WhatsApp message sent by contact
WhatsApp message sent by team
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 [email protected] 💜