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)
The properties are immediately updated when a new message is uploaded to Salesforce.
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] 💜